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Disclosery

URTH ISHARES INC

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MSCI WORLD ETF (fund)

232 managers (235 13F filers) reported a position in URTH shares at 2025-06-30, 10,148,438 shares in all. 31 filers opened a position and 21 filers sold out during the quarter.

Managers
232
13F filers
235
New
31
Added
91
Reduced
53
Sold out
21
Shares held by filers
10,148,438

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CANADA1,538,407$261M0.05%+80,10313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY875,450$148M0.01%+301,81613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC571,899$96.9M0.02%-32,80913F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC560,510$94.9M0.57%-22,65013F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…473,643$80.2M0.72%-149,96313F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC358,101$60.7M1.42%+43,85613F-HRTimelineGroup
Obermeyer Wealth Partners341,698$57.9M2.88%new13F-HRTimeline
National Philanthropic Trust314,193$53.2M0.71%+87813F-HRTimeline
Evensky & Katz LLC287,317$48.7M2.97%+34413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…264,024$44.7M0.16%+21,34113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO263,989$44.7M<0.01%+36,05113F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding208,579$35.3M+13,528Timeline
Banco Santander, S.A.in group Banco Santander, S.A.206,346$35M0.33%-34,73413F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/202,674$34.3M<0.01%-99,52513F-HRTimelineGroup
LPL Financial LLC187,256$31.7M0.01%+22,70913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/151,032$25.6M0.01%-18,04113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.145,072$24.6M<0.01%+43,88513F-HRTimelineGroup
GAM Holding AGin group GAM Holding AG143,421$24.3M1.71%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC128,615$21.8M0.01%-11,80013F-HRTimelineGroup
UBS Group AGin group UBS Group AG126,409$21.4M<0.01%+3,98613F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.122,633$20.8M0.08%-7,41913F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC119,304$20.2M1.39%+6,41213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC115,770$19.6M0.01%+5,78013F-HRTimelineGroup
Evelyn Partners Investment Management (…101,279$17.2M6.16%+35413F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP94,784$16M0.01%+2,56013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich84,860$14.4M0.04%-32,40113F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…79,757$13.5M0.52%+2,57813F-HRTimeline
Empire Life Investments Inc.76,900$13M0.83%+6,70013F-HRTimeline
Cetera Investment Advisers74,235$12.6M0.02%-4,59213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,327$11.7M0.01%new13F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC67,050$10.5M0.01%new13F-HRTimelineGroup
Inherent Management Corp.60,650$10.3M5.21%013F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.59,103$10M0.08%+25,42413F-HRTimeline
XPONANCE LLC58,494$9.91M0.08%+21,40013F-HRTimeline
Bleakley Financial Group, LLC55,444$9.39M0.24%+2,18013F-HRTimeline
Investments & Financial Planning, LLC54,495$9.23M5.32%+3,28013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC52,943$8.97M6.02%+6,23013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC50,300$8.52M0.01%+32,64013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC48,589$8.23M0.04%+42,23513F-HRTimelineGroup
Compagnie Lombard Odier SCmA48,329$8.19M0.11%+4,60913F-HRTimeline
Fulcrum Equity Management46,192$7.82M8.04%013F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd44,830$7.59M2.7%new13F-HRTimelineGroup
MACKENZIE FINANCIAL CORP39,843$6.75M0.01%+7,34713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…37,659$6.38M<0.01%-9,82313F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC34,600$5.86M<0.01%013F-HRTimelineGroup
Evelyn Partners Group Ltdgroup of 2 filers holding34,275$5.81M+3,718Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC30,272$5.13M0.01%+18213F-HRTimelineGroup
TD Waterhouse Canada Inc.29,211$4.94M0.04%-4913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC29,109$4.93M0.08%013F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP28,981$4.91M0.2%-146,98913F-HRTimeline
BANQUE PICTET & CIE SA28,523$4.83M0.05%-18213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,501$4.49M<0.01%-34113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,018$4.41M0.01%-4,40413F-HRTimeline
NewEdge Advisors, LLC25,404$4.3M0.02%+25,36813F-HRTimeline
PKO Investment Management Joint-Stock Co24,800$4.2M0.45%013F-HRTimeline
Mount Capital Ltd23,725$4.02M1.3%-2,27613F-HRTimeline
BEAM WEALTH ADVISORS, INC.22,996$3.9M1.16%-1,56613F-HRTimeline
