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URTH ISHARES INC

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MSCI WORLD ETF (fund)

221 managers (224 13F filers) reported a position in URTH shares at 2025-03-31, 10,118,449 shares in all. 32 filers opened a position and 27 filers sold out during the quarter.

Managers
221
13F filers
224
New
32
Added
61
Reduced
55
Sold out
27
Shares held by filers
10,118,449

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,458,304$223M0.05%+110,08313F-HR/ATimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…623,606$95.5M0.97%+6,98913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC604,708$92.6M0.02%+12,28213F-HR/ATimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC583,160$89.3M0.45%-51,70013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY573,634$87.9M0.01%+352,89113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC472,254$72.3M0.13%new13F-HR/ATimelineGroup
BARINGS LLCin group BARINGS LLC314,245$48.1M1.2%+65,20313F-HRTimelineGroup
National Philanthropic Trust313,315$48M0.78%+11,77013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/302,199$46.3M<0.01%-440,06813F-HRTimelineGroup
Evensky & Katz LLC286,973$44M2.95%+3,39113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…242,683$37.1M0.15%+68,70813F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.241,080$36.9M0.41%-23,70013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO227,938$34.9M<0.01%+21,88713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding195,051$29.9M-171,190Timeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP175,970$27M0.46%+152,23613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/169,073$25.9M0.01%+33,49513F-HRTimelineGroup
LPL Financial LLC164,547$25.2M0.01%+6,20713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding140,415$21.5M-147,818Timeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.130,052$19.9M0.08%+8,13613F-HRTimelineGroup
Arizona PSPRS Trust122,956$18.8M0.64%-4,98013F-HR/ATimeline
UBS Group AGin group UBS Group AG122,423$18.8M<0.01%+1,09213F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich117,261$18M0.06%-67,37013F-HR/ATimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC112,892$17.3M1.44%-4,52513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC109,990$16.8M0.01%-10,36213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.101,187$15.5M<0.01%+18,51213F-HRTimelineGroup
Evelyn Partners Investment Management (…100,925$15.5M5.79%+1,60913F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP92,224$14.1M0.01%+2,89113F-HRTimeline
Pictet North America Advisors SA86,417$13.2M1.32%+11,80513F-HRTimeline
Cetera Investment Advisers78,827$12.1M0.02%+42,96313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…77,179$11.8M0.53%-95713F-HRTimeline
Empire Life Investments Inc.70,200$10.8M0.7%-78,10013F-HRTimeline
Inherent Management Corp.60,650$9.29M5.65%new13F-HRTimeline
Bleakley Financial Group, LLC53,264$8.16M0.26%-92313F-HRTimeline
OLD MISSION CAPITAL LLC52,690$8.07M0.16%new13F-HRTimeline
Investments & Financial Planning, LLC51,215$7.85M5.09%+1,60613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…47,482$7.27M0.01%+28,55813F-HRTimelineGroup
FISCHER INVESTMENT STRATEGIES, LLC46,713$7.16M5.27%new13F-HRTimeline
Fulcrum Equity Management46,192$7.08M7.73%013F-HRTimeline
Compagnie Lombard Odier SCmA43,720$6.7M0.08%+72813F-HRTimeline
BluePointe Capital Management, LLC41,546$6.36M2.42%+8,44313F-HRTimeline
XPONANCE LLC37,094$5.68M0.05%+34,89413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.34,627$5.3M0.09%+19513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC34,600$5.3M<0.01%-3,80013F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.33,679$5.16M0.04%+15,19213F-HRTimeline
Centerstone Investors, LLC32,969$5.05M11.98%013F-HRTimeline
MACKENZIE FINANCIAL CORP32,496$4.98M0.01%-10,22713F-HRTimeline
DRW Securities, LLC31,086$4.76M0.4%new13F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding30,557$4.68M+655Timeline
COMMONWEALTH EQUITY SERVICES, LLC30,422$4.66M0.01%-8,12713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC30,090$4.61M0.01%+14,36513F-HRTimelineGroup
TD Waterhouse Canada Inc.29,260$4.49M0.04%-1,33913F-HRTimeline
Mesirow Financial Investment Management…29,276$4.48M0.09%+26,49113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC29,109$4.46M0.08%013F-HRTimelineGroup
BANQUE PICTET & CIE SA28,705$4.4M0.05%+42013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,842$4.11M<0.01%+1,29013F-HRTimelineGroup
Mount Capital Ltd26,001$3.98M1.28%013F-HRTimeline
PKO Investment Management Joint-Stock Co24,800$3.8M0.43%013F-HRTimeline
