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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$176.66 +1.46 (+0.83%)
Closing price 09/4/2025 04:10 PM Eastern
Extended Trading
$176.66 0.00 (0.00%)
As of 09/4/2025 06:33 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares MSCI World ETF (NYSEARCA:URTH)

Number of
Institutional Buyers
(last 12 months)
164
Total
Institutional Inflows
(last 12 months)
$816.48M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$471.06M
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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
9/4/2025 Osaic Holdings Inc.9,762$1.65M0.0%-4.7%0.031%
8/19/2025 Advisory Services Network LLC3,290$563K0.0%+67.6%0.010%
8/15/2025 Corient Private Wealth LLC1,304$221K0.0%N/A0.004%
8/15/2025 Captrust Financial Advisors2,757$467K0.0%N/A0.009%
8/15/2025 Two Sigma Securities LLC2,052$348K0.0%+42.7%0.007%
8/15/2025 Smartleaf Asset Management LLC1,315$222K0.0%-29.6%0.004%
8/15/2025 MML Investors Services LLC4,026$682K0.0%-60.6%0.013%
8/15/2025 Lazard Asset Management LLC50,300$8.52M0.0%+184.8%0.160%
8/15/2025 Great Valley Advisor Group Inc.7,347$1.24M0.0%-3.6%0.023%
8/15/2025 BBR Partners LLC22,957$3.89M0.2%-2.1%0.073%
8/15/2025 BNP Paribas Financial Markets4,521$766K0.0%-1.4%0.014%
8/15/2025 Bank of America Corp DE202,674$34.33M0.0%-32.9%0.643%
8/14/2025 Raymond James Financial Inc.115,770$19.61M0.0%+5.3%0.368%
8/14/2025 Main Street Financial Solutions LLC3,029$513K0.0%N/A0.010%
8/14/2025 NewEdge Advisors LLC25,404$4.30M0.0%+70,466.7%0.081%
8/14/2025 Gerber Kawasaki Wealth & Investment Management79,757$13.51M0.5%+3.3%0.253%
8/13/2025 Avestar Capital LLC17,137$2.90M0.2%-18.7%0.054%
8/13/2025 StoneX Group Inc.2,347$398K0.0%+2.6%0.007%
8/13/2025 Qtron Investments LLC5,337$904K0.1%N/A0.017%
8/13/2025 Cresset Asset Management LLC21,749$3.68M0.0%+30.5%0.069%
8/13/2025 Brown Advisory Inc.30,272$5.13M0.0%+0.6%0.096%
8/13/2025 First Trust Advisors LP17,137$2.90M0.0%-18.7%0.054%
8/13/2025 1832 Asset Management L.P.1,995$338K0.0%N/A0.006%
8/13/2025 Holos Integrated Wealth LLC1,285$223K0.1%-10.7%0.004%
8/13/2025 Taikang Asset Management Hong Kong Co Ltd9,769$1.66M0.2%-33.5%0.031%
8/13/2025 M&T Bank Corp8,382$1.42M0.0%+4.7%0.027%
8/13/2025 Lido Advisors LLC48,589$8.23M0.0%+664.7%0.154%
8/13/2025 Mount Capital Ltd23,725$4.02M1.3%-8.8%0.075%
8/13/2025 Schroder Investment Management Group94,784$15.98M0.0%+2.8%0.301%
8/13/2025 Mackenzie Financial Corp39,843$6.75M0.0%+22.6%0.126%
8/13/2025 Northwestern Mutual Wealth Management Co.37,659$6.38M0.0%-20.7%0.120%
8/13/2025 Choreo LLC2,364$400K0.0%N/A0.008%
8/13/2025 Silphium Asset Management Ltd44,830$7.59M2.7%N/A0.142%
8/12/2025 J.W. Cole Advisors Inc.1,828$310K0.0%N/A0.006%
8/12/2025 Prudential Financial Inc.67,050$10.50M0.0%N/A0.213%
8/12/2025 Barings LLC358,101$60.66M1.4%+14.0%1.137%
8/12/2025 AlphaCore Capital LLC1,075$182K0.0%+217.1%0.003%
8/12/2025 Archer Investment Corp484$82K0.0%+188.1%0.002%
