ISHARES INC ACWV
MSCI GBL MIN VOL · ETP · CUSIP 464286525
294
institutional holders
28.1m
shares reported held*
$2.5bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $88.66. Options: 1 managers hold calls ($319.0k notional), 1 hold puts ($531.0k).
Biggest calls
| CITADEL ADVISORS LLC | — | $319.0k3.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $531.0k6.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| ASPIRIANT, LLC 13.36% of their portfolio | 3.1m $273.0m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.16% of their portfolio | 2.6m $228.0m | — |
| SEI INVESTMENTS CO 0.46% of their portfolio | 2.3m $205.8m | — |
| RGT Wealth Advisors, LLC 27.92% of their portfolio | 2.0m $175.1m | — |
| BlackRock Inc. 0.01% of their portfolio | 1.8m $160.8m | — |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.7m $152.2m | — |
| 1832 Asset Management L.P. 0.27% of their portfolio | 1.5m $128.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 949.2k $84.1m | — |
| Wealthspire Advisors, LLC 1.65% of their portfolio | 894.0k $79.2m | — |
| MORGAN STANLEY 0.01% of their portfolio | 731.3k $64.8m | — |
| LPL Financial LLC 0.05% of their portfolio | 629.9k $55.8m | — |
| UBS Group AG 0.03% of their portfolio | 624.5k $55.3m | — |
| Symmetry Partners, LLC 2.83% of their portfolio | 474.7k $42.0m | — |
| OSAIC HOLDINGS, INC. 0.09% of their portfolio | 423.7k $37.5m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 346.7k $30.7m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 330.3k $29.2m | — |
| WMS Partners, LLC 3.81% of their portfolio | 316.8k $28.1m | — |
| NATIONAL BANK OF CANADA /FI/ 0.13% of their portfolio | 245.8k $22.1m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio | 203.1k $18.0m | — |
| Ackerman Capital Advisors, LLC 5.04% of their portfolio | 200.3k $17.7m | — |
| Kestra Advisory Services, LLC 0.19% of their portfolio | 199.9k $17.7m | — |
| SEARCY FINANCIAL SERVICES INC /ADV 10.49% of their portfolio | 187.0k $16.6m | — |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 178.2k $15.8m | — |
| PICTET ASSET MANAGEMENT SA 0.02% of their portfolio | 171.5k $15.2m | — |
| BESSEMER GROUP INC 0.04% of their portfolio | 167.3k $14.8m | — |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 4.55% of their portfolio | 165.5k $18.4m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 162.1k $14.4m | — |
| US BANCORP \DE\ 0.03% of their portfolio | 158.7k $14.1m | — |
| Glovista Investments LLC 7.31% of their portfolio | 157.2k $14.0m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 154.6k $13.7m | — |
| Karpus Management, Inc. 0.47% of their portfolio | 151.4k $13.4m | — |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 146.7k $13.0m | — |
| Mariner, LLC 0.05% of their portfolio | 145.3k $12.9m | — |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 143.5k $12.7m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio | 138.3k $12.2m | — |
| Arcus Capital Partners, LLC 4.56% of their portfolio | 123.2k $10.9m | — |
| CAPTRUST FINANCIAL ADVISORS 0.06% of their portfolio | 117.2k $10.4m | — |
| AdvisorNet Financial, Inc 1.04% of their portfolio | 117.1k $10.4m | — |
| PRUDENTIAL PLC 0.16% of their portfolio | 116.3k $10.3m | — |
| STEPHENS INC /AR/ 0.21% of their portfolio | 113.6k $10.1m | — |
| Legacy Capital Wealth Partners, LLC 5.32% of their portfolio | 113.3k $10.0m | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.14% of their portfolio | 109.2k $9.7m | — |
| Well Done, LLC 2.08% of their portfolio | 96.2k $8.5m | — |
| WRAPMANAGER INC 2.75% of their portfolio | 92.1k $8.2m | — |
| AGILIS PARTNERS LLC 4.99% of their portfolio | 89.3k $7.9m | — |
| Sanford Advisory Services, LLC 2.22% of their portfolio | 88.0k $7.8m | — |
| Equitable Holdings, Inc. 0.15% of their portfolio | 87.6k $7.8m | — |
