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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
2,331
shares
|
$381,724
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
2,154
shares
|
$352,739
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
2,132
shares
|
$349,136
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
2,121
shares
|
$347,334
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
2,110
shares
|
$345,533
0.03% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,099
shares
|
$343,732
0.0% of portfolio
|
Q1 2025
Reduced 25.99%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
2,022
shares
|
$331,122
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
2,015
shares
|
$329,976
0.07% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,966
shares
|
$321,952
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
1,963
shares
|
$321,460
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,942
shares
|
$318,021
0.04% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,867
shares
|
$305,739
0.03% of portfolio
|
Q1 2025
Reduced 9.06%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,819
shares
|
$297,879
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
1,790
shares
|
$293,130
0.01% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,775
shares
|
$290,674
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
1,650
shares
|
$270,204
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,650
shares
|
$270,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
1,618
shares
|
$264,963
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
1,614
shares
|
$264,308
0.05% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
1,568
shares
|
$256,775
0.23% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,554
shares
|
$254,483
0.08% of portfolio
|
Q4 2024
Added 280.88%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$245,640
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,498
shares
|
$245,312
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,470
shares
|
$240,727
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
1,457
shares
|
$238,598
0.11% of portfolio
|
Q4 2024
Reduced 27.69%
|