iShares MSCI World ETFURTHETF

13F holders, Q2 2026 (June 30)
274holders +4
30new positions
23sold out
4famous investors
$200.81avg. 13F price*

At the end of Q2 2026, 274 institutions reported holding iShares MSCI World ETF (URTH) in their 13F filings, up 4 from Q1 2026. 30 opened new positions and 23 sold out. The largest holders were Royal Bank of Canada ($441.6M), Barrow Hanley Mewhinney & Strauss LLC ($275.2M) and Goldman Sachs Group Inc. ($148.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
iShares MSCI World ETF
CUSIP
464286392
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 177Q1 2024Q2 2024: 185Q2 2024Q3 2024: 191Q3 2024Q4 2024: 217Q4 2024Q1 2025: 223Q1 2025Q2 2025: 234Q2 2025Q3 2025: 242Q3 2025Q4 2025: 260Q4 2025Q1 2026: 270Q1 2026Q2 2026: 274Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions30$79.5M
Exits23$328.3M

All 13F filers, Q1 2026 → Q2 2026: 1,795,831 shares bought and 4,457,961 shares sold, net −2,662,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 274 holders

Royal Bank of Canada 0.07% Add +1.1% 2,179,116 $441.6M
Barrow Hanley Mewhinney & Strauss LLC 0.83% Add +16.4% 1,357,858 $275.2M
Goldman Sachs Group Inc. 0.02% Add +23.8% 731,580 $148.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.74% Add +29.1% 526,498 $106.7M
Bank of America Corp. 0.01% Reduce -7.1% 522,390 $105.9M
Banco Santander, S.A. 0.65% Add +17.3% 516,523 $104.7M
Morgan Stanley 0.00% Add +15.3% 421,737 $85.5M
National Philanthropic Trust 1.18% Add +10.1% 403,374 $81.7M
Compagnie Lombard Odier SCmA 0.74% Add +526.3% 337,316 $68.4M
Bank of Montreal 0.02% Add +1.7% 329,307 $66.7M
Obermeyer Wealth Partners 2.71% Reduce -6.8% 326,282 $66.1M
Evensky & Katz LLC 3.03% Add +0.4% 289,110 $58.6M
Jane Street Group, LLC 0.03% Add +44.6% 261,744 $53.0M
LTS Liquid Investments LLC 27.50% Add +101.6% 253,710 $51.4M
Barings LLC 0.95% Reduce -5.1% 251,883 $51.0M
JPMorgan Chase & Co. 0.00% Reduce -1.4% 250,148 $50.3M
BlackRock, Inc. 0.00% Add +9.4% 243,136 $49.3M
LPL Financial LLC 0.01% Reduce -4.2% 233,752 $47.4M
Brown Advisory Inc. 0.06% Add +0.3% 186,550 $37.8M
Prudential PLC 0.24% Reduce -48.1% 181,912 $36.9M
Pictet North America Advisors SA 3.10% Add +8.4% 173,508 $35.2M
Evelyn Partners Group Ltd 0.60% — 206,107 $34.6M
UBS Group AG 0.01% Reduce -7.0% 169,197 $34.3M
Envestnet Asset Management Inc. 0.01% Reduce -9.0% 165,382 $33.5M
P/E Global LLC 1.91% New 146,536 $29.7M
GAM Holding AG 2.08% Reduce -7.2% 134,058 $27.2M
Pinebridge Investments LLC 0.20% Reduce -2.7% 121,340 $24.6M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -53.0% 115,823 $23.5M
Angeles Wealth Management, LLC 1.04% Reduce -4.4% 112,562 $22.8M
Arizona PSPRS Trust 0.83% Reduce -2.3% 109,386 $22.2M
Gerber Kawasaki Wealth & Investment Management 0.58% Add +3.3% 106,697 $21.6M
CI Investments Inc. 0.07% Reduce -45.0% 100,933 $20.5M
Wells Fargo & Company 0.00% Add +43.7% 98,728 $20.0M
Mgo One Seven LLC 0.33% New 97,846 $19.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +14.5% 77,004 $15.6M
Empire Life Investments Inc. 0.80% Reduce -8.4% 70,643 $14.3M
Keystone Global Partners, LLC 5.43% Add +39.8% 70,495 $14.3M
Cetera Investment Advisers 0.01% Reduce -14.2% 68,996 $14.0M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Add +6.0% 69,147 $14.0M
Mackenzie Financial Corp. 0.01% Add +13.9% 68,704 $13.9M
Raymond James Financial Inc. 0.00% Reduce -58.5% 64,058 $13.0M
