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Disclosery

URTH ISHARES INC

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MSCI WORLD ETF (fund)

255 managers (260 13F filers) reported a position in URTH shares at 2025-12-31, 13,181,006 shares in all. 25 filers opened a position and 19 filers sold out during the quarter.

Managers
255
13F filers
260
New
25
Added
92
Reduced
65
Sold out
19
Shares held by filers
13,181,006

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CANADA2,027,632$377M0.07%+301,54013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,077,054$200M0.76%-360,33313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY698,705$130M0.01%-103,50013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/566,989$105M0.01%+207,42413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC542,545$101M0.01%-27,89713F-HR/ATimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…491,232$91.3M0.72%-48,07413F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC465,500$86.5M0.69%-52,10013F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.391,402$72.7M0.32%+281,27313F-HRTimelineGroup
Obermeyer Wealth Partners353,023$65.6M3%+1,49113F-HRTimeline
National Philanthropic Trust344,447$64M0.63%+12,73213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding322,531$59.9M+203,099Timeline
Banco Santander, S.A.in group Banco Santander, S.A.305,829$56.8M0.43%+69,40313F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC288,921$53.7M0.99%-22,19013F-HRTimelineGroup
Evensky & Katz LLC288,340$53.6M3.02%-55213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/276,231$51.3M0.02%+13,19513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO261,228$48.5M<0.01%+32,89313F-HRTimelineGroup
LPL Financial LLC233,889$43.4M0.01%+29,14513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.219,917$40.9M<0.01%+17,54713F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…219,613$40.8M0.11%+50,81413F-HRTimelineGroup
SAVA PENZISKO DRUSHTVO A.D. SKOPJE202,500$37.6M12.15%013F-HRTimeline
UBS Group AGgroup of 2 filers holding183,943$34.2M+25,486Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding161,548$30M-30,782Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC143,682$26.7M0.01%+17,73813F-HRTimelineGroup
GAM Holding AGin group GAM Holding AG137,304$25.5M1.63%+24113F-HRTimelineGroup
LTS Liquid Investments LLC126,564$23.5M22.34%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC122,386$22.7M1.25%+3,35613F-HRTimelineGroup
PINEBRIDGE INVESTMENTS LLC119,195$22.1M0.16%13F-HR/ATimeline
Arizona PSPRS Trust118,575$22M0.81%+95313F-HRTimeline
Evelyn Partners Investment Management (…104,148$19.3M6.28%+1,40813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…103,282$19.2M0.67%+2,28913F-HRTimeline
Cetera Investment Advisers87,796$16.3M0.02%+11,67913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC85,761$15.9M0.02%-12,38213F-HRTimelineGroup
Empire Life Investments Inc.82,743$15.4M0.87%+5,29313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC73,421$13.5M0.05%-79713F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich69,780$13M0.04%-8,26013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN64,286$11.9M<0.01%+33,80613F-HRTimelineGroup
Inherent Management Corp.60,650$11.3M5.78%013F-HRTimeline
Compagnie Lombard Odier SCmA57,396$10.7M0.12%+9,51213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC57,150$10.6M0.01%+4,30013F-HRTimelineGroup
Bleakley Financial Group, LLC55,266$10.3M0.18%-1,98713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54,962$10.2M0.01%+12,46313F-HR/ATimelineGroup
Investments & Financial Planning, LLC54,335$10.1M5.42%-60313F-HRTimeline
Retirement Management Systems Inc.52,265$9.71M2.49%13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP49,005$9.16M0.01%-50,19013F-HRTimeline
MML INVESTORS SERVICES, LLC49,330$9.16M0.02%+45,38413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP48,460$9M<0.01%new13F-HRTimelineGroup
Fulcrum Equity Management46,192$8.58M8.21%013F-HRTimeline
MACKENZIE FINANCIAL CORP39,540$7.38M0.01%+4,37213F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding38,838$7.21M+1,574Timeline
Keystone Global Partners, LLC32,879$6.11M2.69%+11,34713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC30,300$5.63M<0.01%013F-HR/ATimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC29,109$5.41M0.08%013F-HRTimelineGroup
TD Waterhouse Canada Inc.28,841$5.35M0.03%+23813F-HRTimeline
NewEdge Advisors, LLC27,853$5.17M0.02%+1,52613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,404$5.09M<0.01%+22,61413F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP26,420$4.91M0.18%-2,52313F-HRTimeline
