URTH institutional holders

iShares MSCI World ETF · 285 reporting institutions · $3B reported value

Funds that can replace URTH · URTH return decomposition

Institutional holdings

Institutions reporting URTH, largest first
InstitutionReported positionAdvisors at firmReport period
Royal Bank of Canada$441.6M02026-06-30
Barrow Hanley Mewhinney & Strauss LLC$275.2M272026-06-30
Federation Des Caisses Desjardins Du Quebec$181.3M02026-06-30
Goldman Sachs Group Inc$148.2M02026-06-30
Sumitomo Mitsui Ds Asset Management Company, Ltd$106.7M02026-06-30
Bank of America Corp /de$105.9M02026-06-30
Banco Santander, S.A.$104.7M02026-06-30
Morgan Stanley$85.5M23,1852026-06-30
National Philanthropic Trust$81.7M02026-06-30
Compagnie Lombard Odier Scma$68.4M02026-06-30
Bank of Montreal /can$66.7M02026-06-30
Obermeyer Wealth Partners$66.1M192026-06-30
Jane Street Group, LLC$53M02026-06-30
Lts Liquid Investments LLC$51.4M02026-06-30
Barings LLC$51M02026-06-30
Jpmorgan Chase & Co$50.3M02026-06-30
Blackrock, Inc.$49.3M02026-06-30
Lpl Financial LLC$47.4M23,4582026-06-30
Brown Advisory Inc$37.8M02026-06-30
Prudential PLC$36.9M02026-06-30
Pictet North America Advisors SA$35.2M02026-06-30
Evelyn Partners Group Ltd$34.6M02026-06-30
UBS Group AG$34.3M02026-06-30
Envestnet Pmc$33.5M602026-06-30
P/e Global LLC$29.7M02026-06-30
GAM Holding AG$27.2M02026-06-30
Pinebridge Investments LLC$24.6M02026-06-30
Mirae Asset Global Investments Co., Ltd.$23.5M02026-06-30
Angeles Wealth Management, LLC$22.8M92026-06-30
Arizona Psprs Trust$22.2M02026-06-30
Gerber Kawasaki Wealth & Investment Management$21.6M392026-06-30
Pinebridge Investments, LP$20.8M02025-09-30
Ci Investments Inc.$20.5M02026-06-30
Wells Fargo & Company/mn$20M02026-06-30
Mgo One Seven LLC$19.8M1182026-06-30
Evelyn Partners Investment Management (europe) Ltd$18.9M02026-03-31
Northwestern Mutual Wealth Management Co$15.6M02026-06-30
Empire Life Investments Inc.$14.3M02026-06-30
Keystone Global Partners, LLC$14.3M22026-06-30
Cetera Investment Advisers$14M10,3702026-06-30
Bank Julius Baer & Co. Ltd, Zurich$14M02026-06-30
MacKenzie Financial Corp$13.9M02026-06-30
Raymond James Financial Inc$13M02026-06-30
Prudential Financial Inc$12.7M02026-06-30
Inherent Management Corp.$12.3M02026-06-30
Investments & Financial Planning, LLC$11.6M32026-06-30
Bleakley Financial Group, LLC$10.7M1242026-06-30
Schroder Investment Management Group$9.9M02026-06-30
Fulcrum Wealth Management$9.4M52026-06-30
Lido Advisors, LLC$8.7M3202026-06-30
Fmr LLC$8.6M02026-06-30
HSBC Holdings PLC$8M02026-06-30
B. Riley Wealth Advisors, Inc.$7.4M1702026-06-30
Ameriprise Financial Inc$7.1M02026-06-30
Citadel Advisors LLC$7.1M02026-06-30
Mariner, LLC$6.8M02026-06-30
Marex Group Ltd$6.8M02026-06-30
Drw Securities, LLC$6.8M02026-06-30
Barclays PLC$6.6M02026-06-30
Principal Financial Group Inc$6.5M02026-06-30
