Institutional Ownership Ishares Msci World ETF (URTH)
This table provides information about the institutional ownership of Ishares Msci World ETF (URTH). We have compiled data on the 273 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
60
shares
|
$10,991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
52
shares
|
$9,525
0.0% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
50
shares
|
$9,159
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
39
shares
|
$7,144
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
28
shares
|
$5,129
0.0% of portfolio
|
Q3 2025
Reduced 70.53%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
20
shares
|
$3,663
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
20
shares
|
$3,663
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
14
shares
|
$2,564
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
14
shares
|
$2,564
0.0% of portfolio
|
Q4 2025
Reduced 69.57%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
11
shares
|
$2,015
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
7
shares
|
$1,282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6
shares
|
$1,099
0.0% of portfolio
|
Q1 2025
Reduced 99.62%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1
shares
|
$183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$183
0.0% of portfolio
|
Q3 2025
Reduced 99.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1
shares
|
$183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
1
shares
|
$183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|