Who Owns ISHARES TR (ACWI)? -- Institutional Holders (2026-06-30)
417 institutions reported holding $3.20B of ISHARES TR (ACWI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Harel Insurance Investments & Financial Services Ltd. ($331.6M), Sageworth Trust Co ($270.9M), P/E Global LLC ($218.4M), Sequoia Financial Advisors, LLC ($180.0M), Bogart Wealth, LLC ($164.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Harel Insurance Investments & Financial Services Ltd. | $331.6M | 2.1M | Added |
| 2 | Sageworth Trust Co | $270.9M | 1.7M | Trimmed |
| 3 | P/E Global LLC | $218.4M | 1.4M | Trimmed |
| 4 | Sequoia Financial Advisors, LLC | $180.0M | 1.1M | Trimmed |
| 5 | Bogart Wealth, LLC | $164.8M | 1.0M | Added |
| 6 | CAPITAL ADVISORS INC/OK | $125.3M | 798,281 | Added |
| 7 | Mirae Asset Global Investments Co., Ltd. | $102.6M | 653,715 | Added |
| 8 | Verger Capital Management LLC | $88.1M | 561,194 | Trimmed |
| 9 | LOWE BROCKENBROUGH & CO INC | $85.1M | 542,352 | Trimmed |
| 10 | ASSETMARK, INC | $67.9M | 432,682 | Trimmed |
| 11 | Blue Trust, Inc. | $66.2M | 421,761 | Trimmed |
| 12 | Three Bridge Wealth Advisors, LLC | $64.0M | 407,963 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $63.0M | 401,408 | Added |
| 14 | Banco Santander, S.A. | $52.0M | 331,161 | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.8M | 277,961 | Added |
| 16 | CITIGROUP INC | $42.6M | 271,674 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $40.4M | 257,143 | Added |
| 18 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $40.4M | 257,110 | Added |
| 19 | Pathway Financial Advisors LLC | $37.6M | 241,105 | Trimmed |
| 20 | Erste Asset Management GmbH | $35.1M | 253,157 | Hold |
| 21 | Ayalon Insurance Comp Ltd. | $34.2M | 217,648 | Trimmed |
| 22 | Waldron Private Wealth LLC | $31.3M | 199,242 | Trimmed |
| 23 | SENTINEL TRUST CO LBA | $30.7M | 195,752 | Trimmed |
| 24 | GFS Advisors, LLC | $30.0M | 9,032 | Trimmed |
| 25 | Avestar Capital, LLC | $29.8M | 190,128 | Added |
Source: SEC Form 13F filings · as of 2026-06-30