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 201 institutions that hold shares in the stock, with a total of 8.45 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,362
shares
|
$213,234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,300
shares
|
$203,528
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
1,300
shares
|
$203,528
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,239
shares
|
$193,977
0.01% of portfolio
|
Q3 2024
Reduced 54.2%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,039
shares
|
$162,665
0.01% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,009
shares
|
$157,969
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
941
shares
|
$147,322
0.0% of portfolio
|
Q3 2024
Added 181.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
902
shares
|
$141,217
0.0% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
878
shares
|
$137,459
0.01% of portfolio
|
Q2 2022
Reduced 67.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
812
shares
|
$127,126
0.0% of portfolio
|
Q2 2020
Added 1.15%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
788
shares
|
$123,369
0.02% of portfolio
|
Q3 2024
Added 56.66%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
750
shares
|
$117,420
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
617
shares
|
$96,597
0.04% of portfolio
|
Q3 2024
Reduced 35.59%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
600
shares
|
$93,936
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
546
shares
|
$85,481
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
505
shares
|
$79,062
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
503
shares
|
$78,749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
462
shares
|
$72,330
0.01% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
431
shares
|
$67,477
0.04% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
408
shares
|
$63,876
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
408
shares
|
$63,876
0.02% of portfolio
|
Q3 2024
Added 24.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
339
shares
|
$53,073
0.0% of portfolio
|
Q3 2024
Added 138.73%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
300
shares
|
$46,968
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
280
shares
|
$43,836
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
238
shares
|
$37,261
0.0% of portfolio
|
Q3 2024
Reduced 29.59%
|