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Disclosery

URTH ISHARES INC

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MSCI WORLD ETF (fund)

214 managers (218 13F filers) reported a position in URTH shares at 2024-12-31, 9,578,437 shares in all. 39 filers opened a position and 23 filers sold out during the quarter.

Managers
214
13F filers
218
New
39
Added
69
Reduced
49
Sold out
23
Shares held by filers
9,578,437

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,348,221$210M0.05%-371,34313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/742,267$115M0.01%+535,13213F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC634,860$98.7M0.5%-36,25013F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…616,617$95.9M0.98%-65,47513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC592,426$92.1M0.02%-180,89713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding366,241$57M+256,305Timeline
National Philanthropic Trust301,545$46.9M0.68%+73,17713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding288,233$44.8M+200,538Timeline
Evensky & Katz LLC283,582$44.1M2.89%+1,82613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.264,780$41.2M0.5%+95,93813F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC249,042$38.7M0.92%+51,70113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY220,743$34.3M<0.01%+77,73713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO206,051$32M<0.01%+8,55113F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich184,631$31.7M0.1%+22,42913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…173,975$27.2M0.11%+27,45113F-HRTimelineGroup
LPL Financial LLC158,340$24.6M0.01%+51,04913F-HRTimeline
Empire Life Investments Inc.148,300$23.1M1.45%+41,60013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/135,578$21.1M0.01%-4,23213F-HRTimelineGroup
Arizona PSPRS Trust127,936$19.9M0.64%+90613F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.121,916$19M0.07%-18,34213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding121,331$18.9M-28,383Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC120,352$18.7M0.01%13F-HR/ATimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC117,417$18.3M1.5%-1,94513F-HRTimelineGroup
Evelyn Partners Investment Management (…99,316$15.4M5.62%13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP89,333$13.9M0.01%-134,25813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.82,675$12.9M<0.01%+31,43913F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…78,136$12.2M0.53%+80513F-HRTimeline
Pictet North America Advisors SA74,612$11.6M1.1%+12,15213F-HRTimeline
Taikang Asset Management (Hong Kong) Co…65,241$10.1M1.49%-10,81513F-HRTimeline
Bleakley Financial Group, LLC54,187$8.43M0.25%-27413F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC51,466$8M0.18%+36,96613F-HRTimeline
Investments & Financial Planning, LLC49,609$7.71M4.75%+2,04613F-HRTimeline
Fulcrum Equity Management46,192$7.18M7.11%013F-HRTimeline
Compagnie Lombard Odier SCmA42,992$6.69M0.1%+22,10613F-HRTimeline
MACKENZIE FINANCIAL CORP42,723$6.64M0.01%new13F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC38,549$5.99M0.01%+18,22213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC38,400$5.97M<0.01%-2,50013F-HRTimelineGroup
Avestar Capital, LLC36,521$5.68M0.52%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP36,521$5.68M0.01%new13F-HRTimelineGroup
Cetera Investment Advisers35,864$5.58M0.01%+11,05513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.34,432$5.35M0.06%+31013F-HR/ATimelineGroup
BluePointe Capital Management, LLC33,103$5.15M2.95%-2,68913F-HRTimeline
Centerstone Investors, LLC32,969$5.13M4.8%013F-HR/ATimeline
TD Waterhouse Canada Inc.30,599$4.76M0.04%+11713F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding29,902$4.65MnewTimeline
MML INVESTORS SERVICES, LLC29,594$4.6M0.02%+24,97313F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC29,109$4.53M0.07%-4,16213F-HRTimelineGroup
BANQUE PICTET & CIE SA28,285$4.4M0.04%013F-HRTimeline
Mount Capital Ltd26,001$4.04M1.43%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,552$3.97M<0.01%+91513F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.25,358$3.94M1.25%-1,17113F-HRTimeline
PKO Investment Management Joint-Stock Co24,800$3.86M0.48%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP23,734$3.69M0.1%-81,88713F-HRTimeline
