# ISHARES TR (ACWI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ACWI/

- Reporting holders: 30
- Reported value: $42.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $9.5M | 59,132 | 1.1% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $4.1M | 25,681 | 0.1% | 32 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $3.4M | 21,223 | 1.0% | 14 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $2.9M | 18,171 | 0.1% | 28 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $2.7M | 16,704 | 0.0% | 12 |
| [Roth Financial Partners LLC](https://holderbook.com/funds/1840888-roth-financial-partners-llc/) | $2.4M | 15,317 | 0.7% | 24 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.1M | 13,515 | 0.0% | 32 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $1.8M | 11,563 | 0.2% | 16 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.5M | 9,567 | 0.2% | 31 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $1.4M | 8,935 | 0.0% | 3 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.3M | 8,094 | 0.0% | 5 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $1.2M | 7,556 | 0.1% | 8 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.1M | 6,995 | 0.1% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $982.0K | 6,185 | 0.0% | 14 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $969.0K | 6,104 | 0.2% | 20 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $963.2K | 6,016 | 0.5% | 16 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $830.9K | 5,233 | 0.5% | 3 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $714.4K | 4,500 | 0.1% | 3 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $613.8K | 3,866 | 0.3% | 5 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $563.2K | 3,548 | 0.4% | 4 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $432.3K | 2,723 | 0.3% | 8 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $393.9K | 2,481 | 0.0% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $335.7K | 2,101 | 0.0% | 4 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $124.8K | 786 | 0.0% | 6 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $79.4K | 500 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 30 | $42.6M |
| Q2 2026 | 847 | $16.0B |
| Q1 2026 | 800 | $12.5B |
| Q4 2025 | 814 | $12.0B |
| Q3 2025 | 759 | $10.5B |
| Q2 2025 | 713 | $9.9B |
| Q1 2025 | 684 | $9.0B |
| Q4 2024 | 719 | $9.6B |
| Q3 2024 | 673 | $10.0B |
| Q2 2024 | 683 | $11.2B |
| Q1 2024 | 658 | $14.0B |
| Q4 2023 | 684 | $12.7B |