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Ishares Msci World ETF (URTH)

CUSIP: 464286392 | NYSE | 578 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Sumitomo Mitsui DS Asset Management Company, Ltd538,739
0.8% of portfolio›$111.1M
LTS Liquid Investments LLC383,650
23.8% of portfolio›$79.1M
Compagnie Lombard Odier SCmA345,459
0.7% of portfolio›$71.2M
Obermeyer Wealth Partners297,300
2.4% of portfolio›$61.3M
Evensky & Katz LLC289,036
8.1% of portfolio›$59.6M
Barings LLC216,973
0.8% of portfolio›$44.7M
Mirae Asset Global Investments Co., Ltd.174,400
0.1% of portfolio›$36.0M
Keystone Global Partners, LLC162,406
12.0% of portfolio›$33.5M
P/E Global LLC157,574
2.0% of portfolio›$32.5M
Pictet North America Advisors SA128,256
2.2% of portfolio›$26.5M
GAM Holding AG127,775
2.2% of portfolio›$26.4M
Angeles Wealth Management, LLC112,537
1.0% of portfolio›$23.2M
Mtco Ltd.110,601
14.7% of portfolio›$22.8M
Gerber Kawasaki Wealth & Investment Management109,099
0.6% of portfolio›$22.5M
MGO One Seven LLC99,691
0.3% of portfolio›$20.6M
Principal Financial Group Inc90,903
0.0% of portfolio›$18.7M
MacKenzie Financial Corp77,469
0.0% of portfolio›$16.0M
Bank Julius Baer & Co. Ltd, Zurich63,145
0.0% of portfolio›$13.0M
Fulcrum Equity Management46,192
7.6% of portfolio›$9.5M
Lido Advisors, LLC44,796
0.0% of portfolio›$9.2M
B. Riley Wealth Advisors, Inc.35,885
0.3% of portfolio›$7.4M
Banque Pictet & CIE SA31,527
0.0% of portfolio›$6.5M
TD Waterhouse Canada Inc.25,475
0.0% of portfolio›$5.2M
Commonwealth Equity Services, LLC23,697
0.0% of portfolio›$4.9M
PKO Investment Management Joint-Stock Co20,800
0.3% of portfolio›$4.3M
Beam Wealth Advisors, Inc.20,009
0.9% of portfolio›$4.1M
Lavelle Capital LP19,507
2.1% of portfolio›$4.0M
WBH Advisory Inc17,787
0.2% of portfolio›$3.7M
Avestar Capital, LLC17,137
0.3% of portfolio›$3.5M
Union Bancaire Privee, UBP SA16,392
0.0% of portfolio›$3.2M
Fifth Third Securities, Inc.16,222
0.2% of portfolio›$3.3M
Hyposwiss Advisors SA15,230
3.0% of portfolio›$3.1M
Parallel Advisors, LLC14,487
0.0% of portfolio›$3.0M
Cambridge Investment Research Advisors, Inc.13,823
0.0% of portfolio›$2.9M
Vontobel Holding Ltd.13,450
0.0% of portfolio›$2.8M
Asset Advisory Group, Inc.12,298
1.1% of portfolio›$2.5M
TD Private Client Wealth LLC12,203
0.0% of portfolio›$2.5M
Focused Alpha, LLC11,416
0.6% of portfolio›$2.4M
Meitav Investment House LTD11,224
0.0% of portfolio›$2.3M
Dara Capital US, Inc.10,400
12.1% of portfolio›$2.1M
Capital Investment Advisors, LLC8,794
0.0% of portfolio›$1.8M
Retirement Planning Group, LLC7,189
0.0% of portfolio›$1.5M
Lorne Steinberg Wealth Management Inc.7,009
0.3% of portfolio›$1.4M
Cidel Asset Management Inc6,351
0.1% of portfolio›$1.3M
Avior Wealth Management, LLC5,265
0.0% of portfolio›$1.1M
Platform Technology Partners5,261
0.2% of portfolio›$1.1M
Kestra Private Wealth Services, LLC5,177
0.0% of portfolio›$1.1M
Pekin Hardy Strauss, Inc.5,100
0.1% of portfolio›$1.1M
Strategic Blueprint, LLC4,080
0.0% of portfolio›$841.4K
Valeo Financial Advisors, LLC4,068
0.0% of portfolio›$838.9K
Park Avenue Securities LLC3,848
0.0% of portfolio›$794.0K
CX Institutional3,822
0.0% of portfolio›$788
Integrity Wealth Partners, LLC3,650
0.6% of portfolio›$752.7K