BBR PARTNERS, LLC23,410$3.64M0.25%-213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,137$3.6M0.04%new13F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…22,608$3.52M0.3%-2813F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC22,405$3.48M0.1%+14,40513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,935$2.94M<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,924$2.94M<0.01%-8913F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC18,520$2.88M<0.01%-1,39313F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.18,487$2.87M0.02%new13F-HRTimeline
Main Street Research LLC17,616$2.74M0.17%+3,28613F-HRTimeline
Cresset Asset Management, LLC16,640$2.59M0.01%-16,55513F-HRTimeline
Sheridan Capital Management, LLC16,546$2.57M1.81%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp16,387$2.55M0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC15,725$2.45M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,377$2.39M<0.01%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.14,640$2.28M0.08%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.14,243$2.21M0.01%-2,51113F-HRTimelineGroup
Guardian Partners Inc.12,904$2.02M0.21%13F-HRTimeline
Sierra Capital LLC11,612$1.81M0.21%-61813F-HRTimeline
WBH ADVISORY INC11,506$1.79M0.17%-35513F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC9,664$1.5M<0.01%-7,66013F-HRTimeline
Cambridge Investment Research Advisors,…9,328$1.45M<0.01%-1,95713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,178$1.43M<0.01%+99113F-HR/ATimelineGroup
RENAISSANCE TECHNOLOGIES LLC9,100$1.42M<0.01%+6,00013F-HRTimeline
Pekin Hardy Strauss, Inc.8,800$1.37M0.17%+4,40013F-HRTimeline
Litman Gregory Wealth Management LLC8,574$1.33M0.12%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC8,500$1.32M0.73%13F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC7,400$1.15M0.02%013F-HRTimeline
Retirement Planning Group, LLC7,384$1.15M0.06%-10813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,347$1.14M0.03%-18713F-HRTimelineGroup
Sanctuary Advisors, LLC7,004$1.13M0.01%+78313F-HRTimeline
Avior Wealth Management, LLC7,098$1.1M0.04%-65013F-HRTimeline
Lorne Steinberg Wealth Management Inc.6,712$1.04M0.3%+1,18113F-HRTimeline
HighTower Advisors, LLC6,624$1.03M<0.01%+2,90313F-HRTimeline
CHB Investment Group, LLC6,512$1.01M0.55%+3,88413F-HRTimeline
MidAtlantic Capital Management, Inc.6,429$1000K0.73%+613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,354$988K0.01%-1,00713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL6,321$983K<0.01%-19513F-HRTimeline
CX Institutional6,252$972K0.04%-7413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,227$968KnewTimeline
AlTi Global, Inc.in group AlTi Global, Inc.6,072$944K0.02%013F-HRTimelineGroup
Compound Planning, Inc.5,768$897K0.05%+77613F-HRTimeline
MGO ONE SEVEN LLC5,735$892K0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC5,624$875K<0.01%+17513F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …5,615$873K0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,590$869K<0.01%+3,47713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,374$836K<0.01%+113F-HRTimelineGroup
Wilmington Savings Fund Society, FSB4,793$745K0.01%013F-HRTimeline
Joel Isaacson & Co., LLC4,793$745K0.03%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,644$722K<0.01%+1413F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC4,614$717K<0.01%new13F-HRTimelineGroup
LVW Advisors, LLC4,445$691K0.08%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,266$663K<0.01%+2,63913F-HRTimelineGroup
Arlington Financial Advisors, LLC4,188$651K0.13%+7313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,092$636K<0.01%+1,45613F-HRTimelineGroup
Valeo Financial Advisors, LLC4,068$633K0.02%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,985$620K0.13%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,976$618K0.02%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,963$616K0.01%+77513F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,927$611K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC3,866$601K0.01%013F-HRTimeline
Waterford Advisors, LLC3,688$573K0.29%013F-HRTimeline
Unique Wealth Strategies, LLC3,438$535K0.23%+813F-HRTimeline
Veracity Capital LLC3,380$526K0.19%new13F-HRTimeline
SG Americas Securities, LLC3,285$511K<0.01%+17813F-HRTimeline
Robertson Stephens Wealth Management, L…3,247$505K0.02%-16913F-HRTimeline
LWM Advisory Services, LLC3,242$504K0.35%013F-HRTimeline
CIBC WORLD MARKET INC.3,043$473K<0.01%-8,77613F-HRTimeline
NWAM LLC3,033$472K0.03%+23113F-HRTimeline
Chicago Partners Investment Group LLC2,939$460K0.02%+2113F-HRTimeline
D.A. DAVIDSON & CO.2,953$459K<0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.2,936$457K0.04%-1013F-HRTimeline
Allworth Financial LP2,836$456K<0.01%+1513F-HRTimeline
