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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
1,745
shares
|
$319,666
0.03% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,712
shares
|
$313,621
0.0% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
1,701
shares
|
$311,606
0.22% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,698
shares
|
$311,056
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
1,614
shares
|
$295,668
0.05% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,598
shares
|
$292,737
0.03% of portfolio
|
Q3 2025
Reduced 47.03%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,546
shares
|
$283,211
0.03% of portfolio
|
Q2 2025
Added 94.22%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,538
shares
|
$281,746
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
1,523
shares
|
$278,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,500
shares
|
$274,785
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,470
shares
|
$269,289
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
1,457
shares
|
$266,907
0.11% of portfolio
|
Q4 2024
Reduced 27.69%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
1,457
shares
|
$266,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,450
shares
|
$265,625
0.05% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
1,400
shares
|
$256,466
0.02% of portfolio
|
Q3 2025
Reduced 56.39%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,385
shares
|
$253,718
0.01% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,373
shares
|
$251,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,304
shares
|
$238,879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,302
shares
|
$238,513
0.04% of portfolio
|
Q3 2025
Reduced 36.55%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,300
shares
|
$238,147
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
1,285
shares
|
$235,399
0.13% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
1,274
shares
|
$233,384
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
1,269
shares
|
$232,468
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,256
shares
|
$230,086
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,250
shares
|
$228,987
0.0% of portfolio
|
Q2 2025
Reduced 36.42%
|
|