증권 기록 · 과거 분기 (아카이브)
URTH
iShares MSCI World ETF · Financial Services · Asset Management - Global
66추적 보유자
+5Δ 보유자
8.58M보유 주식 수
$1.54B보고 가치
+10신규 편입 포지션
−5청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +8.2% ·
주식 흐름 +24.7% ·
순 신규 포지션 +7.6%
· 산식
광범위한 누적: 더 많은 보유자에 걸친 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 29.01K | $5.98M | n/a | n/a |
| Q2 2026 | 65 | 0 | 6.95M | $1.41B | +7 | −8 |
| Q1 2026 | 66 | +5 | 8.58M | $1.54B | +10 | −5 |
| Q4 2025 | 60 | +2 | 6.82M | $1.27B | +2 | n/a |
| Q3 2025 | 6 | -1 | 2.05M | $372.29M | n/a | −1 |
| Q2 2025 | 4 | +1 | 243.31K | $41.21M | +1 | n/a |
| Q1 2025 | 1 | 0 | 4.80K | $735,264 | n/a | n/a |
| Q4 2024 | 1 | -1 | 9.10K | $1.42M | n/a | −1 |
| Q3 2024 | 2 | 0 | 3.60K | $565,347 | +1 | −1 |
| Q2 2024 | 2 | n/a | 31.02K | $4.57M | n/a | n/a |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 2.16M | +6.3% | $388.18M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 2 | Toronto Dominion Bank | 998.28K | 신규 | $179.71M | 0.3% | New | 1 | SEC ↗ |
| 3 | Nomura Asset Management… | 638.47K | 신규 | $114.94M | 0.2% | New | 1 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 590.84K | +8.9% | $106.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Bank Of America Corp /De/ | 562.43K | -0.8% | $101.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Morgan Stanley ✦ | 365.84K | -47.6% | $65.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 7 | Bank Of Montreal /Can/ | 323.71K | +17.2% | $58.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | JPMorgan Chase ✦ | 253.77K | -2.9% | $44.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 9 | Mirae Asset Global Investments Co.… | 246.52K | +12.2% | $44.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 243.88K | +4.3% | $43.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (패시브) | 222.13K | +1.0% | $39.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 12 | Brown Advisory Inc | 186.04K | +116.9% | $33.49M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | UBS Group AG | 181.84K | +0.6% | $32.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Envestnet Asset Management Inc | 181.80K | -42.9% | $32.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 180.99K | 신규 | $32.58M | 0.0% | New | 1 | SEC ↗ |
| 16 | Principal Financial Group Inc | 170.38K | +6.4% | $30.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 154.54K | +7.6% | $27.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Cetera Investment Advisers | 80.45K | -8.4% | $14.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 68.72K | +6.9% | $12.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Prudential Financial Inc | 67.25K | +17.7% | $12.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 67.23K | +22.3% | $12.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Julius Baer & Co. Ltd, Zurich | 65.20K | -6.6% | $11.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mackenzie Financial Corp | 60.34K | +52.6% | $10.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Schroder Investment Management Group | 57.70K | n/a | $10.09M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Lido Advisors, LLC | 46.08K | -37.2% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Hsbc Holdings Plc | 42.99K | -29.1% | $7.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Barclays Plc | 32.73K | 신규 | $5.89M | 0.0% | New | 1 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 27.93K | -3.1% | $5.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 27.29K | -0.4% | $4.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Hrt Financial Lp | 25.64K | 신규 | $4.62M | 0.0% | New | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 25.50K | -0.7% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 24.25K | -50.8% | $4.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 18.93K | 0.0% | $3.41M | 0.0% | Held | 2 | SEC ↗ ×4 |
| 34 | First Trust Advisors Lp | 17.76K | 0.0% | $3.20M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 14.68K | -11.3% | $2.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 36 | 1832 Asset Management L.P. | 13.04K | -2.6% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 12.60K | +292.9% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 11.24K | +99.9% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 11.08K | +44.9% | $1.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 10.29K | -4.3% | $1.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Victory Capital Management Inc | 9.66K | 0.0% | $1.74M | 0.0% | Held | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 7.52K | +6.9% | $1.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Blair William & Co/Il | 7.43K | +5.9% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 6.93K | -51.8% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Squarepoint Ops LLC | 6.84K | 신규 | $1.23M | 0.0% | New | 1 | SEC ↗ |
| 46 | Mariner, LLC | 6.54K | -2.4% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Focus Partners Wealth | 5.52K | +0.4% | $993,531 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Cerity Partners LLC | 5.38K | 0.0% | $967,555 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Citigroup Inc | 4.86K | +348.8% | $874,177 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Cibc World Market Inc. | 3.86K | +71.7% | $695,057 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | HighTower Advisors, LLC | 3.64K | +11.4% | $654,672 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Belvedere Trading LLC | 3.55K | 신규 | $638,531 | 0.1% | New | 1 | SEC ↗ |
| 53 | Simplex Trading, Llc | 3.01K | +306.6% | $541,680 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Captrust Financial Advisors | 2.86K | +3.6% | $514,317 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Truist Financial Corp | 2.69K | -23.8% | $483,354 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Mercer Global Advisors Inc /Adv | 2.41K | 0.0% | $433,848 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 2.27K | -74.5% | $408,680 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Susquehanna International Group, Llp | 1.60K | +6.4% | $288,572 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Corient Private Wealth LP | 1.18K | -54.6% | $213,144 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Creative Planning | 1.15K | 신규 | $207,409 | 0.0% | New | 1 | SEC ↗ |
| 61 | Rockefeller Capital Management L.P. | 1.06K | -72.7% | $190,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Us Bancorp \De\ | 1.05K | -52.7% | $189,201 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 515 | -57.4% | $92,574 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Fifth Third Bancorp | 318 | 신규 | $57,287 | 0.0% | New | 1 | SEC ↗ |
| 65 | Qube Research & Technologies Ltd | 231 | +788.5% | $41,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Assetmark, Inc | 186 | 신규 | $33,484 | 0.0% | New | 1 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Toronto Dominion Bank | $179.71M | 0.3% |
| Nomura Asset Management… | $114.94M | 0.2% |
| Jane Street Group, Llc | $32.58M | 0.0% |
| Barclays Plc | $5.89M | 0.0% |
| Hrt Financial Lp | $4.62M | 0.0% |
| Squarepoint Ops LLC | $1.23M | 0.0% |
| Belvedere Trading LLC | $638,531 | 0.1% |
| Creative Planning | $207,409 | 0.0% |
| Fifth Third Bancorp | $57,287 | 0.0% |
| Assetmark, Inc | $33,484 | 0.0% |
청산됨
| State Street Global Advisors | $9.00M | 이었음 0.0% |
| Renaissance Technologies | $1.58M | 이었음 0.0% |
| Wealth Enhancement Advisory… | $405,551 | 이었음 0.0% |
| Tudor Investment Corp Et Al | $389,745 | 이었음 0.0% |
| Financial Engines Advisors… | $200,632 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 260 보유 기관, 16.18M 주식, $2.83B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
API를 통해 조회