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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$182.67 -0.85 (-0.46%)
Closing price 04:10 PM Eastern
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$182.68 +0.02 (+0.01%)
As of 04:12 PM Eastern
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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)
$816.07M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$471.04M
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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
10/2/2025 Investors Research Corp251$46K0.0%-36.6%0.001%
9/26/2025Corient Private Wealth LLC1,304$221K0.0%N/A0.004%
9/4/2025Osaic Holdings Inc.9,762$1.65M0.0%-4.7%0.031%
8/19/2025Advisory Services Network LLC3,290$563K0.0%+67.6%0.010%
8/15/2025Corient Private Wealth LLC1,304$221K0.0%N/A0.004%
8/15/2025Captrust Financial Advisors2,757$467K0.0%N/A0.009%
8/15/2025Two Sigma Securities LLC2,052$348K0.0%+42.7%0.007%
8/15/2025Smartleaf Asset Management LLC1,315$222K0.0%-29.6%0.004%
8/15/2025MML Investors Services LLC4,026$682K0.0%-60.6%0.013%
8/15/2025Lazard Asset Management LLC50,300$8.52M0.0%+184.8%0.160%
8/15/2025Great Valley Advisor Group Inc.7,347$1.24M0.0%-3.6%0.023%
8/15/2025BBR Partners LLC22,957$3.89M0.2%-2.1%0.073%
8/15/2025BNP Paribas Financial Markets4,521$766K0.0%-1.4%0.014%
8/15/2025Bank of America Corp DE202,674$34.33M0.0%-32.9%0.643%
8/14/2025Raymond James Financial Inc.115,770$19.61M0.0%+5.3%0.368%
8/14/2025Main Street Financial Solutions LLC3,029$513K0.0%N/A0.010%
8/14/2025NewEdge Advisors LLC25,404$4.30M0.0%+70,466.7%0.081%
8/14/2025Gerber Kawasaki Wealth & Investment Management79,757$13.51M0.5%+3.3%0.253%
8/13/2025Avestar Capital LLC17,137$2.90M0.2%-18.7%0.054%
8/13/2025StoneX Group Inc.2,347$398K0.0%+2.6%0.007%
8/13/2025Qtron Investments LLC5,337$904K0.1%N/A0.017%
8/13/2025Cresset Asset Management LLC21,749$3.68M0.0%+30.5%0.069%
8/13/2025Brown Advisory Inc.30,272$5.13M0.0%+0.6%0.096%
8/13/2025First Trust Advisors LP17,137$2.90M0.0%-18.7%0.054%
8/13/20251832 Asset Management L.P.1,995$338K0.0%N/A0.006%
8/13/2025Holos Integrated Wealth LLC1,285$223K0.1%-10.7%0.004%
8/13/2025Taikang Asset Management Hong Kong Co Ltd9,769$1.66M0.2%-33.5%0.031%
8/13/2025M&T Bank Corp8,382$1.42M0.0%+4.7%0.027%
8/13/2025Lido Advisors LLC48,589$8.23M0.0%+664.7%0.154%
8/13/2025Mount Capital Ltd23,725$4.02M1.3%-8.8%0.075%
8/13/2025Schroder Investment Management Group94,784$15.98M0.0%+2.8%0.301%
8/13/2025Mackenzie Financial Corp39,843$6.75M0.0%+22.6%0.126%
8/13/2025Northwestern Mutual Wealth Management Co.37,659$6.38M0.0%-20.7%0.120%
8/13/2025Choreo LLC2,364$400K0.0%N/A0.008%
8/13/2025Silphium Asset Management Ltd44,830$7.59M2.7%N/A0.142%
8/12/2025J.W. Cole Advisors Inc.1,828$310K0.0%N/A0.006%
8/12/2025Prudential Financial Inc.67,050$10.50M0.0%N/A0.213%
8/12/2025Barings LLC358,101$60.66M1.4%+14.0%1.137%
8/12/2025AlphaCore Capital LLC1,075$182K0.0%+217.1%0.003%
8/12/2025Archer Investment Corp484$82K0.0%+188.1%0.002%
8/12/2025Seeds Investor LLC9,433$1.60M0.4%+66.6%0.030%
8/12/2025JPMorgan Chase & Co.263,989$44.72M0.0%+15.8%0.838%
8/12/2025Personal CFO Solutions LLC3,002$508K0.1%N/A0.010%
8/12/2025Bank Julius Baer & Co. Ltd Zurich67,546$11.44M0.2%-34.9%0.214%
8/12/2025Auxano Advisors LLC1,270$215K0.1%N/A0.004%
8/12/2025Prudential PLC560,510$94.94M0.6%-3.9%1.779%
8/8/2025Cetera Investment Advisers74,235$12.57M0.0%-5.8%0.244%
8/8/2025Banco Bilbao Vizcaya Argentaria S.A.21,670$3.67M0.0%-1.7%0.071%
8/7/2025Nwam LLC3,210$553K0.0%+6.9%0.011%
8/7/2025Allworth Financial LP2,026$343K0.0%-3.5%0.007%
