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 |
|---|---|---|---|---|---|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
1,274
shares
|
$233,384
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
1,269
shares
|
$232,468
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,256
shares
|
$230,086
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,250
shares
|
$228,987
0.0% of portfolio
|
Q2 2025
Reduced 36.42%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,206
shares
|
$220,927
0.0% of portfolio
|
Q3 2025
Added 50.56%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
1,171
shares
|
$214,515
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
1,160
shares
|
$212,500
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,159
shares
|
$212,317
0.01% of portfolio
|
Q3 2025
Reduced 32.89%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
1,154
shares
|
$211,401
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,145
shares
|
$209,752
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,127
shares
|
$206,455
0.0% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,060
shares
|
$194,181
0.01% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,012
shares
|
$185,388
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,008
shares
|
$184,655
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
905
shares
|
$165,786
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
878
shares
|
$160,840
0.01% of portfolio
|
Q2 2022
Reduced 67.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
812
shares
|
$148,750
0.0% of portfolio
|
Q2 2020
Added 1.15%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
789
shares
|
$144,536
0.0% of portfolio
|
Q3 2025
Reduced 70.92%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
750
shares
|
$137,392
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
634
shares
|
$116,142
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
617
shares
|
$113,028
0.04% of portfolio
|
Q3 2024
Reduced 35.59%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
600
shares
|
$109,914
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
599
shares
|
$109,730
0.06% of portfolio
|
Q3 2025
Added 454.63%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
484
shares
|
$88,663
0.02% of portfolio
|
Q2 2025
Added 188.1%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
450
shares
|
$82,435
0.06% of portfolio
|
Q4 2024
New holding
|
|