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 205 institutions that hold shares in the stock, with a total of 8.49 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
7,748
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,534
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,492
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Nov 07, 2024 Q3 2024 |
7,400
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,361
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,516
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
6,423
shares
|
$1.03 Million
0.74% of portfolio
|
Q4 2023
Reduced 2.21%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
6,326
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 98.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
6,221
shares
|
$995,671
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
6,155
shares
|
$985,107
0.03% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,072
shares
|
$971,823
0.02% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
5,913
shares
|
$946,375
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
5,615
shares
|
$898,680
0.01% of portfolio
|
Q3 2023
Reduced 4.26%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 24, 2024 Q3 2024 |
5,531
shares
|
$885,236
0.27% of portfolio
|
Q3 2024
Added 66.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,449
shares
|
$872,112
0.0% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,410
shares
|
$865,870
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,373
shares
|
$859,948
0.0% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,992
shares
|
$798,969
0.05% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
4,793
shares
|
$767,119
0.04% of portfolio
|
Q3 2019
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
4,793
shares
|
$767,119
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
4,744
shares
|
$759,277
0.07% of portfolio
|
Q2 2024
Reduced 25.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,630
shares
|
$741,031
0.0% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,621
shares
|
$739,591
0.0% of portfolio
|
Q3 2024
Added 31.77%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
4,400
shares
|
$704,220
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,143
shares
|
$663,087
0.02% of portfolio
|
Q4 2023
Reduced 8.3%
|