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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$170.87 +1.00 (+0.59%)
As of 07/3/2025 05:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$702.68M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$420.45M
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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
5/19/2025Jane Street Group LLC472,254$72.34M0.0%N/A1.612%
5/16/2025Goldman Sachs Group Inc.604,708$92.63M0.0%+2.1%2.050%
5/16/2025Jones Financial Companies Lllp6,842$1.05M0.0%+474.5%0.023%
5/16/2025Sheridan Capital Management LLC16,621$2.55M1.9%+0.5%0.057%
5/16/2025KDT Advisors LLC3,100$475K0.7%N/A0.011%
5/16/2025Banque Transatlantique SA2,154$305K0.0%N/A0.007%
5/15/2025Federation des caisses Desjardins du Quebec7,612$1.17M0.0%+416.1%0.026%
5/15/2025Royal Bank of Canada1,458,304$223.38M0.0%+8.2%4.977%
5/15/2025DRW Securities LLC31,086$4.76M0.1%N/A0.106%
5/15/2025OLD Mission Capital LLC52,690$8.07M0.1%N/A0.180%
5/15/2025Gerber Kawasaki Wealth & Investment Management77,179$11.82M0.5%-1.2%0.263%
5/14/2025Jane Street Group LLC472,254$72.34M0.0%N/A1.612%
5/14/2025Arizona PSPRS Trust122,956$18.83M0.6%-3.9%0.420%
5/14/2025Taikang Asset Management Hong Kong Co Ltd14,689$2.25M0.3%-77.5%0.050%
5/14/2025Smartleaf Asset Management LLC1,867$285K0.0%-9.1%0.006%
5/14/2025Northwestern Mutual Wealth Management Co.47,482$7.27M0.0%+150.9%0.162%
5/14/2025Compound Planning Inc.6,518$998K0.0%+13.0%0.022%
5/14/2025Partners Capital Investment Group LLP175,970$26.96M0.5%+641.4%0.601%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.22,040$3.38M0.0%N/A0.075%
5/14/2025Hsbc Holdings PLC34,600$5.30M0.0%-9.9%0.118%
5/13/2025Raymond James Financial Inc.109,990$16.85M0.0%-8.6%0.375%
5/13/2025Vestmark Advisory Solutions Inc.10,293$1.58M0.0%-29.7%0.035%
5/13/2025Evensky & Katz LLC286,973$43.96M2.9%+1.2%0.979%
5/13/2025Prudential PLC583,160$89.33M0.5%-8.1%1.990%
5/13/2025HighTower Advisors LLC2,607$399K0.0%-60.6%0.009%
5/12/2025Beam Wealth Advisors Inc.24,562$3.76M1.3%-3.1%0.084%
5/12/2025AlphaCore Capital LLC339$52K0.0%N/A0.001%
5/12/2025WBH Advisory Inc.16,349$2.50M0.2%+42.1%0.056%
5/9/2025Chicago Partners Investment Group LLC3,008$469K0.0%+2.3%0.011%
5/9/2025Empire Life Investments Inc.70,200$10.75M0.7%-52.7%0.253%
5/9/2025Blair William & Co. IL6,476$992K0.0%+2.5%0.023%
5/9/2025Banco Santander S.A.241,080$36.93M0.4%-9.0%0.870%
5/9/2025Barings LLC314,245$48.14M1.2%+26.2%1.134%
5/8/2025Jefferies Financial Group Inc.34,627$5.30M0.0%+0.6%0.125%
5/8/2025Mesirow Financial Investment Management Inc.29,276$4.48M0.1%+951.2%0.106%
5/7/2025Mackenzie Financial Corp32,496$4.98M0.0%-23.9%0.117%
5/7/2025LPL Financial LLC164,547$25.21M0.0%+3.9%0.594%
5/7/2025Angeles Wealth Management LLC112,892$17.29M1.4%-3.9%0.408%
5/6/2025Cetera Investment Advisers78,827$12.08M0.0%+119.8%0.285%
5/6/2025Avantax Advisory Services Inc.7,190$1.10M0.0%N/A0.026%
