iShares MSCI World ETFURTHETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 260 institutions reported holding iShares MSCI World ETF (URTH) in their 13F filings, up 18 from Q3 2025. 25 opened new positions and 19 sold out. The largest holders were Royal Bank of Canada ($376.7M), Federation des caisses Desjardins du Quebec ($200.1M) and Morgan Stanley ($129.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI World ETF
- CUSIP
- 464286392
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $20.2M |
| Exits | 19 | $186.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,603,596 shares bought and 1,827,637 shares sold, net −224,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Royal Bank of Canada | 0.07% | Add +17.5% | 2,027,632 | $376.7M |
| Federation des caisses Desjardins du Quebec | 0.76% | Reduce -25.1% | 1,077,054 | $200.1M |
| Morgan Stanley | 0.01% | Reduce -12.9% | 698,705 | $129.8M |
| Bank of America Corp. | 0.01% | Add +57.7% | 566,989 | $105.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.9% | 542,545 | $100.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.72% | Reduce -8.9% | 491,232 | $91.3M |
| Prudential PLC | 0.69% | Reduce -10.1% | 465,500 | $86.5M |
| CI Investments Inc. | 0.32% | Add +255.4% | 391,402 | $72.7M |
| Obermeyer Wealth Partners | 3.00% | Add +0.4% | 353,023 | $65.6M |
| National Philanthropic Trust | 0.63% | Add +3.8% | 344,447 | $64.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +166.6% | 318,350 | $59.1M |
| Banco Santander, S.A. | 0.43% | Add +29.4% | 305,829 | $56.8M |
| Barings LLC | 1.02% | Reduce -7.1% | 288,921 | $53.7M |
| Evensky & Katz LLC | 3.02% | Reduce -0.2% | 288,340 | $53.6M |
| Bank of Montreal | 0.02% | Add +5.0% | 276,231 | $51.3M |
| JPMorgan Chase & Co. | 0.00% | Add +14.4% | 261,228 | $48.5M |
| LPL Financial LLC | 0.01% | Add +14.2% | 233,889 | $43.4M |
| BlackRock, Inc. | 0.00% | Add +8.7% | 219,917 | $40.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Add +30.1% | 219,613 | $40.8M |
| Sava Penzisko Drushtvo A.D. Skopje | 12.15% | No change | 202,500 | $37.6M |
| UBS Group AG | 0.01% | Add +14.1% | 180,736 | $33.6M |
| Principal Financial Group Inc. | 0.02% | Reduce -16.2% | 160,195 | $29.8M |
| Raymond James Financial Inc. | 0.01% | Add +14.1% | 143,682 | $26.7M |
| GAM Holding AG | 1.63% | Add +0.2% | 137,304 | $25.5M |
| LTS Liquid Investments LLC | 22.34% | — | 126,564 | $23.5M |
| Angeles Wealth Management, LLC | 1.25% | Add +2.8% | 122,386 | $22.7M |
| Pinebridge Investments LLC | 0.16% | — | 119,195 | $22.1M |
| Arizona PSPRS Trust | 0.81% | Add +0.8% | 118,575 | $22.0M |
| Evelyn Partners Investment Management (Europe) Ltd | 6.28% | Add +1.4% | 104,148 | $19.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.67% | Add +2.3% | 103,282 | $19.2M |
| Cetera Investment Advisers | 0.02% | Add +15.3% | 87,796 | $16.3M |
| Brown Advisory Inc. | 0.02% | Reduce -12.6% | 85,761 | $15.9M |
| Empire Life Investments Inc. | 0.87% | Add +6.8% | 82,743 | $15.4M |
| Lido Advisors, LLC | 0.05% | Reduce -1.1% | 73,421 | $13.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.04% | Reduce -10.6% | 69,780 | $13.0M |
| Wells Fargo & Company | 0.00% | Add +110.9% | 64,286 | $11.9M |
| Inherent Management Corp. | 5.78% | No change | 60,650 | $11.3M |
| Compagnie Lombard Odier SCmA | 0.12% | Add +19.9% | 57,396 | $10.7M |
| Prudential Financial Inc. | 0.01% | Add +8.1% | 57,150 | $10.6M |
| Bleakley Financial Group, LLC | 0.18% | Reduce -3.5% | 55,266 | $10.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +29.3% | 54,962 | $10.2M |
| Investments & Financial Planning, LLC | 5.42% | Reduce -1.1% | 54,335 | $10.1M |
