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 190 institutions that hold shares in the stock, with a total of 9.72 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,009
shares
|
$154,518
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
958
shares
|
$146,708
0.07% of portfolio
|
Q1 2024
New holding
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 16, 2024 Q2 2024 |
878
shares
|
$134,456
0.01% of portfolio
|
Q2 2022
Reduced 67.53%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
862
shares
|
$132,006
0.0% of portfolio
|
Q3 2023
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
812
shares
|
$124,349
0.0% of portfolio
|
Q2 2020
Added 1.15%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
750
shares
|
$114,854
0.01% of portfolio
|
Q1 2022
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
600
shares
|
$91,883
0.01% of portfolio
|
Q1 2023
New holding
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
582
shares
|
$89,127
0.0% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
546
shares
|
$83,614
0.02% of portfolio
|
Q2 2024
New holding
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
503
shares
|
$77,029
0.01% of portfolio
|
Q2 2024
Added 8.41%
|
|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
462
shares
|
$70,750
0.01% of portfolio
|
Q2 2024
Added 0.43%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
431
shares
|
$66,003
0.04% of portfolio
|
Q2 2024
Added 0.23%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
408
shares
|
$62,481
0.04% of portfolio
|
Q4 2023
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
338
shares
|
$51,761
0.01% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
334
shares
|
$51,148
0.0% of portfolio
|
Q2 2024
Added 283.91%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
327
shares
|
$50,076
0.02% of portfolio
|
Q2 2024
Added 10.1%
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
313
shares
|
$47,932
0.03% of portfolio
|
Q2 2024
New holding
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
300
shares
|
$45,941
0.0% of portfolio
|
Q1 2024
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
200
shares
|
$30,627
0.01% of portfolio
|
Q1 2024
New holding
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
189
shares
|
$28,943
0.0% of portfolio
|
Q2 2024
Added 73.39%
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
186
shares
|
$28,484
0.0% of portfolio
|
Q1 2021
New holding
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 16, 2024 Q2 2024 |
185
shares
|
$28,330
0.01% of portfolio
|
Q1 2024
Reduced 72.83%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
142
shares
|
$21,745
0.0% of portfolio
|
Q1 2024
Reduced 11.25%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
103
shares
|
$15,773
0.0% of portfolio
|
Q1 2024
New holding
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
103
shares
|
$15,773
0.0% of portfolio
|
Q2 2024
New holding
|