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Get Institutions for : 
iShares MSCI ACWI Index (ACWI)  
$107.38 0.99 (0.93%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 652    40
Total shares held : 
 109,458,531  
% of shares held : 
 66.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   73  
Amount of shares held : 
 12,429,642  
% of shares held change : 
   7.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $91.96  
Last Quarter's Ending Price : 
 $101.77  
Last Quarter's Average Price : 
 $95.67  
Change from last quarter's     
avg. price to the last closing  : 
11.71 (12.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
67
 5,195,326
 4.75%
 
Increased Positions :
231
 26,240,968
 23.97%
 
Unchanged Positions :
156
 3,768,685
 3.44%
 
Decreased Positions :
198
-17,200,577
-15.71%
 
Closed Positions :
27
-1,806,075
-1.65%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Wind River Trust Co 7 - 2024-03-31 124,271 $13,686,000 0
   GFS ADVISORS, LLC 13 - 2024-03-31 108,520 $11,951,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 63 - 2023-12-31 113,541 $11,555,000 0
   Sycale Advisors (NY) LLC 9 - 2023-12-31 93,216 $9,487,000 0
   WEST PACES ADVISORS INC. 11 - 2024-03-31 64,327 $7,084,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 25 - 2024-03-31 61,005 $6,718,000 0
   LEAVELL T & ASSOCIATES INC 80 - 2024-03-31 50,345 $5,544,000 0
   Frank Rimerman Advisors LLC 19 - 2023-12-31 44,557 $4,535,000 0
   PINEBRIDGE INVESTMENTS LTD 300 - 2023-12-31 43,589 $4,436,000 0
   BALLENTINE FINN & COMPANY INC 92 - 2024-03-31 36,673 $4,039,000 0
   Intergy Private Wealth LLC 17 - 2024-03-31 33,815 $3,724,000 0
   PINNACLE ASSOCIATES LTD 305 - 2024-03-31 27,922 $3,075,000 0
   RDL FINANCIAL INC 29 - 2024-03-31 23,859 $2,289,000 0
   Steward Partners Investment Advisory LLC 488 - 2023-12-31 20,779 $2,115,000 0
   Financial Gravity Wealth Inc. 141 - 2023-12-31 6,118 $2,023,000 0
   Compagnie Lombard Odier SCA 155 - 2023-12-31 19,750 $2,010,000 0
   Roth Financial Partners LLC 14 - 2024-03-31 16,108 $1,774,000 0
   Pictet North America Advisors SA 73 - 2023-12-31 16,595 $1,689,000 0
   Sunflower Bank N.A. 30 - 2024-03-31 14,540 $1,601,000 0
   AMG NATIONAL TRUST BANK 207 - 2023-12-31 15,663 $1,594,000 0
   FinTrust Capital Advisors LLC 71 - 2023-12-31 14,766 $1,503,000 0
   HAVERFORD TRUST CO 185 - 2023-12-31 14,562 $1,482,000 0
   Empirical Finance LLC 211 - 2023-12-31 12,489 $1,271,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 86 - 2023-12-31 12,288 $1,251,000 0
   MONTECITO BANK & TRUST 98 - 2024-03-31 10,968 $1,208,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 274 - 2023-12-31 11,500 $1,170,000 0
   KCM INVESTMENT ADVISORS LLC 200 - 2023-12-31 11,155 $1,135,000 0
   CHERRYDALE WEALTH MANAGEMENT LLC 24 - 2024-03-31 10,294 $1,134,000 0
   BERKSHIRE ASSET MANAGEMENT INC/PA 120 - 2023-12-31 10,556 $1,074,000 0
   FIDUCIARY TRUST CO 333 - 2023-12-31 10,134 $1,031,000 0
   JMG FINANCIAL GROUP, LTD. 66 - 2023-12-31 10,000 $1,018,000 0
   MYCIO WEALTH PARTNERS LLC 26 - 2023-12-31 9,599 $977,000 0
   Wellspring Financial Advisors LLC 53 - 2023-12-31 9,492 $966,000 0
   Steele Capital Management Inc. 66 - 2024-03-31 8,510 $937,000 0
   BECKER CAPITAL MANAGEMENT INC 166 - 2023-12-31 8,300 $845,000 0
   Sonoma Private Wealth LLC 17 - 2023-12-31 8,260 $841,000 0
   CRITERION CAPITAL ADVISORS LLC 40 - 2024-03-31 7,300 $804,000 0
   Fifth Third Wealth Advisors LLC 120 - 2024-03-31 7,300 $804,000 0
   Modus Advisors LLC 65 - 2024-03-31 7,262 $800,000 0
   Wealth Architects LLC 82 - 2023-12-31 7,740 $788,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 284 - 2024-03-31 7,548 $768,000 0
   ST GERMAIN D J CO INC 176 - 2024-03-31 6,968 $767,000 0
   COMMERCE BANK N A/MO 696 - 2023-12-31 7,456 $759,000 0
