ISHARES TR (ACWX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
715
Reporting holders
$7.8B
Reported value
0.2%
Held as options
+36
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $525.9M | 6,909,754 | 0.03% | 31q | -3.5%-$19.2M |
| MORGAN STANLEY | $514.7M | 6,762,295 | 0.03% | 35q | +10.5%+$48.7M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $418.3M | 5,496,301 | 5.11% | 2q | HELD |
| BlackRock, Inc. | $354.8M | 4,661,274 | 0.01% | 8q | +1.1%+$3.7M |
| UBS Group AG | $268.4M | 3,525,825 | 0.03% | 31q | -1.3%-$3.4M |
| ENVESTNET ASSET MANAGEMENT INC | $199.5M | 2,621,489 | 0.05% | 31q | +21.8%+$35.7M |
| JPMORGAN CHASE & CO | $196.5M | 2,602,699 | 0.01% | 31q | +22.6%+$36.2M |
| Koss-Olinger Consulting, LLC | $168.0M | 2,207,262 | 12.94% | 2q | +84.8%+$77.1M |
| AMERIPRISE FINANCIAL INC | $156.4M | 2,055,783 | 0.03% | 31q | -36.9%-$91.6M |
| Focus Partners Wealth | $144.2M | 1,895,268 | 0.15% | 11q | +5.2%+$7.1M |
| GERMAN AMERICAN BANCORP, INC. | $135.2M | 1,776,727 | 10.16% | 31q | +5.9%+$7.5M |
| Cerity Partners LLC | $126.2M | 1,658,498 | 0.15% | 19q | +9.0%+$10.4M |
| JANE STREET GROUP, LLC | $121.7M | 1,474,488 | 0.01% | new | NEW |
| LPL Financial LLC | $121.3M | 1,593,393 | 0.03% | 31q | +58.2%+$44.6M |
| Winthrop Advisory Group LLC | $105.2M | 1,382,668 | 7.09% | 11q | +8.8%+$8.5M |
| Sageworth Trust Co | $104.9M | 1,378,607 | 4.13% | 31q | -2.4%-$2.6M |
| Sand Hill Global Advisors, LLC | $98.3M | 1,291,719 | 2.96% | 27q | HELD |
| Wealthspire Advisors, LLC | $89.8M | 1,180,155 | 0.49% | 9q | +9131.5%+$88.8M |
| GLENMEDE TRUST CO NA | $82.9M | 1,089,303 | 0.37% | 29q | HELD |
| WELLS FARGO & COMPANY/MN | $80.6M | 1,058,551 | 0.01% | 31q | -44.9%-$65.7M |
| Calamos Wealth Management LLC | $79.1M | 1,038,642 | 2.39% | 31q | HELD |
| Abundance Wealth Counselors | $78.7M | 1,033,676 | 5.11% | 6q | +101.7%+$39.7M |
| REGIONS FINANCIAL CORP | $76.3M | 1,002,144 | 0.46% | 31q | +7.3%+$5.2M |
| TOMPKINS FINANCIAL CORP | $74.8M | 982,891 | 5.24% | 3q | +31.2%+$17.8M |
| TLWM | $71.7M | 942,276 | 11.66% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $69.7M | 915,931 | 0.11% | 31q | +6.9%+$4.5M |
| WESBANCO BANK INC | $63.2M | 829,770 | 1.57% | 30q | HELD |
| Corient Private Wealth LP | $63.1M | 829,712 | 0.04% | 15q | +109.3%+$33.0M |
| Waverly Advisors, LLC | $55.9M | 734,273 | 0.32% | 7q | HELD |
| Federation des caisses Desjardins du Quebec | $54.1M | 711,356 | 0.17% | 37q | +6.3%+$3.2M |
