URTH Institutional Ownership
iShares MSCI World ETF
1W: -0.6%
1M: -0.2%
3M: +1.5%
YTD: +11.3%
1Y: +14.7%
3Y: +80.5%
5Y: +70.8%
$207.53
+1.69 (+0.82%)
Weekly Expected Move ±1.5%
$201
$204
$208
$211
$214
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Institutional Ownership — URTH
299
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
34
New Positions
84
Increased
103
Reduced
23
Closed
3.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (319 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 2,179,116 | 452M | +22,797 | +1.1% | 53Q | SEC ↗ |
| 2 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,357,858 | 282M | +191,425 | +16.4% | 2Q | SEC ↗ |
| 3 | Federation des caisses Desjardins du Q | 894,655 | 186M | -704,286 | -44.0% | 37Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 731,580 | 152M | +140,744 | +23.8% | 15Q | SEC ↗ |
| 5 | Sumitomo Mitsui DS Asset Management Co | 526,498 | 109M | +118,511 | +29.0% | 32Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 522,390 | 108M | -40,039 | -7.1% | 15Q | SEC ↗ |
| 7 | Banco Santander, S.A. | 516,523 | 107M | +76,261 | +17.3% | 19Q | SEC ↗ |
| 8 | MORGAN STANLEY | 421,737 | 88M | +55,900 | +15.3% | 55Q | SEC ↗ |
| 9 | National Philanthropic Trust | 403,374 | 84M | +37,111 | +10.1% | 11Q | SEC ↗ |
| 10 | Compagnie Lombard Odier SCmA | 337,316 | 70M | +283,460 | +526.3% | 23Q | SEC ↗ |
| 11 | BANK OF MONTREAL /CAN | 329,307 | 68M | +5,598 | +1.7% | 26Q | SEC ↗ |
| 12 | Obermeyer Wealth Partners | 326,282 | 68M | -23,717 | -6.8% | 5Q | SEC ↗ |
| 13 | Evensky & Katz LLC | 289,110 | 60M | +1,135 | +0.4% | 10Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 261,744 | 54M | +80,752 | +44.6% | 2Q | SEC ↗ |
| 15 | LTS Liquid Investments LLC | 253,710 | 53M | +127,870 | +101.6% | 3Q | SEC ↗ |
| 16 | BARINGS LLC | 251,883 | 52M | -13,492 | -5.1% | 16Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 250,148 | 52M | -3,625 | -1.4% | 44Q | SEC ↗ |
| 18 | BlackRock, Inc. | 243,136 | 50M | +21,002 | +9.5% | 8Q | SEC ↗ |
| 19 | LPL Financial LLC | 233,752 | 49M | -10,132 | -4.2% | 30Q | SEC ↗ |
| 20 | Evelyn Partners Group Ltd NEW | 206,107 | 43M | — | +0.0% | 1Q | SEC ↗ |
| 21 | BROWN ADVISORY INC | 186,550 | 39M | +509 | +0.3% | 7Q | SEC ↗ |
| 22 | PRUDENTIAL PLC | 181,912 | 38M | -168,460 | -48.1% | 18Q | SEC ↗ |
| 23 | Pictet North America Advisors SA | 173,508 | 36M | +13,411 | +8.4% | 9Q | SEC ↗ |
| 24 | UBS Group AG | 169,197 | 35M | -12,638 | -7.0% | 47Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 165,382 | 34M | -16,421 | -9.0% | 30Q | SEC ↗ |
| 26 | P/E Global LLC NEW | 146,536 | 30M | — | +0.0% | 1Q | SEC ↗ |
| 27 | GAM Holding AG | 134,058 | 28M | -10,379 | -7.2% | 5Q | SEC ↗ |
| 28 | PINEBRIDGE INVESTMENTS LLC | 121,340 | 25M | -3,333 | -2.7% | 3Q | SEC ↗ |
| 29 | Mirae Asset Global Investments Co., Lt | 115,823 | 24M | -130,697 | -53.0% | 31Q | SEC ↗ |
| 30 | ANGELES WEALTH MANAGEMENT, LLC | 112,562 | 23M | -5,139 | -4.4% | 17Q | SEC ↗ |
| 31 | SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 110,226 | 23M | -92,274 | -45.6% | 4Q | SEC ↗ |
