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 236 institutions that hold shares in the stock, with a total of 9.63 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
12,922
shares
|
$2.24 Million
1.22% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
12,228
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2024
Added 700.26%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
11,651
shares
|
$2.02 Million
0.15% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
10,631
shares
|
$1.84 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
10,293
shares
|
$1.79 Million
0.04% of portfolio
|
Q1 2025
Reduced 29.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,247
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,210
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 65.5%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,073
shares
|
$1.75 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
9,664
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.22%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
9,348
shares
|
$1.62 Million
0.13% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,153
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
8,800
shares
|
$1.53 Million
0.17% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,395
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2023
Reduced 6.72%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,311
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2022
Added 31.86%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
8,006
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 51.14%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
7,851
shares
|
$1.36 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
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
7,623
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
7,612
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 416.07%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
7,594
shares
|
$1.32 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
7,268
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,190
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,058
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,004
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,694
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 3.37%
|