| Retirement Management Systems Inc. | 2.49% | — | 52,265 | $9.7M |
| Schroder Investment Management Group | 0.01% | Reduce -50.6% | 49,005 | $9.2M |
| MML Investors Services, LLC | 0.02% | Add +1150.1% | 49,330 | $9.2M |
| State Street Corp. | 0.00% | New | 48,460 | $9.0M |
| Fulcrum Equity Management | 8.21% | No change | 46,192 | $8.6M |
| Mackenzie Financial Corp. | 0.01% | Add +12.4% | 39,540 | $7.4M |
| Keystone Global Partners, LLC | 2.69% | Add +52.7% | 32,879 | $6.1M |
| HSBC Holdings PLC | 0.00% | No change | 30,300 | $5.6M |
| ICONIQ Capital, LLC | 0.08% | No change | 29,109 | $5.4M |
| TD Waterhouse Canada Inc. | 0.03% | Add +0.8% | 28,841 | $5.4M |
| Evelyn Partners Asset Management Ltd | 1.25% | No change | 28,764 | $5.3M |
| NewEdge Advisors, LLC | 0.02% | Add +5.8% | 27,853 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Add +472.1% | 27,404 | $5.1M |
| Partners Capital Investment Group, LLP | 0.18% | Reduce -8.7% | 26,420 | $4.9M |
| Banque Pictet & Cie SA | 0.05% | Reduce -6.9% | 26,368 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.4% | 25,676 | $4.8M |
| PKO Investment Management Joint-Stock Co | 0.37% | No change | 24,800 | $4.6M |
| Fischer Investment Strategies, LLC | 2.60% | Reduce -14.1% | 24,006 | $4.5M |
| Mount Capital Ltd | 1.78% | No change | 23,725 | $4.4M |
| TD Private Client Wealth LLC | 0.09% | Add +124.8% | 22,912 | $4.3M |
| Beam Wealth Advisors, Inc. | 1.15% | Add +0.1% | 22,527 | $4.2M |
| BBR Partners, LLC | 0.22% | Add +0.0% | 22,440 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.0% | 21,918 | $4.1M |
| Pictet North America Advisors SA | 0.38% | Add +8.0% | 21,801 | $4.0M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 18,935 | $3.5M |
| Cresset Asset Management, LLC | 0.01% | Add +8.9% | 18,189 | $3.4M |
| WBH Advisory Inc. | 0.25% | Reduce -3.9% | 18,175 | $3.4M |
| First Trust Advisors LP | 0.00% | No change | 17,764 | $3.3M |
| Avestar Capital, LLC | 0.22% | No change | 17,137 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +5.7% | 16,548 | $3.1M |
| Fifth Third Securities, Inc. | 0.19% | Add +1.0% | 15,522 | $2.9M |
| Main Street Research LLC | 0.16% | Reduce -9.5% | 15,138 | $2.8M |
| Hyposwiss Advisors SA | 2.70% | — | 14,800 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Add +30.1% | 14,376 | $2.7M |
| Sheridan Capital Management, LLC | 1.28% | Reduce -0.7% | 13,615 | $2.5M |
| 1832 Asset Management L.P. | 0.00% | Add +622.2% | 13,390 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -38.9% | 12,907 | $2.4M |
| Asset Advisory Group, Inc. | 1.19% | — | 12,806 | $2.4M |
| Vontobel Holding Ltd. | 0.01% | Reduce -11.4% | 11,225 | $2.1M |
| Sierra Capital LLC | 0.21% | Reduce -0.1% | 10,801 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -12.2% | 10,751 | $2.0M |
| Causeway Capital Management LLC | 0.03% | Add +72.8% | 10,631 | $2.0M |
| Dara Capital Us, Inc. | 1.71% | — | 10,400 | $1.9M |
| Evelyn Partners Investment Management LLP | 0.05% | Add +18.5% | 10,074 | $1.9M |
| Victory Capital Management Inc. | 0.00% | No change | 9,664 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.3% | 9,295 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -8.6% | 8,927 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +290.4% | 8,900 | $1.7M |
| Pekin Hardy Strauss, Inc. | 0.15% | No change | 8,800 | $1.6M |
| Renaissance Technologies | 0.00% | New | 8,500 | $1.6M |
| M&T Bank Corp | 0.01% | No change | 8,382 | $1.6M |
| EFG International AG | 0.03% | — | 8,171 | $1.5M |
| Litman Gregory Wealth Management LLC | 0.11% | Reduce -15.0% | 7,947 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +51.2% | 7,648 | $1.4M |
