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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,624
shares
|
$907,038
0.0% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
5,615
shares
|
$905,587
0.02% of portfolio
|
Q3 2023
Reduced 4.26%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,410
shares
|
$872,524
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,374
shares
|
$866,718
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,793
shares
|
$773,015
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
4,793
shares
|
$773,015
0.03% of portfolio
|
Q3 2019
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,644
shares
|
$748,984
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,614
shares
|
$744,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,445
shares
|
$716,889
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,188
shares
|
$675,440
0.15% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,143
shares
|
$668,183
0.02% of portfolio
|
Q4 2023
Reduced 8.3%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
4,092
shares
|
$659,957
0.0% of portfolio
|
Q4 2024
Added 55.24%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,068
shares
|
$656,087
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
3,985
shares
|
$642,700
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,976
shares
|
$641,249
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,963
shares
|
$639,152
0.01% of portfolio
|
Q4 2024
Added 24.31%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
3,927
shares
|
$633,346
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
3,866
shares
|
$623,508
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
3,688
shares
|
$594,800
0.14% of portfolio
|
Q3 2024
Reduced 20.53%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,501
shares
|
$564,641
0.24% of portfolio
|
Q1 2024
Added 93.64%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
3,380
shares
|
$545,126
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
3,285
shares
|
$529,804
0.0% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,247
shares
|
$523,676
0.02% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
3,242
shares
|
$522,869
0.36% of portfolio
|
Q1 2024
Reduced 41.92%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
3,198
shares
|
$515,773
0.33% of portfolio
|
Q4 2023
Added 0.82%
|