ISHARES TR (ACWX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
43
Reporting holders
$676.0M
Reported value
0.0%
Calls
0.0%
Puts
-702
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $407.2M | 5,384,860 | 4.86% | 3q | -2.0%-$8.4M |
| TOMPKINS FINANCIAL CORP | $78.4M | 1,036,823 | 5.52% | 4q | +5.5%+$4.1M |
| TLWM | $71.1M | 940,060 | 11.33% | 32q | HELD |
| Legacy Private Trust Co. | $16.9M | 223,643 | 0.92% | 32q | -1.2%-$203.6K |
| Farther Finance Advisors, LLC | $15.3M | 202,005 | 0.11% | 8q | +195.6%+$10.1M |
| Trust Co | $12.1M | 159,480 | 1.05% | 20q | HELD |
| EASTERN BANK | $8.1M | 107,035 | 0.12% | 9q | HELD |
| Apella Capital, LLC | $7.7M | 101,719 | 0.10% | 26q | HELD |
| EPIQ PARTNERS, LLC | $6.7M | 88,312 | 2.88% | 15q | +19.5%+$1.1M |
| Asempa Wealth Advisors | $6.4M | 84,772 | 4.86% | 4q | +16.8%+$918.1K |
| Apeiron RIA LLC | $6.3M | 84,106 | 1.44% | 3q | +743.8%+$5.6M |
| SigFig Wealth Management, LLC | $5.8M | 76,292 | 0.14% | 3q | +1767.2%+$5.5M |
| Balefire, LLC | $5.4M | 71,262 | 0.85% | 2q | +103.4%+$2.7M |
| CoreCap Advisors, LLC | $4.1M | 53,600 | 0.12% | 9q | +353.7%+$3.2M |
| Graves Light Lenhart Wealth, Inc. | $3.3M | 44,127 | 0.31% | 32q | HELD |
| Central Pacific Bank - Trust Division | $3.0M | 39,180 | 0.31% | 7q | -1.9%-$58.2K |
| Cassilly Financial Group LLC | $2.8M | 36,664 | 1.86% | 2q | +2.8%+$75.0K |
| Retirement Wealth Solutions LLC | $2.1M | 27,732 | 1.11% | new | NEW |
| DKM Wealth Management, Inc. | $2.0M | 26,546 | 1.27% | 8q | +6.0%+$114.3K |
| Vann Equity Management LLC | $1.6M | 21,025 | 0.95% | 3q | +1.2%+$18.4K |
| First Heartland Consultants, Inc. | $1.5M | 19,897 | 0.10% | new | NEW |
| Mirador Capital Partners LP | $1.3M | 17,392 | 0.15% | 12q | +1.5%+$19.3K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $712.3K | 9,420 | 0.17% | 23q | -10.6%-$84.1K |
| Avidian Wealth Enterprises, LLC | $687.3K | 9,089 | 0.02% | 3q | -65.7%-$1.3M |
| Gladwyn Financial Advisors, Inc. | $635.0K | 8,397 | 0.41% | 6q | HELD |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $529.3K | 7,000 | 0.32% | 16q | HELD |
| Williams & Novak Wealth Management, LLC | $526.7K | 6,965 | 0.31% | 12q | -18.7%-$121.0K |
| Plan A Wealth LLC | $510.2K | 6,746 | 0.18% | 4q | +15.0%+$66.6K |
| GAMMA Investing LLC | $365.3K | 4,831 | 0.01% | 12q | +3.2%+$11.4K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $360.7K | 4,770 | 0.24% | 12q | HELD |
| Adelphi Trust Co | $359.0K | 4,747 | 0.24% | 2q | +4.6%+$15.9K |
| Shira Ridge Wealth Management | $340.3K | 4,500 | 0.12% | new | NEW |
| Kaizen Financial Strategies | $334.2K | 4,420 | 0.13% | 7q | HELD |
| Valeo Financial Advisors, LLC | $304.7K | 4,030 | 0.01% | 12q | -29.4%-$127.1K |
| Insight Wealth Strategies, LLC | $293.3K | 3,878 | 0.03% | 2q | HELD |
| Monument Capital Management | $283.3K | 3,747 | 0.06% | 2q | HELD |
| Veracity Capital LLC | $244.4K | 3,232 | 0.07% | new | NEW |
| FIRST FINANCIAL BANK - TRUST DIVISION | $242.1K | 3,202 | 0.02% | 7q | -14.8%-$42.0K |
| Breakwater Capital Group | $233.1K | 3,083 | 0.03% | 7q | -4.4%-$10.7K |
| Grove Bank & Trust | $70.3K | 930 | 0.01% | 16q | -0.5% |
| ARMSTRONG ADVISORY GROUP, INC | $21.6K | 286 | 0.00% | 3q | +8.3%+$1.7K |
| Noble Wealth Management PBC | $15.1K | 200 | 0.01% | 7q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $2.4K | 32 | 0.00% | new | NEW |
| CX Institutional | $73 | 960 | 0.00% | 7q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 43 | $676.0M | 8,940,037 | 5 | 16 | 10 | 0.0% |
| Q2 2026 | 745 | $8.2B | 107,868,063 | 81 | 317 | 156 | 0.2% |
| Q1 2026 | 708 | $7.0B | 102,367,350 | 143 | 237 | 135 | 0.1% |
| Q4 2025 | 610 | $5.8B | 86,823,390 | 62 | 238 | 102 | 0.0% |
| Q3 2025 | 551 | $4.6B | 70,616,568 | 43 | 172 | 134 | 0.0% |
| Q2 2025 | 537 | $4.4B | 72,938,432 | 55 | 175 | 142 | 0.0% |
| Q1 2025 | 500 | $3.8B | 66,346,851 | 55 | 124 | 149 | 0.0% |
| Q4 2024 | 502 | $3.5B | 68,039,990 | 58 | 167 | 112 | 0.0% |
| Q3 2024 | 461 | $3.4B | 59,688,772 | 41 | 107 | 137 | 0.0% |
| Q2 2024 | 454 | $3.5B | 64,989,564 | 45 | 144 | 124 | 0.2% |
| Q1 2024 | 443 | $4.0B | 71,879,209 | 32 | 101 | 149 | 0.0% |
| Q4 2023 | 462 | $3.5B | 68,797,178 | 53 | 133 | 133 | 1.0% |
| Q3 2023 | 426 | $3.0B | 64,483,795 | 29 | 122 | 122 | 0.0% |
| Q2 2023 | 417 | $3.3B | 66,679,431 | 38 | 120 | 127 | 0.0% |
| Q1 2023 | 408 | $3.1B | 64,122,362 | 46 | 93 | 130 | 0.0% |
| Q4 2022 | 423 | $3.1B | 68,790,580 | 75 | 115 | 130 | 0.1% |
| Q3 2022 | 366 | $2.6B | 64,665,804 | 35 | 92 | 121 | 1.6% |
| Q2 2022 | 394 | $2.8B | 61,798,541 | 46 | 131 | 112 | 0.0% |
| Q1 2022 | 406 | $3.3B | 66,596,891 | 39 | 112 | 126 | 0.1% |
| Q4 2021 | 400 | $3.7B | 67,304,246 | 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% |