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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,501
shares
|
$627,554
0.24% of portfolio
|
Q1 2024
Added 93.64%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,363
shares
|
$602,817
0.01% of portfolio
|
Q2 2025
Reduced 20.94%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
3,290
shares
|
$589,732
0.01% of portfolio
|
Q2 2025
Added 67.6%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,272
shares
|
$586,506
0.02% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
3,242
shares
|
$581,128
0.39% of portfolio
|
Q1 2024
Reduced 41.92%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,210
shares
|
$575,392
0.05% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
3,198
shares
|
$573,241
0.33% of portfolio
|
Q4 2023
Added 0.82%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
3,135
shares
|
$561,948
0.0% of portfolio
|
Q2 2025
Reduced 58.82%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,108
shares
|
$557,109
0.0% of portfolio
|
Q2 2025
Added 71.52%
|
|
|
Kdt Advisors, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,100
shares
|
$555,675
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,050
shares
|
$546,712
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
3,031
shares
|
$543,306
0.02% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
3,029
shares
|
$542,948
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,017
shares
|
$540,797
0.05% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,006
shares
|
$538,825
0.0% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,975
shares
|
$533,268
0.1% of portfolio
|
Q2 2025
Reduced 29.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,857
shares
|
$512,117
0.0% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,848
shares
|
$510,504
0.03% of portfolio
|
Q2 2020
Reduced 14.6%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,793
shares
|
$500,645
0.06% of portfolio
|
Q2 2025
Added 43.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,757
shares
|
$494,192
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
2,720
shares
|
$487,560
0.03% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,713
shares
|
$486,305
0.0% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,641
shares
|
$473,399
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
2,625
shares
|
$470,531
0.03% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,610
shares
|
$467,842
0.0% of portfolio
|
Q2 2025
Added 1.05%
|