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iShares MSCI World ETF (URTH) Institutional Ownership

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(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares MSCI World ETF (NYSEARCA:URTH)

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$30.99B
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$367.20M
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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
4/23/2024 Raymond James Financial Services Advisors Inc.57,705$8.36M0.0%-49.5%0.245%
4/18/2024Naviter Wealth LLC13,545$1.96M0.3%N/A0.057%
4/18/2024Fifth Third Securities Inc.24,892$3.61M0.4%+191.8%0.105%
4/18/2024Arlington Financial Advisors LLC4,033$584K0.1%-57.7%0.017%
4/16/2024Webster Bank N. A.300$43K0.0%N/A0.001%
4/16/2024Ameliora Wealth Management Ltd.185$27K0.0%-72.8%0.001%
4/13/2024 Retirement Planning Group LLC8,843$1.28M0.1%-5.3%0.041%
4/8/2024 Evensky & Katz LLC275,621$39.94M2.8%N/A1.270%
3/8/2024ICA Group Wealth Management LLC17,043$2.27M0.5%+20.4%0.079%
3/5/2024Wellington Management Group LLP142,912$19.01M0.0%-22.1%0.659%
3/1/2024Goldman Sachs Group Inc.685,060$91.13M0.0%+12.6%3.157%
2/23/2024Chicago Partners Investment Group LLC4,689$630K0.0%+3.6%0.022%
2/15/2024Fullerton Fund Management Co Ltd.23,000$3.06M0.2%+155.6%0.106%
2/14/2024Cassaday & Co Wealth Management LLC1,628$217K0.0%N/A0.008%
2/14/2024Prudential PLC821,630$109.29M1.2%-2.1%3.786%
2/14/2024Waterford Advisors LLC4,641$617K0.3%-10.7%0.021%
2/13/2024Angeles Wealth Management LLC144,737$19.25M2.3%-3.0%0.667%
2/13/2024Oppenheimer & Co. Inc.9,913$1.32M0.0%-10.6%0.046%
2/13/2024Goldman Sachs Group Inc.685,060$91.13M0.0%+12.6%3.157%
2/12/2024Partners Capital Investment Group LLP270,334$35.96M0.8%+23.7%1.246%
2/12/2024Steward Partners Investment Advisory LLC20,322$2.70M0.0%-2.0%0.094%
2/12/2024Proquility Private Wealth Partners LLC9,999$1.33M0.5%N/A0.046%
2/12/2024Hsbc Holdings PLC81,600$10.85M0.0%-30.5%0.376%
2/9/2024Cambridge Investment Research Advisors Inc.13,369$1.78M0.0%+7.8%0.062%
2/9/2024Cassaday & Co Wealth Management LLC1,628$217K0.0%N/A0.008%
2/9/2024D.A. Davidson & CO.8,121$1.08M0.0%N/A0.037%
2/9/2024UBS Group AG671,450$89.32M0.0%+6.4%3.094%
2/8/2024Barings LLC278,266$37.02M1.2%+7.1%1.282%
2/8/2024Wade G W & Inc.4,143$551K0.0%-8.3%0.019%
2/8/2024Empire Life Investments Inc.106,600$14.18M0.9%+65.3%0.491%
2/7/2024Avantax Advisory Services Inc.3,640$484K0.0%+111.5%0.017%
2/7/2024Principal Financial Group Inc.81,213$10.80M0.0%-45.7%0.374%
2/7/2024Envestnet Portfolio Solutions Inc.16,358$2.18M0.0%N/A0.075%
2/6/2024Family Asset Management LLC10,748$1.43M1.0%-3.1%0.050%
2/6/2024SYM FINANCIAL Corp490$65K0.0%+4,354.5%0.002%
2/6/2024National Bank of Canada FI409$54K0.0%-44.3%0.002%
2/6/2024First Horizon Advisors Inc.213$28K0.0%N/A0.001%
2/6/2024Great Valley Advisor Group Inc.7,436$989K0.0%N/A0.034%
2/5/2024LWM Advisory Services LLC5,582$743K0.7%N/A0.026%
2/5/2024Unique Wealth Strategies LLC1,808$240K0.2%N/A0.008%
