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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
3,043
shares
|
$490,775
0.0% of portfolio
|
Q4 2024
Reduced 74.25%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
3,033
shares
|
$489,162
0.03% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
2,953
shares
|
$476,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
2,939
shares
|
$474,001
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,936
shares
|
$473,518
0.04% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
2,901
shares
|
$467,873
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,848
shares
|
$459,325
0.03% of portfolio
|
Q2 2020
Reduced 14.6%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,836
shares
|
$457,390
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,821
shares
|
$454,970
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
2,802
shares
|
$451,906
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
2,785
shares
|
$449,164
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
2,641
shares
|
$425,940
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
2,605
shares
|
$420,134
0.03% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
2,599
shares
|
$419,166
0.04% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,559
shares
|
$412,715
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
2,478
shares
|
$399,651
0.21% of portfolio
|
Q2 2024
Reduced 98.39%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
2,200
shares
|
$354,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,110
shares
|
$340,300
0.03% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,084
shares
|
$336,107
0.03% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
2,063
shares
|
$332,720
0.0% of portfolio
|
Q4 2024
Reduced 37.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,053
shares
|
$331,107
0.03% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,966
shares
|
$317,076
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,942
shares
|
$313,205
0.04% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
1,880
shares
|
$303,206
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
1,838
shares
|
$296,432
0.01% of portfolio
|
Q4 2024
Added 1.77%
|