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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 200 - 2023-12-31 10,396,238 $1,058,025,000 -1,151,751
   TORONTO DOMINION BANK 19 - 2023-12-31 5,310,000 $540,399,000 -430,000
   MKP CAPITAL MANAGEMENT, L.L.C. 1 - 2023-12-31 4,276,752 $435,245,000 -3,186,223
   NATIONAL BANK OF CANADA /FI/ 53 - 2023-12-31 2,147,047 $216,636,000 -2,293,845
   SAGEWORTH TRUST CO 3 - 2024-03-31 1,768,110 $194,722,000 -66,672
   ICONIQ CAPITAL, LLC 7 - 2023-12-31 1,641,244 $167,029,000 -4,724
   BANK OF NOVA SCOTIA / 71 - 2023-12-31 1,460,745 $148,655,000 -51,069
   PRUDENTIAL CORP PLC 12 - 2023-12-31 1,176,025 $119,684,000 -334,775
   NUVEEN ASSET MANAGEMENT, LLC 360 - 2023-12-31 1,155,718 $117,617,000 -676,306
   HUDSON BAY CAPITAL MANAGEMENT LP 21 - 2023-12-31 1,000,000 $101,770,000 -2,500,000
   JANE STREET GROUP LLC 121 - 2023-12-31 977,330 $99,463,000 -2,040,428
   CREDIT SUISSE/ 205 - 2023-12-31 8,621 $97,359,000 -532
   FACTORY MUTUAL INSURANCE CO 19 - 2024-03-31 867,000 $95,483,000 -269,700
   EVOKE WEALTH LLC 11 - 2023-12-31 895,754 $91,161,000 -17,271
   BANK OF MONTREAL /CAN/ 361 - 2023-12-31 634,251 $64,744,000 -304,657
   ALLIANCEBERNSTEIN L.P. 516 - 2023-12-31 635,478 $64,673,000 -811,800
   HSBC HOLDINGS PLC 360 - 2023-12-31 555,569 $56,540,000 -122,513
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 533,089 $54,252,000 -40,635
   CI Private Wealth LLC 215 - 2023-12-31 503,389 $51,230,000 -240,936
   Three Bridge Wealth Advisors LLC 2 - 2023-12-31 413,085 $42,040,000 -4,026
   Bremer Bank National Association 1 - 2024-03-31 371,412 $40,904,000 -194,966
   Mill Creek Capital Advisors LLC 17 - 2023-12-31 375,601 $38,225,000 -54,353
   OAK HILL INVESTMENT MANAGEMENT, L.P. 11 - 2023-12-31 330,267 $33,611,000 -5,226
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 162 - 2023-12-31 318,552 $32,419,000 -7,659
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 210 - 2023-09-30 350,729 $32,397,000 -13,135
   BANK HAPOALIM BM - 2023-12-31 313,247 $31,879,000 -170
   STATE STREET CORP 1987 - 2023-12-31 281,828 $28,682,000 -50,439
   Ausdal Financial Partners Inc. 4 - 2024-03-31 206,688 $22,763,000 -91,840
   NORTHERN TRUST CORP 1554 - 2023-12-31 213,801 $21,759,000 -271,429
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 305 - 2024-03-31 193,714 $21,334,000 -1,775
   Ayalon Holdings Ltd. 3 - 2024-03-31 165,430 $18,219,000 -92,276
   Nationwide Asset Management LLC 1 - 2023-09-30 195,940 $18,150,000 -2,890
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 140 - 2023-12-31 172,564 $17,562,000 -42,414
   RAYMOND JAMES & ASSOCIATES 870 - 2024-03-31 147,969 $16,296,000 -295,193
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 589 - 2024-03-31 147,581 $16,253,000 -39,565
   OLD MISSION CAPITAL LLC 33 - 2023-12-31 159,429 $16,225,000 -49,172
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 18 - 2023-12-31 157,340 $16,012,000 -87,772
   KOCHIS FITZ/QUINTILE LLC 28 - 2024-03-31 131,024 $14,430,000 -291
   Granger Management LLC 5 - 2023-12-31 139,321 $14,179,000 -455,000
   CAPTRUST FINANCIAL ADVISORS 311 - 2023-12-31 135,263 $13,766,000 -11,689
   IEQ CAPITAL LLC 66 - 2023-12-31 132,121 $13,446,000 -5,910
   Mayo Clinic 1 - 2023-12-31 113,737 $11,575,000 -365,199
   Intercontinental Wealth Advisors LLC 6 - 2023-06-30 116,664 $11,193,000 -4,727
   VPR Management LLC 9 - 2023-12-31 108,100 $11,001,000 -21,000
   WELLINGTON MANAGEMENT CO LLP 1065 - 2023-12-31 102,681 $10,450,000 -47,996
   Charter Oak Capital Management LLC 12 - 2024-03-31 87,358 $9,621,000 -465
   DORSEY & WHITNEY TRUST CO LLC 33 - 2023-12-31 89,269 $9,085,000 -572
   DT INVESTMENT PARTNERS, LLC 23 - 2023-12-31 83,776 $8,662,000 -1,400
