ISHARES TR (ACWI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
814
Reporting holders
$14.7B
Reported value
2.2%
Held as options
+43
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $1.8B | 11,192,473 | 0.09% | 35q | +4.4%+$74.5M |
| BNP PARIBAS FINANCIAL MARKETS | $776.3M | 4,945,603 | 0.27% | 31q | +197.2%+$515.1M |
| BANK OF AMERICA CORP /DE/ | $350.3M | 2,231,651 | 0.02% | 31q | +61.2%+$133.0M |
| UBS Group AG | $344.9M | 1,178,489 | 0.04% | 31q | +2.5%+$8.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $318.9M | 2,046,529 | 0.23% | 18q | +211.5%+$216.5M |
| WELLS FARGO & COMPANY/MN | $299.6M | 1,908,952 | 0.05% | 31q | -53.6%-$346.8M |
| Sageworth Trust Co | $270.9M | 1,726,067 | 10.67% | 31q | HELD |
| NORTHERN TRUST CORP | $250.6M | 1,596,244 | 0.03% | 31q | +3.1%+$7.4M |
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York | $249.6M | 1,590,032 | 57.33% | 6q | -14.0%-$40.5M |
| NATIONAL BANK OF CANADA /FI/ | $248.2M | 1,580,926 | 0.18% | 19q | +23.8%+$47.7M |
| Phoenix Financial Ltd. | $237.4M | 1,512,202 | 1.62% | 13q | +8.2%+$18.0M |
| Corient Private Wealth LP | $218.4M | 1,391,406 | 0.14% | 15q | +75.3%+$93.8M |
| P/E Global LLC | $218.4M | 1,391,035 | 14.01% | 10q | -3.8%-$8.7M |
| PNC Financial Services Group, Inc. | $217.8M | 1,387,365 | 0.11% | 31q | HELD |
| JPMORGAN CHASE & CO | $215.6M | 1,383,598 | 0.01% | 31q | -25.4%-$73.3M |
| PRUDENTIAL PLC | $214.3M | 1,365,357 | 1.17% | 32q | +1.3%+$2.7M |
| ICONIQ Capital, LLC | $213.0M | 1,356,798 | 6.13% | 32q | +3.1%+$6.4M |
| Granger Management LLC | $207.5M | 1,322,121 | 64.29% | 23q | -28.8%-$84.1M |
| BANK OF MONTREAL /CAN/ | $201.4M | 958,002 | 0.07% | 31q | +13.3%+$23.6M |
| Mass General Brigham, Inc | $197.7M | 1,259,657 | 54.76% | 3q | -41.5%-$140.3M |
| Sequoia Financial Advisors, LLC | $180.0M | 1,146,645 | 0.90% | 31q | -4.3%-$8.0M |
| GOLDMAN SACHS GROUP INC | $177.0M | 1,127,700 | 0.02% | 31q | +27.6%+$38.3M |
| Bogart Wealth, LLC | $164.8M | 1,049,707 | 5.65% | 31q | +1.7%+$2.8M |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | $162.9M | 1,038,012 | 14.97% | 9q | +17.4%+$24.1M |
| DIMENSION CAPITAL MANAGEMENT LLC | $158.6M | 1,010,593 | 18.59% | 31q | +20.2%+$26.6M |
| Allianz Asset Management GmbH | $144.7M | 1,045,428 | 0.13% | 40q | HELD |
| HF Capital, LLC | $136.3M | 868,367 | 45.94% | 3q | -3.8%-$5.4M |
| MAI Capital Management | $126.7M | 806,928 | 0.48% | 14q | +3941.5%+$123.5M |
| CAPITAL ADVISORS INC/OK | $125.3M | 798,281 | 1.84% | 9q | +0.7%+$883.0K |
