Free Trial
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free URTH Stock Alerts

iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$209.16 +0.23 (+0.11%)
Closing price 04:10 PM Eastern
Extended Trading
$209.50 +0.34 (+0.16%)
As of 07:30 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares MSCI World ETF (NYSEARCA:URTH)

Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$821.12M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$279.03M
Get URTH Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI World ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

URTH Institutional Buying and Selling by Quarter

iShares MSCI World ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Avior Wealth Management LLC5,265$1.09M0.0%N/A0.013%
10/9/2026Brown Shipley& Co Ltd808$167K0.1%+107.2%0.002%
10/8/2026MTCO Ltd.110,601$22.81M14.9%N/A0.279%
10/8/2026Farther Finance Advisors LLC1,569$324K0.0%-28.0%0.004%
10/2/2026 CX Institutional3,822$788K0.0%-5.4%0.010%
9/23/2026Envestnet Asset Management Inc.165,382$33.51M0.0%-9.0%0.417%
9/22/2026State Street Corp8,900$1.80M0.0%N/A0.023%
9/9/2026Sequoia Financial Advisors LLC19,918$4.04M0.0%-3.6%0.051%
9/9/2026Cidel Asset Management Inc.6,283$1.27M0.1%-4.3%0.016%
9/9/2026Integrated Wealth Concepts LLC595$121K0.0%N/A0.002%
9/9/2026NewEdge Advisors LLC6,541$1.33M0.0%-77.0%0.017%
9/8/2026Waverly Advisors LLC3,794$769K0.0%-12.8%0.010%
8/23/2026Washington Trust Advisors Inc.304$62K0.0%-22.8%0.001%
8/23/2026Angeles Wealth Management LLC112,562$22.81M0.9%-4.4%0.286%
8/22/2026Noble Wealth Partners LLC1,887$382K0.3%N/A0.005%
8/22/2026TD Waterhouse Canada Inc.26,096$5.27M0.0%-6.6%0.066%
8/12/2026C M Bidwell & Associates Ltd.440$89K0.0%N/A0.001%
7/9/2026Asset Advisory Group Inc.13,435$2.72M1.2%+0.4%0.034%
7/2/2026 CX Institutional4,040$819K0.0%-6.0%0.010%
6/9/2026Rathbones Group PLC1,248$225K0.0%N/A0.003%
6/4/2026Fischer Investment Strategies LLC18,000$3.24M1.9%-25.0%0.042%
6/3/2026NewEdge Advisors LLC28,424$5.12M0.0%+2.1%0.067%
5/28/2026Lavelle Capital LP25,688$4.62M2.9%N/A0.060%
5/19/2026NewEdge Advisors LLC28,407$5.11M0.1%+2.0%0.067%
5/19/2026Bank of America Corp DE562,429$101.25M0.0%-0.8%1.320%
5/18/2026Guardian Partners Inc.293$53K0.0%N/A0.001%
5/18/2026Royal Bank of Canada2,156,319$388.18M0.1%+6.3%5.062%
5/18/2026Evelyn Partners Asset Management Ltd28,829$5.19M1.3%+0.2%0.068%
5/18/2026Evelyn Partners Investment Management Europe Ltd104,945$18.89M6.5%+0.8%0.246%
5/18/2026Evelyn Partners Investment Management LLP11,534$2.08M0.1%+14.5%0.027%
5/15/2026Waverly Advisors LLC4,351$783K0.0%+13.8%0.010%
5/14/2026Compound Planning Inc.5,961$1.07M0.0%+9.1%0.014%
5/14/2026Modern Wealth Management LLC3,359$611K0.0%N/A0.008%
5/14/2026Lido Advisors LLC46,075$8.30M0.0%-37.2%0.108%
5/13/2026Cetera Investment Advisers80,446$14.48M0.0%-8.4%0.189%
5/13/2026CI Investments Inc.183,610$33.05M0.2%-53.1%0.431%
5/6/2026Assetmark Inc.186$33K0.0%N/A0.000%
5/6/2026Barings LLC265,375$47.77M0.8%-8.1%0.623%
5/6/2026Angeles Wealth Management LLC117,701$21.19M1.2%-3.8%0.276%
5/6/2026Independent Financial Group LLC1,590$286K0.0%N/A0.004%
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)