BEAM WEALTH ADVISORS, INC.24,562$3.76M1.27%-79613F-HRTimeline
BBR PARTNERS, LLC23,452$3.59M0.25%+4213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.22,040$3.38M0.03%new13F-HRTimeline
Avestar Capital, LLC21,076$3.23M0.31%-15,44513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP21,076$3.23M<0.01%-15,44513F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd19,239$2.95M0.07%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,935$2.9M<0.01%013F-HRTimelineGroup
Main Street Research LLC18,505$2.83M0.19%+88913F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…17,700$2.71M<0.01%new13F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC17,660$2.71M<0.01%-86013F-HRTimelineGroup
Sequoia Financial Advisors, LLC17,209$2.64M0.02%new13F-HRTimeline
Cresset Asset Management, LLC16,672$2.55M0.01%+3213F-HRTimeline
Sheridan Capital Management, LLC16,621$2.55M1.86%+7513F-HRTimeline
WBH ADVISORY INC16,349$2.5M0.23%+4,84313F-HRTimeline
Taikang Asset Management (Hong Kong) Co…14,689$2.25M0.31%-50,55213F-HRTimeline
Capital Investment Advisors, LLC11,335$1.74M0.03%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…10,758$1.65M0.14%-11,85013F-HRTimelineGroup
Sierra Capital LLC10,631$1.63M0.2%-98113F-HRTimeline
Vestmark Advisory Solutions, Inc.10,293$1.58M0.04%-4,34713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,247$1.57M<0.01%+1,06913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,210$1.56M0.01%-19,38413F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,190$1.56M0.01%-4,05313F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC9,664$1.48M<0.01%013F-HRTimeline
Sanctuary Advisors, LLC9,182$1.41M0.01%+2,17813F-HRTimeline
Cambridge Investment Research Advisors,…9,153$1.4M<0.01%-17513F-HRTimeline
Pekin Hardy Strauss, Inc.8,800$1.35M0.16%013F-HRTimeline
Litman Gregory Wealth Management LLC8,568$1.31M0.11%-613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,006$1.23M<0.01%-8,38113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC7,928$1.21M0.03%-14,47713F-HRTimeline
CHB Investment Group, LLC7,711$1.18M0.63%+1,19913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,623$1.17M0.03%+27613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…7,612$1.17M0.01%+6,13713F-HRTimeline
Retirement Planning Group, LLC7,268$1.11M0.05%-11613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,190$1.1M0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC7,058$1.08M<0.01%+1,43413F-HRTimelineGroup
Compound Planning, Inc.6,518$998K0.05%+75013F-HRTimeline
BLAIR WILLIAM & CO/IL6,476$992K<0.01%+15513F-HRTimeline
MidAtlantic Capital Management, Inc.6,429$985K0.77%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,354$973K0.01%013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding6,237$955K+10Timeline
AlTi Global, Inc.in group AlTi Global, Inc.6,072$930K0.02%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,977$916K0.01%-17,16013F-HRTimelineGroup
Avior Wealth Management, LLC5,890$902K0.03%-1,20813F-HRTimeline
SEEDS INVESTOR LLC5,663$867K0.24%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …5,615$860K0.02%013F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,661$857K0.02%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,374$823K<0.01%013F-HRTimelineGroup
CX Institutional5,365$822K0.03%-88713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,886$749K<0.01%+24213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC4,800$735K<0.01%-4,30013F-HRTimeline
Wilmington Savings Fund Society, FSB4,793$734K0.01%013F-HRTimeline
Joel Isaacson & Co., LLC4,793$734K0.03%013F-HRTimeline
Lorne Steinberg Wealth Management Inc.4,666$715K0.21%-2,04613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,586$702K<0.01%+32013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC4,254$652K0.02%+27813F-HRTimeline
Arlington Financial Advisors, LLC4,243$650K0.11%+5513F-HRTimeline
Valeo Financial Advisors, LLC4,068$623K0.02%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,985$610K0.13%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,927$602K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC3,866$592K<0.01%013F-HRTimeline
Snowden Capital Advisors LLC3,700$567K0.02%new13F-HRTimeline
Waterford Advisors, LLC3,688$565K0.23%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding3,609$553K+2,067Timeline
SG Americas Securities, LLC3,530$541K<0.01%+24513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,477$533K0.01%-48613F-HRTimelineGroup
Unique Wealth Strategies, LLC3,438$527K0.24%013F-HRTimeline
Robertson Stephens Wealth Management, L…3,247$497K0.02%013F-HRTimeline
LWM Advisory Services, LLC3,242$497K0.34%013F-HRTimeline