Prudential Financial Inc. 0.01% Reduce -7.1% 62,450 $12.7M
Inherent Management Corp. 4.77% No change 60,650 $12.3M
Investments & Financial Planning, LLC 5.50% Add +2.7% 57,341 $11.6M
Bleakley Financial Group, LLC 0.14% Reduce -4.4% 52,848 $10.7M
Schroder Investment Management Group 0.01% Reduce -14.6% 49,280 $9.9M
Fulcrum Equity Management 7.57% No change 46,192 $9.4M
Lido Advisors, LLC 0.03% Reduce -6.8% 42,945 $8.7M
Thrivent Financial for Lutherans 0.01% New 42,419 $8.6M
FMR LLC 0.00% Add +462.4% 42,307 $8.6M
HSBC Holdings PLC 0.00% Reduce -8.1% 39,490 $8.0M
B. Riley Wealth Advisors, Inc. 0.40% Add +3.0% 36,763 $7.4M
Ameriprise Financial Inc. 0.00% Add +28.1% 34,945 $7.1M
Citadel Advisors 0.00% Add +239.3% 34,922 $7.1M
Mariner, LLC 0.01% Add +415.6% 33,694 $6.8M
Marex Group Ltd 0.05% Reduce -62.3% 33,684 $6.8M
DRW Securities, LLC 0.41% Add +6.8% 33,660 $6.8M
Barclays PLC 0.00% No change 32,730 $6.6M
Principal Financial Group Inc. 0.00% Reduce -81.2% 31,959 $6.5M
Banque Pictet & Cie SA 0.07% Reduce -10.5% 31,223 $6.3M
ICONIQ Capital, LLC 0.17% No change 29,109 $5.9M
MML Investors Services, LLC 0.01% Add +19.2% 28,903 $5.9M
Renaissance Technologies 0.01% New 28,200 $5.7M
TD Waterhouse Canada Inc. 0.01% Reduce -6.6% 26,096 $5.3M
Lavelle Capital LP 2.65% No change 25,688 $5.2M
PKO Investment Management Joint-Stock Co 0.37% No change 24,800 $5.0M
Sava Penzisko Drushtvo A.D. Skopje 1.33% Reduce -45.6% 110,226 $5.0M
Commonwealth Equity Services, LLC 0.01% Reduce -4.1% 24,461 $5.0M
Mount Capital Ltd 1.81% No change 23,725 $4.8M
BBR Partners, LLC 0.20% Reduce -1.4% 21,132 $4.3M
Beam Wealth Advisors, Inc. 0.94% Reduce -0.5% 20,925 $4.2M
Sequoia Financial Advisors, LLC 0.02% Reduce -3.6% 19,918 $4.0M
PNC Financial Services Group, Inc. 0.00% No change 18,935 $3.8M
WBH Advisory Inc. 0.25% Add +0.0% 18,059 $3.7M
First Trust Advisors LP 0.00% No change 17,764 $3.6M
Cresset Asset Management, LLC 0.01% No change 17,288 $3.5M
Avestar Capital, LLC 0.21% No change 17,137 $3.5M
Osaic Holdings, Inc. 0.00% Add +15.6% 16,963 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Add +28.8% 16,603 $3.4M
Fifth Third Securities, Inc. 0.19% Reduce -0.7% 16,497 $3.3M
Capitolis Liquid Global Markets LLC 0.01% New 16,000 $3.2M
AlTi Global, Inc. 0.06% Add +146.6% 15,117 $3.1M
Hyposwiss Advisors SA 2.90% Add +3.1% 15,115 $3.1M
Sheridan Capital Management, LLC 1.41% Add +7.8% 14,469 $2.9M
Jones Financial Companies LLLP 0.00% Add +31.6% 14,586 $2.9M
Main Street Research LLC 0.13% Reduce -8.3% 13,511 $2.7M
Asset Advisory Group, Inc. 1.19% Add +0.4% 13,435 $2.7M
National Bank of Canada 0.00% Add +15.4% 12,969 $2.6M
TD Private Client Wealth LLC 0.05% Add +1.3% 12,805 $2.6M
Partners Capital Investment Group, LLP 0.08% Reduce -53.8% 11,757 $2.4M
Fischer Investment Strategies, LLC 1.13% Reduce -35.0% 11,702 $2.4M
Sierra Capital LLC 0.23% Add +7.9% 11,651 $2.4M
Focused Alpha, LLC 0.59% Add +372.5% 11,416 $2.3M
Dara Capital Us, Inc. 1.45% No change 10,400 $2.1M
Vontobel Holding Ltd. 0.01% Add +0.7% 10,284 $2.1M
Victory Capital Management Inc. 0.00% No change 9,664 $2.0M
Quantinno Capital Management LP 0.00% New 9,588 $1.9M
State Street Corp. 0.00% New 8,900 $1.8M
Capital Investment Advisors, LLC 0.02% Reduce -0.6% 8,878 $1.8M
OneDigital Investment Advisors LLC 0.02% Add +16.8% 8,867 $1.8M

"% of holder's portfolio" is URTH's weight in each manager's 13F, not the share of iShares MSCI World ETF the manager owns.

Show all 274 holders