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5/6/2025Brookwood Investment Group LLC1,650$253K0.0%N/A0.006%
5/6/2025Bank Julius Baer & Co. Ltd Zurich103,751$15.89M0.1%-43.8%0.375%
5/5/2025Impact Partnership Wealth LLC2,015$309K0.1%+7.2%0.007%
5/2/2025Wealthgarden F.S. LLC1,568$240K0.2%-6.0%0.006%
5/2/2025BluePointe Capital Management LLC41,546$6.36M2.4%+25.5%0.150%
5/1/2025Bleakley Financial Group LLC53,264$8.16M0.3%-1.7%0.192%
5/1/2025Fifth Third Securities Inc.10,758$1.65M0.1%-52.4%0.039%
5/1/2025Xponance Inc.37,094$5.68M0.1%+1,586.1%0.134%
4/30/2025Allworth Financial LP2,099$319K0.0%-26.0%0.008%
4/30/2025Investments & Financial Planning LLC51,215$7.85M5.1%+3.2%0.185%
4/30/2025Main Street Research LLC18,505$2.84M0.2%+5.0%0.067%
4/30/2025Banque Pictet & Cie SA28,705$4.40M0.0%+1.5%0.104%
4/30/2025M&T Bank Corp8,006$1.23M0.0%-51.1%0.029%
4/30/2025Stratos Investment Management LLC3,609$553K0.0%N/A0.013%
4/30/2025Brown Advisory Inc.30,090$4.61M0.0%+91.4%0.109%
4/29/2025TD Private Client Wealth LLC7,928$1.21M0.0%-64.6%0.029%
4/29/2025Envestnet Asset Management Inc.140,415$21.51M0.0%-49.8%0.507%
4/29/2025Bank of New York Mellon Corp2,087$320K0.0%-62.7%0.008%
4/29/2025Strategic Blueprint LLC1,618$248K0.0%N/A0.006%
4/28/2025Principal Financial Group Inc.194,637$29.81M0.0%-46.8%0.703%
4/28/2025Pictet North America Advisors SA86,417$13.24M1.3%+15.8%0.312%
4/28/2025Sumitomo Mitsui DS Asset Management Company Ltd623,606$95.52M1.0%+1.1%2.251%
4/28/2025Vontobel Holding Ltd.10,190$1.56M0.0%-28.5%0.037%
4/24/2025Tsfg LLC403$62K0.0%-20.7%0.001%
4/24/2025Mirae Asset Global Investments Co. Ltd.242,683$37.10M0.1%+39.5%0.876%
4/23/2025Sequoia Financial Advisors LLC17,209$2.64M0.0%N/A0.062%
4/22/2025Cambridge Investment Research Advisors Inc.9,153$1.40M0.0%-1.9%0.033%
4/22/2025Compass Ion Advisors LLC1,498$229K0.0%N/A0.005%
4/21/2025Avior Wealth Management LLC5,890$902K0.0%-17.0%0.021%
4/17/2025Sagespring Wealth Partners LLC4,254$652K0.0%+7.0%0.015%
4/17/2025Lorne Steinberg Wealth Management Inc.4,666$715K0.2%-30.5%0.017%
4/17/2025CHB Investment Group LLC7,711$1.18M0.6%+18.4%0.028%
4/16/2025Compagnie Lombard Odier SCmA43,720$6.70M0.1%+1.7%0.158%
4/15/2025CX Institutional5,365$822K0.0%-14.2%0.019%
4/15/2025SG Americas Securities LLC3,530$541K0.0%+7.5%0.013%
4/14/2025Capital Investment Advisors LLC11,335$1.74M0.0%N/A0.041%
4/14/2025Park Avenue Securities LLC5,977$916K0.0%-74.2%0.022%
4/14/2025RDA Financial Network2,331$357K0.1%N/A0.008%
4/11/2025Magnus Financial Group LLC2,991$458K0.0%+43.5%0.011%
4/10/2025Retirement Planning Group LLC7,268$1.11M0.1%-1.6%0.026%
3/13/2025PKO Investment Management Joint Stock Co24,800$3.86M0.5%N/A0.090%
2/28/2025BridgePort Financial Solutions LLC2,132$337K0.2%N/A0.008%
2/27/2025Jefferies Financial Group Inc.34,432$5.35M0.0%+0.9%0.124%
2/20/2025Mackenzie Financial Corp42,723$6.64M0.0%N/A0.181%
2/18/2025Retirement Planning Group LLC7,384$1.15M0.1%-1.4%0.031%
