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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,848
shares
|
$521,725
0.03% of portfolio
|
Q2 2020
Reduced 14.6%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,805
shares
|
$513,847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
2,757
shares
|
$505,054
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,714
shares
|
$497,177
0.03% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,641
shares
|
$483,804
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
2,626
shares
|
$481,056
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
2,624
shares
|
$480,690
0.0% of portfolio
|
Q3 2025
Reduced 26.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
2,561
shares
|
$469,149
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
2,478
shares
|
$453,944
0.19% of portfolio
|
Q2 2024
Reduced 98.39%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
2,458
shares
|
$450,281
0.06% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,448
shares
|
$448,449
0.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
2,357
shares
|
$431,778
0.11% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,347
shares
|
$429,946
0.02% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
2,332
shares
|
$427,199
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
2,270
shares
|
$415,841
0.01% of portfolio
|
Q3 2025
Added 39.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,263
shares
|
$414,558
0.03% of portfolio
|
Q3 2025
Added 72.09%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,224
shares
|
$407,414
0.0% of portfolio
|
Q3 2025
Reduced 14.79%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
2,148
shares
|
$393,492
0.1% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
2,110
shares
|
$386,530
0.03% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,026
shares
|
$371,142
0.0% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,988
shares
|
$364,181
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,854
shares
|
$339,634
0.0% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,852
shares
|
$339,267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,828
shares
|
$334,871
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
1,805
shares
|
$330,657
0.0% of portfolio
|
Q3 2025
New holding
|
|