A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor. This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.tc pixel

Click here to learn this company's name for free today
5/6/2026Prosperity Consulting Group LLC1,218$219K0.0%N/A0.003%
5/5/2026Bank of New York Mellon Corp2,270$409K0.0%-74.5%0.005%
5/5/2026LFA Lugano Financial Advisors SA723$130K0.1%+20.7%0.002%
5/5/2026Sanctuary Advisors LLC8,842$1.59M0.0%-4.9%0.021%
5/4/2026Principal Financial Group Inc.170,384$30.67M0.0%+6.4%0.400%
5/4/2026Chicago Partners Investment Group LLC2,910$567K0.0%+2.9%0.007%
5/1/2026Fifth Third Bancorp318$57K0.0%N/A0.001%
5/1/2026Sovran Advisors LLC1,430$281K0.0%+23.3%0.003%
5/1/2026Sequoia Financial Advisors LLC20,662$3.72M0.0%-5.7%0.049%
4/30/2026Hsbc Holdings PLC42,991$7.74M0.0%+41.9%0.103%
4/30/2026Main Street Research LLC14,742$2.65M0.2%-2.6%0.035%
4/30/2026Kestra Advisory Services LLC1,234$222K0.0%-33.4%0.003%
4/30/2026Beam Wealth Advisors Inc.21,030$3.79M0.9%-6.6%0.050%
4/30/2026LTS Liquid Investments LLC125,840$22.65M21.2%-0.6%0.300%
4/28/2026WBH Advisory Inc.18,058$3.28M0.2%-0.6%0.044%
4/27/2026Integrity Wealth Partners LLC4,403$793K0.7%N/A0.011%
4/24/2026Keystone Global Partners LLC50,422$9.08M4.0%+53.4%0.123%
4/22/2026Union Bancaire Privee UBP SA6,502$1.17M0.0%+5.4%0.016%
4/20/2026Kestra Private Wealth Services LLC4,042$728K0.0%N/A0.010%
4/18/2026Cidel Asset Management Inc.6,563$1.18M0.1%-11.4%0.016%
4/16/2026Evolve Private Wealth LLC1,867$336K0.0%-22.9%0.005%
4/16/2026Asset Advisory Group Inc.13,380$2.41M1.2%+4.5%0.033%
3/17/2026Rockefeller Capital Management L.P.3,889$722K0.0%+55,457.1%0.011%
2/23/2026Investments & Financial Planning LLC54,335$10.09M5.4%-1.1%0.149%
2/19/2026Compound Planning Inc.5,464$1.02M0.0%-22.9%0.015%
2/18/2026EP Wealth Advisors LLC1,656$308K0.0%N/A0.005%
2/18/2026Mackenzie Financial Corp39,540$7.38M0.0%+12.4%0.108%
2/18/2026NewEdge Advisors LLC27,853$5.17M0.0%+5.8%0.076%
2/18/2026Tudor Investment Corp ET AL2,098$390K0.0%N/A0.006%
2/18/2026Hyposwiss Advisors SA14,800$2.75M2.7%N/A0.041%
2/18/2026Evolve Private Wealth LLC2,422$450K0.0%N/A0.007%
2/17/2026GAM Holding AG137,304$25.48M1.6%+0.2%0.376%
2/17/2026EFG International AG8,171$1.52M0.0%N/A0.022%
2/17/2026Cetera Investment Advisers87,796$16.31M0.0%+15.3%0.241%
2/17/2026Equitable Holdings Inc.3,884$722K0.0%-4.2%0.011%
2/17/2026BTG Pactual Asset Management US LLC3,567$663K0.1%+142.7%0.010%
2/17/2026Roehl & Yi Investment Advisors LLC5,703$1.06M0.1%N/A0.016%
2/17/2026Osaic Holdings Inc.16,548$3.08M0.0%+5.7%0.045%
2/17/2026Advisory Services Network LLC2,951$548K0.0%-7.1%0.008%
2/17/2026Russell Investments Group Ltd.1,208$224K0.0%-34.8%0.003%
2/17/2026&PARTNERS1,905$354K0.0%N/A0.005%
2/17/2026Blair William & Co. IL7,014$1.30M0.0%+5.3%0.019%
2/17/2026Royal Bank of Canada2,027,632$376.67M0.1%+17.5%5.555%
2/16/2026MML Investors Services LLC49,330$9.16M0.0%+1,150.1%0.135%
2/16/2026Mariner LLC6,693$1.24M0.0%-19.0%0.018%
2/16/2026LM Advisors LLC218$40K0.0%-81.4%0.001%
2/16/2026Evelyn Partners Investment Management Europe Ltd104,148$19.35M6.3%+1.4%0.285%
2/16/2026Evelyn Partners Investment Management LLP10,074$1.87M0.1%+18.5%0.028%
2/16/2026Brown Advisory Inc.85,761$15.93M0.0%-12.6%0.235%
2/13/2026Kestra Advisory Services LLC1,853$344K0.0%N/A0.005%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/13/2026AlTi Global Inc.6,131$1.14M0.0%+1.0%0.017%
2/13/2026Smartleaf Asset Management LLC1,967$368K0.0%-13.1%0.005%
2/13/2026Morgan Stanley698,705$129.80M0.0%-12.9%1.914%
2/13/2026Schroder Investment Management Group49,005$9.16M0.0%-50.6%0.134%
2/13/2026State Street Corp48,460$9.00M0.0%N/A0.133%
2/13/2026Ieq Capital LLC2,363$439K0.0%-18.5%0.006%
2/13/2026Vontobel Holding Ltd.11,225$2.09M0.0%-11.4%0.031%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,207$596K0.0%N/A0.009%
2/13/2026Wells Fargo & Company MN64,286$11.94M0.0%+110.9%0.176%
2/13/2026Banco Santander S.A.305,829$56.81M0.4%+29.4%0.838%


