iShares MSCI World ETFURTHETF
13F holders, Q1 2024 (March 31)177holders
3famous investors
$143.71avg. 13F price*
At the end of Q1 2024, 177 institutions reported holding iShares MSCI World ETF (URTH) in their 13F filings. The largest holders were Royal Bank of Canada ($255.7M), Sumitomo Mitsui DS Asset Management Company, Ltd ($109.6M) and Prudential PLC ($98.4M). 3 famous investors held it, including Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI World ETF
- CUSIP
- 464286392
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $67.4M |
| Exits | 20 | $24.7M |
Ownership 177 holders
| Royal Bank of Canada | 0.06% | Add +6.2% | 1,764,291 | $255.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.36% | Reduce -7.4% | 756,059 | $109.6M |
| Prudential PLC | 0.81% | Reduce -17.4% | 678,790 | $98.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -4.7% | 652,685 | $94.6M |
| UBS Group AG | 0.03% | Reduce -9.8% | 605,500 | $87.7M |
| CX Institutional | 2.40% | Add +396.4% | 344,102 | $49.9M |
| Evensky & Katz LLC | 2.82% | New | 275,621 | $39.9M |
| Barings LLC | 0.99% | Reduce -3.1% | 269,653 | $39.1M |
| JPMorgan Chase & Co. | 0.00% | Add +11.9% | 237,235 | $34.4M |
| Bank of America Corp. | 0.00% | Reduce -56.5% | 217,707 | $31.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.11% | Reduce -4.1% | 194,131 | $28.1M |
| Partners Capital Investment Group, LLP | 0.83% | Reduce -29.3% | 191,005 | $27.7M |
| Principal Financial Group Inc. | 0.01% | Add +86.8% | 151,737 | $22.0M |
| National Philanthropic Trust | 0.44% | Add +5.3% | 139,974 | $20.3M |
| Angeles Wealth Management, LLC | 1.94% | Reduce -7.5% | 133,902 | $19.4M |
| Morgan Stanley | 0.00% | Reduce -37.6% | 125,330 | $18.2M |
| Banco Santander, S.A. | 0.18% | Add +572.3% | 102,941 | $14.9M |
| Wellington Management Group LLP | 0.00% | Reduce -35.8% | 91,705 | $13.3M |
| Empire Life Investments Inc. | 0.80% | Reduce -15.3% | 90,300 | $13.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -64.4% | 85,415 | $12.4M |
| LPL Financial LLC | 0.01% | Add +19.7% | 81,676 | $11.8M |
| Allie Family Office LLC | 6.72% | Add +6095.9% | 153,534 | $11.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.61% | Reduce -2.1% | 77,814 | $11.3M |
| Bank of Montreal | 0.00% | Add +612.5% | 75,508 | $10.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -1.8% | 72,678 | $10.5M |
| HSBC Holdings PLC | 0.01% | Reduce -20.3% | 65,000 | $9.4M |
| Bleakley Financial Group, LLC | 0.24% | Reduce -0.6% | 58,304 | $8.4M |
| Simplicity Wealth,LLC | 0.20% | New | 58,304 | $8.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -49.5% | 57,705 | $8.4M |
| Centerstone Investors, LLC | 5.69% | No change | 50,843 | $7.4M |
| Fulcrum Equity Management | 7.90% | No change | 46,192 | $6.7M |
| Investments & Financial Planning, LLC | 4.55% | Add +2.9% | 45,854 | $6.6M |
| Jefferies Financial Group Inc. | 0.12% | Add +14.5% | 38,337 | $5.6M |
| Citadel Advisors | 0.01% | Add +152.8% | 37,883 | $5.5M |
| BluePointe Capital Management, LLC | 3.64% | Add +1.7% | 36,567 | $5.3M |
| Jane Street Group, LLC | 0.01% | New | 33,551 | $4.9M |
| ICONIQ Capital, LLC | 0.08% | No change | 33,271 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.8% | 32,771 | $4.7M |
| BlackRock Inc. | 0.00% | Reduce -4.2% | 31,546 | $4.6M |
| BBR Partners, LLC | 0.35% | Reduce -77.2% | 30,281 | $4.4M |
| TD Waterhouse Canada Inc. | 0.03% | Add +4.3% | 29,873 | $4.3M |
| Banque Pictet & Cie SA | 0.04% | Add +2.4% | 28,701 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +2493.7% | 28,271 | $4.1M |
| Beam Wealth Advisors, Inc. | 2.32% | Reduce -0.6% | 26,660 | $3.9M |
| Mount Capital Ltd | 1.59% | Reduce -30.6% | 26,001 | $3.8M |
| PKO Investment Management Joint-Stock Co | 0.43% | No change | 24,800 | $3.6M |