| GOLDMAN SACHS GROUP INC | $52.2M | 685,833 | 0.00% | 31q | -20.9%-$13.8M |
| AMG National Trust Bank | $51.8M | 680,618 | 1.06% | 31q | -2.3%-$1.2M |
| Johnson Financial Group, Inc. | $51.4M | 675,748 | 1.69% | 31q | -2.7%-$1.5M |
| Cetera Investment Advisers | $50.4M | 661,607 | 0.05% | 15q | +17.6%+$7.5M |
| US BANCORP \DE\ | $46.7M | 613,805 | 0.05% | 31q | -2.5%-$1.2M |
| Merit Financial Group, LLC | $45.9M | 602,824 | 0.14% | 17q | +90.2%+$21.8M |
| Physician Wealth Advisors, Inc. | $44.0M | 578,518 | 5.26% | 2q | +17.6%+$6.6M |
| WHI TRUST Co LLC | $42.0M | 551,632 | 27.14% | 3q | HELD |
| FRANKLIN RESOURCES INC | $40.4M | 530,928 | 0.01% | 31q | +12.3%+$4.4M |
| RAYMOND JAMES FINANCIAL INC | $40.1M | 527,232 | 0.01% | 7q | +15.5%+$5.4M |
| ROYAL BANK OF CANADA | $39.6M | 520,297 | 0.01% | 31q | +42.1%+$11.7M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $37.1M | 487,433 | 0.17% | 11q | +7.0%+$2.4M |
| Itau Unibanco Holding S.A. | $37.0M | 486,100 | 0.70% | 9q | +2.6%+$943.8K |
| OSAIC HOLDINGS, INC. | $36.1M | 474,488 | 0.04% | 26q | +10.7%+$3.5M |
| BLAIR WILLIAM & CO/IL | $35.9M | 471,227 | 0.09% | 31q | -10.7%-$4.3M |
| Premier Path Wealth Partners, LLC | $35.2M | 462,777 | 4.05% | 11q | +5.2%+$1.7M |
| Integrated Advisors Network LLC | $35.1M | 461,427 | 1.61% | 4q | +1.2%+$409.9K |
| MML INVESTORS SERVICES, LLC | $35.1M | 461,045 | 0.07% | 31q | -53.7%-$40.7M |
| Resolute Advisors LLC | $35.0M | 459,272 | 8.37% | 5q | -3.0%-$1.1M |
| ALLIANCEBERNSTEIN L.P. | $33.1M | 484,021 | 0.01% | 18q | +2.6%+$843.8K |
| BANK OF MONTREAL /CAN/ | $32.9M | 432,859 | 0.01% | 21q | HELD |
| HUNTINGTON NATIONAL BANK | $32.7M | 429,621 | 0.16% | 3q | -2.5%-$826.6K |
| Capital Investment Advisors, LLC | $32.4M | 425,907 | 0.43% | 31q | -0.7%-$238.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $31.2M | 409,550 | 0.02% | 22q | +998.8%+$28.3M |
| Ensign Peak Advisors, Inc | $30.5M | 401,044 | 0.05% | 5q | -54.0%-$35.9M |
| Financial Council, LLC | $29.9M | 392,461 | 9.69% | 15q | +1.3%+$396.2K |
| Kestra Advisory Services, LLC | $29.6M | 388,452 | 0.10% | 24q | -11.5%-$3.8M |
| Sequoia Financial Advisors, LLC | $29.2M | 383,334 | 0.15% | 13q | +10.7%+$2.8M |
| BROWN ADVISORY INC | $28.5M | 375,076 | 0.04% | 31q | +8.0%+$2.1M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $28.4M | 373,313 | 0.12% | 31q | -5.7%-$1.7M |
| Pathstone Holdings, LLC | $25.5M | 335,085 | 0.07% | 11q | +284.1%+$18.9M |
