Free Trial
→ The Trump Dump is starting; Get out of stocks now? (From Paradigm Press) (Ad) Buy URTH Stock  Free URTH Stock Alerts

iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$146.67 +0.63 (+0.43%)
As of 04/17/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$486.18M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$327.15M
Get URTH Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI World ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

URTH Institutional Buying and Selling by Quarter

iShares MSCI World ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Sagespring Wealth Partners LLC4,254$652K0.0%+7.0%0.015%
4/17/2025 Lorne Steinberg Wealth Management Inc.4,666$715K0.2%-30.5%0.017%
4/17/2025 CHB Investment Group LLC7,711$1.18M0.6%+18.4%0.028%
4/16/2025 Compagnie Lombard Odier SCmA43,720$6.70M0.1%+1.7%0.158%
4/15/2025 CX Institutional5,365$822K0.0%-14.2%0.019%
4/15/2025 SG Americas Securities LLC3,530$541K0.0%+7.5%0.013%
4/14/2025 Capital Investment Advisors LLC11,335$1.74M0.0%N/A0.041%
4/14/2025 Park Avenue Securities LLC5,977$916K0.0%-74.2%0.022%
4/14/2025 RDA Financial Network2,331$357K0.1%N/A0.008%
4/11/2025 Magnus Financial Group LLC2,991$458K0.0%+43.5%0.011%
4/10/2025 Retirement 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%
2/18/2025 Retirement 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%
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%
2/14/2025Comerica Bank1,523$237K0.0%+25,283.3%0.006%
2/14/2025Lido Advisors LLC6,354$988K0.0%-13.7%0.027%
2/14/2025Gerber Kawasaki Wealth & Investment Management78,136$12.15M0.5%+1.0%0.331%
2/14/2025MGO One Seven LLC5,735$892K0.0%N/A0.024%
2/14/2025Pinebridge Investments L.P.18,487$2.88M0.0%N/A0.078%
2/14/2025Hsbc Holdings PLC38,400$5.97M0.0%-6.1%0.163%
2/14/2025TD Waterhouse Canada Inc.30,599$4.76M0.0%+0.4%0.130%
2/14/2025MML Investors Services LLC29,594$4.60M0.0%+540.4%0.125%
2/14/2025First Trust Advisors LP36,521$5.68M0.0%N/A0.155%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
2/13/2025Insigneo Advisory Services LLC2,599$404K0.0%+14.2%0.011%
2/13/2025Causeway Capital Management LLC51,466$8.00M0.2%+254.9%0.218%
2/13/2025Mariner LLC5,624$875K0.0%+3.2%0.024%
2/13/2025BTG Pactual Asset Management US LLC1,470$229K0.0%N/A0.006%
2/13/2025 Sagespring Wealth Partners LLC3,976$618K0.0%N/A0.017%
2/13/2025Sterling Capital Management LLC300$47K0.0%N/A0.001%
2/13/2025 Glass Jacobson Investment Advisors llc1,554$242K0.1%+280.9%0.007%
2/13/2025Jaffetilchin Investment Partners LLC2,605$405K0.0%-2.8%0.011%
2/13/2025Raymond James Financial Inc.120,352$18.72M0.0%N/A0.510%
2/13/2025Renaissance Technologies LLC9,100$1.42M0.0%+193.5%0.039%
2/13/2025Bank of Montreal Can135,578$21.08M0.0%-3.0%0.574%
2/13/2025Envestnet Asset Management Inc.279,894$43.52M0.0%+219.2%1.186%
2/13/2025Wells Fargo & Company MN25,552$3.97M0.0%+3.7%0.108%
2/13/2025Arizona PSPRS Trust127,936$19.89M0.6%+0.7%0.542%
2/13/2025Prudential PLC634,860$98.72M0.5%-5.4%2.690%
2/12/2025Schroder Investment Management Group89,333$13.95M0.0%-60.0%0.379%
2/12/2025Blair William & Co. IL6,321$983K0.0%-3.0%0.027%
