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Ishares Inc msci world idx shares owned by Lido Advisors

Quarter-by-quarter ownership of Ishares Inc msci world idx (URTH) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Ishares Inc msci world idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc msci world idx held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc msci world idx by Lido Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 17k 133.02
2023-09-30 $992k 8.3k 120.17
2023-06-30 $2.1M 17k 124.52
2023-03-31 $971k 8.3k 117.67

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View all positions for Lido Advisors

Top funds holding Ishares Inc msci world idx

Royal Bank of Canada
Sumitomo Mitsui Asset Management Company
Goldman Sachs Group
UBS Group
Bank of America Corporation
CX Institutional
Babson Capital Management
Evensky & Katz
Partners Capital Investment Group
Jpmorgan Chase & Co
Bank Julius Baer & Co. Ltd, Zurich
Principal Financial Group
Wellington Management Company
Empire Life Investments
Hsbc Holdings

View all funds holding Ishares Inc msci world idx