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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$157.47 -0.29 (-0.18%)
(As of 10:38 AM ET)

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

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$273.46M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$276.77M
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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
11/18/2024 Rehmann Capital Advisory Group2,378$373K0.0%+4.1%0.010%
11/18/2024 TD Private Client Wealth LLC8,000$1.26M0.0%+125.3%0.034%
11/18/2024 Sunbelt Securities Inc.173$27K0.0%N/A0.001%
11/18/2024 JDM Financial Group LLC2,015$316K0.2%-34.9%0.009%
11/15/2024 Glass Jacobson Investment Advisors llc408$64K0.0%+24.8%0.002%
11/15/2024 MML Investors Services LLC4,621$725K0.0%+31.8%0.020%
11/15/2024 Insigneo Advisory Services LLC2,275$357K0.0%N/A0.010%
11/15/2024 Jane Street Group LLC34,708$5.45M0.0%-94.0%0.147%
11/15/2024 SYM FINANCIAL Corp788$124K0.0%+56.7%0.003%
11/15/2024 Arizona PSPRS Trust127,030$19.93M0.8%N/A0.538%
11/14/2024 Caisse DE Depot ET Placement DU Quebec1,590$249K0.0%N/A0.007%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16,700$2.62M0.0%+56.1%0.071%
11/14/2024 BBR Partners LLC23,412$3.67M0.3%-1.8%0.099%
11/13/2024 BNP Paribas Financial Markets1,627$255K0.0%-94.3%0.007%
11/13/2024 Bank of Montreal Can139,810$21.90M0.0%-21.5%0.592%
11/13/2024 Private Trust Co. NA238$37K0.0%-29.6%0.001%
11/12/2024 Pekin Hardy Strauss Inc.4,400$690K0.1%N/A0.019%
11/12/2024 Nwam LLC2,802$440K0.0%N/A0.012%
11/12/2024 Activest Wealth Management280$44K0.0%N/A0.001%
11/12/2024 Banco Santander S.A.168,842$26.49M0.3%+27.4%0.715%
11/8/2024 Avior Wealth Management LLC7,748$1.22M0.0%-10.9%0.033%
11/7/2024 MidAtlantic Capital Management Inc.6,423$1.01M0.7%N/A0.027%
11/7/2024 Claro Advisors LLC1,411$221K0.0%N/A0.006%
11/6/2024 Archer Investment Corp203$32K0.0%+97.1%0.001%
11/6/2024 Signature Estate & Investment Advisors LLC1,300$204K0.0%N/A0.006%
11/6/2024 BluePointe Capital Management LLC35,792$5.62M3.6%-2.1%0.152%
11/6/2024 Arjuna Capital5,913$928K0.2%N/A0.025%
11/5/2024 Victory Capital Management Inc.17,324$2.72M0.0%+246.9%0.073%
11/4/2024 Beam Wealth Advisors Inc.26,529$4.16M1.3%+2.4%0.112%
10/31/2024 Principal Financial Group Inc.109,597$17.20M0.0%+146.9%0.464%
10/31/2024 Family Asset Management LLC12,922$2.03M1.2%-1.4%0.055%
10/29/2024 Ground Swell Capital LLC1,679$263K0.2%N/A0.007%
10/29/2024 Angeles Wealth Management LLC119,362$18.73M1.6%-0.9%0.506%
10/29/2024 Empire Life Investments Inc.106,700$16.74M1.0%-12.5%0.452%
10/28/2024 Focus Financial Network Inc.3,684$578K0.0%+91.9%0.016%
10/24/2024 J.W. Cole Advisors Inc.1,806$283K0.0%-24.7%0.008%
10/23/2024 Mirae Asset Global Investments Co. Ltd.146,524$22.95M0.1%+54.0%0.621%
10/22/2024 BLB&B Advisors LLC2,242$352K0.0%N/A0.010%
10/22/2024 Pictet North America Advisors SA62,460$9.80M1.0%+2.0%0.265%
10/18/2024Raymond James & Associates22,367$3.51M0.0%-0.8%0.095%
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10/18/2024Stratos Wealth Advisors LLC1,543$242K0.0%+13.7%0.007%
10/17/2024 Claro Advisors LLC107,165$16.82M1.6%N/A0.454%
10/17/2024CHB Investment Group LLC2,628$412K0.2%N/A0.011%
10/17/2024Sumitomo Mitsui DS Asset Management Company Ltd682,092$107.03M1.2%-5.8%2.890%
10/16/2024 Bleakley Financial Group LLC54,461$8.55M0.3%-2.0%0.231%
10/16/2024 Vontobel Holding Ltd.16,754$2.63M0.0%+10.1%0.071%
10/16/2024 Tsfg LLC505$79K0.0%N/A0.002%
10/16/2024 Investments & Financial Planning LLC47,563$7.46M4.7%+1.2%0.202%
10/15/2024 Magnus Financial Group LLC2,119$332K0.0%N/A0.009%
10/11/2024 CX Institutional6,326$993K0.0%-98.1%0.027%
10/11/2024 Compagnie Lombard Odier SCmA20,886$3.28M0.1%+43.6%0.089%
10/10/2024 Retirement Planning Group LLC7,492$1.18M0.1%-1.8%0.032%
10/9/2024 Beaumont Financial Advisors LLC2,110$331K0.0%-12.4%0.009%
10/8/2024 Evensky & Katz LLC281,756$44.21M2.9%+1.1%1.194%
10/8/2024 Atomi Financial Group Inc.4,992$783K0.0%+7.3%0.021%
10/3/2024 SG Americas Securities LLC3,107$488K0.0%+31.4%0.013%
9/5/2024Sanctuary Advisors LLC3,586$505K0.0%N/A0.015%
8/22/2024 Cetera Investment Advisers20,612$3.04M0.0%-3.7%0.087%
8/16/2024 Northwestern Mutual Wealth Management Co.19,697$2.91M0.0%+1.3%0.083%
