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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$160.27 +1.87 (+1.18%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$272.73M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$253.82M
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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
1/21/2025CX Institutional6,252$972K0.0%-1.2%0.026%
1/21/2025Impact Partnership Wealth LLC1,880$292K0.1%N/A0.008%
1/17/2025 Veracity Capital LLC3,380$526K0.2%N/A0.014%
1/17/2025 Avior Wealth Management LLC7,098$1.10M0.0%-8.4%0.030%
1/17/2025 SG Americas Securities LLC3,285$511K0.0%+5.7%0.014%
1/17/2025 Atomi Financial Group Inc.5,768$897K0.0%+15.5%0.024%
1/16/2025 Corundum Group Inc.1,326$206K0.1%N/A0.006%
1/16/2025 LVW Advisors LLC4,445$691K0.1%N/A0.019%
1/15/2025 BFI Infinity Ltd.1,340$208K0.2%N/A0.006%
1/14/2025 Park Avenue Securities LLC23,137$3.60M0.0%N/A0.098%
1/13/2025 CHB Investment Group LLC6,512$1.01M0.6%+147.8%0.028%
12/26/2024JPMorgan Chase & Co.197,500$30.99M0.0%-17.3%0.837%
12/19/2024Principal Financial Group Inc.109,597$17.20M0.0%+146.9%0.464%
11/25/2024Wilmington Savings Fund Society FSB4,793$752K0.0%N/A0.020%
11/25/2024Sanctuary Advisors LLC6,221$991K0.0%+73.5%0.026%
11/18/2024Rehmann Capital Advisory Group2,378$373K0.0%+4.1%0.010%
11/18/2024TD Private Client Wealth LLC8,000$1.26M0.0%+125.3%0.034%
11/18/2024Sunbelt Securities Inc.173$27K0.0%N/A0.001%
11/18/2024JDM Financial Group LLC2,015$316K0.2%-34.9%0.009%
11/15/2024Glass Jacobson Investment Advisors llc408$64K0.0%+24.8%0.002%
11/15/2024MML Investors Services LLC4,621$725K0.0%+31.8%0.020%
11/15/2024Insigneo Advisory Services LLC2,275$357K0.0%N/A0.010%
11/15/2024Jane Street Group LLC34,708$5.45M0.0%-94.0%0.147%
11/15/2024SYM FINANCIAL Corp788$124K0.0%+56.7%0.003%
11/15/2024Arizona PSPRS Trust127,030$19.93M0.8%N/A0.538%
11/14/2024Caisse DE Depot ET Placement DU Quebec1,590$249K0.0%N/A0.007%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16,700$2.62M0.0%+56.1%0.071%
11/14/2024BBR Partners LLC23,412$3.67M0.3%-1.8%0.099%
11/13/2024BNP Paribas Financial Markets1,627$255K0.0%-94.3%0.007%
11/13/2024Bank of Montreal Can139,810$21.90M0.0%-21.5%0.592%
11/13/2024Private Trust Co. NA238$37K0.0%-29.6%0.001%
11/12/2024Pekin Hardy Strauss Inc.4,400$690K0.1%N/A0.019%
11/12/2024Nwam LLC2,802$440K0.0%N/A0.012%
11/12/2024Activest Wealth Management280$44K0.0%N/A0.001%
11/12/2024Banco 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%
11/7/2024MidAtlantic Capital Management Inc.6,423$1.01M0.7%N/A0.027%
11/7/2024 Claro Advisors LLC1,411$221K0.0%N/A0.006%
11/6/2024Archer Investment Corp203$32K0.0%+97.1%0.001%
11/6/2024Signature Estate & Investment Advisors LLC1,300$204K0.0%N/A0.006%
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11/6/2024BluePointe Capital Management LLC35,792$5.62M3.6%-2.1%0.152%
11/6/2024Arjuna Capital5,913$928K0.2%N/A0.025%
11/5/2024Victory Capital Management Inc.17,324$2.72M0.0%+246.9%0.073%
11/4/2024Beam Wealth Advisors Inc.26,529$4.16M1.3%+2.4%0.112%
10/31/2024Principal Financial Group Inc.109,597$17.20M0.0%+146.9%0.464%
10/31/2024Family Asset Management LLC12,922$2.03M1.2%-1.4%0.055%
10/29/2024Ground Swell Capital LLC1,679$263K0.2%N/A0.007%
10/29/2024Angeles Wealth Management LLC119,362$18.73M1.6%-0.9%0.506%
10/29/2024Empire Life Investments Inc.106,700$16.74M1.0%-12.5%0.452%
