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 246 institutions that hold shares in the stock, with a total of 9.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
12,228
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2024
Added 700.26%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
11,651
shares
|
$2.09 Million
0.15% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
10,814
shares
|
$1.94 Million
0.21% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,073
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 29, 2025 Q2 2025 |
9,779
shares
|
$1.75 Million
0.46% of portfolio
|
Q2 2025
Added 109.58%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Aug 13, 2025 Q2 2025 |
9,769
shares
|
$1.75 Million
0.22% of portfolio
|
Q2 2025
Reduced 33.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
9,762
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
9,664
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.22%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
9,348
shares
|
$1.68 Million
0.13% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
8,800
shares
|
$1.58 Million
0.18% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,395
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2023
Reduced 6.72%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
8,382
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,311
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2022
Added 31.86%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
7,851
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Added 823.65%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
7,818
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
7,594
shares
|
$1.36 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
7,347
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
7,236
shares
|
$1.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
7,217
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,004
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,842
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,694
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
6,444
shares
|
$1.16 Million
0.77% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
6,155
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2022
Added 0.33%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
6,072
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.93%
|