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 267 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 $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
7,347
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
7,236
shares
|
$1.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,087
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,004
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,664
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
6,477
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Added 218.91%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
6,444
shares
|
$1.18 Million
0.8% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
6,155
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
6,151
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,072
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 72.31%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
5,875
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,605
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 145.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
5,585
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,570
shares
|
$1.02 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 31, 2025 Q3 2025 |
5,494
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2025
Reduced 43.82%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
5,425
shares
|
$993,805
0.31% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,410
shares
|
$991,057
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,374
shares
|
$984,463
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,059
shares
|
$926,758
0.0% of portfolio
|
Q3 2025
Added 62.77%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
4,942
shares
|
$905,324
0.04% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
4,893
shares
|
$896,348
0.03% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,790
shares
|
$877,480
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,143
shares
|
$758,956
0.02% of portfolio
|
Q4 2023
Reduced 8.3%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,098
shares
|
$750,712
0.02% of portfolio
|
Q3 2025
Added 0.74%
|
|