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Get Institutions for : 
iShares Msci World (URTH)  
$141.78 1.70 (1.21%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 162    4
Total shares held : 
9,047,953  
% of shares held : 
8.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  11  
Amount of shares held : 
78,801  
% of shares held change : 
  0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$119.51  
Last Quarter's Ending Price : 
$133.02  
Last Quarter's Average Price
$124.66  
Change from last quarter's     
avg. price to the last closing  : 
17.12 (13.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 201,766
 2.23%
 
Increased Positions :
59
 1,225,120
 13.54%
 
Unchanged Positions :
33
 159,801
 1.77%
 
Decreased Positions :
52
-635,422
-7.02%
 
Closed Positions :
14
-712,663
-7.88%
 
Guru Positions :
1
33,495
 0.37%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Fulcrum Equity Management 1 - 2024-03-31 46,192 $6,694,000 0
   Mount Capital Ltd 12 - 2023-12-31 37,451 $4,982,000 0
   PNC FINANCIAL SERVICES GROUP INC 821 - 2023-12-31 18,580 $2,472,000 0
   Cresset Asset Management LLC 541 - 2023-12-31 16,555 $2,202,000 0
   Sierra Capital LLC 58 - 2024-03-31 12,230 $1,772,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 65 - 2024-03-31 8,574 $1,242,000 0
   LETKO BROSSEAU & ASSOCIATES INC 76 - 2023-12-31 7,400 $984,000 0
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 79 - 2023-12-31 6,382 $849,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 290 - 2023-12-31 5,615 $747,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 144 - 2023-09-30 6,155 $740,000 0
   VICTORY CAPITAL MANAGEMENT INC 1869 - 2023-12-31 4,994 $664,000 0
   Joel Isaacson & Co. LLC - 2023-12-31 4,793 $638,000 0
   Valeo Financial Advisors LLC 336 - 2024-03-31 4,068 $569,000 0
   Retirement Income Solutions Inc 70 - 2023-12-31 3,985 $530,000 0
   COOPERMAN LEON G 44 - 2023-12-31 3,329 $443,000 0
   HANSON MCCLAIN, INC. 593 - 2024-03-31 2,804 $406,000 0
   Legacy Capital Group California Inc. 192 - 2023-12-31 2,960 $394,000 0
   MISSION WEALTH MANAGEMENT LLC 426 - 2023-12-31 2,641 $351,000 0
   CITIGROUP INC 2775 - 2023-12-31 2,636 $351,000 0
   Allie Family Office LLC 51 - 2023-12-31 2,478 $330,000 0
   Arbor Investment Advisors LLC 85 - 2024-03-31 1,956 $283,000 0
   WHITTIER TRUST CO 612 - 2023-12-31 1,775 $236,000 0
   Horst & Graben Wealth Management LLC 128 - 2024-03-31 1,625 $235,000 0
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 1,500 $200,000 0
   Migdal Insurance & Financial Holdings Ltd. 209 - 2024-03-31 1,300 $188,000 0
   JTC Employer Solutions Trusteee Ltd 177 - 2024-03-31 878 $127,000 0
   EP WEALTH ADVISORS, INC. 775 - 2023-12-31 862 $115,000 0
   Emerald Investment Partners LLC 326 - 2024-03-31 600 $87,000 0
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 672 - 2023-12-31 450 $60,000 0
   Parallel Advisors LLC 1797 - 2023-12-31 186 $25,000 0
   Retirement Group LLC 442 - 2023-12-31 75 $10,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 591 - 2024-03-31 49 $7,000 0
   Goss Wealth Management LLC 3081 - 2023-12-31 36 $5,000 0
   Roble Belko & Company Inc 284 - 2024-03-31 14 $2,000 0

  34 Records found
  1    
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