Who Owns ISHARES TR (ACWF)? -- Institutional Holders (2026-03-31)
72 institutions reported holding $91.2M of ISHARES TR (ACWF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Waverly Advisors, LLC ($13.4M), JPMORGAN CHASE & CO ($13.2M), Empowered Funds, LLC ($8.7M), Goldstone Financial Group, LLC ($8.1M), DGS Capital Management, LLC ($7.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Waverly Advisors, LLC | $13.4M | 257,783 | Added |
| 2 | JPMORGAN CHASE & CO | $13.2M | 261,207 | Trimmed |
| 3 | Empowered Funds, LLC | $8.7M | 166,125 | New |
| 4 | Goldstone Financial Group, LLC | $8.1M | 156,366 | New |
| 5 | DGS Capital Management, LLC | $7.8M | 149,243 | Trimmed |
| 6 | Ignite Planners, LLC | $4.3M | 82,315 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $2.8M | 52,781 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $2.7M | 50,978 | Trimmed |
| 9 | HSBC HOLDINGS PLC | $2.4M | 46,551 | Trimmed |
| 10 | 5T Wealth, LLC | $2.2M | 42,969 | Added |
| 11 | DAYMARK WEALTH PARTNERS, LLC | $2.2M | 41,995 | Trimmed |
| 12 | 3Chopt Investment Partners, LLC | $2.0M | 38,542 | Hold |
| 13 | Camarda Financial Advisors, LLC | $2.0M | 37,691 | Trimmed |
| 14 | Miracle Mile Advisors, LLC | $1.7M | 33,300 | Trimmed |
| 15 | Creative Planning | $1.7M | 32,138 | Added |
| 16 | Darwin Wealth Management, LLC | $1.6M | 31,457 | Trimmed |
| 17 | JANE STREET GROUP, LLC | $1.5M | 28,922 | Trimmed |
| 18 | LPL Financial LLC | $1.4M | 26,502 | Added |
| 19 | LifeGoal Investments, LLC | $1.3M | 25,376 | Trimmed |
| 20 | SHP Wealth Management | $919,661 | 17,645 | New |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $823,260 | 15,795 | Trimmed |
| 22 | AMERIPRISE FINANCIAL INC | $808,640 | 15,517 | Trimmed |
| 23 | Modern Wealth Management, LLC | $791,312 | 15,010 | Trimmed |
| 24 | WELLS FARGO & COMPANY/MN | $629,810 | 12,084 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $518,076 | 9,940 | Added |
Source: SEC Form 13F filings · as of 2026-03-31