iShares MSCI World ETFURTHETF
13F holders, Q2 2024 (June 30)185holders +8
20new positions
12sold out
3famous investors
$147.78avg. 13F price*
At the end of Q2 2024, 185 institutions reported holding iShares MSCI World ETF (URTH) in their 13F filings, up 8 from Q1 2024. 20 opened new positions and 12 sold out. The largest holders were Royal Bank of Canada ($284.7M), Goldman Sachs Group Inc. ($124.8M) and Sumitomo Mitsui DS Asset Management Company, Ltd ($106.8M). 3 famous investors held it, including Leon Cooperman (0.0% of Omega Advisors (Leon Cooperman)'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $50.7M |
| Exits | 12 | $28.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,917,885 shares bought and 1,180,785 shares sold, net +737,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Royal Bank of Canada | 0.07% | Add +9.4% | 1,930,333 | $284.7M |
| Goldman Sachs Group Inc. | 0.02% | Add +29.7% | 846,411 | $124.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.26% | Reduce -4.2% | 724,332 | $106.8M |
| Prudential PLC | 0.68% | Reduce -2.4% | 662,530 | $97.7M |
| Jane Street Group, LLC | 0.09% | Add +1637.4% | 582,925 | $86.0M |
| CX Institutional | 2.30% | Reduce -3.2% | 332,936 | $49.1M |
| Barings LLC | 1.06% | Add +8.9% | 293,582 | $43.3M |
| Evensky & Katz LLC | 2.86% | Add +1.2% | 278,825 | $41.1M |
| Flow Traders U.S. LLC | 1.78% | Add +1038.9% | 244,371 | $36.0M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 238,891 | $35.2M |
| Bank of America Corp. | 0.00% | Add +9.4% | 238,128 | $35.1M |
| CI Investments Inc. | 0.11% | New | 187,400 | $27.6M |
| Bank of Montreal | 0.01% | Add +135.7% | 178,003 | $26.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.10% | Reduce -18.0% | 159,113 | $26.1M |
| National Philanthropic Trust | 0.46% | Add +18.1% | 165,274 | $24.4M |
| Partners Capital Investment Group, LLP | 0.37% | Reduce -22.7% | 147,563 | $21.8M |
| Banco Santander, S.A. | 0.24% | Add +28.8% | 132,542 | $19.5M |
| Morgan Stanley | 0.00% | Add +1.9% | 127,705 | $18.8M |
| Empire Life Investments Inc. | 1.14% | Add +35.1% | 122,000 | $18.0M |
| UBS Group AG | 0.01% | Reduce -79.9% | 121,623 | $17.9M |
| Angeles Wealth Management, LLC | 1.67% | Reduce -10.1% | 120,427 | $17.8M |
| LPL Financial LLC | 0.01% | Add +23.8% | 101,082 | $14.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +30.9% | 95,154 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.2% | 94,962 | $14.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.58% | Add +0.5% | 78,219 | $11.5M |
| HSBC Holdings PLC | 0.01% | No change | 65,000 | $9.6M |
| Pictet North America Advisors SA | 0.98% | New | 61,227 | $9.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +3.2% | 59,577 | $8.8M |
| Bleakley Financial Group, LLC | 0.24% | Reduce -4.7% | 55,551 | $8.2M |
| Simplicity Wealth,LLC | 0.19% | Reduce -4.7% | 55,551 | $8.2M |
| Investments & Financial Planning, LLC | 4.65% | Add +2.5% | 46,997 | $6.9M |
| Fulcrum Equity Management | 6.11% | No change | 46,192 | $6.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -70.8% | 44,390 | $6.5M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.87% | New | 38,028 | $5.6M |
| Jefferies Financial Group Inc. | 0.12% | Reduce -3.0% | 37,202 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Add +55.2% | 36,843 | $5.4M |
| BluePointe Capital Management, LLC | 3.62% | Add +0.0% | 36,570 | $5.4M |
| ICONIQ Capital, LLC | 0.10% | No change | 33,271 | $4.9M |
| Cresset Asset Management, LLC | 0.02% | Add +100.4% | 33,178 | $4.9M |
| Centerstone Investors, LLC | 4.05% | Reduce -35.2% | 32,969 | $4.9M |
| BlackRock Inc. | 0.00% | Reduce -3.6% | 30,417 | $4.5M |
| TD Waterhouse Canada Inc. | 0.04% | Add +1.5% | 30,314 | $4.5M |
| Renaissance Technologies | 0.01% | Add +1129.2% | 29,500 | $4.4M |
| Banque Pictet & Cie SA | 0.04% | Reduce -0.5% | 28,550 | $4.2M |
| BNP Paribas Financial Markets | 0.00% | Add +541.7% | 28,497 | $4.2M |