| HighTower Advisors, LLC | $24.9M | 327,576 | 0.02% | 31q | +3.5%+$832.1K |
| Heritage Wealth Advisors | $23.5M | 308,971 | 0.81% | 16q | HELD |
| Cornerstone Wealth Group, LLC | $22.7M | 298,550 | 1.35% | 11q | -1.2%-$280.8K |
| JENNISON ASSOCIATES LLC | $22.5M | 296,085 | 0.01% | 20q | -46.1%-$19.3M |
| Madrona Financial Services, LLC | $22.4M | 294,338 | 4.13% | 9q | +4.5%+$955.7K |
| WELLINGTON MANAGEMENT GROUP LLP | $22.3M | 293,334 | 0.00% | 31q | +148.3%+$13.3M |
| Gotham Asset Management, LLC | $22.2M | 291,901 | 0.05% | 6q | +8.9%+$1.8M |
| FIFTH THIRD BANCORP | $21.9M | 288,379 | 0.04% | 2q | -5.7%-$1.3M |
| Clearstead Advisors, LLC | $21.7M | 285,463 | 0.21% | 31q | +45.5%+$6.8M |
| Atwater Malick LLC | $21.6M | 284,196 | 4.71% | 6q | +7.5%+$1.5M |
| Horst & Graben Wealth Management LLC | $21.6M | 287,888 | 2.84% | 2q | +25.5%+$4.4M |
| BNP PARIBAS FINANCIAL MARKETS | $20.6M | 270,792 | 0.01% | 27q | -61.3%-$32.7M |
| Mariner, LLC | $20.1M | 263,933 | 0.02% | 31q | +2.4%+$465.2K |
| NewEdge Advisors, LLC | $20.0M | 262,509 | 0.06% | new | NEW |
| Rockefeller Capital Management L.P. | $19.3M | 253,532 | 0.03% | 29q | +3.9%+$729.0K |
| LAZARD ASSET MANAGEMENT LLC | $19.2M | 252,788 | 0.03% | 37q | +930.4%+$17.4M |
| Legacy Private Trust Co. | $17.2M | 226,336 | 0.95% | 31q | -2.1%-$371.9K |
| One Wealth Advisors, LLC | $16.9M | 222,260 | 1.87% | 2q | +21.9%+$3.0M |
| Bank of New York Mellon Corp | $16.9M | 222,202 | 0.00% | 31q | -3.3%-$585.5K |
| WHITTIER TRUST CO | $16.4M | 214,683 | 0.16% | 31q | HELD |
| Arcadia Wealth Management, LLC | $16.3M | 214,141 | 5.12% | 13q | +17.8%+$2.5M |
| Spire Wealth Management | $16.2M | 212,797 | 0.49% | 22q | -3.1%-$523.2K |
| BAILARD, INC. | $15.8M | 208,194 | 0.32% | 31q | +1.2%+$190.1K |
| FSA WEALTH PARTNERS, INC. | $15.6M | 205,056 | 3.91% | 6q | +3.9%+$582.8K |
| FMR LLC | $15.3M | 200,738 | 0.00% | 31q | -8.2%-$1.4M |
| CMH Wealth Management LLC | $15.2M | 200,223 | 2.32% | 15q | +3.1%+$458.5K |
| ASSETMARK, INC | $15.2M | 199,778 | 0.03% | 7q | +42.4%+$4.5M |
| IEQ CAPITAL, LLC | $14.9M | 195,596 | 0.07% | 22q | +6.7%+$934.5K |
| TRUIST FINANCIAL CORP | $14.8M | 194,071 | 0.02% | 25q | +3.7%+$523.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.6M | 192,228 | 0.02% | 31q | -8.8%-$1.4M |
| FFG Partners, LLC | $14.0M | 184,025 | 3.97% | 3q | +0.7%+$96.5K |
| KINTRA WEALTH, LLC | $13.8M | 176,942 | 0.72% | 2q | +2015.8%+$13.1M |
| Pitcairn Wealth Advisors LLC | $13.7M | 179,937 | 1.50% | 3q | +3.2%+$418.7K |