| 32 | Arizona PSPRS Trust | 109,386 | 23M | -2,578 | -2.3% | 4Q | SEC ↗ |
| 33 | Gerber Kawasaki Wealth & Investment Ma | 106,697 | 22M | +3,365 | +3.3% | 15Q | SEC ↗ |
| 34 | Evelyn Partners Investment Management | 104,945 | 22M | +797 | +0.8% | 6Q | SEC ↗ |
| 35 | CI INVESTMENTS INC. | 100,933 | 21M | -82,677 | -45.0% | 9Q | SEC ↗ |
| 36 | WELLS FARGO & COMPANY/MN | 98,728 | 20M | +30,013 | +43.7% | 14Q | SEC ↗ |
| 37 | MGO ONE SEVEN LLC NEW | 97,846 | 20M | — | +0.0% | 1Q | SEC ↗ |
| 38 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 77,004 | 16M | +9,776 | +14.5% | 31Q | SEC ↗ |
| 39 | Empire Life Investments Inc. | 70,643 | 15M | -6,500 | -8.4% | 12Q | SEC ↗ |
| 40 | Keystone Global Partners, LLC | 70,495 | 15M | +20,073 | +39.8% | 6Q | SEC ↗ |
| 41 | Bank Julius Baer & Co. Ltd, Zurich | 69,147 | 14M | +3,942 | +6.0% | 20Q | SEC ↗ |
| 42 | Cetera Investment Advisers | 68,996 | 14M | -11,450 | -14.2% | 11Q | SEC ↗ |
| 43 | MACKENZIE FINANCIAL CORP | 68,704 | 14M | +8,362 | +13.9% | 7Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC | 64,058 | 13M | -90,483 | -58.5% | 7Q | SEC ↗ |
| 45 | PRUDENTIAL FINANCIAL INC | 62,450 | 13M | -4,800 | -7.1% | 5Q | SEC ↗ |
| 46 | Inherent Management Corp. | 60,650 | 13M | — | +0.0% | 6Q | SEC ↗ |
| 47 | Investments & Financial Planning, LLC | 57,341 | 12M | +1,492 | +2.7% | 15Q | SEC ↗ |
| 48 | Bleakley Financial Group, LLC | 52,848 | 11M | -2,420 | -4.4% | 15Q | SEC ↗ |
| 49 | SCHRODER INVESTMENT MANAGEMENT GROUP | 49,280 | 10M | -8,420 | -14.6% | 18Q | SEC ↗ |
| 50 | Fulcrum Equity Management | 46,192 | 10M | — | +0.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Evelyn Partners Group Ltd | 206,107 | 43M |
| P/E Global LLC | 146,536 | 30M |
| MGO ONE SEVEN LLC | 97,846 | 20M |
| Thrivent Financial for Lutherans | 42,419 | 9M |
| RENAISSANCE TECHNOLOGIES LLC | 28,200 | 6M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 16,000 | 3M |
| Quantinno Capital Management LP | 9,588 | 2M |
| STATE STREET CORP | 8,900 | 2M |
| MEITAV INVESTMENT HOUSE LTD | 6,257 | 1M |
| INSIGNEO ADVISORY SERVICES, LLC | 5,305 | 1M |
| Integrity Wealth Partners, LLC | 4,403 | 914K |
| AQR CAPITAL MANAGEMENT LLC | 4,032 | 837K |
| Moneda S.A. Administradora General | 2,579 | 535K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 2,320 | 481K |
| Ground Swell Capital, LLC | 1,925 | 399K |
| Noble Wealth Partners LLC | 1,887 | 392K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 1,771 | 368K |
| IFG Advisory, LLC | 1,721 | 357K |
| J.W. COLE ADVISORS, INC. | 1,698 | 352K |
| Kesler, Norman & Wride, LLC | 1,686 | 350K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TORONTO DOMINION BANK | 998,284 | 207M |
| NOMURA ASSET MANAGEMENT INTERNATION | 638,468 | 133M |
| Silphium Asset Management Ltd | 68,200 | 14M |
| FLOW TRADERS U.S. LLC | 60,704 | 13M |
| HRT FINANCIAL LP | 25,638 | 5M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 10,631 | 2M |
| Squarepoint Ops LLC | 6,840 | 1M |