| Mount Capital Ltd | 1.54% | No change | 26,001 | $3.8M |
| Beam Wealth Advisors, Inc. | 1.27% | Reduce -2.9% | 25,899 | $3.8M |
| Prudential Financial Inc. | 0.01% | Add +37.5% | 25,469 | $3.8M |
| PKO Investment Management Joint-Stock Co | 0.45% | No change | 24,800 | $3.7M |
| Fifth Third Securities, Inc. | 0.33% | Reduce -2.2% | 24,348 | $3.6M |
| BBR Partners, LLC | 0.29% | Reduce -21.3% | 23,844 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -29.4% | 23,146 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -18.4% | 23,063 | $3.4M |
| Raymond James & Associates | 0.00% | Add +14.0% | 22,541 | $3.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +1635.1% | 21,776 | $3.2M |
| Cetera Investment Advisers | 0.01% | Reduce -3.7% | 20,612 | $3.0M |
| ICA Group Wealth Management, LLC | 1.82% | Add +8.7% | 20,552 | $3.0M |
| Lazard Asset Management LLC | 0.00% | Reduce -7.8% | 19,913 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 19,697 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 18,935 | $2.8M |
| Amundi | 0.00% | New | 17,000 | $2.5M |
| Sheridan Capital Management, LLC | 1.82% | No change | 16,546 | $2.4M |
| Vontobel Holding Ltd. | 0.01% | Add +18.5% | 15,217 | $2.2M |
| Compagnie Lombard Odier SCmA | 0.04% | Add +9.4% | 14,545 | $2.1M |
| Main Street Research LLC | 0.14% | Reduce -3.1% | 14,490 | $2.1M |
| Family Asset Management, LLC | 1.24% | Add +22.9% | 13,099 | $1.9M |
| Sierra Capital LLC | 0.24% | No change | 12,230 | $1.8M |
| WBH Advisory Inc. | 0.18% | Add +3.8% | 11,859 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.2% | 11,283 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -8.0% | 10,768 | $1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 10,700 | $1.6M |
| Schroder Investment Management Group | 0.00% | Reduce -36.7% | 10,363 | $1.5M |
| Rothschild & Co Wealth Management UK Ltd | 0.03% | No change | 9,941 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +101.6% | 9,564 | $1.4M |
| DRW Securities, LLC | 0.08% | Add +265.3% | 9,213 | $1.4M |
| Avior Wealth Management, LLC | 0.06% | Reduce -9.7% | 8,696 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.11% | No change | 8,574 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +118.2% | 8,566 | $1.3M |
| Retirement Planning Group, LLC | 0.07% | Reduce -13.7% | 7,630 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -1.0% | 7,586 | $1.1M |
| Letko, Brosseau & Associates Inc. | 0.02% | No change | 7,400 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -0.0% | 7,361 | $1.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -65.4% | 6,319 | $932K |
| MidAtlantic Capital Management, Inc. | 0.78% | No change | 6,281 | $926K |
| AlTi Global, Inc. | 0.02% | Reduce -1.4% | 6,255 | $923K |
| Blair William & Co. | 0.00% | Add +2.5% | 6,254 | $922K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 5,615 | $828K |
| Qube Research & Technologies Ltd | 0.00% | Add +513.4% | 5,570 | $822K |
| Cerity Partners LLC | 0.00% | No change | 5,385 | $794K |
| Mariner, LLC | 0.00% | Reduce -57.9% | 5,077 | $749K |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -6.3% | 4,996 | $737K |
| Victory Capital Management Inc. | 0.00% | No change | 4,994 | $737K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 4,793 | $707K |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | Reduce -25.7% | 4,744 | $700K |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 4,722 | $698K |
| Compound Planning, Inc. | 0.05% | Add +17.3% | 4,652 | $686K |
| Waterford Advisors, LLC | 0.29% | No change | 4,641 | $685K |
| Squarepoint Ops LLC | 0.00% | New | 4,343 | $641K |
| Arlington Financial Advisors, LLC | 0.13% | Add +1.9% | 4,109 | $606K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 4,068 | $600K |
"% of holder's portfolio" is URTH's weight in each manager's 13F, not the share of iShares MSCI World ETF the manager owns.