BANQUE PICTET & CIE SA26,368$4.9M0.05%-1,95013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,676$4.77M0.01%-37413F-HRTimeline
PKO Investment Management Joint-Stock Co24,800$4.61M0.37%013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC24,006$4.46M2.6%-3,92713F-HRTimeline
Mount Capital Ltd23,725$4.41M1.78%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC22,912$4.26M0.09%+12,71913F-HRTimeline
BEAM WEALTH ADVISORS, INC.22,527$4.18M1.15%+3013F-HRTimeline
BBR PARTNERS, LLC22,440$4.17M0.22%+113F-HRTimeline
Sequoia Financial Advisors, LLC21,918$4.07M0.02%+113F-HRTimeline
Pictet North America Advisors SA21,801$4.05M0.38%+1,61213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,935$3.52M<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC18,189$3.38M0.01%+1,48513F-HRTimeline
WBH ADVISORY INC18,175$3.38M0.25%-73413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP17,764$3.3M<0.01%013F-HRTimelineGroup
Avestar Capital, LLC17,137$3.18M0.22%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,548$3.07M<0.01%+89613F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,522$2.88M0.19%+15613F-HRTimelineGroup
Main Street Research LLC15,138$2.81M0.16%-1,58313F-HRTimeline
Hyposwiss Advisors SA14,800$2.75M2.7%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS14,376$2.67M<0.01%+3,32213F-HRTimelineGroup
Sheridan Capital Management, LLC13,615$2.53M1.28%-9913F-HRTimeline
1832 Asset Management L.P.13,390$2.49M<0.01%+11,53613F-HRTimeline
Cambridge Investment Research Advisors,…12,907$2.4M0.01%-8,22913F-HRTimeline
Asset Advisory Group, Inc.12,806$2.38M1.19%13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,225$2.09M0.01%-1,44513F-HRTimelineGroup
Sierra Capital LLC10,801$2.01M0.21%-1313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,751$2M<0.01%-1,49713F-HRTimelineGroup
CAUSEWAY CAPITAL MANAGEMENT LLC10,631$1.97M0.03%+4,48013F-HRTimeline
DARA CAPITAL US, INC.10,400$1.93M1.71%13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC9,664$1.8M<0.01%013F-HRTimeline
Sanctuary Advisors, LLC9,295$1.73M0.01%+29513F-HRTimeline
Capital Investment Advisors, LLC8,927$1.66M0.03%-84213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,900$1.65M<0.01%+6,62013F-HRTimelineGroup
Pekin Hardy Strauss, Inc.8,800$1.63M0.15%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,500$1.58M<0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,382$1.56M<0.01%013F-HR/ATimelineGroup
EFG International AGin group EFG International AG8,171$1.52M0.03%13F-HRTimelineGroup
Litman Gregory Wealth Management LLC7,947$1.48M0.11%-1,40113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,648$1.42M<0.01%+2,58913F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC7,408$1.38M0.1%new13F-HRTimeline
Retirement Planning Group, LLC7,236$1.34M0.04%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding7,148$1.33M+2,550Timeline
FMR LLCin group FMR LLC7,034$1.31M<0.01%+45513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL7,014$1.3M<0.01%+35013F-HRTimeline
Lorne Steinberg Wealth Management Inc.6,911$1.28M0.3%+1,41713F-HRTimeline
Mariner, LLCin group Mariner, LLC6,693$1.24M<0.01%-1,56713F-HRTimelineGroup
OneDigital Investment Advisors LLC6,363$1.18M0.01%+75813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,164$1.15M0.02%+28913F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.6,131$1.14M0.02%+5913F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC5,703$1.06M0.42%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,622$1.04M<0.01%-24,16713F-HRTimelineGroup
SEEDS INVESTOR LLC5,480$1.02M0.2%-9013F-HRTimeline
Compound Planning, Inc.5,464$1.02M0.03%-1,62313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,451$1.01M0.01%-10,26113F-HRTimelineGroup
Union Bancaire Privee, UBP SA6,167$1.01M0.01%-1,68413F-HRTimeline
Avior Wealth Management, LLC5,401$1M0.03%-18413F-HRTimeline
Schusterman Interests, LLC5,375$999K0.23%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,375$998K<0.01%+113F-HRTimelineGroup
LOM Asset Management Ltd5,240$973K0.28%-18513F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.4,899$910K0.04%-4313F-HRTimelineGroup
CX Institutional4,314$801K0.02%-57913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,309$800K0.01%+29113F-HRTimelineGroup
Joel Isaacson & Co., LLC4,090$760K0.03%013F-HRTimeline
Strategic Blueprint, LLC4,080$758K0.04%013F-HRTimeline
Valeo Financial Advisors, LLC4,068$756K0.02%-3013F-HRTimeline
Snowden Capital Advisors LLC4,011$745K0.02%+31113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC3,985$740K0.13%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,927$730K<0.01%13F-HRTimelineGroup
Wealthspire Advisors, LLC3,918$728K0.01%+5213F-HRTimeline