Sagespring Wealth Partners, LLC3,559
0.0% of portfolio›$734.0K
Wealth Enhancement Advisory Services, LLC3,538
0.0% of portfolio›$735.5K
Robertson Stephens Wealth Management, LLC3,321
0.0% of portfolio›$684.8K
Truist Financial Corp3,103
0.0% of portfolio›$639.9K
Keybank National Association3,050
0.0% of portfolio›$629.0K
Arlington Financial Advisors, LLC2,975
0.1% of portfolio›$613.5K
Aspiriant, LLC2,911
0.0% of portfolio›$600.4K
Chicago Partners Investment Group LLC2,701
0.0% of portfolio›$554.1K
Mission Wealth Management, LP2,641
0.0% of portfolio›$544.7K
Perigon Wealth Management, LLC2,565
0.0% of portfolio›$529.1K
StoneX Group Inc.2,272
0.0% of portfolio›$468.6K
Arbor Investment Advisors, LLC2,145
0.1% of portfolio›$442.3K
TCI Wealth Advisors, Inc.2,080
0.0% of portfolio›$429.0K
Citigroup Inc2,070
0.0% of portfolio›$426.9K
Beaumont Financial Advisors, LLC2,070
0.0% of portfolio›$426.9K
Choreo, LLC2,066
0.0% of portfolio›$426.1K
Advocate Investing Services LLC1,960
0.3% of portfolio›$404.2K
SYM Financial Corp1,958
0.0% of portfolio›$403.8K
Sovran Advisors, LLC1,881
0.0% of portfolio›$391.2K
MidAtlantic Capital Management, Inc.1,853
0.2% of portfolio›$382.1K
Cassaday & Co Wealth Management LLC1,831
0.0% of portfolio›$377.7K
BFI Infinity Ltd.1,791
0.2% of portfolio›$370.0K
Unique Wealth Strategies, LLC1,754
0.1% of portfolio›$355.4K
Elevated Private Wealth, LLC1,693
0.3% of portfolio›$349.2K
International Assets Investment Management, LLC1,680
0.0% of portfolio›$345.8K
Independent Financial Group, LLC1,627
0.0% of portfolio›$335.6K
Horst & Graben Wealth Management LLC1,614
0.0% of portfolio›$332.9K
LFA - Lugano Financial Advisors SA1,588
0.2% of portfolio›$327.5K
Farther Finance Advisors, LLC1,569
0.0% of portfolio›$323.6K
IFS Advisors, LLC1,550
0.1% of portfolio›$319.7K
Nisa Investment Advisors, LLC1,500
0.0% of portfolio›$309.3K
Paulson Wealth Management Inc.1,451
0.1% of portfolio›$299.2K
J.Safra Asset Management Corp1,274
0.0% of portfolio›$262.7K
Signature Estate & Investment Advisors LLC1,265
0.0% of portfolio›$260.8K
Kestra Advisory Services, LLC1,237
0.0% of portfolio›$255.2K
Creative Planning1,143
0.0% of portfolio›$235.7K
Compass Ion Advisors, LLC1,109
0.0% of portfolio›$228.8K
Holos Integrated Wealth LLC1,106
0.1% of portfolio›$228.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,021
0.0% of portfolio›$210.6K
Yelin Lapidot Holdings Management Ltd.1,013
0.0% of portfolio›$208.9K
Bank Pictet & Cie (Europe) AG991
0.0% of portfolio›$204.4K
Brown Shipley& Co Ltd808
0.1% of portfolio›$166.6K
Asset Dedication, LLC525
0.0% of portfolio›$108.3K
Guardian Partners Inc.487
0.0% of portfolio›$100.4K
Intesa Sanpaolo Wealth Management415
0.0% of portfolio›$85.6K
AlphaCore Capital LLC339
0.0% of portfolio›$69.9K
Washington Trust Advisors, Inc.304
0.0% of portfolio›$62.7K
TrinityBridge Ltd300
0.0% of portfolio›$62.0K
Activest Wealth Management288
0.0% of portfolio›$59.5K
Private Trust Co NA263
0.0% of portfolio›$54.2K
Assetmark, Inc244
0.0% of portfolio›$50.3K
Y.D. More Investments Ltd130
0.0% of portfolio›$26.8K
Gen-Wealth Partners Inc127
0.0% of portfolio›$26.2K
Ameliora Wealth Management Ltd.116
0.0% of portfolio›$23.9K
Comprehensive Financial Planning, Inc.107
0.0% of portfolio›$22.2K
