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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$152.88 -2.70 (-1.74%)
Closing price 04:10 PM Eastern
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$156.68 +3.80 (+2.49%)
As of 07:10 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)
128
Total
Institutional Inflows
(last 12 months)
$527.89M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$324.99M
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URTH Institutional Buying and Selling by Quarter

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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
3/13/2025PKO Investment Management Joint Stock Co24,800$3.86M0.5%N/A0.090%
2/28/2025 BridgePort Financial Solutions LLC2,132$337K0.2%N/A0.008%
2/27/2025Jefferies Financial Group Inc.34,432$5.35M0.0%+0.9%0.124%
2/20/2025 Mackenzie Financial Corp42,723$6.64M0.0%N/A0.181%
2/18/2025 Retirement Planning Group LLC7,384$1.15M0.1%-1.4%0.031%
2/18/2025 JDM Financial Group LLC1,457$227K0.1%-27.7%0.006%
2/18/2025 Focus Partners Advisor Solutions LLC1,650$257K0.0%N/A0.007%
2/17/2025 Squarepoint Ops LLC4,614$717K0.0%N/A0.020%
2/17/2025 Royal Bank of Canada1,348,221$209.65M0.0%-21.6%5.713%
2/17/2025 Lazard Asset Management LLC18,520$2.88M0.0%-7.0%0.078%
2/17/2025Jefferies Financial Group Inc.34,432$5.35M0.0%+0.9%0.146%
2/17/2025 Focus Partners Wealth4,577$712K0.0%N/A0.019%
2/17/2025 Evensky & Katz LLC283,582$44.10M2.9%+0.6%1.202%
2/17/2025 Cresset Asset Management LLC16,640$2.59M0.0%-49.9%0.071%
2/17/2025 Cetera Investment Advisers35,864$5.58M0.0%+44.6%0.152%
2/17/2025 Captrust Financial Advisors1,492$232K0.0%N/A0.006%
2/17/2025 Bank of America Corp DE742,267$115.42M0.0%+258.3%3.145%
2/17/2025 BNP Paribas Financial Markets4,266$663K0.0%+162.2%0.018%
2/17/2025 Aptus Capital Advisors LLC274$43K0.0%N/A0.001%
2/14/2025 Mercer Global Advisors Inc. ADV2,821$439K0.0%N/A0.012%
2/14/2025 Comerica Bank1,523$237K0.0%+25,283.3%0.006%
2/14/2025 Lido Advisors LLC6,354$988K0.0%-13.7%0.027%
2/14/2025 Gerber Kawasaki Wealth & Investment Management78,136$12.15M0.5%+1.0%0.331%
2/14/2025 MGO One Seven LLC5,735$892K0.0%N/A0.024%
2/14/2025 Pinebridge Investments L.P.18,487$2.88M0.0%N/A0.078%
2/14/2025 Hsbc Holdings PLC38,400$5.97M0.0%-6.1%0.163%
2/14/2025 TD Waterhouse Canada Inc.30,599$4.76M0.0%+0.4%0.130%
2/14/2025 MML Investors Services LLC29,594$4.60M0.0%+540.4%0.125%
2/14/2025 First Trust Advisors LP36,521$5.68M0.0%N/A0.155%
2/13/2025 Insigneo Advisory Services LLC2,599$404K0.0%+14.2%0.011%
2/13/2025 Causeway Capital Management LLC51,466$8.00M0.2%+254.9%0.218%
2/13/2025 Mariner LLC5,624$875K0.0%+3.2%0.024%
2/13/2025 BTG Pactual Asset Management US LLC1,470$229K0.0%N/A0.006%
2/13/2025 Sagespring Wealth Partners LLC3,976$618K0.0%N/A0.017%
2/13/2025 Sterling Capital Management LLC300$47K0.0%N/A0.001%
2/13/2025 Glass Jacobson Investment Advisors llc1,554$242K0.1%+280.9%0.007%
2/13/2025 Jaffetilchin Investment Partners LLC2,605$405K0.0%-2.8%0.011%
2/13/2025 Raymond James Financial Inc.120,352$18.72M0.0%N/A0.510%
2/13/2025 Renaissance Technologies LLC9,100$1.42M0.0%+193.5%0.039%
2/13/2025 Bank of Montreal Can135,578$21.08M0.0%-3.0%0.574%
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2/13/2025 Envestnet Asset Management Inc.279,894$43.52M0.0%+219.2%1.186%
2/13/2025 Wells Fargo & Company MN25,552$3.97M0.0%+3.7%0.108%
2/13/2025 Arizona PSPRS Trust127,936$19.89M0.6%+0.7%0.542%
2/13/2025 Prudential PLC634,860$98.72M0.5%-5.4%2.690%
2/12/2025 Schroder Investment Management Group89,333$13.95M0.0%-60.0%0.379%