Banque Pictet & Cie SA$6.3M02026-06-30
Iconiq Capital, LLC$5.9M792026-06-30
MML Investors Services, LLC$5.9M5,1202026-06-30
Renaissance Technologies LLC$5.7M02026-06-30
TD Waterhouse Canada Inc.$5.3M02026-06-30
Lavelle Capital$5.2M22026-06-30
Evelyn Partners Asset Management Limited$5.2M02026-03-31
Pko Investment Management Joint-Stock Co$5M02026-06-30
Sava Penzisko Drushtvo A.D. Skopje$5M02026-06-30
Commonwealth Equity Services, LLC$5M2,8632026-06-30
Mount Capital Ltd$4.8M02026-06-30
Bbr Partners, LLC$4.3M602026-06-30
Beam Wealth Advisors, Inc.$4.2M252026-06-30
Sequoia Financial Group, LLC$4M2582026-06-30
PNC Financial Services Group, Inc.$3.8M02026-06-30
Wbh Advisory Inc$3.7M112026-06-30
First Trust Advisors LP$3.6M6072026-06-30
Cresset Asset Management, LLC$3.5M2122026-06-30
Avestar Capital, LLC$3.5M132026-06-30
Osaic Holdings, Inc.$3.4M02026-06-30
Fifth Third Securities, Inc.$3.3M1,0142026-06-30
Capitolis Liquid Global Markets LLC$3.2M02026-06-30
Alti Global, Inc.$3.1M02026-06-30
Hyposwiss Advisors SA$3.1M12026-06-30
Sheridan Capital Management, LLC$2.9M12026-06-30
Jones Financial Companies LLLP$2.9M02026-06-30
Main Street Research LLC$2.7M192026-06-30
Asset Advisory Group, Inc.$2.7M22026-06-30
National Bank of Canada /fi$2.6M02026-06-30
TD Private Client Wealth LLC$2.6M5352026-06-30
Partners Capital Investment Group, LLP$2.4M12026-06-30
Fischer Investment Strategies, LLC$2.4M42026-06-30
Sierra Capital LLC$2.4M72026-06-30
Focused Alpha, LLC$2.3M62026-06-30
Dara Capital US, Inc.$2.1M22026-06-30
Vontobel Holding Ltd.$2.1M02026-06-30
Evelyn Partners Investment Management LLP$2.1M02026-03-31
Victory Capital Management Inc.$2M1062026-06-30
Quantinno Capital Management LP$1.9M02026-06-30
State Street Corp$1.8M02026-06-30
Capital Investment Advisors, LLC$1.8M592026-06-30
Onedigital Investment Advisors LLC$1.8M3862026-06-30
Sanctuary Advisors, LLC$1.8M4012026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$1.7M02026-06-30
Jefferies Financial Group Inc.$1.7M02026-06-30
Blair William & Co/il$1.6M3292026-06-30
Glenmede Trust Co NA$1.5M62026-06-30
Lorne Steinberg Wealth Management Inc.$1.5M02026-06-30
Litman Gregory Wealth Management LLC$1.5M02025-12-31
Retirement Planning Group, LLC$1.5M02026-06-30
1832 Asset Management LP$1.4M02026-06-30
Newedge Advisors$1.3M6012026-06-30
Compound Planning, Inc.$1.3M752026-06-30
Joel Isaacson & Co., LLC$1.3M152026-06-30
Cidel Asset Management Inc$1.3M02026-06-30
Meitav Investment House Ltd$1.3M02026-06-30
Lom Asset Management Ltd$1.2M02026-06-30
Edmond de Rothschild Holding S.A.$1.2M02026-06-30
Focus Partners Wealth$1.2M1,0482026-06-30
Union Bancaire Privee, Ubp SA$1.2M02026-06-30
Valor Advisors LLC$1.1M32026-06-30
Stratos Investment Management, LLC$1.1M72026-06-30
Cerity Partners LLC$1.1M7772026-06-30
Schusterman Interests, LLC$1.1M02026-06-30
Insigneo Advisory Services, LLC$1.1M2252026-06-30