| IEQ CAPITAL, LLC | $124.8M | 795,286 | 0.58% | 27q | +3.2%+$3.9M |
| BROWN ADVISORY INC | $124.2M | 791,591 | 0.19% | 31q | +14.3%+$15.5M |
| Pathstone Holdings, LLC | $115.1M | 733,357 | 0.34% | 11q | +131.2%+$65.3M |
| BlackRock, Inc. | $114.8M | 626,460 | 0.00% | 8q | -1.7%-$2.0M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $105.4M | 672,938 | 0.66% | 27q | -1.0%-$1.1M |
| HSBC HOLDINGS PLC | $103.3M | 658,288 | 0.04% | 31q | +4.2%+$4.1M |
| Copos Capital B.V. | $102.8M | 654,673 | 13.89% | new | NEW |
| Mirae Asset Global Investments Co., Ltd. | $102.6M | 653,715 | 0.15% | 4q | -49.8%-$101.8M |
| ALLIANCEBERNSTEIN L.P. | $98.2M | 709,499 | 0.03% | 31q | +14.6%+$12.5M |
| Two Creeks Capital Management, LP | $91.6M | 583,355 | 65.62% | new | NEW |
| Verger Capital Management LLC | $88.1M | 561,194 | 25.81% | 31q | -7.1%-$6.7M |
| LOWE BROCKENBROUGH & CO INC | $85.1M | 542,352 | 3.79% | 20q | -15.4%-$15.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | $83.3M | 531,034 | 1.79% | 15q | -13.3%-$12.8M |
| Federation des caisses Desjardins du Quebec | $82.6M | 525,899 | 0.25% | 37q | +14.6%+$10.5M |
| Allianz SE | $80.9M | 515,415 | 0.85% | 10q | +1.3%+$1.0M |
| BANK OF NOVA SCOTIA | $79.8M | 508,414 | 0.12% | 27q | +42.4%+$23.8M |
| NOMURA ASSET MANAGEMENT CO LTD | $79.3M | 505,073 | 0.17% | 19q | +160.9%+$48.9M |
| Jasper Ridge Partners, L.P. | $77.3M | 492,178 | 0.82% | 31q | -18.1%-$17.1M |
| Bernicke Wealth Management, Ltd. | $76.1M | 484,549 | 8.83% | 11q | +1.5%+$1.1M |
| ROYAL BANK OF CANADA | $72.7M | 463,373 | 0.01% | 31q | HELD |
| BROWN BROTHERS HARRIMAN & CO | $71.9M | 458,174 | 0.32% | 8q | +19405.1%+$71.6M |
| WCM INVESTMENT MANAGEMENT, LLC | $68.4M | 438,825 | 0.12% | 3q | +522.8%+$57.4M |
| ASSETMARK, INC | $67.9M | 432,682 | 0.12% | 31q | HELD |
| Nearwater Capital Markets, Ltd | $67.8M | 431,900 | 1.17% | 2q | -32.7%-$32.9M |
| HighTower Advisors, LLC | $67.0M | 426,988 | 0.06% | 31q | -2.8%-$2.0M |
| Capital International Investors | $66.6M | 427,267 | 0.01% | 24q | -25.7%-$23.0M |
| Blue Trust, Inc. | $66.2M | 421,761 | 0.69% | 17q | -2.7%-$1.8M |
| Cresset Asset Management, LLC | $64.3M | 409,574 | 0.23% | 31q | +27.5%+$13.9M |
| Three Bridge Wealth Advisors, LLC | $64.0M | 407,963 | 16.04% | 18q | -0.7%-$440.1K |
| ENVESTNET ASSET MANAGEMENT INC | $63.0M | 401,408 | 0.01% | 31q | +69.0%+$25.7M |
| LPL Financial LLC | $62.1M | 395,481 | 0.01% | 31q | +7.4%+$4.3M |
| Birnam Oak Advisors, LP | $60.4M | 385,076 | 9.81% | 7q | +39.1%+$17.0M |
| Naviter Wealth, LLC | $60.4M | 384,843 | 5.48% | 16q | +114.6%+$32.3M |