Paladin Partners, LLC100
0.0% of portfolio›$20.6K
Signaturefd, LLC74
0.0% of portfolio›$15.3K
Financial Management Professionals, Inc.62
0.0% of portfolio›$12.8K
Westside Investment Management, Inc.60
0.0% of portfolio›$12.4K
Investors Research Corp56
0.0% of portfolio›$11.5K
Provenance Wealth Advisors, LLC30
0.0% of portfolio›$6.2K
IFP Advisors, Inc21
0.0% of portfolio›$4.3K
Creative Capital Management Investments LLC9
0.0% of portfolio›$1.9K
EverSource Wealth Advisors, LLC3
0.0% of portfolio›$619
Rakuten Investment Management, Inc.1
0.0% of portfolio›$206
StyleTurnoverLocationFiled
Sumitomo Mitsui DS Asset Management Company, Ltd
538,739$111.1M0.8%IndexVery LowTokyo, Mexico2026-10-20
LTS Liquid Investments LLC
383,650$79.1M23.8%ETFMediumNassau, Colombia2026-10-23
Compagnie Lombard Odier SCmA
345,459$71.2M0.7%GrowthMedium1204 Geneva, Switzerland2026-11-04
Obermeyer Wealth Partners
297,300$61.3M2.4%GrowthLowAspen, CO2026-10-21
Evensky & Katz LLC
289,036$59.6M8.1%ETFVery LowCoral Gables, FL2026-10-27
Barings LLC
216,973$44.7M0.8%ETFLowCharlotte, NC2026-10-22
Mirae Asset Global Investments Co., Ltd.
174,400$36.0M0.1%GrowthLowSeoul, Malaysia2026-11-03
Keystone Global Partners, LLC
162,406$33.5M12.0%ETFMediumDenver, CO2026-10-13
P/E Global LLC
157,574$32.5M2.0%ETFLowBoston, MA2026-10-29
Pictet North America Advisors SA
128,256$26.5M2.2%GARPMediumGeneva 73, Switzerland2026-10-21
GAM Holding AG
127,775$26.4M2.2%CoreMediumZurich, Switzerland2026-11-03
Angeles Wealth Management, LLC
112,537$23.2M1.0%ETFLowSanta Monica, CA2026-10-26
Mtco Ltd.
110,601$22.8M14.7%GARPLowNassau, Colombia2026-10-08
Gerber Kawasaki Wealth & Investment Management
109,099$22.5M0.6%ETFLowSanta Monica, CA2026-10-29
MGO One Seven LLC
99,691$20.6M0.3%GrowthLowBeachwood, OH2026-10-28
Principal Financial Group Inc
90,903$18.7M0.0%CoreLowDes Moines, IA2026-11-02
MacKenzie Financial Corp
77,469$16.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
63,145$13.0M0.0%GrowthMediumZurich, Switzerland2026-10-29
Fulcrum Equity Management
46,192$9.5M7.6%GrowthHighPlano, TX2026-10-21
Lido Advisors, LLC
44,796$9.2M0.0%GrowthLowLos Angeles, CA2026-11-04
B. Riley Wealth Advisors, Inc.
35,885$7.4M0.3%GrowthLowMemphis, TN2026-10-13
Banque Pictet & CIE SA
31,527$6.5M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
TD Waterhouse Canada Inc.
25,475$5.2M0.0%CoreLowToronto, Australia2026-10-16
Commonwealth Equity Services, LLC
23,697$4.9M0.0%ETFLowWaltham, MA2026-11-02
PKO Investment Management Joint-Stock Co
20,800$4.3M0.3%GrowthMediumWarsaw, Russia2026-10-19
Beam Wealth Advisors, Inc.
20,009$4.1M0.9%ETFMediumCovington, LA2026-11-03
Lavelle Capital LP
19,507$4.0M2.1%GrowthHighSan Francisco, CA2026-11-03
WBH Advisory Inc
17,787$3.7M0.2%ETFLowBaltimore, MD2026-11-05
Avestar Capital, LLC
17,137$3.5M0.3%GrowthLowNew York, NY2026-10-28
Union Bancaire Privee, UBP SA
16,392$3.2M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Fifth Third Securities, Inc.
16,222$3.3M0.2%ETFLowCincinnati, OH2026-10-21
Hyposwiss Advisors SA
15,230$3.1M3.0%ETFLowGeneva, Switzerland2026-10-26
Parallel Advisors, LLC
14,487$3.0M0.0%IndexLowSan Francisco, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
13,823$2.9M0.0%ETFLowFairfield, IA2026-11-02
Vontobel Holding Ltd.