8/12/2025 Seeds Investor LLC9,433$1.60M0.4%+66.6%0.030%
8/12/2025 JPMorgan Chase & Co.263,989$44.72M0.0%+15.8%0.838%
8/12/2025 Personal CFO Solutions LLC3,002$508K0.1%N/A0.010%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich67,546$11.44M0.2%-34.9%0.214%
8/12/2025 Auxano Advisors LLC1,270$215K0.1%N/A0.004%
8/12/2025 Prudential PLC560,510$94.94M0.6%-3.9%1.779%
8/8/2025 Cetera Investment Advisers74,235$12.57M0.0%-5.8%0.244%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.21,670$3.67M0.0%-1.7%0.071%
8/7/2025 Nwam LLC3,210$553K0.0%+6.9%0.011%
8/7/2025 Allworth Financial LP2,026$343K0.0%-3.5%0.007%
8/6/2025 AE Wealth Management LLC150$25K0.0%+1,400.0%0.000%
8/5/2025 Main Street Research LLC18,688$3.17M0.2%+1.0%0.061%
8/5/2025 Obermeyer Wealth Partners341,698$57.88M2.9%N/A1.124%
8/5/2025 Bank of Montreal Can151,032$25.58M0.0%-10.7%0.497%
8/5/2025 Beam Wealth Advisors Inc.22,996$3.90M1.2%-6.4%0.076%
8/4/2025 GAM Holding AG143,421$24.29M1.7%N/A0.472%
8/4/2025 Impact Partnership Wealth LLC1,685$285K0.1%-16.4%0.006%
8/4/2025 Atria Investments Inc1,630$276K0.0%N/A0.005%
8/1/2025 SYM FINANCIAL Corp1,546$262K0.0%+94.2%0.005%
8/1/2025 Banco Santander S.A.206,346$34.95M0.3%-14.4%0.679%
8/1/2025 Envestnet Asset Management Inc.128,615$21.79M0.0%-8.4%0.423%
7/30/2025 Bleakley Financial Group LLC55,444$9.39M0.2%+4.1%0.182%
7/30/2025 Strategic Blueprint LLC4,320$732K0.0%+167.0%0.014%
7/30/2025 Lorne Steinberg Wealth Management Inc.9,779$1.66M0.4%+109.6%0.032%
7/30/2025 Arbor Investment Advisors LLC2,793$473K0.1%+43.8%0.009%
7/30/2025 WBH Advisory Inc.18,917$3.20M0.3%+15.7%0.062%
7/29/2025 Signature Estate & Investment Advisors LLC1,420$241K0.0%+8.5%0.005%
7/29/2025 Angeles Wealth Management LLC119,304$20.21M1.4%+5.7%0.392%
7/28/2025 Arlington Financial Advisors LLC2,975$504K0.1%-29.9%0.010%
7/28/2025 Sagespring Wealth Partners LLC3,363$570K0.0%-20.9%0.011%
7/25/2025 Atria Wealth Solutions Inc.1,256$213K0.0%N/A0.004%
7/25/2025 Sequoia Financial Advisors LLC22,262$3.77M0.0%+29.4%0.073%
7/24/2025 Fischer Investment Strategies LLC52,943$8.97M6.0%+13.3%0.174%
7/24/2025 Blair William & Co. IL6,694$1.13M0.0%+3.4%0.022%
7/23/2025 Vontobel Holding Ltd.14,042$2.38M0.0%+37.8%0.047%
7/23/2025 Ameliora Wealth Management Ltd.440$75K0.0%-25.4%0.001%
7/23/2025 Litman Gregory Wealth Management LLC9,348$1.58M0.1%+9.1%0.031%
7/22/2025 Evensky & Katz LLC287,317$48.67M3.0%+0.1%0.955%
7/21/2025 Mirae Asset Global Investments Co. Ltd.264,024$44.72M0.2%+8.8%0.877%
7/21/2025 J. Safra Sarasin Holding AG15,869$2.69M0.0%N/A0.053%
7/18/2025 Union Bancaire Privee UBP SA7,851$1.33M0.0%+823.6%0.026%
7/17/2025 BFI Infinity Ltd.2,056$348K0.3%N/A0.007%
7/17/2025 Capital Investment Advisors LLC10,073$1.71M0.0%-11.1%0.033%
7/17/2025 Fifth Third Securities Inc.11,651$1.97M0.1%+8.3%0.039%
7/17/2025 Avior Wealth Management LLC5,627$953K0.0%-4.5%0.019%
7/16/2025 CX Institutional5,041$854K0.0%-6.0%0.017%
7/16/2025 Banque Pictet & Cie SA28,523$4.83M0.0%-0.6%0.095%