Avior Wealth Management, LLC$1.1M692026-06-30
CIBC World Market Inc.$1M02026-06-30
Beacon Pointe Advisors, LLC$1M4662026-06-30
Pekin Hardy Strauss, Inc.$1M82026-06-30
Kestra Private Wealth Services, LLC$971.6K2062026-06-30
Citigroup Inc$960.5K02026-06-30
Bnp Paribas Financial Markets$897.9K02026-06-30
Equitable Holdings, Inc.$871.6K02026-06-30
Strategic Blueprint, LLC$826.8K552026-06-30
Valeo Financial Advisors, LLC$824.3K1082026-06-30
Aqr Capital Management LLC$817K12026-06-30
Wealthspire Advisors, LLC$802.7K2372026-06-30
Integrity Wealth Partners, LLC$792.6K22026-03-31
Waverly Advisors, LLC$768.8K2312026-06-30
Hightower Advisors, LLC$738.5K1,0462026-06-30
Retirement Income Solutions, Inc$717.4K162026-06-30
Resolute Wealth Advisor, Inc.$701K32026-06-30
Modern Wealth Management, LLC$687.2K1612026-06-30
Robertson Stephens Wealth Management, LLC$672.9K722026-06-30
Sagespring Wealth Partners$665.8K1262026-06-30
Kdt Advisors, LLC$628.2K32026-06-30
Keybank National Association/oh$618.1K02026-06-30
Main Street Financial Solutions, LLC$613.8K412026-06-30
Advisory Services Network$612.2K2532026-06-30
Auxano Advisors$611.2K82026-06-30
Arlington Financial Advisors, LLC$602.9K82026-06-30
Ausdal Financial Partners, Inc.$585.4K1892026-06-30
Mercer Global Advisors Inc /adv$564.8K02026-06-30
Mission Wealth Management, LP$562.9K1382026-06-30
M&T Bank Corp$556.7K02026-06-30
Chicago Partners Investment Group LLC$541.8K572026-06-30
Moneda S.A. Administradora General de Fondos$522.6K02026-06-30
Perigon Wealth Management, LLC$519.9K922026-06-30
Blackdiamond Wealth Management, LLC$511.4K72026-06-30
Allie Family Office LLC$502.1K02026-06-30
Ieq Capital, LLC$478.8K1972026-06-30
Jaffetilchin Investment Partners, LLC$476.5K02026-03-31
Rehmann Capital Advisory Group$471.7K422026-06-30
International Assets Investment Management, LLC$468.8K1222026-06-30
Stonex Group Inc.$460.4K02026-06-30
&partners$446.9K5552026-06-30
Farther Finance Advisors, LLC$441.6K3342026-06-30
Arbor Investment Advisors, LLC$434.6K52026-06-30
Beaumont Financial Advisors, LLC$419.5K162026-06-30
Allworth Financial, LP$414.5K3172026-06-30
Advocate Investing Services$397.2K52026-06-30
Ground Swell Capital, LLC$390.1K62026-06-30
Noble Wealth Partners$382.3K32026-06-30
Cassaday & Co Wealth Management LLC$380.2K472026-06-30
Smartleaf Asset Management LLC$377.3K92026-06-30
Midatlantic Capital Management, Inc.$374.3K22026-06-30
Bfi Infinity Ltd.$362.8K02026-06-30
Wealth Enhancement Advisory Services, LLC$362.4K1,0262026-06-30
Sym Financial Corp$360.3K332026-06-30
Wolverine Trading, LLC$359.7K02025-09-30
Bank of New York Mellon Corp$357.8K02026-06-30
Unique Wealth Strategies, LLC$355.4K52026-06-30
Sovran Advisors, LLC$350.3K702026-06-30
Whittier Trust Co$350K02026-06-30
Ifg Advisory, LLC$348.7K1102026-06-30
Summit Financial, LLC$345.9K2292026-06-30