BBR PARTNERS, LLC22,957$3.89M0.24%-49513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC22,600$3.83M0.01%+17,80013F-HRTimeline
Sequoia Financial Advisors, LLC22,262$3.77M0.03%+5,05313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.21,670$3.67M0.03%-37013F-HRTimeline
Cambridge Investment Research Advisors,…21,370$3.62M0.01%+12,21713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,935$3.21M<0.01%013F-HRTimelineGroup
WBH ADVISORY INC18,917$3.2M0.27%+2,56813F-HRTimeline
Main Street Research LLC18,688$3.17M0.2%+18313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP17,137$2.9M<0.01%-3,93913F-HRTimelineGroup
Avestar Capital, LLC17,137$2.9M0.21%-3,93913F-HRTimeline
Cresset Asset Management, LLC16,684$2.83M0.01%+1213F-HR/ATimeline
Sheridan Capital Management, LLC16,621$2.82M1.94%013F-HRTimeline
Pictet North America Advisors SA16,365$2.77M0.28%-70,05213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG15,869$2.69M0.05%new13F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.14,042$2.38M0.01%+3,85213F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…11,651$1.97M0.15%+89313F-HRTimelineGroup
Sierra Capital LLC10,814$1.83M0.21%+18313F-HRTimeline
Capital Investment Advisors, LLC10,073$1.71M0.03%-1,26213F-HR/ATimeline
Lorne Steinberg Wealth Management Inc.9,779$1.66M0.43%+5,11313F-HRTimeline
Taikang Asset Management (Hong Kong) Co…9,769$1.65M0.21%-4,92013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,762$1.65M<0.01%-48513F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC9,664$1.64M<0.01%013F-HRTimeline
SEEDS INVESTOR LLC9,433$1.6M0.38%+3,77013F-HRTimeline
Sanctuary Advisors, LLC9,413$1.59M0.01%+23113F-HRTimeline
Litman Gregory Wealth Management LLC9,348$1.58M0.12%+78013F-HRTimeline
Pekin Hardy Strauss, Inc.8,800$1.49M0.17%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,382$1.42M<0.01%+37613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC7,818$1.32M0.03%-11013F-HRTimeline
CHB Investment Group, LLC7,594$1.29M0.66%-11713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,347$1.24M0.03%-27613F-HRTimelineGroup
Retirement Planning Group, LLC7,236$1.23M0.05%-3213F-HRTimeline
Mariner, LLCin group Mariner, LLC7,217$1.22M<0.01%+15913F-HRTimelineGroup
Union Bancaire Privee, UBP SA7,851$1.2M0.02%+7,00113F-HRTimeline
Compound Planning, Inc.6,842$1.16M0.04%+32413F-HRTimeline
BLAIR WILLIAM & CO/IL6,694$1.13M<0.01%+21813F-HRTimeline
MidAtlantic Capital Management, Inc.6,444$1.09M0.77%+1513F-HRTimeline
FMR LLCin group FMR LLC6,308$1.07M<0.01%+5,60313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding6,248$1.06M+11Timeline
AlTi Global, Inc.in group AlTi Global, Inc.6,072$1.03M0.03%013F-HRTimelineGroup
Avior Wealth Management, LLC5,627$953K0.03%-26313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …5,615$951K0.02%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,374$910K<0.01%013F-HRTimelineGroup
Qtron Investments LLC5,337$904K0.12%new13F-HRTimeline
LOM Asset Management Ltd5,165$875K0.3%13F-HR/ATimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.5,051$856K0.04%+1,44213F-HRTimelineGroup
CX Institutional5,041$854K0.03%-32413F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,879$826K<0.01%-713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB4,793$812K0.01%013F-HRTimeline
Joel Isaacson & Co., LLC4,793$812K0.03%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,521$766K<0.01%-6513F-HRTimelineGroup
Strategic Blueprint, LLC4,320$732K0.04%+2,70213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,172$707K0.01%-1,80513F-HRTimelineGroup
RESOLUTE WEALTH ADVISOR, INC.3,894$701K0.4%13F-HRTimeline
Valeo Financial Advisors, LLC4,068$689K0.02%013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,056$687K0.01%+57913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,026$682K<0.01%-6,18413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,985$675K0.12%013F-HRTimeline
Glenmede Investment Management, LP3,927$665K<0.01%13F-HRTimeline
Wealthspire Advisors, LLC3,866$655K<0.01%013F-HRTimeline
Waverly Advisors, LLC3,822$647K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC3,700$627K0.02%013F-HRTimeline
Waterford Advisors, LLC24,250$625K0.25%+20,56213F-HRTimeline
SG Americas Securities, LLC3,553$602K<0.01%+2313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,363$570K0.01%-89113F-HRTimeline
Advisory Services Network, LLC3,290$563K0.01%+1,32713F-HRTimeline
Robertson Stephens Wealth Management, L…3,272$554K0.02%+2513F-HRTimeline
NWAM LLC3,210$549K0.03%+20813F-HR/ATimeline
LWM Advisory Services, LLC3,242$549K0.38%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,135$531K<0.01%-4,47713F-HRTimeline