2/12/2025 Blair William & Co. IL6,321$983K0.0%-3.0%0.027%
2/12/2025 JPMorgan Chase & Co.206,051$32.04M0.0%+4.3%0.873%
2/11/2025 Taikang Asset Management Hong Kong Co Ltd65,241$10.15M1.5%-14.2%0.276%
2/11/2025 LPL Financial LLC158,340$24.62M0.0%+47.6%0.671%
2/11/2025 Guardian Partners Inc.12,904$2.02M0.2%N/A0.055%
2/11/2025 Runnymede Capital Advisors Inc.235$37K0.0%N/A0.001%
2/11/2025 TD Private Client Wealth LLC22,405$3.48M0.1%+180.1%0.095%
2/11/2025 BluePointe Capital Management LLC33,103$5.15M2.9%-7.5%0.140%
2/11/2025 Xponance Inc.2,200$342K0.0%N/A0.009%
2/10/2025 Corient Private Wealth LLC1,482$230K0.0%+8.8%0.006%
2/10/2025 Envestnet Portfolio Solutions Inc.8,339$1.30M0.0%N/A0.035%
2/10/2025 Commonwealth Equity Services LLC38,549$5.99M0.0%+89.6%0.163%
2/10/2025 EverSource Wealth Advisors LLC1,563$243K0.0%N/A0.007%
2/7/2025 HighTower Advisors LLC6,624$1.03M0.0%+78.0%0.028%
2/7/2025 Independent Advisor Alliance2,802$436K0.0%N/A0.012%
2/7/2025 Main Street Research LLC17,616$2.74M0.2%+22.9%0.075%
2/7/2025 Barings LLC249,042$38.73M0.9%+26.2%1.055%
2/7/2025 Banco Santander S.A.264,780$41.17M0.5%+56.8%1.122%
2/7/2025 Bank Julius Baer & Co. Ltd Zurich184,631$31.68M0.1%+13.8%0.782%
2/7/2025 Mesirow Financial Investment Management Inc.2,785$433K0.0%N/A0.012%
2/7/2025 Beam Wealth Advisors Inc.25,358$3.94M1.2%-4.4%0.107%
2/6/2025 Vestmark Advisory Solutions Inc.14,640$2.28M0.1%N/A0.062%
2/6/2025 Washington Trust Advisors Inc.374$58K0.0%-19.0%0.002%
2/6/2025 Raymond James Financial Inc.120,352$18.72M0.0%N/A0.510%
2/6/2025 M&T Bank Corp16,387$2.55M0.0%N/A0.069%
2/6/2025 Atria Investments Inc1,591$247K0.0%N/A0.007%
2/6/2025 J.Safra Asset Management Corp1,274$199K0.0%N/A0.005%
2/6/2025 Victory Capital Management Inc.9,664$1.50M0.0%-44.2%0.041%
2/6/2025 Jones Financial Companies Lllp1,191$185K0.0%+26.6%0.005%
2/5/2025 Smartleaf Asset Management LLC2,053$321K0.0%-9.6%0.009%
2/5/2025 US Bancorp DE290$45K0.0%N/A0.001%
2/5/2025 Nwam LLC3,033$472K0.0%+8.2%0.013%
2/4/2025 Bank of New York Mellon Corp5,590$869K0.0%+164.6%0.024%
2/4/2025 Union Bancaire Privee UBP SA850$133K0.0%N/A0.004%
2/4/2025 Wealthgarden F.S. LLC1,668$259K0.2%-40.5%0.007%
2/3/2025 Cassaday & Co Wealth Management LLC1,790$278K0.0%+10.0%0.008%
2/3/2025 Centricity Wealth Management LLC450$70K0.1%N/A0.002%
1/31/2025 Lorne Steinberg Wealth Management Inc.6,712$1.04M0.3%+21.4%0.028%
1/31/2025 D.A. Davidson & CO.2,953$459K0.0%N/A0.013%
1/31/2025 Truist Financial Corp15,377$2.39M0.0%N/A0.065%
1/31/2025 Partners Capital Investment Group LLP23,734$3.69M0.1%-77.5%0.101%
1/31/2025 Sanctuary Advisors LLC7,004$1.13M0.0%+12.6%0.030%
1/31/2025 Principal Financial Group Inc.365,827$56.89M0.0%+233.8%1.550%
1/31/2025 WBH Advisory Inc.11,506$1.79M0.2%-3.0%0.049%
1/30/2025 Principal Securities Inc.414$64K0.0%+22.1%0.002%
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1/30/2025 Empire Life Investments Inc.148,300$23.06M1.4%+39.0%0.628%
1/30/2025 Pictet North America Advisors SA74,612$11.60M1.1%+19.5%0.316%
1/30/2025 Compagnie Lombard Odier SCmA42,992$6.69M0.1%+105.8%0.182%
1/30/2025 Vontobel Holding Ltd.14,243$2.22M0.0%-15.0%0.060%
1/29/2025 Avestar Capital LLC36,521$5.68M0.5%N/A0.155%
1/28/2025 Angeles Wealth Management LLC117,417$18.26M1.5%-1.6%0.498%
1/28/2025 Activest Wealth Management440$68K0.0%+57.1%0.002%
1/28/2025 Arlington Financial Advisors LLC4,188$651K0.1%+1.8%0.018%
1/28/2025 Ameliora Wealth Management Ltd.590$92K0.0%N/A0.003%
1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd616,617$95.88M1.0%-9.6%2.613%
(Data available from 1/1/2016 forward)

