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 235 institutions that hold shares in the stock, with a total of 9.81 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,591
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2024
Added 41.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
78,827
shares
|
$12.9 Million
0.02% of portfolio
|
Q1 2025
Added 119.79%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
77,179
shares
|
$12.6 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
70,200
shares
|
$11.5 Million
0.72% of portfolio
|
Q1 2025
Reduced 52.66%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,656
shares
|
$9.61 Million
0.21% of portfolio
|
Q4 2023
Added 0.71%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
53,264
shares
|
$8.72 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
52,690
shares
|
$8.63 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
51,215
shares
|
$8.39 Million
5.1% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
47,482
shares
|
$7.78 Million
0.01% of portfolio
|
Q1 2025
Added 150.91%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
46,713
shares
|
$7.65 Million
5.27% of portfolio
|
Q1 2025
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
46,192
shares
|
$7.56 Million
7.96% of portfolio
|
Q4 2023
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
43,720
shares
|
$7.16 Million
0.09% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
42,701
shares
|
$6.99 Million
2.2% of portfolio
|
Q3 2022
Reduced 37.54%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
41,546
shares
|
$6.8 Million
2.42% of portfolio
|
Q1 2025
Added 25.51%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
37,094
shares
|
$6.07 Million
0.06% of portfolio
|
Q1 2025
Added 1586.09%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
34,627
shares
|
$5.67 Million
0.05% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
34,600
shares
|
$5.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
33,679
shares
|
$5.52 Million
0.04% of portfolio
|
Q1 2025
Added 82.18%
|
|
|
Centerstone Investors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
32,969
shares
|
$5.4 Million
12.17% of portfolio
|
Q3 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
32,496
shares
|
$5.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,086
shares
|
$5.09 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
30,422
shares
|
$4.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.08%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
30,417
shares
|
$4.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
30,090
shares
|
$4.93 Million
0.01% of portfolio
|
Q1 2025
Added 91.35%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
29,276
shares
|
$4.79 Million
0.09% of portfolio
|
Q1 2025
Added 951.2%
|