| CFS Investment Advisory Services, LLC | $13.6M | 181,150 | 0.91% | 2q | +19.8%+$2.2M |
| St. Louis Trust Co | $13.0M | 66,221 | 1.49% | 31q | HELD |
| STIFEL FINANCIAL CORP | $12.7M | 166,228 | 0.01% | 31q | +4.3%+$516.8K |
| CUMBERLAND ADVISORS INC | $12.6M | 165,185 | 4.43% | 26q | HELD |
| Creative Planning | $12.5M | 164,531 | 0.01% | 31q | -2.6%-$337.1K |
| Cassia Capital Partners, LLC | $12.5M | 164,223 | 6.06% | 13q | -1.4%-$175.2K |
Showing the largest 100 of 744 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 | 715 | $7.8B | 102,150,055 | 77 | 305 | 150 | 0.2% |
| Q1 2026 | 679 | $6.8B | 100,038,147 | 139 | 228 | 130 | 0.1% |
| Q4 2025 | 579 | $5.5B | 82,137,793 | 58 | 227 | 99 | 0.0% |
| Q3 2025 | 525 | $4.5B | 68,459,145 | 43 | 163 | 126 | 0.0% |
| Q2 2025 | 503 | $4.2B | 69,037,133 | 51 | 167 | 137 | 0.0% |
| Q1 2025 | 467 | $3.5B | 62,450,029 | 52 | 115 | 142 | 0.0% |
| Q4 2024 | 472 | $3.4B | 64,571,639 | 56 | 159 | 102 | 0.0% |
| Q3 2024 | 425 | $3.2B | 56,551,284 | 37 | 99 | 126 | 0.0% |
| Q2 2024 | 420 | $3.3B | 62,561,062 | 40 | 136 | 115 | 0.2% |
| Q1 2024 | 411 | $3.8B | 68,827,973 | 31 | 92 | 139 | 0.0% |
| Q4 2023 | 424 | $3.4B | 66,127,086 | 48 | 123 | 120 | 1.0% |
| Q3 2023 | 388 | $2.9B | 61,158,804 | 27 | 110 | 111 | 0.0% |
| Q2 2023 | 373 | $2.9B | 59,325,256 | 35 | 109 | 112 | 0.0% |
| Q1 2023 | 356 | $2.7B | 54,597,533 | 40 | 79 | 114 | 0.0% |
| Q4 2022 | 341 | $2.6B | 57,085,419 | 61 | 88 | 106 | 0.2% |
| Q3 2022 | 365 | $2.6B | 64,660,534 | 35 | 91 | 121 | 1.6% |
| Q2 2022 | 393 | $2.8B | 61,793,520 | 46 | 131 | 111 | 0.0% |
| Q1 2022 | 405 | $3.3B | 66,591,424 | 39 | 111 | 126 | 0.1% |
| Q4 2021 | 399 | $3.7B | 67,298,843 | 42 | 136 | 83 | 0.0% |
| Q3 2021 | 357 | $3.2B | 57,350,428 | 30 | 108 | 84 | 0.0% |
| Q2 2021 | 349 | $3.0B | 52,714,647 | 32 | 119 | 87 | 0.0% |
| Q1 2021 | 339 | $2.9B | 51,845,879 | 34 | 96 | 94 | 0.0% |
| Q4 2020 | 337 | $2.5B | 46,811,306 | 42 | 100 | 81 | 0.0% |
| Q3 2020 | 293 | $1.9B | 41,116,171 | 31 | 75 | 108 | 0.0% |
| Q2 2020 | 279 | $1.9B | 42,828,022 | 29 | 72 | 126 | 0.0% |
| Q1 2020 | 289 | $1.9B | 50,874,897 | 38 | 66 | 116 | 0.0% |
| Q4 2019 | 315 | $2.5B | 49,943,454 | 38 | 102 | 82 | 0.0% |
| Q3 2019 | 280 | $2.1B | 45,536,316 | 21 | 63 | 106 | 0.0% |
| Q2 2019 | 279 | $2.4B | 52,333,898 | 22 | 87 | 87 | 0.0% |
| Q1 2019 | 287 | $2.3B | 49,058,725 | 38 | 64 | 111 | 0.0% |
| Q4 2018 | 285 | $3.4B | 80,425,572 | 3 | 7 | 4 | 0.0% |