J.W. Cole Advisors, Inc.$344K4992026-06-30
Ascend Investment Partners$341.7K52026-06-30
Truist Financial Corp$338.8K02026-06-30
Atria Investments, Inc$338K62026-06-30
Wealthgarden F.S. LLC$336.2K52026-06-30
Ep Wealth Advisors, LLC$333.3K3382026-06-30
Horst & Graben Wealth Management, LLC$326.2K52026-06-30
Independent Financial Group, LLC$322.3K4812026-06-30
Seeds Investor LLC$319.4K32026-06-30
Elevated Private Wealth$314.7K42026-06-30
Montaka Global Pty Ltd$313.7K02026-06-30
Nisa Investment Advisors, LLC$304K822026-06-30
Jdm Financial Group LLC$295.2K02026-06-30
Comerica Bank$292.7K02025-12-31
Yelin Lapidot Holdings Management Ltd.$291K02026-06-30
Seia$289.2K1412026-06-30
Bcs Wealth Management, LLC$288.6K82026-06-30
Prosperity - An Eisneramper Company$276.3K652026-06-30
Rathbones Group PLC$272.6K02026-06-30
Tudor Investment Corp Et Al$271.9K02026-06-30
Paulson Wealth Management Inc.$270.5K32026-06-30
Xtx Topco Ltd$267.7K02026-06-30
Causey Wealth LLC$260.4K42026-06-30
J.safra Asset Management Corp$258.2K02026-06-30
Choreo, LLC$256.8K1482026-06-30
Kestra Advisory Services, LLC$250.7K1,4792026-06-30
Corient Private Wealth LP$243.9K6742026-06-30
Aspiriant, LLC$238.3K732026-06-30
Principal Securities, Inc.$235.1K1,4632026-06-30
Allegheny Financial Group$233.9K312026-06-30
Creative Planning$231.6K1,1712026-06-30
Compass Ion Advisors, LLC$224.8K172026-06-30
Holos Integrated Wealth$224.7K32026-06-30
Dash Acquisitions Inc.$221.5K62026-06-30
Fas Wealth Partners, Inc.$217.9K232026-06-30
Evolve Private Wealth, LLC$214.6K192026-06-30
US Bancorp$213K02026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$206.9K02026-06-30
Edelman Financial Engines$206.7K7222026-06-30
Geneos Wealth Management, Inc.$205.7K1932026-06-30
Amundi$202.6K02026-06-30
Lfa - Lugano Financial Advisors SA$199K02026-06-30
Simplex Trading, LLC$190.1K02026-06-30
Rockefeller Capital Management LP$178.1K3462026-06-30
Intesa Sanpaolo Wealth Management$174.3K02026-06-30
Russell Investments Group, Ltd.$155.6K02026-06-30
Gen-Wealth Partners Inc$125K82026-06-30
Integrated Wealth Concepts LLC$120.6K4802026-06-30
Guardian Partners Inc.$98.7K62026-06-30
C M Bidwell & Associates Ltd$89.1K42026-06-30
Dunhill Financial, LLC$81.1K122026-06-30
Brown Shipley& Co Ltd$79K02026-06-30
Harbour Investments, Inc.$78.8K2472026-06-30
Archer Investment Corp$68.9K782026-06-30
Alphacore Capital LLC$68.7K692026-06-30
Washington Trust Advisors$61.6K142026-06-30
Webster Bank, N. A.$60.8K02026-06-30
Fifth Third Bancorp$60.3K02026-06-30
Evensky & Katz/foldes Wealth Management$58.6K222026-06-30
Activest Wealth Management$58.4K142026-06-30
Efg International AG$50.1K02026-06-30
Private Trust Co NA$48.2K02026-06-30
Belvedere Trading LLC$47.4K02026-06-30
Y.D. More Investments Ltd$43.6K02026-06-30

The 250 largest of 285 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30