   WMS PARTNERS, LLC 27 - 2023-12-31 79,590 $8,100,000 -4,163
   TIEDEMANN WEALTH MANAGEMENT, LLC 35 - 2023-09-30 86,655 $8,004,000 -1,452
   PRUDENTIAL FINANCIAL INC 754 - 2023-12-31 76,347 $7,770,000 -704
   Naviter Wealth LLC 15 - 2024-03-31 69,707 $7,677,000 -87,447
   Kovitz Investment Group Partners LLC 97 - 2023-12-31 73,347 $7,465,000 -10
   Amplius Wealth Advisors LLC 28 - 2024-03-31 67,623 $7,447,000 -11,090
   MARINER WEALTH ADVISORS, LLC 581 - 2023-12-31 68,161 $6,937,000 -242
   CAHABA WEALTH MANAGEMENT INC. 18 - 2024-03-31 60,839 $6,700,000 -197
   MEITAV DASH INVESTMENTS LTD 110 - 2023-12-31 59,363 $6,038,000 -921
   Parallel Advisors LLC 105 - 2023-12-31 57,036 $5,805,000 -95
   Madrona Financial Services LLC 16 - 2024-03-31 48,621 $5,355,000 -802
   Peak Financial Management Inc. 22 - 2024-03-31 47,654 $5,248,000 -348
   AE Wealth Management LLC 568 - 2023-12-31 50,964 $5,243,000 -58,849
   BUCKINGHAM ASSET MANAGEMENT, LLC 138 - 2023-12-31 51,439 $5,235,000 -2,408
   LexAurum Advisors LLC 18 - 2024-03-31 47,291 $5,208,000 -250
   USAdvisors Wealth Management LLC 14 - 2023-12-31 49,053 $4,992,000 -4,155
   Moneda S.A. Administradora General de Fondos 8 - 2023-12-31 48,460 $4,932,000 -8,617
   PAX Financial Group LLC 27 - 2023-12-31 46,346 $4,841,000 -4,271
   COMMONWEALTH EQUITY SERVICES LLC. 1110 - 2023-12-31 46,561 $4,739,000 -1,350
   NOTTINGHAM ADVISORS INC 31 - 2023-12-31 41,245 $4,198,000 -29,424
   Congress Wealth Management LLC / DE / 248 - 2024-03-31 36,542 $4,024,000 -913
   SAND HILL ADVISORS INC/CA 74 - 2023-12-31 39,045 $3,974,000 -5,353
   CREATIVE PLANNING 639 - 2023-12-31 38,442 $3,912,000 -137
   BLUE CREEK INVESTMENT PARTNERS LLC 56 - 2024-03-31 35,514 $3,911,000 -46,339
   Community Bank N.A. 52 - 2023-12-31 38,000 $3,867,000 -28,409
   MASSMUTUAL TRUST CO FSB/ADV 155 - 2024-03-31 34,641 $3,815,000 -1,095
   Vivaldi Capital Management LLC 22 - 2023-12-31 36,036 $3,729,000 -1,047
   MainStreet Investment Advisors LLC 60 - 2023-12-31 35,446 $3,607,000 -480
   DIVERSIFIED TRUST CO 106 - 2024-03-31 32,551 $3,585,000 -1
   Well Done LLC 34 - 2024-03-31 32,439 $3,573,000 -4,944
   SNS Financial Group LLC 35 - 2024-03-31 32,448 $3,573,000 -1,656
   BANQUE PICTET & CIE SA 170 - 2023-12-31 33,993 $3,459,000 -450
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 121 - 2023-12-31 33,745 $3,434,000 -180
   Sageworth Trust Co of South Dakota 2 - 2024-03-31 31,062 $3,421,000 -16,600
   FREESTONE CAPITAL HOLDINGS, LLC 112 - 2023-12-31 32,122 $3,269,000 -2,608
   YHB INVESTMENT ADVISORS, INC. 83 - 2024-03-31 29,425 $3,241,000 -6,750
   Independent Wealth Network Inc. 3 - 2024-03-31 28,604 $3,150,000 -12,306
   CITADEL ADVISORS LLC 1950 - 2023-12-31 30,519 $3,106,000 -90,942
   Squarepoint Ops LLC 841 - 2023-12-31 30,468 $3,101,000 -120,969
   EP WEALTH ADVISORS, INC. 208 - 2023-12-31 30,445 $3,098,000 -1,233
   QUADRANT CAPITAL GROUP LLC 56 - 2023-12-31 27,426 $2,791,000 -4,196
   Phoenix Holdings Ltd. 167 - 2023-12-31 27,120 $2,784,000 -397
   SIGNATUREFD, LLC 109 - 2023-12-31 26,999 $2,748,000 -126
   SYNOVUS FINANCIAL CORP 278 - 2023-12-31 26,985 $2,746,000 -41
   WADDELL & ASSOCIATES LLC 26 - 2023-12-31 26,129 $2,659,000 -308
   Austin Wealth Management LLC 35 - 2023-12-31 24,626 $2,590,000 -842
   Thrive Capital Management LLC 19 - 2023-12-31 25,396 $2,585,000 -448
   Arcus Capital Partners LLC 17 - 2024-03-31 23,433 $2,581,000 -512
   RDA Financial Network 30 - 2024-03-31 23,041 $2,538,000 -216
   ASB Consultores LLC 20 - 2023-12-31 24,050 $2,448,000 -855
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1717 - 2023-12-31 23,412 $2,383,000 -122,505
   Strategic Financial Group LLC - 2023-12-31 22,760 $2,316,000 -8
  100 Records found
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