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 192 institutions that hold shares in the stock, with a total of 9.57 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,395
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2023
Reduced 6.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,311
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2022
Added 31.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
7,586
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,492
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Aug 06, 2024 Q2 2024 |
7,400
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
7,361
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
6,326
shares
|
$976,418
0.04% of portfolio
|
Q3 2024
Reduced 98.1%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 14, 2024 Q2 2024 |
6,319
shares
|
$975,337
0.0% of portfolio
|
Q2 2024
Reduced 65.37%
|
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,255
shares
|
$965,459
0.02% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
6,254
shares
|
$965,304
0.0% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
6,155
shares
|
$950,024
0.03% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 13, 2024 Q2 2024 |
5,615
shares
|
$866,675
0.01% of portfolio
|
Q3 2023
Reduced 4.26%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
5,570
shares
|
$859,729
0.0% of portfolio
|
Q2 2024
Added 513.44%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Oct 24, 2024 Q3 2024 |
5,531
shares
|
$853,709
0.27% of portfolio
|
Q3 2024
Added 66.85%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
5,410
shares
|
$835,033
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
5,385
shares
|
$831,174
0.0% of portfolio
|
Q1 2024
Reduced 24.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
5,077
shares
|
$783,634
0.0% of portfolio
|
Q2 2024
Reduced 57.86%
|
|
|
Victory Capital Management Inc
|
Aug 05, 2024 Q2 2024 |
4,994
shares
|
$770,823
0.0% of portfolio
|
Q2 2023
Added 101.45%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,992
shares
|
$770,515
0.05% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
4,793
shares
|
$739,799
0.04% of portfolio
|
Q3 2019
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 15, 2024 Q2 2024 |
4,744
shares
|
$732,236
0.07% of portfolio
|
Q2 2024
Reduced 25.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
4,722
shares
|
$728,840
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2024 Q2 2024 |
4,641
shares
|
$716,338
0.29% of portfolio
|
Q4 2023
Reduced 10.68%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,343
shares
|
$670,342
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,143
shares
|
$639,472
0.02% of portfolio
|
Q4 2023
Reduced 8.3%
|