| Cidel Asset Management Inc. | 0.10% | New | 7,408 | $1.4M |
| Retirement Planning Group, LLC | 0.04% | No change | 7,236 | $1.3M |
| FMR LLC | 0.00% | Add +6.9% | 7,034 | $1.3M |
| Blair William & Co. | 0.00% | Add +5.3% | 7,014 | $1.3M |
| Lorne Steinberg Wealth Management Inc. | 0.30% | Add +25.8% | 6,911 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -19.0% | 6,693 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +13.5% | 6,363 | $1.2M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Add +4.9% | 6,164 | $1.1M |
| AlTi Global, Inc. | 0.02% | Add +1.0% | 6,131 | $1.1M |
| Roehl & Yi Investment Advisors, LLC | 0.42% | New | 5,703 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -81.1% | 5,622 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +19.6% | 5,498 | $1.0M |
| Seeds Investor LLC | 0.20% | Reduce -1.6% | 5,480 | $1.0M |
| Compound Planning, Inc. | 0.03% | Reduce -22.9% | 5,464 | $1.0M |
| Marex Group Ltd | 0.01% | Reduce -65.3% | 5,451 | $1.0M |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -21.4% | 6,167 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Reduce -3.3% | 5,401 | $1.0M |
| Schusterman Interests, LLC | 0.23% | New | 5,375 | $999K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 5,375 | $998K |
| LOM Asset Management Ltd | 0.28% | Reduce -3.4% | 5,240 | $973K |
| Stratos Investment Management, LLC | 0.04% | Reduce -0.9% | 4,899 | $910K |
| CX Institutional | 0.02% | Reduce -11.8% | 4,314 | $801K |
| Park Avenue Securities LLC | 0.01% | Add +7.2% | 4,309 | $800K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,181 | $777K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 4,090 | $760K |
| Strategic Blueprint, LLC | 0.04% | No change | 4,080 | $758K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.7% | 4,068 | $756K |
| Snowden Capital Advisors LLC | 0.02% | Add +8.4% | 4,011 | $745K |
| Retirement Income Solutions, Inc. | 0.13% | No change | 3,985 | $740K |
| Glenmede Trust Co. NA | 0.00% | — | 3,927 | $730K |
| Wealthspire Advisors, LLC | 0.01% | Add +1.4% | 3,918 | $728K |
| LWM Advisory Services, LLC | 0.42% | Add +20.3% | 3,901 | $725K |
| Rockefeller Capital Management L.P. | 0.00% | Add +55457.1% | 3,889 | $722K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.2% | 3,884 | $722K |
| Waverly Advisors, LLC | 0.01% | Reduce -0.7% | 3,822 | $710K |
| Valor Advisors LLC | 0.58% | — | 3,744 | $696K |
| Truist Financial Corp. | 0.00% | New | 3,523 | $654K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +2.6% | 3,428 | $637K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.8% | 3,298 | $613K |
| HighTower Advisors, LLC | 0.00% | Add +14.2% | 3,263 | $606K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 3,207 | $596K |
| KDT Advisors, LLC | 0.81% | No change | 3,100 | $576K |
| Keybank National Association | 0.00% | No change | 3,050 | $567K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 3,029 | $563K |
| StoneX Group Inc. | 0.02% | Add +27.1% | 2,982 | $554K |
| Arlington Financial Advisors, LLC | 0.08% | No change | 2,975 | $553K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.1% | 2,951 | $548K |
| BTG Pactual Asset Management US LLC | 0.06% | Add +142.7% | 3,567 | $546K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -6.7% | 2,828 | $534K |
| Captrust Financial Advisors | 0.00% | No change | 2,757 | $512K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -1.9% | 2,663 | $495K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.8% | 2,647 | $492K |
| Mission Wealth Management, LP | 0.01% | No change | 2,641 | $491K |
