ACWI — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns ACWI? 34 Institutions Hold $68.6M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (ACWI)? 34 institutions reported holding $68.61M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ayalon Insurance Comp Ltd. ($25.8M), Financial Enhancement Group LLC ($9.5M), MassMutual Private Wealth & Trust, FSB ($4.1M).

Rank	Institution	Value	Shares	Change
1	Ayalon Insurance Comp Ltd.	$25.8M	162,301	Trimmed
2	Financial Enhancement Group LLC	$9.5M	59,132	Added
3	MassMutual Private Wealth & Trust, FSB	$4.1M	25,681	Trimmed
4	PFW Advisors LLC	$3.4M	21,223	Trimmed
5	Avidian Wealth Enterprises, LLC	$2.9M	18,171	Added
6	SAPIENT CAPITAL LLC	$2.7M	16,704	Hold
7	Roth Financial Partners LLC	$2.4M	15,317	Trimmed
8	Valeo Financial Advisors, LLC	$2.1M	13,515	Added
9	Great Waters Wealth Management	$1.8M	11,563	Trimmed
10	Montecito Bank & Trust	$1.5M	9,567	Hold
11	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$1.4M	8,935	Hold
12	Apella Capital, LLC	$1.3M	8,094	Added
13	Pathway Financial Advisors LLC	$1.2M	7,556	Trimmed
14	YHB Investment Advisors, Inc.	$1.1M	6,995	Trimmed
15	Farther Finance Advisors, LLC	$982,019	6,185	Added
16	Apeiron RIA LLC	$969,002	6,104	Trimmed
17	Ballew Advisors, Inc	$963,169	6,016	Hold
18	Vann Equity Management LLC	$830,887	5,233	Trimmed
19	RTD Financial Advisors, Inc.	$714,443	4,500	Hold
20	Investment Partners Asset Management, Inc.	$613,786	3,866	Trimmed
21	Asempa Wealth Advisors	$563,227	3,548	Trimmed
22	LWM ADVISORS INC	$432,317	2,723	Hold
23	Stonebridge Financial Group, LLC	$393,896	2,481	Added
24	Wedmont Private Capital	$335,660	2,101	Hold
25	MAGNOLIA CAPITAL MANAGEMENT LTD	$264,000	1,665	Hold

Source: SEC Form 13F filings · as of 2026-09-30