7/15/2025 TD Private Client Wealth LLC7,818$1.32M0.0%-1.4%0.026%
7/15/2025 CHB Investment Group LLC7,594$1.29M0.7%-1.5%0.025%
7/15/2025 Compagnie Lombard Odier SCmA48,329$8.19M0.1%+10.5%0.161%
7/15/2025 Pictet North America Advisors SA16,365$2.77M0.3%-81.1%0.054%
7/14/2025 Park Avenue Securities LLC4,172$707K0.0%-30.2%0.014%
7/11/2025 CX Institutional5,041$854K0.0%-6.0%0.017%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd473,643$80.23M0.7%-24.0%1.574%
7/7/2025 Investors Research Corp396$67K0.0%-27.5%0.001%
5/19/2025 Jane Street Group LLC472,254$72.34M0.0%N/A1.612%
5/16/2025 Goldman Sachs Group Inc.604,708$92.63M0.0%+2.1%2.050%
5/16/2025 Jones Financial Companies Lllp6,842$1.05M0.0%+474.5%0.023%
5/16/2025 Sheridan Capital Management LLC16,621$2.55M1.9%+0.5%0.057%
5/16/2025 KDT Advisors LLC3,100$475K0.7%N/A0.011%
5/16/2025 Banque Transatlantique SA2,154$305K0.0%N/A0.007%
5/15/2025 Federation des caisses Desjardins du Quebec7,612$1.17M0.0%+416.1%0.026%
(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, 232 institutional investors and hedge funds held shares of iShares MSCI World ETF. The most heavily invested institutionals were Royal Bank of Canada ($223.38M), Prudential PLC ($94.94M), Goldman Sachs Group Inc. ($92.63M), UBS Group AG ($89.32M), Sumitomo Mitsui DS Asset Management Company Ltd ($80.23M), Jane Street Group LLC ($72.34M), and Barings LLC ($60.66M).Learn more on iShares MSCI World ETF's institutional investors.

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

Of the 201 institutional investors that purchased iShares MSCI World ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($978.06K), Bank of America Corp DE ($535.13K), Principal Financial Group Inc. ($514.28K), Obermeyer Wealth Partners ($341.70K), Evensky & Katz LLC ($287.32K), Banco Santander S.A. ($249.47K), and Raymond James Financial Inc. ($246.48K).

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

Institutional investors have bought a total of 5,189,082 shares in the last 24 months. This purchase volume represents approximately $816.48M in transactions.

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

Of the 77 institutional investors that sold iShares MSCI World ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($548.22K), Royal Bank of Canada ($371.34K), CX Institutional ($328.22K), Sumitomo Mitsui DS Asset Management Company Ltd ($257.68K), Principal Financial Group Inc. ($171.19K), Envestnet Asset Management Inc. ($151.28K), and Schroder Investment Management Group ($134.26K).

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

Institutional investors have sold a total of 2,986,658 shares in the last 24 months. This volume of shares sold represents approximately $471.06M in transactions.


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This page (NYSEARCA:URTH) was last updated on 9/5/2025 by MarketBeat.com Staff
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