2/12/2025JPMorgan Chase & Co.206,051$32.04M0.0%+4.3%0.873%
2/11/2025Taikang Asset Management Hong Kong Co Ltd65,241$10.15M1.5%-14.2%0.276%
2/11/2025LPL Financial LLC158,340$24.62M0.0%+47.6%0.671%
2/11/2025Guardian Partners Inc.12,904$2.02M0.2%N/A0.055%
2/11/2025Runnymede Capital Advisors Inc.235$37K0.0%N/A0.001%
2/11/2025TD Private Client Wealth LLC22,405$3.48M0.1%+180.1%0.095%
2/11/2025BluePointe Capital Management LLC33,103$5.15M2.9%-7.5%0.140%
2/11/2025Xponance Inc.2,200$342K0.0%N/A0.009%
2/10/2025Corient Private Wealth LLC1,482$230K0.0%+8.8%0.006%
2/10/2025Envestnet Portfolio Solutions Inc.8,339$1.30M0.0%N/A0.035%
2/10/2025Commonwealth Equity Services LLC38,549$5.99M0.0%+89.6%0.163%
2/10/2025EverSource Wealth Advisors LLC1,563$243K0.0%N/A0.007%
2/7/2025HighTower Advisors LLC6,624$1.03M0.0%+78.0%0.028%
2/7/2025Independent Advisor Alliance2,802$436K0.0%N/A0.012%
2/7/2025Main Street Research LLC17,616$2.74M0.2%+22.9%0.075%
2/7/2025Barings LLC249,042$38.73M0.9%+26.2%1.055%
2/7/2025Banco Santander S.A.264,780$41.17M0.5%+56.8%1.122%
2/7/2025Bank Julius Baer & Co. Ltd Zurich184,631$31.68M0.1%+13.8%0.782%
2/7/2025Mesirow Financial Investment Management Inc.2,785$433K0.0%N/A0.012%
2/7/2025Beam Wealth Advisors Inc.25,358$3.94M1.2%-4.4%0.107%
2/6/2025Vestmark Advisory Solutions Inc.14,640$2.28M0.1%N/A0.062%
2/6/2025Washington Trust Advisors Inc.374$58K0.0%-19.0%0.002%
2/6/2025Raymond James Financial Inc.120,352$18.72M0.0%N/A0.510%
2/6/2025M&T Bank Corp16,387$2.55M0.0%N/A0.069%
2/6/2025Atria Investments Inc1,591$247K0.0%N/A0.007%
2/6/2025J.Safra Asset Management Corp1,274$199K0.0%N/A0.005%
2/6/2025Victory Capital Management Inc.9,664$1.50M0.0%-44.2%0.041%
2/6/2025Jones Financial Companies Lllp1,191$185K0.0%+26.6%0.005%
2/5/2025Smartleaf Asset Management LLC2,053$321K0.0%-9.6%0.009%
2/5/2025US Bancorp DE290$45K0.0%N/A0.001%
2/5/2025Nwam LLC3,033$472K0.0%+8.2%0.013%
2/4/2025Bank 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%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
2/4/2025Wealthgarden F.S. LLC1,668$259K0.2%-40.5%0.007%
2/3/2025Cassaday & 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%
1/31/2025D.A. Davidson & CO.2,953$459K0.0%N/A0.013%
1/31/2025Truist Financial Corp15,377$2.39M0.0%N/A0.065%
1/31/2025Partners Capital Investment Group LLP23,734$3.69M0.1%-77.5%0.101%
1/31/2025Sanctuary Advisors LLC7,004$1.13M0.0%+12.6%0.030%
1/31/2025Principal Financial Group Inc.365,827$56.89M0.0%+233.8%1.550%
1/31/2025WBH Advisory Inc.11,506$1.79M0.2%-3.0%0.049%
(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, 214 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 180 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 252,036,014 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 91 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 ($656.43K), 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 5,041,608 shares in the last 24 months. This volume of shares sold represents approximately $686.27M in transactions.


Related Companies

This page (NYSEARCA:URTH) was last updated on 4/19/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored