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 225 institutions that hold shares in the stock, with a total of 9.33 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
74,612
shares
|
$12 Million
1.1% of portfolio
|
Q4 2024
Added 19.46%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Feb 11, 2025 Q4 2024 |
65,241
shares
|
$10.5 Million
1.52% of portfolio
|
Q4 2024
Reduced 14.22%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,656
shares
|
$9.46 Million
0.21% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
54,187
shares
|
$8.74 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
51,466
shares
|
$8.3 Million
0.26% of portfolio
|
Q4 2024
Added 254.94%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
49,609
shares
|
$8 Million
4.76% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
46,192
shares
|
$7.45 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
|
$6.93 Million
0.1% of portfolio
|
Q4 2024
Added 105.84%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
42,723
shares
|
$6.89 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
42,701
shares
|
$6.89 Million
2.2% of portfolio
|
Q3 2022
Reduced 37.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
38,549
shares
|
$6.22 Million
0.01% of portfolio
|
Q4 2024
Added 89.64%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
38,400
shares
|
$6.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
36,521
shares
|
$5.89 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
36,521
shares
|
$5.89 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
35,864
shares
|
$5.78 Million
0.01% of portfolio
|
Q4 2024
Added 44.56%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
34,432
shares
|
$5.55 Million
0.03% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
33,103
shares
|
$5.34 Million
2.95% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Centerstone Investors, LLC
New York, NY |
Feb 19, 2025 Q4 2024 |
32,969
shares
|
$5.32 Million
4.89% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
30,599
shares
|
$4.94 Million
0.04% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
30,417
shares
|
$4.91 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
29,594
shares
|
$4.77 Million
0.02% of portfolio
|
Q4 2024
Added 540.42%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
29,109
shares
|
$4.69 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
28,285
shares
|
$4.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Mount Capital LTD
|
Feb 13, 2025 Q4 2024 |
26,001
shares
|
$4.19 Million
1.43% of portfolio
|
Q1 2024
Reduced 30.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
25,552
shares
|
$4.12 Million
0.0% of portfolio
|
Q4 2024
Added 3.71%
|