| SG Americas Securities, LLC | 0.00% | No change | 2,624 | $487K |
| Moneda S.A. Administradora General de Fondos | 0.43% | New | 2,579 | $479K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 2,563 | $476K |
| W1M Asset Management Ltd | 0.00% | New | 2,540 | $472K |
| Allie Family Office LLC | 0.21% | No change | 2,478 | $460K |
| Arbor Investment Advisors, LLC | 0.06% | Add +0.7% | 2,476 | $460K |
| Evolve Private Wealth, LLC | 0.03% | — | 2,422 | $450K |
| Personal Cfo Solutions, LLC | 0.07% | New | 2,418 | $449K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.6% | 2,410 | $448K |
| Ieq Capital, LLC | 0.00% | Reduce -18.6% | 2,363 | $439K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -0.9% | 2,328 | $432K |
| GTS Securities LLC | 0.01% | Add +97.6% | 2,290 | $425K |
| Auxano Advisors, LLC | 0.08% | Add +47.6% | 2,270 | $422K |
| Cibc World Market Inc. | 0.00% | Add +1.1% | 2,249 | $418K |
| US Bancorp \de | 0.00% | Add +84.3% | 2,223 | $413K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,146 | $406K |
| BridgePort Financial Solutions, LLC | 0.11% | Add +0.8% | 2,166 | $402K |
| Tudor Investment Corporation | 0.00% | New | 2,098 | $390K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -1.9% | 2,070 | $385K |
| BFI Infinity Ltd. | 0.24% | No change | 2,056 | $382K |
| Allworth Financial LP | 0.00% | Add +0.5% | 2,037 | $378K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -13.1% | 1,967 | $368K |
| QRG Capital Management, Inc. | 0.00% | New | 1,978 | $368K |
| Advocate Investing Services LLC | 0.33% | — | 1,960 | $364K |
| BlackDiamond Wealth Management, LLC | 0.17% | Add +45.5% | 1,847 | $354K |
| &partners | 0.00% | New | 1,905 | $354K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +12.1% | 1,904 | $354K |
| MidAtlantic Capital Management, Inc. | 0.23% | Reduce -70.5% | 1,902 | $353K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,853 | $344K |
| Brevan Howard Capital Management LP | 0.01% | Add +19.2% | 1,816 | $338K |
| SYM FINANCIAL Corp | 0.03% | Add +17.1% | 1,810 | $336K |
| Atria Investments, Inc | 0.00% | Reduce -21.6% | 1,780 | $331K |
| Unique Wealth Strategies, LLC | 0.13% | Reduce -6.0% | 1,754 | $326K |
| Whittier Trust Co. | 0.00% | No change | 1,712 | $324K |
| Wealthgarden F.S. LLC | 0.21% | Reduce -1.6% | 1,674 | $318K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,656 | $308K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,650 | $307K |
| Montaka Global Pty Ltd | 0.14% | — | 1,628 | $302K |
| Horst & Graben Wealth Management LLC | 0.05% | No change | 1,614 | $300K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -8.1% | 1,604 | $298K |
| Independent Financial Group, LLC | 0.01% | Add +0.8% | 1,590 | $295K |
| Comerica Bank | 0.00% | Add +460.9% | 1,576 | $293K |
| Magnus Financial Group LLC | 0.02% | Reduce -4.3% | 1,530 | $284K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.7% | 1,507 | $280K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,500 | $279K |
| Summit Financial, LLC | 0.00% | Add +0.4% | 1,463 | $272K |
| JDM Financial Group LLC | 0.11% | No change | 1,457 | $271K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.8% | 1,396 | $259K |
| Wellington-Altus USA Inc. | 0.19% | — | 1,382 | $257K |
| Choreo, LLC | 0.00% | Reduce -41.3% | 1,370 | $256K |
| Elevated Private Wealth, LLC | 0.26% | — | 1,358 | $252K |
| Principal Securities, Inc. | 0.00% | Add +20.1% | 1,353 | $251K |
| Corient Private Wealth LP | 0.00% | No change | 1,304 | $242K |
| Aspiriant, LLC | 0.01% | New | 1,297 | $241K |
| Holos Integrated Wealth LLC | 0.13% | Reduce -0.2% | 1,282 | $239K |