| Gotham Asset Management, LLC | $54.8M | 348,931 | 0.13% | 17q | +5.1%+$2.6M |
| RAYMOND JAMES FINANCIAL INC | $54.7M | 348,390 | 0.01% | 7q | -8.4%-$5.0M |
| AMERIPRISE FINANCIAL INC | $54.1M | 344,784 | 0.01% | 31q | +16.5%+$7.7M |
| Bank of New York Mellon Corp | $53.3M | 339,503 | 0.01% | 31q | -8.7%-$5.1M |
| Focus Partners Wealth | $52.6M | 335,317 | 0.05% | 11q | +14.3%+$6.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $52.2M | 332,489 | 0.03% | 23q | +351.7%+$40.6M |
| Banco Santander, S.A. | $52.0M | 331,161 | 0.32% | 31q | -2.9%-$1.6M |
| 1832 Asset Management L.P. | $46.5M | 296,238 | 0.02% | 4q | HELD |
| BRANDYWINE MANAGERS, LLC | $46.1M | 293,679 | 22.80% | 14q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.8M | 277,961 | 0.07% | 26q | HELD |
| Drake & Associates, LLC | $43.4M | 276,605 | 7.31% | 17q | +7.9%+$3.2M |
| Cerity Partners LLC | $43.4M | 276,375 | 0.05% | 31q | +5.4%+$2.2M |
| Horizon Wealth Management, LLC | $42.9M | 273,345 | 5.47% | new | NEW |
| CITIGROUP INC | $42.6M | 271,674 | 0.01% | 31q | -28.6%-$17.1M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $42.5M | 270,635 | 8.21% | new | FIRST |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $40.7M | options only | 0.00% | 31q | OPTIONS |
| TRUIST FINANCIAL CORP | $40.4M | 257,143 | 0.05% | 27q | +4.3%+$1.7M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $40.4M | 257,110 | 1.50% | 5q | +34.9%+$10.4M |
| Rockefeller Capital Management L.P. | $38.8M | 247,122 | 0.06% | 31q | -2.0%-$809.8K |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $37.9M | 241,678 | 1.34% | 26q | +8.4%+$2.9M |
| Pathway Financial Advisors LLC | $37.6M | 241,105 | 4.39% | 7q | -0.5%-$189.4K |
| NEUBERGER BERMAN GROUP LLC | $36.7M | 233,539 | 0.02% | 18q | -1.3%-$481.9K |
| Erste Asset Management GmbH | $35.1M | 253,157 | 0.27% | 8q | HELD |
| Purpose Unlimited Inc. | $35.0M | 222,800 | 1.34% | 3q | HELD |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $34.9M | 222,227 | 0.50% | 12q | -19.1%-$8.2M |
| Lido Advisors, LLC | $34.2M | 217,934 | 0.09% | 11q | -0.8%-$284.4K |
| JANE STREET GROUP, LLC | $33.4M | 63,328 | 0.00% | 31q | HELD |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $33.2M | 211,200 | 0.14% | 2q | HELD |
| Pinnacle Financial Partners, Inc. | $31.9M | 203,486 | 0.22% | 3q | +3576.4%+$31.1M |
| Circle Wealth Management, LLC | $31.4M | 199,733 | 0.39% | 31q | HELD |
| Waldron Private Wealth LLC | $31.3M | 199,242 | 1.08% | 30q | HELD |
| OXFORD FINANCIAL GROUP, LTD. LLC | $30.6M | 195,063 | 1.55% | 16q | -2.1%-$645.0K |
