Skip to content
Disclosery

URTH ISHARES INC

Follow

MSCI WORLD ETF (fund)

265 managers (270 13F filers) reported a position in URTH shares at 2026-03-31, 16,718,752 shares in all. 33 filers opened a position and 22 filers sold out during the quarter.

Managers
265
13F filers
270
New
33
Added
71
Reduced
81
Sold out
22
Shares held by filers
16,718,752

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Dash Acquisitions Inc.1,196$234K0.05%-613F-HRTimeline
Causey Wealth LLC1,285$231K0.1%new13F-HRTimeline
J.Safra Asset Management Corp1,274$229K0.01%013F-HRTimeline
Rathbones Group PLC1,248$225K<0.01%new13F-HR/ATimeline
Prosperity Consulting Group, LLC1,218$219K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,210$218K<0.01%-18613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,184$213K<0.01%-12013F-HRTimelineGroup
ASPIRIANT, LLC1,176$212K0.01%-12113F-HRTimeline
Allegheny Financial Group1,154$208K0.03%013F-HRTimeline
Creative Planningin group Creative Planning1,152$207K<0.01%new13F-HRTimelineGroup
Compass Ion Advisors, LLC1,148$207K0.02%013F-HRTimeline
Paulson Wealth Management Inc.1,125$203K0.05%new13F-HRTimeline
Holos Integrated Wealth LLC1,106$202K0.1%-17613F-HRTimeline
Retirement Management Systems Inc.1,117$201K0.05%-51,14813F-HRTimeline
FAS Wealth Partners, Inc.1,068$192K0.01%013F-HRTimeline
Forum Finance Group S.A.1,309$191K0.1%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,060$191K<0.01%-2,82913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,051$189K<0.01%-1,17213F-HRTimelineGroup
Geneos Wealth Management Inc.1,014$183K<0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd878$158K0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA723$130K0.07%+12413F-HRTimeline
Gen-Wealth Partners Inc617$111K0.04%013F-HRTimeline
CENTAURUS FINANCIAL, INC.614$111K0.01%013F-HRTimeline
WealthShield Partners, LLC600$108K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…515$92.6K<0.01%-69313F-HRTimelineGroup
Activest Wealth Management447$80.4K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD439$79K0.04%013F-HRTimeline
TSFG, LLC403$73K0.01%013F-HRTimeline
Dunhill Financial, LLC400$72K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.394$70.9K0.01%013F-HRTimeline
AlphaCore Capital LLC339$61K<0.01%-73613F-HRTimeline
HARBOUR INVESTMENTS, INC.310$55.8K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.300$54K0.01%013F-HRTimeline
TrinityBridge Ltd300$54K<0.01%013F-HRTimeline
MAI Capital Management281$50.6K<0.01%-32813F-HRTimeline
EFG International AGin group EFG International AG247$44.4K<0.01%-7,92413F-HRTimelineGroup
PRIVATE TRUST CO NA238$42.8K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd231$41.6K<0.01%+20513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd215$38.7K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC200$36K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC186$33.5K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.173$31.1K<0.01%013F-HRTimeline
Archer Investment Corp170$30.5K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC147$26.5K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.136$24.5K0.01%-6413F-HRTimeline
Clearstead Advisors, LLC125$22.5K<0.01%-13713F-HRTimeline
Investors Research Corp121$21.8K<0.01%-13013F-HRTimeline
Comprehensive Financial Planning, Inc./…106$19.2K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…103$18.5K<0.01%+2813F-HRTimeline
Paladin Partners, LLC100$18K0.01%013F-HRTimeline
SIGNATUREFD, LLC74$13.3K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.62$11.2K<0.01%+1013F-HRTimeline
Westside Investment Management, Inc.60$10.9K<0.01%013F-HRTimeline
Stone House Investment Management, LLC39$7.02K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35$6.3K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC26$4.68K<0.01%13F-HRTimelineGroup
Larson Financial Group LLC25$4.57K<0.01%013F-HRTimeline
HighMark Wealth Management LLC25$4.5K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22$3.96K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc21$3.78K<0.01%+1013F-HRTimeline
Roble, Belko & Company, Inc14$3K<0.01%013F-HRTimeline
LM Advisors LLC278$1.54K0.03%+6013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6$1.08K<0.01%013F-HR/ATimelineGroup
Strategic Wealth Partners, Ltd.1$180<0.01%013F-HRTimeline
AE Wealth Management LLC1$178<0.01%013F-HRTimeline