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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$210.30 +2.30 (+1.11%)
As of 11:33 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI World ETF (NYSEARCA:URTH)

Number of
Institutional Buyers
(last 12 months)
129
Total
Institutional Inflows
(last 12 months)
$796.11M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$270.89M
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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
8/23/2026 Washington Trust Advisors Inc.304$62K0.0%-22.8%0.001%
8/23/2026 Angeles Wealth Management LLC112,562$22.81M0.9%-4.4%0.286%
8/22/2026 Noble Wealth Partners LLC1,887$382K0.3%N/A0.005%
8/22/2026 TD Waterhouse Canada Inc.26,096$5.27M0.0%-6.6%0.066%
8/12/2026 C M Bidwell & Associates Ltd.440$89K0.0%N/A0.001%
7/9/2026 Asset Advisory Group Inc.13,435$2.72M1.2%+0.4%0.034%
7/2/2026 CX Institutional4,040$819K0.0%-6.0%0.010%
6/9/2026 Rathbones Group PLC1,248$225K0.0%N/A0.003%
6/4/2026 Fischer Investment Strategies LLC18,000$3.24M1.9%-25.0%0.042%
6/3/2026 NewEdge Advisors LLC28,424$5.12M0.0%+2.1%0.067%
5/28/2026 Lavelle Capital LP25,688$4.62M2.9%N/A0.060%
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%
5/18/2026Evelyn 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%
5/15/2026 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%
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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%
4/27/2026Integrity 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%
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%
2/17/2026 GAM 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%
2/16/2026Evelyn 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%
2/16/2026 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%
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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%
2/12/2026 Elevated 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%


URTH Institutional Ownership - Frequently Asked Questions

During the previous two years, 260 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 229 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 4,330,837 shares in the last 24 months. This purchase volume represents approximately $796.11M in transactions.

Of the 85 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), Morgan Stanley ($103.50K), Mirae Asset Global Investments Co. Ltd. ($95.23K), Prudential PLC ($95.01K), Barings LLC ($92.73K), and JPMorgan Chase & Co. ($71.31K).

Institutional investors have sold a total of 1,476,562 shares in the last 24 months. This volume of shares sold represents approximately $270.89M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:URTH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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