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2/2/2024Truist Financial Corp6,016$800K0.0%+81.7%0.028%
2/2/2024Bank Julius Baer & Co. Ltd Zurich202,503$26.94M0.1%-13.6%0.933%
2/1/2024Lorne Steinberg Wealth Management Inc.3,019$402K0.1%-18.2%0.014%
2/1/2024Sumitomo Mitsui DS Asset Management Company Ltd816,489$108.61M1.4%-4.8%3.763%
1/31/2024Litman Gregory Wealth Management LLC8,574$1.14M0.1%-11.0%0.040%
1/31/2024Beaumont Financial Advisors LLC2,410$321K0.0%-7.7%0.011%
1/31/2024Migdal Insurance & Financial Holdings Ltd.1,300$173K0.0%-50.0%0.006%
1/31/2024Beam Wealth Advisors Inc.26,812$3.57M2.3%-2.9%0.124%
1/30/2024Rothschild & Co Wealth Management UK Ltd25,495$3.39M0.1%-55.0%0.117%
1/30/2024Avior Wealth Management LLC11,792$1.57M0.1%-24.5%0.054%
1/30/2024Main Street Research LLC14,429$1.92M0.2%+0.6%0.066%
1/30/2024Mackenzie Financial Corp18,232$2.43M0.0%-47.5%0.084%
1/29/2024 Horst & Graben Wealth Management LLC1,625$216K0.0%N/A0.007%
1/29/2024Simplicity Solutions LLC58,656$7.80M0.2%+0.7%0.270%
1/29/2024Meitav Investment House Ltd.8,700$1.16M0.0%+1.6%0.040%
1/29/2024Perigon Wealth Management LLC2,454$326K0.0%+8.9%0.011%
1/26/2024Cerity Partners LLC7,123$948K0.0%-35.4%0.033%
1/25/2024Bleakley Financial Group LLC58,656$7.80M0.2%+0.7%0.270%
1/24/2024Mirae Asset Global Investments Co. Ltd.74,000$9.84M0.0%-30.2%0.341%
1/24/2024Allworth Financial LP2,804$373K0.0%-18.3%0.013%
1/24/2024Private Trust Co. NA238$32K0.0%-40.6%0.001%
1/22/2024LFA Lugano Financial Advisors SA410$55K0.0%N/A0.002%
1/19/2024Fulcrum Equity Management46,192$6.14M7.6%N/A0.213%
1/18/2024Investments & Financial Planning LLC44,569$5.93M4.4%+79.8%0.205%
1/16/2024 Raymond James Financial Services Advisors Inc.114,295$15.20M0.0%+118.8%0.527%
1/16/2024 Retirement Planning Group LLC9,338$1.24M0.1%-5.6%0.043%
1/16/2024Compagnie Lombard Odier SCmA11,045$1.47M0.0%+59.1%0.051%
1/12/2024CX Institutional69,315$9.22M0.5%-68.7%0.319%
1/9/2024WBH Advisory Inc.11,463$1.53M0.2%-8.9%0.053%
1/9/2024Arlington Financial Advisors LLC9,525$1.27M0.4%+135.9%0.044%
12/1/2023Wellington Management Group LLP183,434$22.04M0.0%-29.2%0.845%
11/27/2023Banque Pictet & Cie SA28,905$3.47M0.0%-1.5%0.133%
11/24/2023EP Wealth Advisors LLC862$104K0.0%N/A0.004%
11/15/2023Royal Bank of Canada1,491,795$179.27M0.0%+5.0%6.875%
11/15/2023Schroder Investment Management Group62,012$7.45M0.0%+40.9%0.286%
11/15/2023Lido Advisors LLC8,254$992K0.0%-50.0%0.038%
11/14/2023Lazard Asset Management LLC23,696$2.85M0.0%-2.7%0.109%
11/13/2023C M Bidwell & Associates Ltd.363$44K0.0%-87.3%0.002%
11/13/2023Personal CFO Solutions LLC2,098$252K0.0%N/A0.010%
11/13/2023Cary Street Partners Investment Advisory LLC210$25K0.0%+128.3%0.001%
11/13/2023Mariner LLC4,974$598K0.0%+36.1%0.023%
11/13/2023LPL Financial LLC65,143$7.83M0.0%+2.6%0.300%
11/13/2023Hsbc Holdings PLC117,340$14.10M0.0%-3.3%0.541%
11/13/2023Envestnet Asset Management Inc.73,067$8.78M0.0%+36.3%0.337%
11/13/2023Prudential PLC839,400$100.87M1.2%-2.3%3.868%