13,450$2.8M0.0%CoreMediumZurich, Switzerland2026-10-16
Asset Advisory Group, Inc.
12,298$2.5M1.1%CoreVery LowKinnelon, NJ2026-10-20
TD Private Client Wealth LLC
12,203$2.5M0.0%ETFLowNew York, NY2026-10-28
Focused Alpha, LLC
11,416$2.4M0.6%CoreMediumDenver, CO2026-10-20
Meitav Investment House LTD
11,224$2.3M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Dara Capital US, Inc.
10,400$2.1M12.1%ETFMediumMiami, FL2026-10-29
Capital Investment Advisors, LLC
8,794$1.8M0.0%CoreLowAtlanta, GA2026-10-22
Retirement Planning Group, LLC
7,189$1.5M0.0%ETFVery LowLeawood, KS2026-10-19
Lorne Steinberg Wealth Management Inc.
7,009$1.4M0.3%ValueLowMontreal, Quebec, South Africa2026-10-23
Cidel Asset Management Inc
6,351$1.3M0.1%CoreMediumToronto, Australia2026-10-29
Avior Wealth Management, LLC
5,265$1.1M0.0%ETFMediumOmaha, NE2026-10-13
Platform Technology Partners
5,261$1.1M0.2%CoreVery LowLocust Valley, NY2026-11-02
Kestra Private Wealth Services, LLC
5,177$1.1M0.0%GrowthLowAustin, TX2026-10-30
Pekin Hardy Strauss, Inc.
5,100$1.1M0.1%ValueMediumChicago, IL2026-11-02
Strategic Blueprint, LLC
4,080$841.4K0.0%ETFLowAtlanta, GA2026-10-22
Valeo Financial Advisors, LLC
4,068$838.9K0.0%ETFLowCarmel, IN2026-10-08
Park Avenue Securities LLC
3,848$794.0K0.0%ETFMediumNew York, NY2026-10-26
CX Institutional
3,822$7880.0%CoreMediumAuburn, IN2026-10-02
Integrity Wealth Partners, LLC
3,650$752.7K0.6%ETFN/AWalnut Creek, CA2026-10-14
Sagespring Wealth Partners, LLC
3,559$734.0K0.0%ETFLowFranklin, TN2026-10-22
Wealth Enhancement Advisory Services, LLC
3,538$735.5K0.0%CoreLowPlymouth, MN2026-10-13
Robertson Stephens Wealth Management, LLC
3,321$684.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Truist Financial Corp
3,103$639.9K0.0%CoreLowCharlotte, NC2026-10-30
Keybank National Association
3,050$629.0K0.0%CoreLowBrooklyn, OH2026-11-04
Arlington Financial Advisors, LLC
2,975$613.5K0.1%ETFMediumSanta Barbara, CA2026-10-19
Aspiriant, LLC
2,911$600.4K0.0%ETFVery LowLos Angeles, CA2026-10-16
Chicago Partners Investment Group LLC
2,701$554.1K0.0%GARPLowChicago, IL2026-10-27
Mission Wealth Management, LP
2,641$544.7K0.0%ETFLowSanta Barbara, CA2026-10-15
Perigon Wealth Management, LLC
2,565$529.1K0.0%GrowthLowSan Francisco, CA2026-10-22
StoneX Group Inc.
2,272$468.6K0.0%ETFMediumNew York, NY2026-11-03
Arbor Investment Advisors, LLC
2,145$442.3K0.1%ETFVery LowWinston Salem, NC2026-10-26
TCI Wealth Advisors, Inc.
2,080$429.0K0.0%ETFLowTucson, AZ2026-10-30
Citigroup Inc
2,070$426.9K0.0%CoreMediumNew York, NY2026-11-04
Beaumont Financial Advisors, LLC
2,070$426.9K0.0%GrowthMediumNeedham, MA2026-10-22
Choreo, LLC
2,066$426.1K0.0%IndexLowRockford, IL2026-10-28
Advocate Investing Services LLC
1,960$404.2K0.3%ETFLowWoodbine, MD2026-10-26
SYM Financial Corp
1,958$403.8K0.0%ETFVery LowWinona Lake, IN2026-10-26
Sovran Advisors, LLC
1,881$391.2K0.0%ETFMediumSan Diego, CA2026-11-02
MidAtlantic Capital Management, Inc.
1,853$382.1K0.2%ETFVery LowRichmond, VA2026-11-05
Cassaday & Co Wealth Management LLC
1,831$377.7K0.0%ETFVery LowMclean, VA2026-10-27
BFI Infinity Ltd.
