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 226 institutions that hold shares in the stock, with a total of 8.84 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
8,800
shares
|
$1.42 Million
0.18% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,574
shares
|
$1.39 Million
0.12% of portfolio
|
Q4 2023
Reduced 10.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
8,411
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,395
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2023
Reduced 6.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
8,339
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,311
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2022
Added 31.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,534
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,492
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Nov 07, 2024 Q3 2024 |
7,400
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,361
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
7,098
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,004
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jan 31, 2025 Q4 2024 |
6,712
shares
|
$1.09 Million
0.32% of portfolio
|
Q4 2024
Added 21.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
6,624
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 78.02%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
6,512
shares
|
$1.05 Million
0.55% of portfolio
|
Q4 2024
Added 147.79%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
6,429
shares
|
$1.04 Million
0.73% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,321
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
6,252
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
6,155
shares
|
$996,063
0.03% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,072
shares
|
$982,631
0.02% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
5,768
shares
|
$933,435
0.05% of portfolio
|
Q4 2024
Added 15.54%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
5,615
shares
|
$908,675
0.02% of portfolio
|
Q3 2023
Reduced 4.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,449
shares
|
$881,811
0.0% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,410
shares
|
$875,500
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,373
shares
|
$869,512
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|