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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
1,630
shares
|
$292,177
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
1,630
shares
|
$292,177
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
1,614
shares
|
$289,309
0.05% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,546
shares
|
$277,120
0.03% of portfolio
|
Q2 2025
Added 94.22%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,500
shares
|
$268,875
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,470
shares
|
$263,497
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
1,457
shares
|
$261,167
0.12% of portfolio
|
Q4 2024
Reduced 27.69%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
1,450
shares
|
$259,912
0.05% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,420
shares
|
$254,535
0.01% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,315
shares
|
$235,713
0.02% of portfolio
|
Q2 2025
Reduced 29.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,304
shares
|
$233,742
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
1,300
shares
|
$233,025
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
1,285
shares
|
$230,336
0.13% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
1,274
shares
|
$228,364
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,256
shares
|
$225,138
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,250
shares
|
$224,062
0.0% of portfolio
|
Q2 2025
Reduced 36.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,155
shares
|
$207,033
0.0% of portfolio
|
Q2 2025
Added 178.99%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,075
shares
|
$192,693
0.01% of portfolio
|
Q2 2025
Added 217.11%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,060
shares
|
$190,005
0.01% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,012
shares
|
$181,401
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
905
shares
|
$162,221
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
878
shares
|
$157,381
0.01% of portfolio
|
Q2 2022
Reduced 67.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
812
shares
|
$145,551
0.0% of portfolio
|
Q2 2020
Added 1.15%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
801
shares
|
$143,579
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
750
shares
|
$134,437
0.01% of portfolio
|
Q1 2022
New holding
|