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Get Institutions for : 
iShares MSCI ACWI ex US Index (ACWX)  
$53.72 0.32 (0.6%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 438    20
Total shares held : 
 62,714,600  
% of shares held : 
 8.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 -912,421  
% of shares held change : 
   -0.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.42  
Last Quarter's Ending Price : 
 $51.04  
Last Quarter's Average Price : 
 $48.13  
Change from last quarter's     
avg. price to the last closing  : 
5.59 (11.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
46
 1,888,347
 3.01%
 
Increased Positions :
144
 6,357,572
 10.14%
 
Unchanged Positions :
117
 1,680,587
 2.68%
 
Decreased Positions :
131
-8,331,045
-13.28%
 
Closed Positions :
26
-827,295
-1.32%
 
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
   BANK OF AMERICA CORP /DE/ 421 - 2023-12-31 6,397,137 $326,510,000 622,032
   BLACKROCK INC. 1487 - 2023-12-31 4,913,573 $250,789,000 811,848
   Spire Wealth Management 6 - 2024-03-31 397,846 $140,022,000 8,296
   NEW YORK STATE COMMON RETIREMENT FUND 165 - 2023-12-31 1,591,823 $81,247,000 51,733
   REGIONS FINANCIAL CORP 52 - 2024-03-31 1,171,050 $62,522,000 17,456
   AMERIPRISE FINANCIAL INC 708 - 2023-12-31 1,134,655 $57,909,000 192,670
   SCHRODER INVESTMENT MANAGEMENT GROUP 253 - 2023-12-31 1,060,747 $54,141,000 142,821
   US BANCORP 213 - 2023-12-31 719,080 $36,702,000 1,626
   CALAMOS WEALTH MANAGEMENT LLC 11 - 2023-12-31 708,629 $36,168,000 16,248
   CAPTRUST FINANCIAL ADVISORS 150 - 2023-12-31 693,284 $35,385,000 19,138
   HPM Partners LLC - 2023-12-31 645,961 $32,969,000 634,244
   J P MORGAN CHASE & CO 1312 - 2023-12-31 631,632 $32,239,000 449,128
   WESBANCO BANK INC 16 - 2024-03-31 554,971 $29,630,000 30,445
   LAZARD ASSET MANAGEMENT LLC 234 - 2023-12-31 568,376 $29,009,000 291,714
   FRANKLIN RESOURCES INC 618 - 2023-12-31 566,902 $28,935,000 6,564
   GM Advisory Group Inc. 12 - 2023-12-31 559,525 $28,558,000 15,409
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 403 - 2024-03-31 521,188 $27,826,000 316,898
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 500,261 $26,709,000 178
   Rockefeller Capital Management L.P. 278 - 2023-12-31 423,168 $21,599,000 293,525
   Cornerstone Wealth Group LLC 8 - 2024-03-31 395,995 $21,142,000 1,025
   BANK OF NEW YORK MELLON CORP 1549 - 2024-03-31 392,820 $20,973,000 2,308
   CI Private Wealth LLC 381 - 2023-12-31 402,855 $20,562,000 28,686
   ALLIANCEBERNSTEIN L.P. 894 - 2023-12-31 376,407 $19,212,000 164,383
   WELLS FARGO & CO/MN 1112 - 2023-12-31 373,809 $19,079,000 66,901
   Heritage Wealth Advisors 32 - 2023-12-31 311,640 $15,906,000 97,279
   CULLEN CAPITAL MANAGEMENT LLC 70 - 2023-12-31 302,800 $15,455,000 294,590
   Kestra Advisory Services LLC 201 - 2023-12-31 263,785 $13,464,000 6,617
   Atlantic Trust Group LLC 293 - 2023-12-31 255,695 $13,051,000 250,743
   BAILARD BIEHL & KAISER INC 61 - 2023-12-31 245,875 $12,549,000 36,922
   CREATIVE PLANNING 341 - 2023-12-31 241,623 $12,332,000 102,690
   Philip James Wealth Mangement LLC - 2024-03-31 220,808 $11,789,000 4,919
   LPL FINANCIAL CORP 1246 - 2023-12-31 195,835 $9,995,000 62,353
   Goss Wealth Management LLC 208 - 2023-12-31 189,475 $9,663,000 16,638
   QUANTITATIVE ADVANTAGE LLC 23 - 2023-03-31 185,492 $9,046,000 743
   CUMBERLAND ADVISORS INC 8 - 2024-03-31 161,405 $8,617,000 12,645
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 402 - 2023-09-30 177,253 $8,333,000 11,703
   JOHNSON INVESTMENT COUNSEL INC 121 - 2023-12-31 162,443 $8,291,000 4,899
   Cassia Capital Partners LLC 6 - 2024-03-31 144,091 $7,693,000 20,191
   Dentgroup LLC 4 - 2024-03-31 131,133 $7,001,000 8,188
   COMERICA BANK 533 - 2023-12-31 135,716 $6,927,000 4,311
   COMMONWEALTH EQUITY SERVICES LLC. 1004 - 2024-03-31 121,459 $6,485,000 5,264
   THORNBURG INVESTMENT MANAGEMENT INC 132 - 2023-12-31 124,905 $6,375,000 14,273
   SAND HILL ADVISORS INC/CA 58 - 2023-12-31 116,045 $5,923,000 8,432
   BROWN ADVISORY HOLDINGS INC 472 - 2024-03-31 109,558 $5,849,000 585
