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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$202.54 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$947.03M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$351.21M
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Skip Chart & View Institutional Buying and Selling Data

URTH Institutional Buying and Selling by Quarter

iShares MSCI World ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 NewEdge Advisors LLC28,407$5.11M0.1%+2.0%0.067%
5/19/2026 Bank of America Corp DE562,429$101.25M0.0%-0.8%1.320%
5/18/2026 Guardian Partners Inc.293$53K0.0%N/A0.001%
5/18/2026 Royal Bank of Canada2,156,319$388.18M0.1%+6.3%5.062%
5/18/2026 Evelyn Partners Asset Management Ltd28,829$5.19M1.3%+0.2%0.068%
5/18/2026 Evelyn Partners Investment Management Europe Ltd104,945$18.89M6.5%+0.8%0.246%
5/18/2026 Evelyn Partners Investment Management LLP11,534$2.08M0.1%+14.5%0.027%
5/15/2026 Waverly Advisors LLC4,351$783K0.0%+13.8%0.010%
5/14/2026 Compound Planning Inc.5,961$1.07M0.0%+9.1%0.014%
5/14/2026 Modern Wealth Management LLC3,359$611K0.0%N/A0.008%
5/14/2026 Lido Advisors LLC46,075$8.30M0.0%-37.2%0.108%
5/13/2026 Cetera Investment Advisers80,446$14.48M0.0%-8.4%0.189%
5/13/2026 CI Investments Inc.183,610$33.05M0.2%-53.1%0.431%
5/6/2026 Assetmark Inc.186$33K0.0%N/A0.000%
5/6/2026 Barings LLC265,375$47.77M0.8%-8.1%0.623%
5/6/2026 Angeles Wealth Management LLC117,701$21.19M1.2%-3.8%0.276%
5/6/2026 Independent Financial Group LLC1,590$286K0.0%N/A0.004%
5/6/2026 Prosperity Consulting Group LLC1,218$219K0.0%N/A0.003%
5/5/2026 Bank of New York Mellon Corp2,270$409K0.0%-74.5%0.005%
5/5/2026 LFA Lugano Financial Advisors SA723$130K0.1%+20.7%0.002%
5/5/2026 Sanctuary Advisors LLC8,842$1.59M0.0%-4.9%0.021%
5/4/2026 Principal Financial Group Inc.170,384$30.67M0.0%+6.4%0.400%
5/4/2026 Chicago Partners Investment Group LLC2,910$567K0.0%+2.9%0.007%
5/1/2026 Fifth Third Bancorp318$57K0.0%N/A0.001%
5/1/2026 Sovran Advisors LLC1,430$281K0.0%+23.3%0.003%
5/1/2026 Sequoia Financial Advisors LLC20,662$3.72M0.0%-5.7%0.049%
4/30/2026 Hsbc Holdings PLC42,991$7.74M0.0%+41.9%0.103%
4/30/2026 Main Street Research LLC14,742$2.65M0.2%-2.6%0.035%
4/30/2026 Kestra Advisory Services LLC1,234$222K0.0%-33.4%0.003%
4/30/2026 Beam Wealth Advisors Inc.21,030$3.79M0.9%-6.6%0.050%
4/30/2026 LTS Liquid Investments LLC125,840$22.65M21.2%-0.6%0.300%
4/28/2026 WBH Advisory Inc.18,058$3.28M0.2%-0.6%0.044%
4/27/2026 Integrity Wealth Partners LLC4,403$793K0.7%N/A0.011%
4/24/2026 Keystone Global Partners LLC50,422$9.08M4.0%+53.4%0.123%
4/22/2026 Union Bancaire Privee UBP SA6,502$1.17M0.0%+5.4%0.016%
4/20/2026 Kestra Private Wealth Services LLC4,042$728K0.0%N/A0.010%
4/18/2026 Cidel Asset Management Inc.6,563$1.18M0.1%-11.4%0.016%
4/16/2026 Evolve Private Wealth LLC1,867$336K0.0%-22.9%0.005%
4/16/2026 Asset Advisory Group Inc.13,380$2.41M1.2%+4.5%0.033%
3/17/2026 Rockefeller Capital Management L.P.3,889$722K0.0%+55,457.1%0.011%
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2/23/2026 Investments & Financial Planning LLC54,335$10.09M5.4%-1.1%0.149%
2/19/2026 Compound Planning Inc.5,464$1.02M0.0%-22.9%0.015%
2/18/2026 EP Wealth Advisors LLC1,656$308K0.0%N/A0.005%
2/18/2026 Mackenzie Financial Corp39,540$7.38M0.0%+12.4%0.108%
2/18/2026 NewEdge Advisors LLC27,853$5.17M0.0%+5.8%0.076%
2/18/2026 Tudor Investment Corp ET AL2,098$390K0.0%N/A0.006%
2/18/2026 Hyposwiss Advisors SA14,800$2.75M2.7%N/A0.041%
2/18/2026 Evolve Private Wealth LLC2,422$450K0.0%N/A0.007%
2/17/2026GAM Holding AG137,304$25.48M1.6%+0.2%0.376%
2/17/2026 EFG International AG8,171$1.52M0.0%N/A0.022%