| J.Safra Asset Management Corp | 0.01% | No change | 1,274 | $237K |
| Dash Acquisitions Inc. | 0.05% | Reduce -91.1% | 1,202 | $227K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -34.8% | 1,208 | $224K |
| Sovran Advisors, LLC | 0.02% | New | 1,160 | $220K |
| Allegheny Financial Group | 0.03% | No change | 1,154 | $214K |
| Compass Ion Advisors, LLC | 0.02% | Add +0.3% | 1,148 | $213K |
| Citigroup Inc. | 0.00% | Add +37.1% | 1,082 | $201K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -13.6% | 1,080 | $201K |
| AlphaCore Capital LLC | 0.00% | Add +217.1% | 1,075 | $200K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.8% | 1,068 | $198K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 1,014 | $188K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 878 | $163K |
| Simplex Trading, LLC | 0.00% | Add +103.3% | 740 | $137K |
| Gen-Wealth Partners Inc | 0.04% | No change | 617 | $115K |
| Centaurus Financial, Inc. | 0.01% | Reduce -3.1% | 614 | $114K |
| MAI Capital Management | 0.00% | Add +121.5% | 609 | $113K |
| WealthShield Partners, LLC | 0.01% | No change | 600 | $111K |
| LFA - Lugano Financial Advisors SA | 0.06% | No change | 599 | $111K |
| Activest Wealth Management | 0.02% | Add +0.9% | 447 | $83K |
| C M Bidwell & Associates Ltd. | 0.04% | Add +0.7% | 439 | $82K |
| Farther Finance Advisors, LLC | 0.00% | New | 428 | $80K |
| Tsfg, LLC | 0.01% | No change | 403 | $75K |
| Dunhill Financial, LLC | 0.02% | No change | 400 | $74K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.3% | 394 | $73K |
| TrinityBridge Ltd | 0.00% | No change | 300 | $56K |
| Webster Bank, N. A. | 0.01% | No change | 300 | $56K |
| Clearstead Advisors, LLC | 0.00% | No change | 262 | $49K |
| Investors Research Corp | 0.01% | No change | 251 | $47K |
| Private Trust Co. NA | 0.00% | No change | 238 | $44K |
| Y.D. More Investments Ltd | 0.00% | No change | 215 | $40K |
| Tiff Advisory Services, LLC | 0.01% | New | 202 | $37K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 200 | $37K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 200 | $37K |
| Sunbelt Securities, Inc. | 0.00% | No change | 173 | $32K |
| Archer Investment Corp | 0.01% | Reduce -64.9% | 170 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 147 | $27K |
| Comprehensive Financial Planning, Inc. | 0.01% | New | 106 | $20K |
| Paladin Partners, LLC | 0.01% | — | 100 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 75 | $14K |
| Signaturefd, LLC | 0.00% | No change | 74 | $14K |
| Westside Investment Management, Inc. | 0.00% | No change | 60 | $11K |
| Financial Management Professionals, Inc. | 0.00% | No change | 52 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 50 | $9K |
| Lanark Financial, Inc. | 0.00% | New | 44 | $8K |
| Stone House Investment Management, LLC | 0.00% | No change | 39 | $7K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -7.1% | 26 | $5K |
| Larson Financial Group LLC | 0.00% | New | 25 | $5K |
| FWL Investment Management, LLC | 0.00% | No change | 20 | $4K |
| Trust Co. of Vermont | 0.00% | New | 20 | $4K |
| Roble, Belko & Company, Inc | 0.00% | No change | 14 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -69.6% | 14 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 11 | $2K |
| LM Advisors LLC | 0.00% | Reduce -81.4% | 218 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 6 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $186 |
| AE Wealth Management LLC | 0.00% | No change | 1 | $183 |
"% of holder's portfolio" is URTH's weight in each manager's 13F, not the share of iShares MSCI World ETF the manager owns.