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 |
|---|---|---|---|---|---|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
3,688
shares
|
$603,946
0.23% of portfolio
|
Q3 2024
Reduced 20.53%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
3,609
shares
|
$591,009
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
3,530
shares
|
$578,072
0.0% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,501
shares
|
$573,323
0.24% of portfolio
|
Q1 2024
Added 93.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,477
shares
|
$569,393
0.01% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
3,247
shares
|
$531,728
0.02% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
3,242
shares
|
$530,909
0.36% of portfolio
|
Q1 2024
Reduced 41.92%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
3,198
shares
|
$523,704
0.33% of portfolio
|
Q4 2023
Added 0.82%
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,100
shares
|
$507,656
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,050
shares
|
$499,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,008
shares
|
$492,590
0.02% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,002
shares
|
$491,607
0.04% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,991
shares
|
$489,806
0.05% of portfolio
|
Q1 2025
Added 43.52%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
2,901
shares
|
$475,067
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,848
shares
|
$466,388
0.03% of portfolio
|
Q2 2020
Reduced 14.6%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
2,720
shares
|
$445,427
0.03% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,661
shares
|
$435,765
0.0% of portfolio
|
Q1 2025
Reduced 34.97%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,641
shares
|
$432,490
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,607
shares
|
$426,922
0.0% of portfolio
|
Q1 2025
Reduced 60.64%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
2,605
shares
|
$426,594
0.03% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,583
shares
|
$422,992
0.0% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
2,559
shares
|
$419,061
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,556
shares
|
$418,570
0.0% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
2,532
shares
|
$414,640
0.02% of portfolio
|
Q1 2025
Reduced 55.85%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
2,478
shares
|
$405,797
0.21% of portfolio
|
Q2 2024
Reduced 98.39%
|