   INSIGNEO ADVISORY SERVICES LLC 176 - 2023-12-31 7,266 $739,000 0
   ANCHOR CAPITAL ADVISORS INC 188 - 2023-12-31 7,255 $738,000 0
   SEAWARD MANAGEMENT CORP - 2023-12-31 6,626 $674,000 0
   BCJ Capital Management LLC 155 - 2023-12-31 6,546 $666,000 0
   Patten Group Inc. 150 - 2024-03-31 6,008 $662,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 349 - 2024-03-31 5,938 $654,000 0
   Ballew Advisors Inc 55 - 2024-03-31 5,888 $638,000 0
   Stonehage Fleming Financial Services Holdings Ltd 81 - 2023-12-31 6,269 $638,000 0
   HIGHLAND CAPITAL MANAGEMENT CORP 266 - 2023-12-31 6,040 $615,000 0
   ALTFEST L J & CO INC 169 - 2024-03-31 5,454 $601,000 0
   Evolution Wealth Advisors LLC 74 - 2024-03-31 5,423 $597,000 0
   Joel Isaacson & Co. LLC - 2023-12-31 5,828 $593,000 0
   Aaron Wealth Advisors 145 - 2024-03-31 5,366 $591,000 0
   Mutual Advisors LLC 631 - 2023-12-31 5,192 $528,000 0
   COURAGE MILLER PARTNERS, LLC 58 - 2024-03-31 4,750 $523,000 0
   Chicago Partners Investment Group LLC 440 - 2024-03-31 4,738 $506,000 0
   Syntegra Private Wealth Group LLC 62 - 2023-12-31 4,902 $499,000 0
   CLIENT 1ST ADVISORY GROUP LLC 56 - 2023-12-31 4,817 $490,000 0
   FINANCIAL ADVISORY CORP /UT/ /ADV 96 - 2024-03-31 4,422 $487,000 0
   REGATTA CAPITAL GROUP LLC 119 - 2024-03-31 4,369 $481,000 0
   Belmont Capital LLC 49 - 2023-12-31 4,630 $471,000 0
   Archford Capital Strategies LLC 182 - 2024-03-31 4,084 $450,000 0
   STOCK YARDS BANK & TRUST CO 294 - 2023-12-31 4,200 $427,000 0
   STEPHENS INC /AR/ 809 - 2023-12-31 4,131 $420,000 0
   Winthrop Advisory Group LLC 95 - 2024-03-31 3,746 $412,000 0
   JFG Wealth Management LLC 46 - 2023-12-31 4,001 $407,000 0
   Psagot Value Holdings Ltd. / (Israel) 105 - 2023-12-31 4,000 $407,000 0
   Arden Trust Co 169 - 2024-03-31 3,567 $393,000 0
   UMB BANK N A/MO 449 - 2024-03-31 3,520 $388,000 0
   HANCOCK HOLDING CO 511 - 2023-12-31 3,485 $355,000 0
   SUMMIT FINANCIAL GROUP INC 144 - 2024-03-31 3,092 $341,000 0
   Garde Capital Inc. 144 - 2023-12-31 3,344 $340,000 0
   OAK HARBOR WEALTH PARTNERS LLC 128 - 2024-03-31 3,000 $330,000 0
   GREENUP STREET WEALTH MANAGEMENT LLC 67 - 2023-12-31 3,216 $327,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 516 - 2023-12-31 3,096 $315,000 0
   Spire Wealth Management 656 - 2024-03-31 2,812 $310,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 49 - 2022-12-31 3,636 $309,000 0
   MATTERN CAPITAL MANAGEMENT LLC 119 - 2023-12-31 2,970 $302,000 0
   Essex Savings Bank 194 - 2024-03-31 2,956 $301,000 0
   Blue Edge Capital LLC 96 - 2023-12-31 2,954 $301,000 0
   Rossmore Private Capital 199 - 2023-12-31 2,900 $295,000 0
   CCM PARTNERS 511 - 2023-12-31 2,860 $291,000 0
   Total Clarity Wealth Management Inc. 206 - 2024-03-31 2,550 $281,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 126 - 2023-12-31 2,735 $278,000 0
   Global Strategic Investment Solutions LLC 125 - 2023-12-31 2,717 $277,000 0
   PORTLAND GLOBAL ADVISORS LLC 110 - 2023-12-31 2,714 $276,000 0
   SEVEN POST INVESTMENT OFFICE LP 49 - 2024-03-31 2,488 $274,000 0
   SAPIENT CAPITAL LLC 307 - 2024-03-31 2,466 $272,000 0
   HERITAGE WEALTH MANAGEMENT LLC 136 - 2024-03-31 2,463 $271,000 0
   Provident Wealth Management LLC 58 - 2024-03-31 2,417 $266,000 0
   WEALTHSOURCE PARTNERS LLC 433 - 2023-12-31 2,603 $265,000 0
   NICOLET ADVISORY SERVICES LLC 265 - 2023-12-31 2,642 $264,000 0
   Ruggaard & Associates LLC 94 - 2023-12-31 2,593 $264,000 0
   Mount Yale Investment Advisors LLC 442 - 2023-12-31 2,579 $262,000 0
   CHESLEY TAFT & ASSOCIATES LLC/IL 297 - 2024-03-31 2,220 $244,000 0
   Highlander Partners L.P. 25 - 2023-12-31 2,360 $240,000 0
   Dentgroup LLC 73 - 2024-03-31 2,171 $239,000 0
  100 Records found
  1    
  Page 1 of 1
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