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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,775
shares
|
$287,248
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
1,679
shares
|
$271,712
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
1,668
shares
|
$269,932
0.24% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,614
shares
|
$261,193
0.05% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
1,591
shares
|
$257,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
1,590
shares
|
$257,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,563
shares
|
$252,940
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,542
shares
|
$249,541
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,500
shares
|
$242,745
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,482
shares
|
$239,832
0.0% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,450
shares
|
$234,653
0.05% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
1,428
shares
|
$231,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jan 14, 2025 Q4 2024 |
1,340
shares
|
$216,852
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
1,326
shares
|
$214,586
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,309
shares
|
$211,835
0.01% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
1,300
shares
|
$210,379
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,274
shares
|
$206,171
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,239
shares
|
$200,507
0.01% of portfolio
|
Q3 2024
Reduced 54.2%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,191
shares
|
$192,739
0.0% of portfolio
|
Q4 2024
Added 26.57%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,039
shares
|
$168,141
0.01% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,011
shares
|
$163,610
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
902
shares
|
$145,970
0.0% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
878
shares
|
$142,086
0.01% of portfolio
|
Q2 2022
Reduced 67.53%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
850
shares
|
$137,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
812
shares
|
$131,405
0.0% of portfolio
|
Q2 2020
Added 1.15%
|