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 190 institutions that hold shares in the stock, with a total of 9.72 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pictet North America Advisors Sa
|
Jul 25, 2024 Q2 2024 |
61,227
shares
|
$9.38 Million
0.98% of portfolio
|
Q2 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
59,577
shares
|
$9.12 Million
0.01% of portfolio
|
Q2 2024
Added 3.24%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,656
shares
|
$8.98 Million
0.21% of portfolio
|
Q4 2023
Added 0.71%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Aug 12, 2024 Q2 2024 |
55,551
shares
|
$8.51 Million
0.24% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
55,551
shares
|
$8.51 Million
0.19% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jul 18, 2024 Q2 2024 |
46,997
shares
|
$7.2 Million
4.65% of portfolio
|
Q2 2024
Added 2.49%
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
46,192
shares
|
$7.07 Million
6.33% of portfolio
|
Q4 2023
New holding
|
|
Principal Financial Group Inc
Des Moines, IA |
Jul 29, 2024 Q2 2024 |
44,390
shares
|
$6.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 70.75%
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
42,701
shares
|
$6.54 Million
2.2% of portfolio
|
Q3 2022
Reduced 37.54%
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Aug 13, 2024 Q2 2024 |
38,028
shares
|
$5.82 Million
0.87% of portfolio
|
Q2 2024
New holding
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
37,202
shares
|
$5.7 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
36,843
shares
|
$5.64 Million
0.0% of portfolio
|
Q2 2024
Added 55.16%
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
33,271
shares
|
$5.1 Million
0.1% of portfolio
|
Q4 2023
Reduced 10.99%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
33,178
shares
|
$5.08 Million
0.02% of portfolio
|
Q2 2024
Added 100.41%
|
|
Centerstone Investors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
32,969
shares
|
$5.05 Million
3.75% of portfolio
|
Q2 2024
Reduced 35.16%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
30,417
shares
|
$4.66 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
29,903
shares
|
$4.58 Million
0.04% of portfolio
|
Q2 2024
Added 0.1%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
29,500
shares
|
$4.52 Million
0.01% of portfolio
|
Q2 2024
Added 1129.17%
|
|
Banque Pictet & Cie Sa
|
Jul 25, 2024 Q2 2024 |
28,550
shares
|
$4.37 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
Mount Capital LTD
|
Aug 09, 2024 Q2 2024 |
26,001
shares
|
$3.98 Million
1.54% of portfolio
|
Q1 2024
Reduced 30.57%
|
|
Beam Wealth Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
25,899
shares
|
$3.97 Million
1.26% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
25,469
shares
|
$3.9 Million
0.01% of portfolio
|
Q2 2024
Added 37.46%
|
|
Fifth Third Securities, Inc.
|
Jul 15, 2024 Q2 2024 |
24,348
shares
|
$3.73 Million
0.34% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
Bbr Partners, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
23,844
shares
|
$3.65 Million
0.29% of portfolio
|
Q2 2024
Reduced 21.26%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
23,146
shares
|
$3.54 Million
0.01% of portfolio
|
Q2 2024
Reduced 29.37%
|