Chicago Partners Investment Group LLC3,031$526K0.02%+2313F-HRTimeline
KDT Advisors, LLC3,100$525K0.85%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,108$524K<0.01%+1,29613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,050$517K<0.01%013F-HRTimelineGroup
Main Street Financial Solutions, LLC3,029$513K0.04%new13F-HRTimeline
Magnus Financial Group LLC3,017$511K0.04%+2613F-HRTimeline
IEQ CAPITAL, LLC3,006$509K<0.01%+10513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,002$508K0.09%new13F-HRTimeline
Arlington Financial Advisors, LLC2,975$504K0.08%-1,26813F-HRTimeline
HighTower Advisors, LLC2,857$484K<0.01%+25013F-HRTimeline
Arbor Investment Advisors, LLC2,793$473K0.06%+85113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,757$467K<0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.2,720$461K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,713$460K<0.01%+5213F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP2,641$447K0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC2,625$445K0.03%+2013F-HRTimeline
CIBC WORLD MARKET INC.2,610$442K<0.01%+2713F-HRTimeline
Perigon Wealth Management, LLC2,561$434K0.01%+213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,488$421K<0.01%-6813F-HRTimeline
Allie Family Office LLC2,478$420K0.21%013F-HRTimeline
Rehmann Capital Advisory Group2,373$402K0.02%013F-HRTimeline
CHOREO, LLC2,364$400K0.01%new13F-HRTimeline
RDA Financial Network2,361$400K0.11%+3013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,347$398K0.02%+6013F-HRTimelineGroup
OneDigital Investment Advisors LLC2,284$387K<0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC2,148$364K0.12%+1613F-HRTimeline
Beaumont Financial Advisors, LLC2,110$357K0.03%013F-HRTimeline
BFI Infinity Ltd.2,056$348K0.29%new13F-HR/ATimeline
TWO SIGMA SECURITIES, LLC2,052$348K0.04%+61413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,031$344K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,026$343K<0.01%-7313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,996$338K<0.01%-9113F-HRTimelineGroup
SIMPLEX TRADING, LLC1,997$338K0.01%new13F-HRTimeline
1832 Asset Management L.P.1,995$338K<0.01%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,881$319K<0.01%new13F-HRTimeline
HRT FINANCIAL LP1,876$317K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.1,828$310K0.01%new13F-HRTimeline
Unique Wealth Strategies, LLC1,826$309K0.13%-1,61213F-HRTimeline
WHITTIER TRUST CO1,775$301K<0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC1,730$296K0.25%+16213F-HRTimeline
Cassaday & Co Wealth Management LLC1,740$295K0.01%-5013F-HRTimeline
GTS SECURITIES LLC1,727$293K0.01%new13F-HRTimeline
Impact Partnership Wealth, LLC1,685$285K0.05%-33013F-HRTimeline
Brookwood Investment Group LLC1,662$281K0.05%+1213F-HRTimeline
First Heartland Consultants, Inc.1,630$276K0.02%new13F-HRTimeline
Atria Investments, Inc1,630$276K<0.01%new13F-HRTimeline
Horst & Graben Wealth Management LLC1,614$273K0.05%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,577$267K0.01%013F-HRTimeline
SYM FINANCIAL Corp1,546$262K0.03%+75013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC1,500$254K<0.01%013F-HRTimeline
JDM Financial Group LLC1,457$247K0.12%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,420$241K0.01%+11113F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,470$225K0.03%013F-HRTimelineGroup
Holos Integrated Wealth LLC1,285$223K0.13%-15413F-HRTimeline
Smartleaf Asset Management LLC1,315$222K0.02%-55213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,304$221K<0.01%new13F-HR/ATimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,300$220K<0.01%013F-HR/ATimelineGroup
J.Safra Asset Management Corp1,274$216K0.02%013F-HR/ATimeline
Auxano Advisors, LLC1,270$215K0.05%new13F-HRTimeline
Atria Wealth Solutions, Inc.1,256$213K<0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.1,250$212K<0.01%-71613F-HRTimeline
AlphaCore Capital LLC1,075$182K0.01%+73613F-HRTimeline
FAS Wealth Partners, Inc.1,060$179K0.01%+913F-HRTimeline
Geneos Wealth Management Inc.1,012$171K<0.01%-2,02113F-HRTimeline
EP Wealth Advisors, LLC905$153K<0.01%+313F-HRTimeline
JTC Employer Solutions Trustee Ltd878$149K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\801$136K<0.01%new13F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC714$121K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc617$105K0.04%013F-HRTimeline
WealthShield Partners, LLC600$102K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/574$97.2K<0.01%+50513F-HR/ATimelineGroup
Archer Investment Corp484$82K0.02%+31613F-HRTimeline
Centricity Wealth Management, LLC450$76.2K0.06%013F-HRTimeline
Activest Wealth Management443$75K0.02%+313F-HRTimeline