LWM Advisory Services, LLC3,901$725K0.42%+65913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,889$722K<0.01%+3,88213F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,884$722K<0.01%-17213F-HRTimelineGroup
Waverly Advisors, LLC3,822$710K0.01%-2713F-HRTimeline
Valor Advisors LLC3,744$696K0.58%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,523$654K<0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC3,428$637K0.01%+8613F-HRTimeline
Robertson Stephens Wealth Management, L…3,298$613K0.02%+2613F-HRTimeline
HighTower Advisors, LLC3,263$606K<0.01%+40613F-HRTimeline
KDT Advisors, LLC3,100$576K0.81%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,050$567K<0.01%013F-HRTimelineGroup
Main Street Financial Solutions, LLC3,029$563K0.04%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,982$554K0.02%+63513F-HRTimelineGroup
Arlington Financial Advisors, LLC2,975$553K0.08%013F-HRTimeline
Advisory Services Network, LLC2,951$548K0.01%-22513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …3,567$546K0.06%+2,09713F-HRTimelineGroup
Chicago Partners Investment Group LLC2,828$534K0.01%-20313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,757$512K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.2,663$495K0.02%-5113F-HRTimeline
Jaffetilchin Investment Partners, LLC2,647$492K0.03%+2113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,641$491K0.01%013F-HRTimeline
SG Americas Securities, LLC2,624$487K<0.01%013F-HRTimeline
Moneda S.A. Administradora General de F…2,579$479K0.43%new13F-HRTimeline
Perigon Wealth Management, LLC2,563$476K0.01%+213F-HRTimeline
W1M Asset Management Ltd2,540$472K<0.01%new13F-HRTimeline
Allie Family Office LLC2,478$460K0.21%013F-HRTimeline
Arbor Investment Advisors, LLC2,476$460K0.06%+1813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC2,422$450K0.03%13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,418$449K0.07%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,410$448K<0.01%-3813F-HRTimeline
IEQ CAPITAL, LLC2,363$439K<0.01%-53813F-HRTimeline
Rehmann Capital Advisory Group2,328$432K0.02%-2213F-HRTimeline
GTS SECURITIES LLC2,290$425K0.01%+1,13113F-HRTimeline
Auxano Advisors, LLC2,270$422K0.08%+73213F-HRTimeline
CIBC WORLD MARKET INC.2,249$418K<0.01%+2513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,223$413K<0.01%+1,01713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,146$406K<0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC2,166$402K0.11%+1813F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,098$390K<0.01%new13F-HRTimeline
Beaumont Financial Advisors, LLC2,070$385K0.03%-4013F-HRTimeline
BFI Infinity Ltd.2,056$382K0.24%013F-HR/ATimeline
Allworth Financial LP2,037$378K<0.01%+1113F-HRTimeline
Smartleaf Asset Management LLC1,967$368K0.01%-29613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,978$368K<0.01%new13F-HRTimeline
Advocate Investing Services LLC1,960$364K0.33%13F-HRTimeline
BlackDiamond Wealth Management, LLC1,847$354K0.17%+57813F-HRTimeline
&PARTNERS1,905$354K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,904$354K0.01%+20613F-HRTimeline
MidAtlantic Capital Management, Inc.1,902$353K0.23%-4,54213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,853$344K<0.01%new13F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…1,816$338K0.01%+29313F-HRTimelineGroup
SYM FINANCIAL Corp1,810$336K0.03%+26413F-HRTimeline
Atria Investments, Inc1,780$331K<0.01%-49013F-HRTimeline
Unique Wealth Strategies, LLC1,754$326K0.13%-11213F-HRTimeline
WHITTIER TRUST CO1,712$324K<0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC1,674$318K0.21%-2713F-HRTimeline
EP Wealth Advisors, LLC1,656$308K<0.01%13F-HRTimeline
Montaka Global Pty Ltd1,628$302K0.14%13F-HRTimeline
Horst & Graben Wealth Management LLC1,614$300K0.05%013F-HRTimeline
First Heartland Consultants, Inc.1,604$298K0.02%-14113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,590$295K0.01%+1313F-HRTimeline
COMERICA BANK1,576$293K<0.01%+1,29513F-HRTimeline
Magnus Financial Group LLC1,530$284K0.02%-6813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,507$280K<0.01%-4,97013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,500$279K<0.01%013F-HRTimeline
Summit Financial, LLC1,463$272K<0.01%+613F-HRTimeline
JDM Financial Group LLC1,457$271K0.11%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,396$259K0.01%+1113F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.1,382$257K0.19%13F-HRTimeline
CHOREO, LLC1,370$256K<0.01%-96213F-HRTimeline
Elevated Private Wealth, LLC1,358$252K0.26%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,304$242K<0.01%013F-HR/ATimelineGroup
ASPIRIANT, LLC1,297$241K0.01%new13F-HRTimeline
Holos Integrated Wealth LLC1,282$239K0.13%-213F-HRTimeline
J.Safra Asset Management Corp1,274$237K0.01%013F-HRTimeline