URTH Institutional Ownership - Frequently Asked Questions

During the previous two years, 262 institutional investors and hedge funds held shares of iShares MSCI World ETF. The most heavily invested institutionals were Royal Bank of Canada ($388.18M), Federation des caisses Desjardins du Quebec ($200.08M), Amundi ($147.84M), Morgan Stanley ($129.80M), Bank of America Corp DE ($101.25M), Goldman Sachs Group Inc. ($100.79M), and Sumitomo Mitsui DS Asset Management Company Ltd ($91.26M).Learn more on iShares MSCI World ETF's institutional investors.

Of the 233 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: Northwestern Mutual Wealth Management Co. ($1.00M), Jane Street Group LLC ($944.51K), Amundi ($805.20K), Bank of America Corp DE ($692.02K), Royal Bank of Canada ($540.31K), Principal Financial Group Inc. ($396.83K), and Obermeyer Wealth Partners ($353.02K).

Institutional investors have bought a total of 4,451,597 shares in the last 24 months. This purchase volume represents approximately $821.12M in transactions.

Of the 86 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: Federation des caisses Desjardins du Quebec ($360.33K), CI Investments Inc. ($220.30K), Morgan Stanley ($103.50K), Mirae Asset Global Investments Co. Ltd. ($95.23K), Prudential PLC ($95.01K), Barings LLC ($92.73K), and JPMorgan Chase & Co. ($71.31K).

Institutional investors have sold a total of 1,516,645 shares in the last 24 months. This volume of shares sold represents approximately $279.03M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:URTH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel