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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$202.65 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
159
Total
Institutional Inflows
(last 12 months)
$951.98M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$352.35M
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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
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%
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%
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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%
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%
2/13/2026Gerber Kawasaki Wealth & Investment Management103,282$19.19M0.7%+2.3%0.283%
2/12/2026CI Investments Inc.391,402$72.71M0.3%+255.4%1.072%
2/12/2026Advocate Investing Services LLC1,960$364K0.3%N/A0.005%
2/12/2026Federation des caisses Desjardins du Quebec1,077,054$200.08M0.8%-25.1%2.951%
2/12/2026Retirement Management Systems Inc.52,265$9.71M2.5%N/A0.143%
2/12/2026Financial Engines Advisors L.L.C.1,080$201K0.0%-13.6%0.003%
2/12/2026Elevated Private Wealth LLC1,358$252K0.3%N/A0.004%
2/12/2026Litman Gregory Wealth Management LLC7,947$1.48M0.1%-15.0%0.022%
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2/12/2026Commonwealth Equity Services LLC25,676$4.77M0.0%-1.4%0.070%
2/12/2026StoneX Group Inc.2,982$554K0.0%+27.1%0.008%
2/12/2026Renaissance Technologies LLC8,500$1.58M0.0%N/A0.023%
2/12/2026Asset Advisory Group Inc.12,806$2.38M1.2%N/A0.035%
2/12/2026LWM Advisory Services LLC3,901$725K0.4%+20.3%0.011%
2/12/2026Marex Group plc5,451$1.01M0.0%-65.3%0.015%
2/12/2026Bank of Montreal Can276,231$51.32M0.0%+5.0%0.757%
2/12/2026Barings LLC288,921$53.67M1.0%-7.1%0.792%
2/12/2026Principal Securities Inc.1,353$251K0.0%+20.1%0.004%
2/11/2026Focus Partners Advisor Solutions LLC1,650$307K0.0%N/A0.005%


URTH Institutional Ownership - Frequently Asked Questions

During the previous two years, 264 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 5,251,563 shares in the last 24 months. This purchase volume represents approximately $951.98M in transactions.

Of the 103 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), Sumitomo Mitsui DS Asset Management Company Ltd ($198.04K), Prudential PLC ($117.66K), Bank of America Corp DE ($104.09K), Morgan Stanley ($103.50K), and Mirae Asset Global Investments Co. Ltd. ($95.23K).

Institutional investors have sold a total of 1,958,867 shares in the last 24 months. This volume of shares sold represents approximately $352.35M in transactions.


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This page (NYSEARCA:URTH) was last updated on 7/5/2026 by MarketBeat.com Staff.
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