1,791$370.0K0.2%ETFHighZurich, Switzerland2026-10-16
Unique Wealth Strategies, LLC
1,754$355.4K0.1%CoreMediumBurr Ridge, IL2026-10-13
Elevated Private Wealth, LLC
1,693$349.2K0.3%GrowthN/AHartland, WI2026-10-15
International Assets Investment Management, LLC
1,680$345.8K0.0%CoreVery HighOrlando, FL2026-11-02
Independent Financial Group, LLC
1,627$335.6K0.0%GrowthLowSan Diego, CA2026-10-13
Horst & Graben Wealth Management LLC
1,614$332.9K0.0%ETFMediumPortland, OR2026-11-02
LFA - Lugano Financial Advisors SA
1,588$327.5K0.2%ETFLowLugano, Switzerland2026-11-03
Farther Finance Advisors, LLC
1,569$323.6K0.0%IndexLowSan Francisco, CA2026-10-08
IFS Advisors, LLC
1,550$319.7K0.1%ETFLowOverland Park, KS2026-10-14
Nisa Investment Advisors, LLC
1,500$309.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Paulson Wealth Management Inc.
1,451$299.2K0.1%ETFLowWest Palm Beach, FL2026-11-02
J.Safra Asset Management Corp
1,274$262.7K0.0%ETFLowNew York, NY2026-11-03
Signature Estate & Investment Advisors LLC
1,265$260.8K0.0%ETFMediumLos Angeles, CA2026-10-13
Kestra Advisory Services, LLC
1,237$255.2K0.0%CoreLowAustin, TX2026-11-02
Creative Planning
1,143$235.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Compass Ion Advisors, LLC
1,109$228.8K0.0%ETFVery LowConshohocken, PA2026-10-23
Holos Integrated Wealth LLC
1,106$228.6K0.1%ETFLowKennett Square, PA2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
1,021$210.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Yelin Lapidot Holdings Management Ltd.
1,013$208.9K0.0%GARPLowTel Aviv, Luxembourg2026-10-26
Bank Pictet & Cie (Europe) AG
991$204.4K0.0%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Brown Shipley& Co Ltd
808$166.6K0.1%GrowthLowLondon, United Kingdom2026-10-09
Asset Dedication, LLC
525$108.3K0.0%ETFLowSan Francisco, CA2026-11-03
Guardian Partners Inc.
487$100.4K0.0%ValueMediumToronto, South Africa2026-10-21
Intesa Sanpaolo Wealth Management
415$85.6K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
AlphaCore Capital LLC
339$69.9K0.0%ETFLowLa Jolla, CA2026-11-04
Washington Trust Advisors, Inc.
304$62.7K0.0%GrowthLowWellesley, MA2026-10-22
TrinityBridge Ltd
300$62.0K0.0%MomentumMediumLondon, United Kingdom2026-10-30
Activest Wealth Management
288$59.5K0.0%ETFLowAventura, FL2026-10-15
Private Trust Co NA
263$54.2K0.0%CoreLowCleveland, OH2026-10-20
Assetmark, Inc
244$50.3K0.0%ETFLowConcord, CA2026-10-21
Y.D. More Investments Ltd
130$26.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Gen-Wealth Partners Inc
127$26.2K0.0%CoreLowZeeland, MI2026-11-04
Ameliora Wealth Management Ltd.
116$23.9K0.0%ETFLowZurich, Switzerland2026-10-23
Comprehensive Financial Planning, Inc.
107$22.2K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Paladin Partners, LLC
100$20.6K0.0%ETFVery LowHartland, WI2026-10-06
Signaturefd, LLC
74$15.3K0.0%IndexLowAtlanta, GA2026-10-23
Financial Management Professionals, Inc.
62$12.8K0.0%ETFMediumAustin, TX2026-10-23
Westside Investment Management, Inc.
60$12.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Investors Research Corp
56$11.5K0.0%ETFLowAtlanta, GA2026-10-07
Provenance Wealth Advisors, LLC
30$6.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
IFP Advisors, Inc
21$4.3K0.0%GrowthLowTampa, FL2026-10-16
Creative Capital Management Investments LLC
9$1.9K0.0%ETFLowSan Diego, CA2026-10-28
EverSource Wealth Advisors, LLC
3$6190.0%CoreMediumBirmingham, AL2026-11-04
Rakuten Investment Management, Inc.
1$2060.0%ETFMediumTokyo, Mexico2026-10-30