10/28/2024Focus Financial Network Inc.3,684$578K0.0%+91.9%0.016%
10/24/2024J.W. Cole Advisors Inc.1,806$283K0.0%-24.7%0.008%
10/23/2024Mirae Asset Global Investments Co. Ltd.146,524$22.95M0.1%+54.0%0.621%
10/22/2024BLB&B Advisors LLC2,242$352K0.0%N/A0.010%
10/22/2024Pictet 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%
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%
10/17/2024 CHB 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%
10/16/2024Bleakley Financial Group LLC54,461$8.55M0.3%-2.0%0.231%
10/16/2024Vontobel Holding Ltd.16,754$2.63M0.0%+10.1%0.071%
10/16/2024 Tsfg LLC505$79K0.0%N/A0.002%
10/16/2024Investments & Financial Planning LLC47,563$7.46M4.7%+1.2%0.202%
10/15/2024 Magnus Financial Group LLC2,119$332K0.0%N/A0.009%
10/11/2024CX Institutional6,326$993K0.0%-98.1%0.027%
10/11/2024Compagnie Lombard Odier SCmA20,886$3.28M0.1%+43.6%0.089%
10/10/2024Retirement 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%
10/8/2024Evensky & 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%
8/22/2024Cetera Investment Advisers20,612$3.04M0.0%-3.7%0.087%
8/16/2024Northwestern Mutual Wealth Management Co.19,697$2.91M0.0%+1.3%0.083%
8/16/2024Texas Capital Bank Wealth Management Services Inc4,744$700K0.1%-25.7%0.020%
8/15/2024Mackenzie Financial Corp6,319$932K0.0%-65.4%0.027%
8/15/2024AlTi Global Inc.6,255$923K0.0%-1.4%0.027%
8/14/2024Squarepoint Ops LLC4,343$641K0.0%N/A0.018%
8/14/2024Bank of Montreal Can178,003$26.33M0.0%+135.7%0.754%
8/14/2024DRW Securities LLC9,213$1.36M0.1%+265.3%0.039%
8/12/2024Blair William & Co. IL6,254$922K0.0%+2.5%0.027%
8/9/2024Renaissance 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%
8/8/2024Envestnet Asset Management Inc.94,962$14.01M0.0%+11.2%0.402%
8/8/2024Wealthgarden F.S. LLC1,638$242K0.3%N/A0.007%
8/8/2024Barings LLC293,582$43.30M1.0%+8.9%1.244%
8/7/2024Angeles Wealth Management LLC120,427$17.76M1.7%-10.1%0.510%
8/7/2024Beam Wealth Advisors Inc.25,899$3.82M1.2%-2.9%0.110%
8/7/2024Prudential PLC662,530$97.72M0.7%-2.4%2.807%
8/6/2024Ausdal Financial Partners Inc.4,996$737K0.1%-6.2%0.021%
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8/5/2024BBR Partners LLC23,844$3.52M0.3%-21.3%0.101%
8/3/2024National Bank of Canada FI189$28K0.0%+73.4%0.001%
8/2/2024 Fiduciary Family Office LLC2,852$421K0.2%N/A0.012%
8/1/2024Family 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%
7/29/2024Main Street Research LLC14,490$2.14M0.1%-3.1%0.061%
7/29/2024Stelac Advisory Services LLC2,124$313K0.1%N/A0.009%
7/29/2024Principal Financial Group Inc.44,390$6.55M0.0%-70.7%0.188%
7/29/2024Banco Santander S.A.132,542$19.55M0.2%+28.8%0.562%
(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, 185 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 160 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 252,966,507 shares in the last 24 months. This purchase volume represents approximately $31.48B in transactions.

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

Of the 86 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 ($685.43K), 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 4,534,981 shares in the last 24 months. This volume of shares sold represents approximately $595.68M in transactions.



This page (NYSEARCA:URTH) was last updated on 1/21/2025 by MarketBeat.com Staff
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