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iShares MSCI World ETF (URTH) Institutional Ownership

iShares MSCI World ETF logo
$168.96 -2.14 (-1.25%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$168.97 +0.01 (+0.01%)
As of 08/1/2025 06:45 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares MSCI World ETF (NYSEARCA:URTH)

Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$702.17M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$442.03M
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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
8/1/2025SYM FINANCIAL Corp1,546$262K0.0%+94.2%0.005%
8/1/2025Banco Santander S.A.206,346$34.95M0.3%-14.4%0.679%
8/1/2025Envestnet Asset Management Inc.128,615$21.79M0.0%-8.4%0.423%
7/30/2025 Bleakley Financial Group LLC55,444$9.39M0.2%+4.1%0.182%
7/30/2025 Strategic Blueprint LLC4,320$732K0.0%+167.0%0.014%
7/30/2025 Lorne Steinberg Wealth Management Inc.9,779$1.66M0.4%+109.6%0.032%
7/30/2025 Arbor Investment Advisors LLC2,793$473K0.1%+43.8%0.009%
7/30/2025 WBH Advisory Inc.18,917$3.20M0.3%+15.7%0.062%
7/29/2025 Signature Estate & Investment Advisors LLC1,420$241K0.0%+8.5%0.005%
7/29/2025 Angeles Wealth Management LLC119,304$20.21M1.4%+5.7%0.392%
7/28/2025 Arlington Financial Advisors LLC2,975$504K0.1%-29.9%0.010%
7/28/2025 Sagespring Wealth Partners LLC3,363$570K0.0%-20.9%0.011%
7/25/2025 Atria Wealth Solutions Inc.1,256$213K0.0%N/A0.004%
7/25/2025 Sequoia Financial Advisors LLC22,262$3.77M0.0%+29.4%0.073%
7/24/2025 Fischer Investment Strategies LLC52,943$8.97M6.0%+13.3%0.174%
7/24/2025 Blair William & Co. IL6,694$1.13M0.0%+3.4%0.022%
7/23/2025 Vontobel Holding Ltd.14,042$2.38M0.0%+37.8%0.047%
7/23/2025 Ameliora Wealth Management Ltd.440$75K0.0%-25.4%0.001%
7/23/2025 Litman Gregory Wealth Management LLC9,348$1.58M0.1%+9.1%0.031%
7/22/2025 Evensky & Katz LLC287,317$48.67M3.0%+0.1%0.955%
7/21/2025 Mirae Asset Global Investments Co. Ltd.264,024$44.72M0.2%+8.8%0.877%
7/21/2025 J. Safra Sarasin Holding AG15,869$2.69M0.0%N/A0.053%
7/18/2025 Union Bancaire Privee UBP SA7,851$1.33M0.0%+823.6%0.026%
7/17/2025 BFI Infinity Ltd.2,056$348K0.3%N/A0.007%
7/17/2025 Capital Investment Advisors LLC10,073$1.71M0.0%-11.1%0.033%
7/17/2025 Fifth Third Securities Inc.11,651$1.97M0.1%+8.3%0.039%
7/17/2025 Avior Wealth Management LLC5,627$953K0.0%-4.5%0.019%
7/16/2025 CX Institutional5,041$854K0.0%-6.0%0.017%
7/16/2025 Banque Pictet & Cie SA28,523$4.83M0.0%-0.6%0.095%
7/15/2025 TD Private Client Wealth LLC7,818$1.32M0.0%-1.4%0.026%
7/15/2025 CHB Investment Group LLC7,594$1.29M0.7%-1.5%0.025%
7/15/2025 Compagnie Lombard Odier SCmA48,329$8.19M0.1%+10.5%0.161%
7/15/2025 Pictet North America Advisors SA16,365$2.77M0.3%-81.1%0.054%
7/14/2025 Park Avenue Securities LLC4,172$707K0.0%-30.2%0.014%
7/11/2025 CX Institutional5,041$854K0.0%-6.0%0.017%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd473,643$80.23M0.7%-24.0%1.574%
7/7/2025 Investors Research Corp396$67K0.0%-27.5%0.001%
5/19/2025Jane Street Group LLC472,254$72.34M0.0%N/A1.612%