2/18/2025JDM Financial Group LLC1,457$227K0.1%-27.7%0.006%
2/18/2025Focus Partners Advisor Solutions LLC1,650$257K0.0%N/A0.007%
2/17/2025Squarepoint Ops LLC4,614$717K0.0%N/A0.020%
2/17/2025Royal Bank of Canada1,348,221$209.65M0.0%-21.6%5.713%
2/17/2025Lazard Asset Management LLC18,520$2.88M0.0%-7.0%0.078%
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2/17/2025Jefferies Financial Group Inc.34,432$5.35M0.0%+0.9%0.146%
2/17/2025Focus Partners Wealth4,577$712K0.0%N/A0.019%
2/17/2025Evensky & Katz LLC283,582$44.10M2.9%+0.6%1.202%
2/17/2025Cresset Asset Management LLC16,640$2.59M0.0%-49.9%0.071%
2/17/2025Cetera Investment Advisers35,864$5.58M0.0%+44.6%0.152%
2/17/2025Captrust Financial Advisors1,492$232K0.0%N/A0.006%
2/17/2025Bank of America Corp DE742,267$115.42M0.0%+258.3%3.145%
2/17/2025BNP Paribas Financial Markets4,266$663K0.0%+162.2%0.018%
2/17/2025Aptus Capital Advisors LLC274$43K0.0%N/A0.001%
2/14/2025Mercer Global Advisors Inc. ADV2,821$439K0.0%N/A0.012%
(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, 222 institutional investors and hedge funds held shares of iShares MSCI World ETF. The most heavily invested institutionals were Royal Bank of Canada ($223.38M), Bank of America Corp DE ($115.42M), Sumitomo Mitsui DS Asset Management Company Ltd ($95.52M), Goldman Sachs Group Inc. ($92.63M), Prudential PLC ($89.33M), UBS Group AG ($89.32M), and Jane Street Group LLC ($72.34M).Learn more on iShares MSCI World ETF's institutional investors.

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

Of the 185 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: Bank Julius Baer & Co. Ltd Zurich ($245.50M), Jane Street Group LLC ($978.06K), Bank of America Corp DE ($535.13K), Principal Financial Group Inc. ($514.28K), Evensky & Katz LLC ($286.97K), Partners Capital Investment Group LLP ($276.01K), and Sumitomo Mitsui DS Asset Management Company Ltd ($275.04K).

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

Institutional investors have bought a total of 4,554,523 shares in the last 24 months. This purchase volume represents approximately $702.68M in transactions.

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

Of the 67 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: Jane Street Group LLC ($548.22K), Royal Bank of Canada ($371.34K), CX Institutional ($338.74K), Principal Financial Group Inc. ($278.54K), Envestnet Asset Management Inc. ($139.48K), Sumitomo Mitsui DS Asset Management Company Ltd ($139.44K), and Schroder Investment Management Group ($134.26K).

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

Institutional investors have sold a total of 2,716,188 shares in the last 24 months. This volume of shares sold represents approximately $420.45M in transactions.



This page (NYSEARCA:URTH) was last updated on 7/4/2025 by MarketBeat.com Staff
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