| Fifth Third Securities, Inc. | 0.35% | Add +191.8% | 24,892 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -56.9% | 23,745 | $3.4M |
| Lazard Asset Management LLC | 0.00% | Reduce -4.2% | 21,599 | $3.1M |
| Flow Traders U.S. LLC | 0.17% | New | 21,457 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +408.5% | 21,408 | $3.1M |
| Silphium Asset Management Ltd | 1.59% | No change | 21,198 | $3.1M |
| Marex Group Ltd | 0.10% | No change | 21,198 | $3.1M |
| Raymond James & Associates | 0.00% | New | 19,771 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.4% | 19,446 | $2.8M |
| ICA Group Wealth Management, LLC | 0.55% | Add +10.9% | 18,909 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 18,580 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +16.1% | 18,528 | $2.7M |
| Mackenzie Financial Corp. | 0.00% | Add +0.1% | 18,246 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | No change | 16,555 | $2.4M |
| Sheridan Capital Management, LLC | 1.81% | Reduce -1.1% | 16,546 | $2.4M |
| Schroder Investment Management Group | 0.00% | Reduce -54.1% | 16,377 | $2.4M |
| Main Street Research LLC | 0.15% | Add +3.7% | 14,961 | $2.2M |
| Naviter Wealth, LLC | 0.32% | New | 13,545 | $2.0M |
| Compagnie Lombard Odier SCmA | 0.03% | Add +20.4% | 13,295 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | New | 12,842 | $1.9M |
| Sierra Capital LLC | 0.23% | No change | 12,230 | $1.8M |
| Credit Suisse AG/ | 0.00% | Add +700.3% | 12,228 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -2.7% | 12,047 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.9% | 11,777 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -4.1% | 11,703 | $1.7M |
| WBH Advisory Inc. | 0.17% | Reduce -0.4% | 11,422 | $1.7M |
| Family Asset Management, LLC | 0.97% | Reduce -0.8% | 10,663 | $1.5M |
| Rothschild & Co Wealth Management UK Ltd | 0.02% | Reduce -61.0% | 9,941 | $1.4M |
| Avior Wealth Management, LLC | 0.06% | Reduce -18.3% | 9,632 | $1.4M |
| Retirement Planning Group, LLC | 0.10% | Reduce -5.3% | 8,843 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.11% | No change | 8,574 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +3.1% | 7,664 | $1.1M |
| Letko, Brosseau & Associates Inc. | 0.02% | No change | 7,400 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -55.4% | 7,362 | $1.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.10% | No change | 6,382 | $925K |
| AlTi Global, Inc. | 0.03% | Add +3.0% | 6,342 | $919K |
| MidAtlantic Capital Management, Inc. | 0.80% | No change | 6,281 | $910K |
| Blair William & Co. | 0.00% | Reduce -2.1% | 6,100 | $884K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 5,615 | $814K |
| Ausdal Financial Partners, Inc. | 0.09% | Add +3.3% | 5,329 | $772K |
| Chicago Partners Investment Group LLC | 0.03% | Add +15.9% | 5,437 | $762K |
| Cerity Partners LLC | 0.00% | Reduce -24.4% | 5,385 | $751K |
| Victory Capital Management Inc. | 0.00% | No change | 4,994 | $724K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 4,793 | $695K |
| Focus Partners Wealth | 0.01% | New | 4,745 | $688K |
| Waterford Advisors, LLC | 0.29% | No change | 4,641 | $673K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 4,529 | $657K |
| SG Americas Securities, LLC | 0.00% | New | 4,466 | $647K |
| BNP Paribas Financial Markets | 0.00% | Add +175.3% | 4,441 | $644K |
| TD Private Client Wealth LLC | 0.02% | Reduce -81.9% | 4,186 | $607K |
| Arlington Financial Advisors, LLC | 0.13% | Reduce -57.7% | 4,033 | $584K |
| Retirement Income Solutions, Inc. | 0.13% | No change | 3,985 | $577K |
| Compound Planning, Inc. | 0.05% | Add +7.5% | 3,965 | $575K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 4,068 | $569K |
"% of holder's portfolio" is URTH's weight in each manager's 13F, not the share of iShares MSCI World ETF the manager owns.