| IRON Financial LLC 4.24% of their portfolio | 87.2k $7.7m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio | 72.9k $6.5m | — |
| KilterHowling LLC 7.75% of their portfolio | 72.9k $6.5m | — |
| Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio | 72.0k $6.4m | — |
| WFA Asset Management Corp 4.22% of their portfolio | 67.0k $5.9m | — |
| Wealthsimple Inc. 0.22% of their portfolio | 66.6k $5.9m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 64.0k $5.7m | — |
| Bryant Woods Investment Advisors, LLC 5.24% of their portfolio | 62.7k $5.6m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.01% of their portfolio | 61.1k $5.4m | — |
| ARQ WEALTH ADVISORS, LLC 4.16% of their portfolio | 60.7k $5.4m | — |
| Beta Wealth Group, Inc. 3.86% of their portfolio | 60.5k $5.4m | — |
| Financial Connections Group, Inc. 4.30% of their portfolio | 57.5k $5.1m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 56.0k $5.0m | — |
| Allianz Asset Management GmbH 0.01% of their portfolio | 52.8k $4.7m | — |
| Sigma Planning Corp 0.17% of their portfolio | 50.0k $4.4m | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.18% of their portfolio | 47.8k $4.2m | — |
| LVW Advisors, LLC 0.92% of their portfolio | 46.2k $4.1m | — |
| Rainsberger Wealth Advisors, Inc. 2.78% of their portfolio | 45.8k $4.1m | — |
| AE Wealth Management LLC 0.03% of their portfolio | 44.2k $3.9m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 44.1k $3.9m | — |
| Betterment LLC 0.01% of their portfolio | 44.1k $4.2m | — |
| Perigon Wealth Management, LLC 0.32% of their portfolio | 42.0k $3.7m | — |
| Operose Advisors LLC 2.37% of their portfolio | 40.7k $3.6m | — |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 39.9k $3.5m | — |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 39.7k $3.5m | — |
| Summit Financial, LLC 0.33% of their portfolio | 39.3k $3.5m | — |
| Cadent Capital Advisors, LLC 1.97% of their portfolio | 37.1k $3.3m | — |
| TRUSTCORE FINANCIAL SERVICES, LLC 0.30% of their portfolio | 35.7k $3.2m | — |
| HARBOUR INVESTMENTS, INC. 0.21% of their portfolio | 33.6k $3.2m | — |
| Creative Planning 0.00% of their portfolio | 32.6k $2.9m | — |
| Cetera Investment Advisers 0.05% of their portfolio | 32.4k $2.9m | — |
| Cetera Advisors LLC 0.06% of their portfolio | 32.1k $2.8m | — |
| Graves Light Lenhart Wealth, Inc. 0.47% of their portfolio | 31.9k $2.8m | — |
| STRINGER ASSET MANAGEMENT, LLC 1.36% of their portfolio | 31.5k $874.0k | — |
| Ameritas Advisory Services, LLC 0.16% of their portfolio | 30.2k $2.7m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio | 29.9k $2.6m | — |
| GREENWOOD CAPITAL ASSOCIATES LLC 0.45% of their portfolio | 29.7k $2.6m | — |
| John W. Brooker & Co., CPAs 1.67% of their portfolio | 29.3k $2.6m | — |
| Wealth Dimensions Group, Ltd. 1.26% of their portfolio | 28.7k $2.5m | — |
| Laidlaw Wealth Management LLC 0.56% of their portfolio | 26.9k $2.4m | — |
| BROWN ADVISORY INC 0.00% of their portfolio | 25.8k $2.3m | — |
| RIVERSEDGE ADVISORS, LLC 0.80% of their portfolio | 24.9k $2.2m | — |
| Kingsview Wealth Management, LLC 0.10% of their portfolio | 24.6k $2.2m | — |
| WBH ADVISORY INC 0.31% of their portfolio | 24.1k $2.1m | — |
| Cetera Advisor Networks LLC 0.03% of their portfolio | 23.6k $2.1m | — |
| Armbruster Capital Management, Inc. 0.59% of their portfolio | 23.4k $2.1m | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 22.0k $2.1m | — |
| Syverson Strege & Co 0.98% of their portfolio | 21.8k $1.9m | — |
| Beacon Financial Advisory LLC 1.37% of their portfolio | 21.6k $1.9m | — |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 19.4k $1.7m | — |
| IFP Advisors, Inc 0.04% of their portfolio | 18.9k $1.6m | — |
| First International Bank & Trust 0.63% of their portfolio | 18.9k $1.7m | — |
| SYM FINANCIAL Corp 0.80% of their portfolio | 18.8k $1.7m | — |