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 639 - 2024-03-31 99,582 $5,317,000 28,417
   St. Louis Trust Co - 2024-03-31 98,154 $5,224,000 287
   SMITH & HOWARD WEALTH MANAGEMENT, LLC 18 - 2024-03-31 96,920 $5,175,000 1,495
   POLEN CAPITAL MANAGEMENT INC 73 - 2023-12-31 165,456 $5,171,000 142,362
   STIFEL FINANCIAL CORP 1144 - 2023-12-31 90,431 $4,616,000 60,078
   HANCOCK HOLDING CO 113 - 2023-12-31 88,521 $4,518,000 1,378
   State of Wyoming 11 - 2023-12-31 84,026 $4,289,000 77,300
   Global Retirement Partners LLC 143 - 2024-03-31 76,783 $4,099,000 4,583
   Premier Path Wealth Partners LLC 31 - 2024-03-31 73,698 $4,084,000 30,073
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 74,707 $3,988,000 6,947
   WETHERBY ASSET MANAGEMENT INC 92 - 2023-12-31 75,219 $3,839,000 55
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 907 - 2024-03-31 70,378 $3,757,000 15,013
   VEREDUS ASSET MANAGEMENT LLC 151 - 2023-12-31 72,671 $3,709,000 45,914
   LEE MUNDER CAPITAL GROUP, LLC 115 - 2023-12-31 72,264 $3,688,000 62,260
   Hapanowicz & Associates Financial Services Inc 9 - 2023-12-31 69,252 $3,535,000 4,332
   BIDWELL C M & ASSOCIATES LTD/ 11 - 2023-12-31 67,242 $3,432,000 900
   SPC FINANCIAL, INC. - 2024-03-31 61,502 $3,284,000 2,415
   Prime Capital Investment Advisors LLC - 2023-12-31 64,170 $3,275,000 29,291
   BAYSTATE WEALTH MANAGEMENT LLC 41 - 2023-12-31 62,344 $3,182,000 8,294
   Beta Wealth Group Inc. 19 - 2023-12-31 56,148 $2,866,000 1,677
   PARK AVENUE SECURITIES LLC 308 - 2024-03-31 52,569 $2,807,000 4,138
   Financial Council Asset Management Inc 16 - 2023-12-31 53,954 $2,754,000 2,114
   THRIVENT FINANCIAL FOR LUTHERANS 1097 - 2023-12-31 53,781 $2,745,000 21,473
   HAVERFORD TRUST CO - 2024-03-31 49,683 $2,653,000 5,212
   Camden Capital LLC 56 - 2023-12-31 49,948 $2,549,000 697
   Badgley Phelps Wealth Managers LLC 124 - 2023-12-31 48,991 $2,501,000 44,151
   COMERICA SECURITIESINC. 110 - 2023-09-30 53,135 $2,498,000 2,807
   DFPG INVESTMENTS INC. 128 - 2023-12-31 47,568 $2,383,000 1,392
   Baird Financial Group Inc. 904 - 2023-12-31 43,034 $2,196,000 2,125
   FIRST CITIZENS BANK & TRUST CO 182 - 2024-03-31 39,868 $2,129,000 23,446
   FourThought Financial Partners LLC 87 - 2023-12-31 41,140 $2,100,000 2,701
   HRT FINANCIAL LLC 624 - 2023-12-31 37,517 $1,914,000 550
   OAK FAMILY ADVISORS LLC 43 - 2024-03-31 35,350 $1,887,000 2,930
   BIP Wealth LLC 60 - 2023-12-31 35,755 $1,825,000 2,950
   MADISON ASSET MANAGEMENT LLC 269 - 2023-12-31 29,776 $1,520,000 23,670
   CALAMOS ADVISORS LLC 404 - 2023-12-31 27,644 $1,411,000 2,652
   Ramirez Asset Management Inc. 107 - 2023-12-31 26,792 $1,367,000 22,781
   OARSMAN CAPITAL, INC. 67 - 2023-12-31 25,520 $1,303,000 10,318
   Bedel Financial Consulting Inc. 59 - 2023-12-31 25,136 $1,283,000 1,529
   CIM LLC 79 - 2023-12-31 23,307 $1,211,000 418
   Equitable Holdings Inc. 543 - 2023-12-31 22,541 $1,150,000 128
   Cetera Investment Advisers 1049 - 2023-12-31 21,880 $1,117,000 3,334
   Cassaday & Co Wealth Management LLC 91 - 2023-12-31 21,447 $1,095,000 1,390
   AVALON ADVISORS L P 199 - 2023-03-31 21,710 $1,059,000 3,976
   Arcadia Wealth Management LLC - 2023-12-31 20,259 $1,034,000 8,236
   AE Wealth Management LLC 1135 - 2023-12-31 20,389 $1,027,000 8,186
   Coppell Advisory Solutions LLC 110 - 2023-12-31 19,775 $1,009,000 19,449
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 971 - 2023-12-31 19,493 $995,000 390
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 219 - 2023-12-31 19,338 $987,000 125
   NORTHERN TRUST CORP 3331 - 2023-12-31 18,377 $938,000 4,268
   Perigon Wealth Management LLC - 2024-03-31 16,307 $871,000 38
   FREESTONE CAPITAL HOLDINGS, LLC 221 - 2023-12-31 15,612 $797,000 82
   PARTNERS CAPITAL INVESTMENT GROUP LLP 145 - 2023-12-31 15,344 $783,000 211
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 621 - 2023-12-31 14,804 $756,000 8,389
   Avestar Capital LLC 140 - 2023-12-31 13,737 $701,000 87
   TD Waterhouse Canada Inc. 485 - 2023-12-31 11,265 $689,000 1,574
  100 Records found
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