2/17/2026 Cetera Investment Advisers87,796$16.31M0.0%+15.3%0.241%
2/17/2026 Equitable Holdings Inc.3,884$722K0.0%-4.2%0.011%
2/17/2026 BTG Pactual Asset Management US LLC3,567$663K0.1%+142.7%0.010%
2/17/2026 Roehl & Yi Investment Advisors LLC5,703$1.06M0.1%N/A0.016%
2/17/2026 Osaic Holdings Inc.16,548$3.08M0.0%+5.7%0.045%
2/17/2026 Advisory Services Network LLC2,951$548K0.0%-7.1%0.008%
2/17/2026 Russell Investments Group Ltd.1,208$224K0.0%-34.8%0.003%
2/17/2026 &PARTNERS1,905$354K0.0%N/A0.005%
2/17/2026 Blair William & Co. IL7,014$1.30M0.0%+5.3%0.019%
2/17/2026 Royal Bank of Canada2,027,632$376.67M0.1%+17.5%5.555%
2/16/2026 MML Investors Services LLC49,330$9.16M0.0%+1,150.1%0.135%
2/16/2026 Mariner LLC6,693$1.24M0.0%-19.0%0.018%
2/16/2026 LM Advisors LLC218$40K0.0%-81.4%0.001%
2/16/2026 Evelyn Partners Investment Management Europe Ltd104,148$19.35M6.3%+1.4%0.285%
2/16/2026 Evelyn Partners Investment Management LLP10,074$1.87M0.1%+18.5%0.028%
2/16/2026 Brown Advisory Inc.85,761$15.93M0.0%-12.6%0.235%
2/13/2026 Kestra Advisory Services LLC1,853$344K0.0%N/A0.005%
2/13/2026 AlTi Global Inc.6,131$1.14M0.0%+1.0%0.017%
2/13/2026 Smartleaf Asset Management LLC1,967$368K0.0%-13.1%0.005%
2/13/2026 Morgan Stanley698,705$129.80M0.0%-12.9%1.914%
2/13/2026 Schroder Investment Management Group49,005$9.16M0.0%-50.6%0.134%
2/13/2026 State Street Corp48,460$9.00M0.0%N/A0.133%
2/13/2026 Ieq Capital LLC2,363$439K0.0%-18.5%0.006%
2/13/2026 Vontobel Holding Ltd.11,225$2.09M0.0%-11.4%0.031%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,207$596K0.0%N/A0.009%
2/13/2026 Wells Fargo & Company MN64,286$11.94M0.0%+110.9%0.176%
2/13/2026 Banco Santander S.A.305,829$56.81M0.4%+29.4%0.838%
2/13/2026 Gerber Kawasaki Wealth & Investment Management103,282$19.19M0.7%+2.3%0.283%
2/12/2026 CI Investments Inc.391,402$72.71M0.3%+255.4%1.072%
2/12/2026 Advocate Investing Services LLC1,960$364K0.3%N/A0.005%
2/12/2026 Federation des caisses Desjardins du Quebec1,077,054$200.08M0.8%-25.1%2.951%
2/12/2026 Retirement Management Systems Inc.52,265$9.71M2.5%N/A0.143%
2/12/2026 Financial 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%
2/12/2026 Commonwealth Equity Services LLC25,676$4.77M0.0%-1.4%0.070%
2/12/2026 StoneX Group Inc.2,982$554K0.0%+27.1%0.008%
2/12/2026 Renaissance Technologies LLC8,500$1.58M0.0%N/A0.023%
2/12/2026 Asset Advisory Group Inc.12,806$2.38M1.2%N/A0.035%
2/12/2026 LWM Advisory Services LLC3,901$725K0.4%+20.3%0.011%
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2/12/2026 Marex Group plc5,451$1.01M0.0%-65.3%0.015%
2/12/2026 Bank of Montreal Can276,231$51.32M0.0%+5.0%0.757%
2/12/2026 Barings LLC288,921$53.67M1.0%-7.1%0.792%
2/12/2026 Principal Securities Inc.1,353$251K0.0%+20.1%0.004%
2/11/2026 Focus Partners Advisor Solutions LLC1,650$307K0.0%N/A0.005%
2/11/2026 Arizona PSPRS Trust118,575$22.03M0.8%+0.8%0.325%
2/11/2026 LTS Liquid Investments LLC126,564$23.51M22.3%N/A0.347%
2/11/2026 LPL Financial LLC233,889$43.45M0.0%+14.2%0.641%
2/11/2026 JPMorgan Chase & Co.261,228$48.53M0.0%+14.4%0.716%
2/11/2026 Pinebridge Investments LLC119,195$22.14M0.2%N/A0.327%


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 231 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 5,224,056 shares in the last 24 months. This purchase volume represents approximately $947.03M 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 1,952,602 shares in the last 24 months. This volume of shares sold represents approximately $351.21M in transactions.



This page (NYSEARCA:URTH) was last updated on 5/25/2026 by MarketBeat.com Staff.
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