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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$197.03 +1.47 (+0.75%)
As of 04:10 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)
165
Total
Institutional Inflows
(last 12 months)
$1.16B
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$352.07M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/1/2026 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%
3/17/2026Rockefeller 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%
2/18/2026 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%
2/17/2026EFG 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%
2/13/2026 Kestra 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%
2/12/2026 Advocate 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%
2/12/2026 Retirement 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%
2/12/2026 Commonwealth 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%
2/12/2026 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%
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%
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%
2/11/2026LPL Financial LLC233,889$43.45M0.0%+14.2%0.641%
2/11/2026JPMorgan Chase & Co.261,228$48.53M0.0%+14.4%0.716%
2/11/2026Pinebridge Investments LLC119,195$22.14M0.2%N/A0.327%
2/11/2026Prudential PLC465,500$86.48M0.7%-10.1%1.275%
2/10/2026Lido Advisors LLC73,421$13.50M0.0%-1.1%0.201%
2/10/2026BlackDiamond Wealth Management LLC1,847$354K0.2%+45.5%0.005%
2/10/2026Goldman Sachs Group Inc.542,545$100.79M0.0%-4.9%1.486%
2/10/2026Northwestern Mutual Wealth Management Co.54,962$10.21M0.0%+29.3%0.151%
2/10/2026MidAtlantic Capital Management Inc.1,902$353K0.2%-70.5%0.005%
2/9/2026Bleakley Financial Group LLC55,266$10.27M0.2%-3.5%0.151%
2/9/2026 Main Street Research LLC15,138$2.81M0.2%-9.5%0.041%
2/9/2026Tiff Advisory Services LLC202$37K0.0%N/A0.001%
2/6/2026HighTower Advisors LLC3,263$606K0.0%+14.2%0.009%
2/6/2026Auxano Advisors LLC2,270$422K0.1%+47.6%0.006%
2/6/2026 Envestnet Portfolio Solutions Inc.4,181$777K0.0%N/A0.011%
2/5/2026 TD Private Client Wealth LLC22,912$4.26M0.1%+124.8%0.063%
2/5/2026 Evensky & Katz LLC288,340$53.57M3.0%-0.2%0.790%
2/5/2026AlphaCore Capital LLC1,075$200K0.0%+217.1%0.003%
2/5/2026Northwestern Mutual Wealth Management Co.1,001,044$185.96M0.1%+2,255.5%2.743%
2/5/2026Dash Acquisitions Inc.1,202$227K0.0%-91.1%0.003%
2/5/2026Bank Julius Baer & Co. Ltd Zurich69,780$12.96M0.0%-10.6%0.191%


URTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of URTH shares?

During the previous two years, 258 institutional investors and hedge funds held shares of iShares MSCI World ETF. The most heavily invested institutionals were Royal Bank of Canada ($376.67M), Federation des caisses Desjardins du Quebec ($200.08M), Amundi ($147.84M), Morgan Stanley ($129.80M), Goldman Sachs Group Inc. ($100.79M), Sumitomo Mitsui DS Asset Management Company Ltd ($91.26M), and Prudential PLC ($86.48M).Learn more on iShares MSCI World ETF's institutional investors.

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

Of the 228 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 ($978.06K), Amundi ($805.20K), Bank of America Corp DE ($692.02K), Royal Bank of Canada ($411.62K), Principal Financial Group Inc. ($396.83K), and Obermeyer Wealth Partners ($353.02K).

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

Institutional investors have bought a total of 6,614,867 shares in the last 24 months. This purchase volume represents approximately $1.16B in transactions.

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

Of the 110 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), Sumitomo Mitsui DS Asset Management Company Ltd ($198.04K), Prudential PLC ($169.36K), Bank Julius Baer & Co. Ltd Zurich ($125.35K), Morgan Stanley ($103.50K), Bank of America Corp DE ($99.53K), and Mirae Asset Global Investments Co. Ltd. ($95.23K).

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

Institutional investors have sold a total of 2,006,452 shares in the last 24 months. This volume of shares sold represents approximately $352.07M in transactions.


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