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 224 institutions that hold shares in the stock, with a total of 9.11 Million shares, which have been reported (via 13F filing form) to have a value of $1.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
76,056
shares
|
$12.2 Million
1.27% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
74,612
shares
|
$12 Million
1.1% of portfolio
|
Q4 2024
Added 19.46%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,656
shares
|
$9.42 Million
0.21% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
54,187
shares
|
$8.7 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
49,609
shares
|
$7.97 Million
4.76% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
46,192
shares
|
$7.42 Million
6.33% of portfolio
|
Q4 2023
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
42,992
shares
|
$6.9 Million
0.1% of portfolio
|
Q4 2024
Added 105.84%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
42,701
shares
|
$6.86 Million
2.2% of portfolio
|
Q3 2022
Reduced 37.54%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
40,900
shares
|
$6.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
36,521
shares
|
$5.87 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
35,792
shares
|
$5.75 Million
3.64% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,708
shares
|
$5.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.05%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
34,122
shares
|
$5.48 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
33,271
shares
|
$5.34 Million
0.11% of portfolio
|
Q4 2023
Reduced 10.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,195
shares
|
$5.33 Million
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Centerstone Investors, LLC
New York, NY |
Nov 25, 2024 Q3 2024 |
32,969
shares
|
$5.29 Million
4.88% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
30,482
shares
|
$4.9 Million
0.04% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
30,417
shares
|
$4.88 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
28,285
shares
|
$4.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Mount Capital LTD
|
Nov 13, 2024 Q3 2024 |
26,001
shares
|
$4.18 Million
1.44% of portfolio
|
Q1 2024
Reduced 30.57%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
25,468
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
25,358
shares
|
$4.07 Million
1.29% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
24,809
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
24,637
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
23,734
shares
|
$3.81 Million
0.11% of portfolio
|
Q4 2024
Reduced 77.53%
|