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iShares MSCI World ETF (URTH) Institutional Ownership

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$146.73
+0.29 (+0.20%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares MSCI World ETF (NYSEARCA:URTH)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$30.86B
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$214.38M
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URTH Institutional Buying and Selling by Quarter

iShares MSCI World ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Jane Street Group LLC33,551$4.86M0.0%N/A0.142%
5/15/2024 Flow Traders U.S. LLC21,457$3.11M0.2%N/A0.091%
5/15/2024 Lazard Asset Management LLC21,599$3.13M0.0%-4.2%0.092%
5/15/2024 1832 Asset Management L.P.591$86K0.0%+31.3%0.003%
5/10/2024 Banco Santander S.A.102,941$14.92M0.2%+572.3%0.436%
5/10/2024 Nwam LLC2,831$406K0.0%+11.2%0.012%
5/9/2024 Blair William & Co. IL6,100$884K0.0%-2.1%0.026%
5/9/2024 JDM Financial Group LLC3,061$444K0.3%N/A0.013%
5/9/2024 Angeles Wealth Management LLC133,902$19.40M1.9%-7.5%0.567%
5/8/2024 Barings LLC269,653$39.08M1.0%-3.1%1.143%
5/8/2024 Bleakley Financial Group LLC58,304$8.45M0.2%-0.6%0.247%
5/7/2024 Atomi Financial Group Inc.3,965$575K0.1%+7.5%0.017%
5/7/2024 SG Americas Securities LLC4,466$647K0.0%N/A0.019%
5/3/2024 Investments & Financial Planning LLC45,854$6.65M4.6%+2.9%0.194%
5/3/2024 Rehmann Capital Advisory Group2,378$345K0.0%-2.9%0.010%
5/3/2024 Lorne Steinberg Wealth Management Inc.3,132$454K0.1%+3.7%0.013%
5/2/2024 Main Street Research LLC14,961$2.17M0.1%+3.7%0.063%
5/1/2024 BNP Paribas Financial Markets4,441$644K0.0%+175.3%0.019%
5/1/2024 Mirae Asset Global Investments Co. Ltd.72,678$10.53M0.0%-1.8%0.308%
4/30/2024 Beam Wealth Advisors Inc.26,660$3.86M2.3%-0.6%0.113%
4/29/2024Commonwealth Equity Services LLC32,771$4.75M0.0%+1.8%0.139%
4/29/2024 Principal Financial Group Inc.151,737$21.99M0.0%+86.8%0.643%
4/25/2024 Cambridge Investment Research Advisors Inc.11,777$1.71M0.0%-11.9%0.050%
4/24/2024 Simplicity Wealth LLC58,304$8.45M0.2%N/A0.247%
4/23/2024 Raymond James Financial Services Advisors Inc.57,705$8.36M0.0%-49.5%0.245%
4/18/2024 Naviter Wealth LLC13,545$1.96M0.3%N/A0.057%
4/18/2024 Fifth Third Securities Inc.24,892$3.61M0.4%+191.8%0.105%
4/18/2024 Arlington Financial Advisors LLC4,033$584K0.1%-57.7%0.017%
4/16/2024 Webster Bank N. A.300$43K0.0%N/A0.001%
4/16/2024 Ameliora Wealth Management Ltd.185$27K0.0%-72.8%0.001%
4/13/2024 Retirement Planning Group LLC8,843$1.28M0.1%-5.3%0.041%
4/8/2024 Evensky & Katz LLC275,621$39.94M2.8%N/A1.270%
3/8/2024 ICA Group Wealth Management LLC17,043$2.27M0.5%+20.4%0.079%
3/5/2024 Wellington Management Group LLP142,912$19.01M0.0%-22.1%0.659%
3/1/2024 Goldman Sachs Group Inc.685,060$91.13M0.0%+12.6%3.157%
2/23/2024 Chicago Partners Investment Group LLC4,689$630K0.0%+3.6%0.022%
2/15/2024 Fullerton Fund Management Co Ltd.23,000$3.06M0.2%+155.6%0.106%
2/14/2024 Cassaday & Co Wealth Management LLC1,628$217K0.0%N/A0.008%
2/14/2024 Prudential PLC821,630$109.29M1.2%-2.1%3.786%
2/14/2024 Waterford Advisors LLC4,641$617K0.3%-10.7%0.021%
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2/13/2024 Angeles Wealth Management LLC144,737$19.25M2.3%-3.0%0.667%
2/13/2024 Oppenheimer & Co. Inc.9,913$1.32M0.0%-10.6%0.046%
2/13/2024 Goldman Sachs Group Inc.685,060$91.13M0.0%+12.6%3.157%
2/12/2024 Partners Capital Investment Group LLP270,334$35.96M0.8%+23.7%1.246%
2/12/2024 Steward Partners Investment Advisory LLC20,322$2.70M0.0%-2.0%0.094%
2/12/2024 Proquility Private Wealth Partners LLC9,999$1.33M0.5%N/A0.046%