5/16/2025Goldman Sachs Group Inc.604,708$92.63M0.0%+2.1%2.050%
5/16/2025Jones Financial Companies Lllp6,842$1.05M0.0%+474.5%0.023%
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5/16/2025Sheridan Capital Management LLC16,621$2.55M1.9%+0.5%0.057%
5/16/2025KDT Advisors LLC3,100$475K0.7%N/A0.011%
5/16/2025Banque Transatlantique SA2,154$305K0.0%N/A0.007%
5/15/2025Federation des caisses Desjardins du Quebec7,612$1.17M0.0%+416.1%0.026%
5/15/2025Royal Bank of Canada1,458,304$223.38M0.0%+8.2%4.977%
5/15/2025DRW Securities LLC31,086$4.76M0.1%N/A0.106%
5/15/2025OLD Mission Capital LLC52,690$8.07M0.1%N/A0.180%
5/15/2025Gerber Kawasaki Wealth & Investment Management77,179$11.82M0.5%-1.2%0.263%
5/14/2025Jane Street Group LLC472,254$72.34M0.0%N/A1.612%
5/14/2025Arizona PSPRS Trust122,956$18.83M0.6%-3.9%0.420%
5/14/2025Taikang Asset Management Hong Kong Co Ltd14,689$2.25M0.3%-77.5%0.050%
5/14/2025Smartleaf Asset Management LLC1,867$285K0.0%-9.1%0.006%
5/14/2025Northwestern Mutual Wealth Management Co.47,482$7.27M0.0%+150.9%0.162%
5/14/2025Compound Planning Inc.6,518$998K0.0%+13.0%0.022%
5/14/2025Partners Capital Investment Group LLP175,970$26.96M0.5%+641.4%0.601%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.22,040$3.38M0.0%N/A0.075%
5/14/2025Hsbc Holdings PLC34,600$5.30M0.0%-9.9%0.118%
5/13/2025Raymond James Financial Inc.109,990$16.85M0.0%-8.6%0.375%
5/13/2025Vestmark Advisory Solutions Inc.10,293$1.58M0.0%-29.7%0.035%
5/13/2025 Evensky & Katz LLC286,973$43.96M2.9%+1.2%0.979%
5/13/2025Prudential PLC583,160$89.33M0.5%-8.1%1.990%
5/13/2025HighTower Advisors LLC2,607$399K0.0%-60.6%0.009%
5/12/2025Beam Wealth Advisors Inc.24,562$3.76M1.3%-3.1%0.084%
5/12/2025AlphaCore Capital LLC339$52K0.0%N/A0.001%
5/12/2025 WBH Advisory Inc.16,349$2.50M0.2%+42.1%0.056%
5/9/2025 Chicago Partners Investment Group LLC3,008$469K0.0%+2.3%0.011%
5/9/2025Empire Life Investments Inc.70,200$10.75M0.7%-52.7%0.253%
5/9/2025 Blair William & Co. IL6,476$992K0.0%+2.5%0.023%
5/9/2025Banco Santander S.A.241,080$36.93M0.4%-9.0%0.870%
5/9/2025Barings LLC314,245$48.14M1.2%+26.2%1.134%
5/8/2025Jefferies Financial Group Inc.34,627$5.30M0.0%+0.6%0.125%
5/8/2025Mesirow Financial Investment Management Inc.29,276$4.48M0.1%+951.2%0.106%
5/7/2025Mackenzie Financial Corp32,496$4.98M0.0%-23.9%0.117%
5/7/2025LPL Financial LLC164,547$25.21M0.0%+3.9%0.594%
5/7/2025 Angeles Wealth Management LLC112,892$17.29M1.4%-3.9%0.408%
5/6/2025Cetera Investment Advisers78,827$12.08M0.0%+119.8%0.285%
5/6/2025Avantax Advisory Services Inc.7,190$1.10M0.0%N/A0.026%
5/6/2025Brookwood Investment Group LLC1,650$253K0.0%N/A0.006%
5/6/2025Bank Julius Baer & Co. Ltd Zurich103,751$15.89M0.1%-43.8%0.375%
5/5/2025Impact Partnership Wealth LLC2,015$309K0.1%+7.2%0.007%
5/2/2025Wealthgarden F.S. LLC1,568$240K0.2%-6.0%0.006%
5/2/2025BluePointe Capital Management LLC41,546$6.36M2.4%+25.5%0.150%
5/1/2025 Bleakley Financial Group LLC53,264$8.16M0.3%-1.7%0.192%
5/1/2025 Fifth Third Securities Inc.10,758$1.65M0.1%-52.4%0.039%