| Privium Fund Management (UK) Ltd | $30.2M | 193,570 | 12.54% | 2q | +14.3%+$3.8M |
| GFS Advisors, LLC | $30.0M | 200,180 | 1.58% | 18q | +4.7%+$1.4M |
| Avestar Capital, LLC | $29.8M | 190,128 | 1.67% | 11q | +7.6%+$2.1M |
| Liberty Mutual Group Asset Management Inc. | $29.5M | 188,000 | 2.58% | new | NEW |
| CITADEL ADVISORS LLC | $28.8M | 62,080 | 0.00% | 31q | -12.4%-$4.1M |
| Allen Investment Management, LLC | $28.8M | 183,243 | 0.34% | 31q | +10.3%+$2.7M |
Showing the largest 100 of 847 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 814 | $14.7B | 91,941,796 | 74 | 248 | 216 | 2.2% |
| Q1 2026 | 771 | $12.2B | 86,996,612 | 48 | 211 | 206 | 1.1% |
| Q4 2025 | 782 | $11.6B | 80,391,873 | 73 | 227 | 198 | 1.7% |
| Q3 2025 | 726 | $9.9B | 69,342,022 | 77 | 188 | 195 | 3.3% |
| Q2 2025 | 677 | $9.3B | 68,385,929 | 63 | 207 | 183 | 5.3% |
| Q1 2025 | 651 | $8.5B | 70,535,897 | 34 | 161 | 233 | 3.0% |
| Q4 2024 | 683 | $9.1B | 75,359,294 | 54 | 220 | 163 | 2.7% |
| Q3 2024 | 635 | $8.8B | 70,105,387 | 35 | 170 | 189 | 4.9% |
| Q2 2024 | 642 | $10.1B | 84,401,909 | 55 | 178 | 187 | 6.0% |
| Q1 2024 | 617 | $12.7B | 107,007,463 | 39 | 134 | 228 | 7.4% |
| Q4 2023 | 637 | $12.1B | 114,400,115 | 64 | 193 | 171 | 3.2% |
| Q3 2023 | 560 | $11.2B | 102,330,016 | 27 | 145 | 182 | 15.7% |
| Q2 2023 | 554 | $9.1B | 88,422,355 | 33 | 149 | 189 | 6.7% |
| Q1 2023 | 535 | $9.8B | 93,859,592 | 45 | 132 | 207 | 12.7% |
| Q4 2022 | 502 | $7.9B | 92,594,874 | 73 | 158 | 143 | 0.8% |
| Q3 2022 | 549 | $6.7B | 74,075,360 | 35 | 150 | 193 | 13.3% |
| Q2 2022 | 562 | $7.5B | 89,421,068 | 49 | 176 | 178 | 0.5% |
| Q1 2022 | 564 | $8.9B | 88,919,267 | 41 | 141 | 193 | 1.9% |
| Q4 2021 | 562 | $10.8B | 91,507,697 | 44 | 191 | 145 | 12.1% |
| Q3 2021 | 514 | $8.9B | 83,485,112 | 25 | 144 | 144 | 5.9% |
| Q2 2021 | 519 | $9.2B | 87,612,312 | 39 | 144 | 158 | 3.5% |
| Q1 2021 | 505 | $8.4B | 85,971,745 | 41 | 132 | 180 | 2.6% |
| Q4 2020 | 508 | $7.8B | 82,118,306 | 60 | 145 | 144 | 4.5% |
| Q3 2020 | 445 | $6.9B | 83,013,238 | 39 | 97 | 179 | 4.2% |
| Q2 2020 | 439 | $6.4B | 83,191,042 | 52 | 101 | 198 | 3.8% |
| Q1 2020 | 450 | $6.2B | 94,791,702 | 63 | 143 | 162 | 4.5% |
| Q4 2019 | 466 | $4.6B | 57,126,440 | 44 | 151 | 140 | 1.9% |
| Q3 2019 | 425 | $4.3B | 56,526,041 | 48 | 142 | 126 | 2.6% |
| Q2 2019 | 404 | $4.5B | 56,928,373 | 45 | 134 | 132 | 6.1% |
| Q1 2019 | 390 | $3.6B | 49,541,704 | 50 | 115 | 141 | 1.4% |
| Q4 2018 | 397 | $5.1B | 75,853,468 | 6 | 15 | 4 | 4.8% |