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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,011
shares
|
$163,054
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
902
shares
|
$145,474
0.0% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
878
shares
|
$141,603
0.01% of portfolio
|
Q2 2022
Reduced 67.53%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
850
shares
|
$137,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
812
shares
|
$130,959
0.0% of portfolio
|
Q2 2020
Added 1.15%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
787
shares
|
$126,927
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
750
shares
|
$120,960
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
617
shares
|
$99,509
0.04% of portfolio
|
Q3 2024
Reduced 35.59%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
600
shares
|
$96,768
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
590
shares
|
$95,155
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
546
shares
|
$88,058
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
508
shares
|
$81,930
0.02% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
450
shares
|
$72,576
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
440
shares
|
$70,963
0.02% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
431
shares
|
$69,511
0.04% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
414
shares
|
$66,769
0.0% of portfolio
|
Q4 2024
Added 22.12%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
408
shares
|
$65,802
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
374
shares
|
$60,318
0.01% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
300
shares
|
$48,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
300
shares
|
$48,384
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
290
shares
|
$46,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
274
shares
|
$44,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
238
shares
|
$38,384
0.0% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
235
shares
|
$37,900
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
215
shares
|
$34,675
0.0% of portfolio
|
Q3 2024
New holding
|