2/12/2024 Hsbc Holdings PLC81,600$10.85M0.0%-30.5%0.376%
2/9/2024 Cambridge Investment Research Advisors Inc.13,369$1.78M0.0%+7.8%0.062%
2/9/2024 Cassaday & Co Wealth Management LLC1,628$217K0.0%N/A0.008%
2/9/2024 D.A. Davidson & CO.8,121$1.08M0.0%N/A0.037%
2/9/2024 UBS Group AG671,450$89.32M0.0%+6.4%3.094%
2/8/2024 Barings LLC278,266$37.02M1.2%+7.1%1.282%
2/8/2024Wade G W & Inc.4,143$551K0.0%-8.3%0.019%
2/8/2024 Empire Life Investments Inc.106,600$14.18M0.9%+65.3%0.491%
2/7/2024 Avantax Advisory Services Inc.3,640$484K0.0%+111.5%0.017%
2/7/2024 Principal Financial Group Inc.81,213$10.80M0.0%-45.7%0.374%
2/7/2024 Envestnet Portfolio Solutions Inc.16,358$2.18M0.0%N/A0.075%
2/6/2024 Family Asset Management LLC10,748$1.43M1.0%-3.1%0.050%
2/6/2024 SYM FINANCIAL Corp490$65K0.0%+4,354.5%0.002%
2/6/2024 National Bank of Canada FI409$54K0.0%-44.3%0.002%
2/6/2024 First Horizon Advisors Inc.213$28K0.0%N/A0.001%
2/6/2024 Great Valley Advisor Group Inc.7,436$989K0.0%N/A0.034%
2/5/2024 LWM Advisory Services LLC5,582$743K0.7%N/A0.026%
2/5/2024 Unique Wealth Strategies LLC1,808$240K0.2%N/A0.008%
2/2/2024 Truist Financial Corp6,016$800K0.0%+81.7%0.028%
2/2/2024 Bank Julius Baer & Co. Ltd Zurich202,503$26.94M0.1%-13.6%0.933%
2/1/2024 Lorne Steinberg Wealth Management Inc.3,019$402K0.1%-18.2%0.014%
2/1/2024 Sumitomo Mitsui DS Asset Management Company Ltd816,489$108.61M1.4%-4.8%3.763%
1/31/2024 Litman Gregory Wealth Management LLC8,574$1.14M0.1%-11.0%0.040%
1/31/2024 Beaumont Financial Advisors LLC2,410$321K0.0%-7.7%0.011%
1/31/2024 Migdal Insurance & Financial Holdings Ltd.1,300$173K0.0%-50.0%0.006%
1/31/2024 Beam Wealth Advisors Inc.26,812$3.57M2.3%-2.9%0.124%
1/30/2024 Rothschild & Co Wealth Management UK Ltd25,495$3.39M0.1%-55.0%0.117%
1/30/2024 Avior Wealth Management LLC11,792$1.57M0.1%-24.5%0.054%
1/30/2024 Main Street Research LLC14,429$1.92M0.2%+0.6%0.066%
1/30/2024 Mackenzie Financial Corp18,232$2.43M0.0%-47.5%0.084%
1/29/2024 Horst & Graben Wealth Management LLC1,625$216K0.0%N/A0.007%
1/29/2024Simplicity Solutions LLC58,656$7.80M0.2%+0.7%0.270%
1/29/2024 Meitav Investment House Ltd.8,700$1.16M0.0%+1.6%0.040%
1/29/2024 Perigon Wealth Management LLC2,454$326K0.0%+8.9%0.011%
1/26/2024 Cerity Partners LLC7,123$948K0.0%-35.4%0.033%
1/25/2024 Bleakley Financial Group LLC58,656$7.80M0.2%+0.7%0.270%
1/24/2024 Mirae Asset Global Investments Co. Ltd.74,000$9.84M0.0%-30.2%0.341%
1/24/2024 Allworth Financial LP2,804$373K0.0%-18.3%0.013%
1/24/2024 Private Trust Co. NA238$32K0.0%-40.6%0.001%
1/22/2024 LFA Lugano Financial Advisors SA410$55K0.0%N/A0.002%
1/19/2024 Fulcrum Equity Management46,192$6.14M7.6%N/A0.213%
1/18/2024 Investments & Financial Planning LLC44,569$5.93M4.4%+79.8%0.205%
1/16/2024 Raymond James Financial Services Advisors Inc.114,295$15.20M0.0%+118.8%0.527%
1/16/2024 Retirement Planning Group LLC9,338$1.24M0.1%-5.6%0.043%
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1/16/2024 Compagnie Lombard Odier SCmA11,045$1.47M0.0%+59.1%0.051%
1/12/2024 CX Institutional69,315$9.22M0.5%-68.7%0.319%
1/9/2024 WBH Advisory Inc.11,463$1.53M0.2%-8.9%0.053%
1/9/2024 Arlington Financial Advisors LLC9,525$1.27M0.4%+135.9%0.044%
12/1/2023 Wellington Management Group LLP183,434$22.04M0.0%-29.2%0.845%
11/27/2023 Banque Pictet & Cie SA28,905$3.47M0.0%-1.5%0.133%
11/24/2023 EP Wealth Advisors LLC862$104K0.0%N/A0.004%
11/15/2023 Royal Bank of Canada1,491,795$179.27M0.0%+5.0%6.875%
11/15/2023 Schroder Investment Management Group62,012$7.45M0.0%+40.9%0.286%
11/15/2023 Lido Advisors LLC8,254$992K0.0%-50.0%0.038%
(Data available from 1/1/2016 forward)

URTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of URTH shares?

During the previous two years, 162 institutional investors and hedge funds held shares of iShares MSCI World ETF. The most heavily invested institutionals were Royal Bank of Canada ($179.27M), Prudential PLC ($109.29M), Sumitomo Mitsui DS Asset Management Company Ltd ($108.61M), Goldman Sachs Group Inc. ($91.13M), UBS Group AG ($89.32M), Bank of America Corp DE ($84.14M), and BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($78.68M).Learn more on URTH's institutional investors.

Which institutional investors have been buying iShares MSCI World ETF stock?

Of the 138 institutional investors that purchased iShares MSCI World ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($245.50M), Flow Traders U.S. LLC ($1.00M), Moran Wealth Management LLC ($863.30K), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($720.16K), Jane Street Group LLC ($490.02K), Sumitomo Mitsui DS Asset Management Company Ltd ($473.44K), and Prudential PLC ($421.73K).

How much institutional buying is happening at iShares MSCI World ETF?

Institutional investors have bought a total of 254,362,280 shares in the last 24 months. This purchase volume represents approximately $31.58B in transactions.

Which iShares MSCI World ETF major shareholders have been selling company stock?

Of the 84 institutional investors that sold iShares MSCI World ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Moran Wealth Management LLC ($861.54K), Flow Traders U.S. LLC ($560.32K), CX Institutional ($439.80K), Bank of America Corp DE ($418.57K), Banco Santander S.A. ($395.36K), Sumitomo Mitsui DS Asset Management Company Ltd ($324.46K), and Principal Financial Group Inc. ($241.77K).

How much institutional selling is happening at iShares MSCI World ETF?

Institutional investors have sold a total of 4,658,850 shares in the last 24 months. This volume of shares sold represents approximately $552.83M in transactions.


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This page (NYSEARCA:URTH) was last updated on 5/19/2024 by MarketBeat.com Staff

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