8/6/2025AE Wealth Management LLC150$25K0.0%+1,400.0%0.000%
8/5/2025Main Street Research LLC18,688$3.17M0.2%+1.0%0.061%
8/5/2025Obermeyer Wealth Partners341,698$57.88M2.9%N/A1.124%
8/5/2025Bank of Montreal Can151,032$25.58M0.0%-10.7%0.497%
8/5/2025Beam Wealth Advisors Inc.22,996$3.90M1.2%-6.4%0.076%
8/4/2025GAM Holding AG143,421$24.29M1.7%N/A0.472%
8/4/2025Impact Partnership Wealth LLC1,685$285K0.1%-16.4%0.006%
8/4/2025Atria Investments Inc1,630$276K0.0%N/A0.005%
8/1/2025SYM FINANCIAL Corp1,546$262K0.0%+94.2%0.005%
8/1/2025Banco Santander S.A.206,346$34.95M0.3%-14.4%0.679%
8/1/2025Envestnet Asset Management Inc.128,615$21.79M0.0%-8.4%0.423%
7/30/2025Bleakley Financial Group LLC55,444$9.39M0.2%+4.1%0.182%
7/30/2025Strategic Blueprint LLC4,320$732K0.0%+167.0%0.014%
7/30/2025Lorne Steinberg Wealth Management Inc.9,779$1.66M0.4%+109.6%0.032%
7/30/2025Arbor Investment Advisors LLC2,793$473K0.1%+43.8%0.009%
7/30/2025WBH Advisory Inc.18,917$3.20M0.3%+15.7%0.062%
7/29/2025Signature Estate & Investment Advisors LLC1,420$241K0.0%+8.5%0.005%
7/29/2025Angeles Wealth Management LLC119,304$20.21M1.4%+5.7%0.392%
7/28/2025Arlington Financial Advisors LLC2,975$504K0.1%-29.9%0.010%
7/28/2025Sagespring Wealth Partners LLC3,363$570K0.0%-20.9%0.011%
7/25/2025Atria Wealth Solutions Inc.1,256$213K0.0%N/A0.004%
7/25/2025Sequoia Financial Advisors LLC22,262$3.77M0.0%+29.4%0.073%
7/24/2025Fischer Investment Strategies LLC52,943$8.97M6.0%+13.3%0.174%
7/24/2025Blair William & Co. IL6,694$1.13M0.0%+3.4%0.022%
7/23/2025Vontobel Holding Ltd.14,042$2.38M0.0%+37.8%0.047%
7/23/2025Ameliora Wealth Management Ltd.440$75K0.0%-25.4%0.001%
7/23/2025Litman Gregory Wealth Management LLC9,348$1.58M0.1%+9.1%0.031%
7/22/2025Evensky & Katz LLC287,317$48.67M3.0%+0.1%0.955%
7/21/2025Mirae Asset Global Investments Co. Ltd.264,024$44.72M0.2%+8.8%0.877%
7/21/2025J. 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%
7/17/2025BFI Infinity Ltd.2,056$348K0.3%N/A0.007%
7/17/2025Capital Investment Advisors LLC10,073$1.71M0.0%-11.1%0.033%
7/17/2025Fifth Third Securities Inc.11,651$1.97M0.1%+8.3%0.039%
7/17/2025Avior Wealth Management LLC5,627$953K0.0%-4.5%0.019%
7/16/2025CX Institutional5,041$854K0.0%-6.0%0.017%
7/16/2025Banque Pictet & Cie SA28,523$4.83M0.0%-0.6%0.095%
7/15/2025TD Private Client Wealth LLC7,818$1.32M0.0%-1.4%0.026%
7/15/2025CHB Investment Group LLC7,594$1.29M0.7%-1.5%0.025%
7/15/2025Compagnie Lombard Odier SCmA48,329$8.19M0.1%+10.5%0.161%
7/15/2025Pictet North America Advisors SA16,365$2.77M0.3%-81.1%0.054%
7/14/2025Park Avenue Securities LLC4,172$707K0.0%-30.2%0.014%
7/11/2025CX Institutional5,041$854K0.0%-6.0%0.017%
7/10/2025Sumitomo 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%
5/19/2025Jane Street Group LLC472,254$72.34M0.0%N/A1.612%
5/16/2025Goldman Sachs Group Inc.604,708$92.63M0.0%+2.1%2.050%
5/16/2025Jones Financial Companies Lllp6,842$1.05M0.0%+474.5%0.023%
5/16/2025Sheridan Capital Management LLC16,621$2.55M1.9%+0.5%0.057%
5/16/2025KDT Advisors LLC3,100$475K0.7%N/A0.011%
(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 5,186,372 shares in the last 24 months. This purchase volume represents approximately $816.07M in transactions.

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

Of the 76 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 2,986,503 shares in the last 24 months. This volume of shares sold represents approximately $471.04M in transactions.


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This page (NYSEARCA:URTH) was last updated on 10/9/2025 by MarketBeat.com Staff
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