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URTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of URTH shares?

During the previous two years, 212 institutional investors and hedge funds held shares of iShares MSCI World ETF. The most heavily invested institutionals were Royal Bank of Canada ($209.65M), Bank of America Corp DE ($115.42M), Prudential PLC ($98.72M), Sumitomo Mitsui DS Asset Management Company Ltd ($95.88M), Goldman Sachs Group Inc. ($91.13M), UBS Group AG ($89.32M), and Principal Financial Group Inc. ($56.89M).Learn more on URTH's institutional investors.

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

Of the 179 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 ($245.52M), Flow Traders U.S. LLC ($741.00K), Principal Financial Group Inc. ($564.90K), Bank of America Corp DE ($535.13K), Prudential PLC ($408.30K), Evensky & Katz LLC ($283.58K), and Sumitomo Mitsui DS Asset Management Company Ltd ($268.05K).

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

Institutional investors have bought a total of 252,022,405 shares in the last 24 months. This purchase volume represents approximately $31.47B in transactions.

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

Of the 90 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), CX Institutional ($655.54K), Jane Street Group LLC ($548.22K), Flow Traders U.S. LLC ($541.10K), Royal Bank of Canada ($371.34K), Sumitomo Mitsui DS Asset Management Company Ltd ($336.22K), and Principal Financial Group Inc. ($295.39K).

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

Institutional investors have sold a total of 5,033,999 shares in the last 24 months. This volume of shares sold represents approximately $684.65M in transactions.


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This page (NYSEARCA:URTH) was last updated on 3/28/2025 by MarketBeat.com Staff
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