5/1/2025Xponance Inc.37,094$5.68M0.1%+1,586.1%0.134%
4/30/2025Allworth Financial LP2,099$319K0.0%-26.0%0.008%
4/30/2025Investments & Financial Planning LLC51,215$7.85M5.1%+3.2%0.185%
4/30/2025Main Street Research LLC18,505$2.84M0.2%+5.0%0.067%
4/30/2025 Banque Pictet & Cie SA28,705$4.40M0.0%+1.5%0.104%
4/30/2025M&T Bank Corp8,006$1.23M0.0%-51.1%0.029%
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4/30/2025 Stratos Investment Management LLC3,609$553K0.0%N/A0.013%
4/30/2025Brown Advisory Inc.30,090$4.61M0.0%+91.4%0.109%
4/29/2025 TD Private Client Wealth LLC7,928$1.21M0.0%-64.6%0.029%
4/29/2025Envestnet Asset Management Inc.140,415$21.51M0.0%-49.8%0.507%
4/29/2025Bank of New York Mellon Corp2,087$320K0.0%-62.7%0.008%
4/29/2025 Strategic Blueprint LLC1,618$248K0.0%N/A0.006%
4/28/2025Principal Financial Group Inc.194,637$29.81M0.0%-46.8%0.703%
4/28/2025 Pictet North America Advisors SA86,417$13.24M1.3%+15.8%0.312%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd623,606$95.52M1.0%+1.1%2.251%
4/28/2025 Vontobel Holding Ltd.10,190$1.56M0.0%-28.5%0.037%
(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, 223 institutional investors and hedge funds held shares of iShares MSCI World ETF. The most heavily invested institutionals were Royal Bank of Canada ($223.38M), Bank of America Corp DE ($115.42M), Goldman Sachs Group Inc. ($92.63M), Prudential PLC ($89.33M), UBS Group AG ($89.32M), Sumitomo Mitsui DS Asset Management Company Ltd ($80.23M), and Jane Street Group LLC ($72.34M).Learn more on iShares MSCI World ETF's institutional investors.

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

Of the 189 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: Jane Street Group LLC ($978.06K), Bank of America Corp DE ($535.13K), Principal Financial Group Inc. ($514.28K), Evensky & Katz LLC ($287.32K), Partners Capital Investment Group LLP ($276.01K), Sumitomo Mitsui DS Asset Management Company Ltd ($275.04K), and Banco Santander S.A. ($249.47K).

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

Institutional investors have bought a total of 4,537,620 shares in the last 24 months. This purchase volume represents approximately $702.17M in transactions.

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

Of the 69 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: Jane Street Group LLC ($548.22K), Royal Bank of Canada ($371.34K), CX Institutional ($328.22K), Sumitomo Mitsui DS Asset Management Company Ltd ($257.68K), Principal Financial Group Inc. ($171.19K), Envestnet Asset Management Inc. ($151.28K), and Schroder Investment Management Group ($134.26K).

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

Institutional investors have sold a total of 2,821,912 shares in the last 24 months. This volume of shares sold represents approximately $442.03M in transactions.


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This page (NYSEARCA:URTH) was last updated on 8/2/2025 by MarketBeat.com Staff
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