| Roehl & Yi Investment Advisors, LLC | 5,703 | 1M |
| Envestnet Portfolio Solutions, Inc. | 4,181 | 868K |
| CITY OF LONDON INVESTMENT MANAGEMEN | 4,050 | 840K |
| LWM Advisory Services, LLC | 3,901 | 810K |
| Snowden Capital Advisors LLC | 3,700 | 768K |
| BTG Pactual Asset Management US LLC | 3,567 | 740K |
| CAPTRUST FINANCIAL ADVISORS | 2,857 | 593K |
| Independent Advisor Alliance | 2,610 | 542K |
| London & Capital Asset Management L | 2,540 | 527K |
| PERSONAL CFO SOLUTIONS, LLC | 2,418 | 502K |
| GTS SECURITIES LLC | 2,318 | 481K |
| BridgePort Financial Solutions, LLC | 2,166 | 450K |
| QRG CAPITAL MANAGEMENT, INC. | 1,978 | 410K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Compagnie Lombard Odier SCmA | +283,460 | +526.3% | 337,316 |
| BARROW HANLEY MEWHINNEY & STRAUSS L | +191,425 | +16.4% | 1,357,858 |
| GOLDMAN SACHS GROUP INC | +140,744 | +23.8% | 731,580 |
| LTS Liquid Investments LLC | +127,870 | +101.6% | 253,710 |
| Sumitomo Mitsui DS Asset Management | +118,511 | +29.0% | 526,498 |
| JANE STREET GROUP, LLC | +80,752 | +44.6% | 261,744 |
| Banco Santander, S.A. | +76,261 | +17.3% | 516,523 |
| MORGAN STANLEY | +55,900 | +15.3% | 421,737 |
| National Philanthropic Trust | +37,111 | +10.1% | 403,374 |
| FMR LLC | +34,785 | +462.4% | 42,307 |
| WELLS FARGO & COMPANY/MN | +30,013 | +43.7% | 98,728 |
| Mariner, LLC | +27,159 | +415.6% | 33,694 |
| CITADEL ADVISORS LLC | +24,630 | +239.3% | 34,922 |
| ROYAL BANK OF CANADA | +22,797 | +1.1% | 2,179,116 |
| BlackRock, Inc. | +21,002 | +9.5% | 243,136 |
| Keystone Global Partners, LLC | +20,073 | +39.8% | 70,495 |
| Pictet North America Advisors SA | +13,411 | +8.4% | 173,508 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +9,776 | +14.5% | 77,004 |
| FOCUSED ALPHA, LLC | +9,000 | +372.5% | 11,416 |
| AlTi Global, Inc. | +8,986 | +146.6% | 15,117 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Federation des caisses Desjardins d | -704,286 | -44.0% | 894,655 |
| PRUDENTIAL PLC | -168,460 | -48.1% | 181,912 |
| PRINCIPAL FINANCIAL GROUP INC | -138,425 | -81.2% | 31,959 |
| Mirae Asset Global Investments Co., | -130,697 | -53.0% | 115,823 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | -92,274 | -45.6% | 110,226 |
| RAYMOND JAMES FINANCIAL INC | -90,483 | -58.5% | 64,058 |
| CI INVESTMENTS INC. | -82,677 | -45.0% | 100,933 |
| Marex Group Ltd | -55,565 | -62.3% | 33,684 |
| BANK OF AMERICA CORP /DE | -40,039 | -7.1% | 522,390 |
| Obermeyer Wealth Partners | -23,717 | -6.8% | 326,282 |
| NewEdge Advisors, LLC | -21,883 | -77.0% | 6,541 |
| ENVESTNET ASSET MANAGEMENT INC | -16,421 | -9.0% | 165,382 |
| PARTNERS CAPITAL INVESTMENT GROUP, | -13,673 | -53.8% | 11,757 |
| BARINGS LLC | -13,492 | -5.1% | 251,883 |
| Auxano Advisors, LLC | -13,291 | -81.5% | 3,016 |
| UBS Group AG | -12,638 | -7.0% | 169,197 |
| Cetera Investment Advisers | -11,450 | -14.2% | 68,996 |
| GAM Holding AG | -10,379 | -7.2% | 134,058 |
| LPL Financial LLC | -10,132 | -4.2% | 233,752 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -8,420 | -14.6% | 49,280 |