11/13/2023Financial Engines Advisors L.L.C.2,023$243K0.0%-32.9%0.009%
11/13/2023Bank Julius Baer & Co. Ltd Zurich234,272$28.15M0.2%-4.6%1.080%
11/9/2023UBS Group AG631,326$75.87M0.0%-1.5%2.909%
11/8/2023Wade G W & Inc.4,518$543K0.0%-1.8%0.021%
11/8/2023HighTower Advisors LLC5,727$686K0.0%+3.0%0.026%
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11/8/2023 Banque Cantonale Vaudoise5,380$647K0.0%-41.4%0.025%
11/8/2023Banco Santander S.A.26,140$3.14M0.0%-67.1%0.120%
11/8/2023J.P. Morgan Private Wealth Advisors LLC8,395$1.01M0.0%-6.7%0.039%
11/8/2023Avantax Advisory Services Inc.1,721$207K0.0%N/A0.008%
11/8/2023Oppenheimer & Co. Inc.11,089$1.33M0.0%-11.8%0.051%
11/7/2023Barclays PLC1,711$206K0.0%N/A0.008%
11/4/2023Main Street Research LLC14,348$1.72M0.2%+1.3%0.066%
11/3/2023SteelPeak Wealth LLC3,998$480K0.0%+22.5%0.018%
11/3/2023Arlington Financial Advisors LLC4,038$485K0.2%+2.5%0.019%
11/2/2023Principal Financial Group Inc.149,569$17.97M0.0%+61.8%0.689%
(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, 163 institutional investors and hedge funds held shares of iShares MSCI World ETF. The most heavily invested institutionals were Royal Bank of Canada ($179.27M), Prudential PLC ($109.29M), Sumitomo Mitsui DS Asset Management Company Ltd ($108.61M), Goldman Sachs Group Inc. ($91.13M), UBS Group AG ($89.32M), Bank of America Corp DE ($84.14M), and BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($78.68M).Learn more on URTH's institutional investors.

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

Of the 141 institutional investors that purchased iShares MSCI World ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($245.51M), Flow Traders U.S. LLC ($980.62K), Moran Wealth Management LLC ($863.30K), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($720.16K), Sumitomo Mitsui DS Asset Management Company Ltd ($473.44K), Jane Street Group LLC ($456.46K), and Prudential PLC ($421.73K).

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

Institutional investors have bought a total of 254,704,972 shares in the last 24 months. This purchase volume represents approximately $31.62B in transactions.

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

Of the 88 institutional investors that sold iShares MSCI World ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Moran Wealth Management LLC ($861.54K), Flow Traders U.S. LLC ($560.32K), CX Institutional ($439.80K), Bank of America Corp DE ($418.57K), Banco Santander S.A. ($395.36K), Sumitomo Mitsui DS Asset Management Company Ltd ($324.46K), and Principal Financial Group Inc. ($241.77K).

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

Institutional investors have sold a total of 4,972,570 shares in the last 24 months. This volume of shares sold represents approximately $592.64M in transactions.


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This page (NYSEARCA:URTH) was last updated on 4/24/2024 by MarketBeat.com Staff

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