KDT Advisors, LLC3,100$475K0.7%new13F-HRTimeline
Chicago Partners Investment Group LLC3,008$469K0.02%+6913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,050$467K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.3,033$464K0.01%+2,02213F-HRTimeline
NWAM LLC3,002$460K0.04%-3113F-HRTimeline
Magnus Financial Group LLC2,991$458K0.04%+90713F-HRTimeline
IEQ CAPITAL, LLC2,901$444K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.2,720$417K0.03%-21613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,661$408K<0.01%-1,43113F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP2,641$405K0.01%013F-HRTimeline
HighTower Advisors, LLC2,607$399K<0.01%-4,01713F-HRTimeline
Jaffetilchin Investment Partners, LLC2,605$399K0.03%013F-HRTimeline
CIBC WORLD MARKET INC.2,583$396K<0.01%-46013F-HRTimeline
Perigon Wealth Management, LLC2,559$392K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,556$392K<0.01%-26513F-HRTimeline
MGO ONE SEVEN LLC2,532$388K0.02%-3,20313F-HRTimeline
Allie Family Office LLC2,478$380K0.21%013F-HRTimeline
Rehmann Capital Advisory Group2,373$363K0.02%-513F-HRTimeline
RDA Financial Network2,331$357K0.11%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,287$350K0.02%+26113F-HR/ATimelineGroup
BridgePort Financial Solutions, LLC2,132$327K0.15%013F-HRTimeline
Scientech Research LLC2,121$325K0.09%new13F-HRTimeline
Beaumont Financial Advisors, LLC2,110$323K0.03%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,087$320K<0.01%-3,50313F-HRTimelineGroup
Allworth Financial LP2,099$319K<0.01%-73713F-HRTimeline
Impact Partnership Wealth, LLC2,015$309K0.07%+13513F-HRTimeline
Financial Engines Advisors L.L.C.1,966$301K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,963$301K0.01%new13F-HRTimeline
Arbor Investment Advisors, LLC1,942$298K0.04%013F-HRTimeline
Smartleaf Asset Management LLC1,867$285K0.03%-18613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,819$279K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,812$277K<0.01%+62113F-HR/ATimelineGroup
Cassaday & Co Wealth Management LLC1,790$274K0.01%013F-HRTimeline
WHITTIER TRUST CO1,775$272K<0.01%013F-HRTimeline
Brookwood Investment Group LLC1,650$253K0.04%13F-HRTimeline
Strategic Blueprint, LLC1,618$248K0.01%new13F-HRTimeline
Horst & Graben Wealth Management LLC1,614$247K0.04%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,554$242K0.08%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,577$242K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC1,568$240K0.23%-10013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,500$230K<0.01%013F-HRTimeline
Compass Ion Advisors, LLC1,498$229K0.03%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,470$225K0.03%013F-HRTimelineGroup
JDM Financial Group LLC1,457$223K0.11%013F-HRTimeline
Holos Integrated Wealth LLC1,439$220K0.14%-4013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,438$220K0.03%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,309$201K0.01%013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,300$199K<0.01%013F-HRTimelineGroup
J.Safra Asset Management Corp1,274$195K0.02%013F-HR/ATimeline
Qube Research & Technologies Ltd1,238$190K<0.01%+1,14913F-HRTimeline
FAS Wealth Partners, Inc.1,051$161K0.01%+513F-HRTimeline
EP Wealth Advisors, LLC902$138K<0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd878$134K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA850$130K<0.01%013F-HRTimeline
SYM FINANCIAL Corp796$122K0.02%+913F-HRTimeline
FMR LLCin group FMR LLC705$108K<0.01%-2113F-HRTimelineGroup
Gen-Wealth Partners Inc617$94.5K0.04%013F-HRTimeline
WealthShield Partners, LLC600$91.9K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.590$90.4K0.03%013F-HRTimeline
Investors Research Corp546$83.6K0.02%013F-HRTimeline
Centricity Wealth Management, LLC450$68.9K0.06%013F-HRTimeline
Activest Wealth Management440$67.3K0.02%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD431$66K0.04%013F-HRTimeline
TSFG, LLC403$62K0.01%-10513F-HRTimeline
Washington Trust Advisors, Inc.374$57.4K0.01%013F-HRTimeline
AlphaCore Capital LLC339$51.9K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.300$46K0.01%013F-HRTimeline
PRIVATE TRUST CO NA238$36.5K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.235$36K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd215$32.9K<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC204$31.2K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC200$30.6K0.01%013F-HRTimeline
Parallel Advisors, LLC186$28.5K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC178$27.3K<0.01%-9613F-HRTimeline
Sunbelt Securities, Inc.173$26.5K<0.01%013F-HRTimeline