IEQ CAPITAL, LLC2,901$451K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,821$439K<0.01%new13F-HRTimeline
Independent Advisor Alliance2,802$436K0.01%new13F-HRTimeline
Mesirow Financial Investment Management…2,785$433K0.01%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,641$411K0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC2,605$405K0.03%-7613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,599$404K0.04%+32413F-HRTimeline
Perigon Wealth Management, LLC2,559$402K0.01%+313F-HRTimeline
Allie Family Office LLC2,478$385K0.21%013F-HRTimeline
Rehmann Capital Advisory Group2,378$370K0.02%013F-HRTimeline
XPONANCE LLC2,200$342K<0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC2,132$337K0.15%13F-HRTimeline
Beaumont Financial Advisors, LLC2,110$328K0.02%013F-HRTimeline
Magnus Financial Group LLC2,084$324K0.03%-3513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,063$321K<0.01%-1,25213F-HRTimelineGroup
Smartleaf Asset Management LLC2,053$321K0.03%-21813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,026$315K0.02%+8013F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.1,966$306K<0.01%-713F-HRTimeline
Arbor Investment Advisors, LLC1,942$302K0.04%-2813F-HRTimeline
Impact Partnership Wealth, LLC1,880$292K0.06%new13F-HRTimeline
J.W. COLE ADVISORS, INC.1,838$286K0.01%+3213F-HRTimeline
Cassaday & Co Wealth Management LLC1,790$278K0.01%+16213F-HRTimeline
WHITTIER TRUST CO1,775$276K<0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC1,668$259K0.24%+2913F-HRTimeline
Horst & Graben Wealth Management LLC1,614$251K0.04%013F-HRTimeline
Atria Investments, Inc1,591$247K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,577$245K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,563$243K0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,554$242K0.08%+1,14613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.1,542$240K0.01%-113F-HRTimelineGroup
COMERICA BANK1,523$237K<0.01%+1,51713F-HR/ATimeline
NISA INVESTMENT ADVISORS, LLC1,500$233K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,492$232K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,482$230K<0.01%+12013F-HRTimelineGroup
Holos Integrated Wealth LLC1,479$230K0.16%13F-HRTimeline
Federation des caisses Desjardins du Qu…1,475$229K<0.01%-65013F-HRTimeline
JDM Financial Group LLC1,457$227K0.12%-55813F-HRTimeline
TAP Consulting, LLC1,450$225K0.05%+1113F-HRTimeline
CHOREO, LLC1,428$223K<0.01%new13F-HRTimeline
BFI Infinity Ltd.1,340$208K0.23%13F-HRTimeline
Corundum Group, Inc.1,326$206K0.08%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,309$204K0.01%+913F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,300$202K<0.01%013F-HRTimelineGroup
J.Safra Asset Management Corp1,274$199K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,191$185K<0.01%+25013F-HRTimelineGroup
FAS Wealth Partners, Inc.1,046$163K0.01%+713F-HRTimeline
Geneos Wealth Management Inc.1,011$157K0.01%+213F-HRTimeline
EP Wealth Advisors, LLC902$140K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,470$138K0.02%new13F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd878$137K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA850$133K<0.01%13F-HR/ATimeline
SYM FINANCIAL Corp787$122K0.02%-113F-HRTimeline
FMR LLCin group FMR LLC726$113K<0.01%+12413F-HRTimelineGroup
Gen-Wealth Partners Inc617$95.9K0.04%013F-HRTimeline
WealthShield Partners, LLC600$93.3K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.590$91.7K0.03%new13F-HRTimeline
Investors Research Corp546$84.9K0.02%013F-HRTimeline
TSFG, LLC508$79K0.02%+313F-HRTimeline
Centricity Wealth Management, LLC450$70K0.07%13F-HRTimeline
Activest Wealth Management440$68.4K0.02%+16013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD431$67K0.04%013F-HRTimeline
Dunhill Financial, LLC408$63.4K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.374$58.2K<0.01%-8813F-HRTimeline
WEBSTER BANK, N. A.300$46.6K0.01%013F-HRTimeline
Sterling Capital Management LLC300$46.6K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\290$45.1K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC274$42.6K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA238$37K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.235$36.5K0.03%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd215$33.4K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC200$31.1K0.01%013F-HRTimeline
Parallel Advisors, LLC186$28.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.173$27K<0.01%013F-HRTimeline
Archer Investment Corp168$26.2K0.01%-3513F-HRTimeline
Clearstead Advisors, LLC126$19.6K<0.01%013F-HRTimeline