# ISHARES TR (ACWX)

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

- Reporting holders: 43
- Reported value: $676.0M
- 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 |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $407.2M | 5,384,860 | 4.9% | 3 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $78.4M | 1,036,823 | 5.5% | 4 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $71.1M | 940,060 | 11.3% | 32 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $16.9M | 223,643 | 0.9% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $15.3M | 202,005 | 0.1% | 8 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $12.1M | 159,480 | 1.0% | 20 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $8.1M | 107,035 | 0.1% | 9 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $7.7M | 101,719 | 0.1% | 26 |
| [EPIQ PARTNERS, LLC](https://holderbook.com/funds/1799435-epiq-partners-llc/) | $6.7M | 88,312 | 2.9% | 15 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $6.4M | 84,772 | 4.9% | 4 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $6.3M | 84,106 | 1.4% | 3 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $5.8M | 76,292 | 0.1% | 3 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $5.4M | 71,262 | 0.8% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.1M | 53,600 | 0.1% | 9 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $3.3M | 44,127 | 0.3% | 32 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $3.0M | 39,180 | 0.3% | 7 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $2.8M | 36,664 | 1.9% | 2 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $2.1M | 27,732 | 1.1% | 1 |
| [DKM Wealth Management, Inc.](https://holderbook.com/funds/2055833-dkm-wealth-management-inc/) | $2.0M | 26,546 | 1.3% | 8 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $1.6M | 21,025 | 0.9% | 3 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.5M | 19,897 | 0.1% | 1 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $1.3M | 17,392 | 0.2% | 12 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $712.3K | 9,420 | 0.2% | 23 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $687.3K | 9,089 | 0.0% | 3 |
| [Gladwyn Financial Advisors, Inc.](https://holderbook.com/funds/2078684-gladwyn-financial-advisors-inc/) | $635.0K | 8,397 | 0.4% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 43 | $676.0M |
| Q2 2026 | 745 | $8.2B |
| Q1 2026 | 708 | $7.0B |
| Q4 2025 | 610 | $5.8B |
| Q3 2025 | 551 | $4.6B |
| Q2 2025 | 537 | $4.4B |
| Q1 2025 | 500 | $3.8B |
| Q4 2024 | 502 | $3.5B |
| Q3 2024 | 461 | $3.4B |
| Q2 2024 | 454 | $3.5B |
| Q1 2024 | 443 | $4.0B |
| Q4 2023 | 462 | $3.5B |