8/16/2024 Texas Capital Bank Wealth Management Services Inc4,744$700K0.1%-25.7%0.020%
8/15/2024 Mackenzie Financial Corp6,319$932K0.0%-65.4%0.027%
8/15/2024 AlTi Global Inc.6,255$923K0.0%-1.4%0.027%
8/14/2024 Squarepoint Ops LLC4,343$641K0.0%N/A0.018%
8/14/2024 Bank of Montreal Can178,003$26.33M0.0%+135.7%0.754%
8/14/2024 DRW Securities LLC9,213$1.36M0.1%+265.3%0.039%
8/12/2024 Blair William & Co. IL6,254$922K0.0%+2.5%0.027%
8/9/2024 Renaissance Technologies LLC29,500$4.35M0.0%+1,129.2%0.125%
8/9/2024ICA Group Wealth Management LLC20,552$3.03M1.8%+8.7%0.087%
8/8/2024 Envestnet Asset Management Inc.94,962$14.01M0.0%+11.2%0.402%
8/8/2024 Wealthgarden F.S. LLC1,638$242K0.3%N/A0.007%
8/8/2024 Barings LLC293,582$43.30M1.0%+8.9%1.244%
8/7/2024 Angeles Wealth Management LLC120,427$17.76M1.7%-10.1%0.510%
8/7/2024 Beam Wealth Advisors Inc.25,899$3.82M1.2%-2.9%0.110%
8/7/2024 Prudential PLC662,530$97.72M0.7%-2.4%2.807%
8/6/2024 Ausdal Financial Partners Inc.4,996$737K0.1%-6.2%0.021%
8/5/2024 BBR Partners LLC23,844$3.52M0.3%-21.3%0.101%
8/3/2024 National Bank of Canada FI189$28K0.0%+73.4%0.001%
8/2/2024 Fiduciary Family Office LLC2,852$421K0.2%N/A0.012%
8/1/2024 Family Asset Management LLC13,099$1.93M1.2%+22.8%0.056%
7/31/2024Commonwealth Equity Services LLC23,146$3.41M0.0%-29.4%0.098%
7/30/2024Sumitomo Mitsui DS Asset Management Company Ltd724,332$106.83M1.3%-4.2%3.069%
7/29/2024 Main Street Research LLC14,490$2.14M0.1%-3.1%0.061%
7/29/2024 Stelac Advisory Services LLC2,124$313K0.1%N/A0.009%
7/29/2024 Principal Financial Group Inc.44,390$6.55M0.0%-70.7%0.188%
7/29/2024 Banco Santander S.A.132,542$19.55M0.2%+28.8%0.562%
7/26/2024 Cambridge Investment Research Advisors Inc.11,283$1.66M0.0%-4.2%0.048%
7/26/2024 Atomi Financial Group Inc.4,652$686K0.1%+17.3%0.020%
7/26/2024 Evensky & Katz LLC278,825$41.12M2.9%+1.2%1.181%
7/26/2024 Bank of New York Mellon Corp2,086$308K0.0%+20.3%0.009%
7/25/2024 Banque Pictet & Cie SA28,550$4.21M0.0%-0.5%0.121%
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7/25/2024 Pictet North America Advisors SA61,227$9.03M1.0%N/A0.259%
7/19/2024Raymond James & Associates22,541$3.33M0.0%+14.0%0.096%
7/18/2024 Investments & Financial Planning LLC46,997$6.93M4.7%+2.5%0.199%
7/18/2024 Lorne Steinberg Wealth Management Inc.3,315$489K0.2%+5.8%0.014%
7/17/2024 Arlington Financial Advisors LLC4,109$606K0.1%+1.9%0.017%
7/16/2024 Great Valley Advisor Group Inc.7,586$1.12M0.0%-1.0%0.032%
7/15/2024 Fifth Third Securities Inc.24,348$3.59M0.3%-2.2%0.103%
7/13/2024 Retirement Planning Group LLC7,630$1.13M0.1%-13.7%0.032%
7/12/2024 SG Americas Securities LLC2,364$349K0.0%-47.1%0.010%
7/11/2024 WBH Advisory Inc.11,859$1.75M0.2%+3.8%0.050%
(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, 182 institutional investors and hedge funds held shares of iShares MSCI World ETF. The most heavily invested institutionals were Royal Bank of Canada ($179.27M), Sumitomo Mitsui DS Asset Management Company Ltd ($107.03M), Prudential PLC ($97.72M), 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 155 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 ($245.50M), Moran Wealth Management LLC ($863.30K), Flow Traders U.S. LLC ($741.00K), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($720.16K), Sumitomo Mitsui DS Asset Management Company Ltd ($437.29K), Bank of America Corp DE ($410.94K), and Prudential PLC ($408.30K).

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

Institutional investors have bought a total of 252,874,860 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 87 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 ($685.36K), Jane Street Group LLC ($548.22K), Flow Traders U.S. LLC ($541.10K), Principal Financial Group Inc. ($349.12K), Sumitomo Mitsui DS Asset Management Company Ltd ($270.74K), and Banco Santander S.A. ($162.38K).

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

Institutional investors have sold a total of 4,516,067 shares in the last 24 months. This volume of shares sold represents approximately $591.61M in transactions.



This page (NYSEARCA:URTH) was last updated on 11/21/2024 by MarketBeat.com Staff
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