iShares MSCI World ETFURTHETF
13F holders, Q3 2024 (September 30)191holders +6
27new positions
19sold out
2famous investors
$157.43avg. 13F price*
At the end of Q3 2024, 191 institutions reported holding iShares MSCI World ETF (URTH) in their 13F filings, up 6 from Q2 2024. 27 opened new positions and 19 sold out. The largest holders were Royal Bank of Canada ($269.8M), Goldman Sachs Group Inc. ($121.3M) and Sumitomo Mitsui DS Asset Management Company, Ltd ($107.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI World ETF
- CUSIP
- 464286392
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $37.3M |
| Exits | 19 | $55.9M |
All 13F filers, Q2 2024 → Q3 2024: 829,962 shares bought and 2,056,670 shares sold, net −1,226,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Royal Bank of Canada | 0.06% | Reduce -10.9% | 1,719,564 | $269.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -8.6% | 773,323 | $121.3M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1.15% | Reduce -5.8% | 682,092 | $107.0M |
| Prudential PLC | 0.53% | Add +1.3% | 671,110 | $105.3M |
| Evensky & Katz LLC | 2.88% | Add +1.1% | 281,756 | $44.2M |
| National Philanthropic Trust | 0.65% | Add +38.2% | 228,368 | $35.8M |
| Schroder Investment Management Group | 0.04% | Add +2057.6% | 223,591 | $35.0M |
| Bank of America Corp. | 0.00% | Reduce -13.0% | 207,135 | $32.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.3% | 197,500 | $31.0M |
| Barings LLC | 0.73% | Reduce -32.8% | 197,341 | $31.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.10% | Add +1.9% | 162,202 | $30.2M |
| Banco Santander, S.A. | 0.31% | Add +27.4% | 168,842 | $26.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Add +54.0% | 146,524 | $22.9M |
| Morgan Stanley | 0.00% | Add +12.0% | 143,006 | $22.4M |
| CI Investments Inc. | 0.08% | Reduce -25.2% | 140,258 | $22.0M |
| Bank of Montreal | 0.01% | Reduce -21.5% | 139,810 | $21.9M |
| UBS Group AG | 0.01% | Add +9.4% | 133,014 | $20.9M |
| Arizona PSPRS Trust | 0.79% | New | 127,030 | $19.9M |
| Angeles Wealth Management, LLC | 1.61% | Reduce -0.9% | 119,362 | $18.7M |
| Principal Financial Group Inc. | 0.01% | Add +146.9% | 109,597 | $17.2M |
| LPL Financial LLC | 0.01% | Add +6.1% | 107,291 | $16.8M |
| Empire Life Investments Inc. | 1.02% | Reduce -12.5% | 106,700 | $16.7M |
| Partners Capital Investment Group, LLP | 0.27% | Reduce -28.4% | 105,621 | $16.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.7% | 87,695 | $13.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +42.0% | 84,591 | $13.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.56% | Reduce -1.1% | 77,331 | $12.1M |
| Taikang Asset Management (Hong Kong) Co Ltd | 1.26% | Add +100.0% | 76,056 | $11.9M |
| Pictet North America Advisors SA | 0.97% | Add +2.0% | 62,460 | $9.8M |
| Bleakley Financial Group, LLC | 0.26% | Reduce -2.0% | 54,461 | $8.5M |
| BlackRock, Inc. | 0.00% | — | 51,236 | $8.0M |
| Investments & Financial Planning, LLC | 4.73% | Add +1.2% | 47,563 | $7.5M |
| Fulcrum Equity Management | 6.12% | No change | 46,192 | $7.2M |
| HSBC Holdings PLC | 0.00% | Reduce -37.1% | 40,900 | $6.4M |
| BluePointe Capital Management, LLC | 3.64% | Reduce -2.1% | 35,792 | $5.6M |
| Jane Street Group, LLC | 0.01% | Reduce -94.0% | 34,708 | $5.4M |
| Jefferies Financial Group Inc. | 0.09% | Reduce -8.3% | 34,122 | $5.4M |
| ICONIQ Capital, LLC | 0.11% | No change | 33,271 | $5.2M |
| Cresset Asset Management, LLC | 0.02% | Add +0.1% | 33,195 | $5.2M |
| Centerstone Investors, LLC | 5.02% | No change | 32,969 | $5.2M |
| TD Waterhouse Canada Inc. | 0.04% | Add +0.6% | 30,482 | $4.7M |
| Silphium Asset Management Ltd | 1.63% | New | 28,762 | $4.5M |
| Banque Pictet & Cie SA | 0.04% | Reduce -0.9% | 28,285 | $4.4M |
| Beam Wealth Advisors, Inc. | 1.26% | Add +2.4% | 26,529 | $4.2M |
| Mount Capital Ltd | 1.43% | No change | 26,001 | $4.1M |
| Prudential Financial Inc. | 0.01% | Reduce 0.0% | 25,468 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +20.4% | 24,809 | $3.9M |
| PKO Investment Management Joint-Stock Co | 0.48% | No change | 24,800 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 24,637 | $3.9M |
| BBR Partners, LLC | 0.28% | Reduce -1.8% | 23,412 | $3.7M |
| Fifth Third Securities, Inc. | 0.34% | Reduce -7.0% | 22,636 | $3.6M |
| Raymond James & Associates | 0.00% | Reduce -0.8% | 22,367 | $3.5M |
| Compagnie Lombard Odier SCmA | 0.05% | Add +43.6% | 20,886 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.2% | 20,327 | $3.2M |
| Lazard Asset Management LLC | 0.00% | No change | 19,913 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 19,013 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 18,935 | $3.0M |
| W1M Asset Management Ltd | 0.22% | New | 17,699 | $2.8M |
| Victory Capital Management Inc. | 0.00% | Add +246.9% | 17,324 | $2.7M |
| Vontobel Holding Ltd. | 0.01% | Add +10.1% | 16,754 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +56.1% | 16,700 | $2.6M |
| Sheridan Capital Management, LLC | 1.83% | No change | 16,546 | $2.6M |
| Causeway Capital Management LLC | 0.06% | New | 14,500 | $2.3M |
| Main Street Research LLC | 0.14% | Reduce -1.1% | 14,330 | $2.2M |
| Family Asset Management, LLC | 1.22% | Reduce -1.4% | 12,922 | $2.0M |
| Sierra Capital LLC | 0.23% | No change | 12,230 | $1.9M |
| WBH Advisory Inc. | 0.18% | Add +0.0% | 11,861 | $1.9M |
| Cibc World Market Inc. | 0.00% | Add +9.8% | 11,819 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.0% | 11,285 | $1.8M |
| Old Mission Capital LLC | 0.03% | New | 9,298 | $1.5M |
| Litman Gregory Wealth Management LLC | 0.11% | No change | 8,574 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.4% | 8,187 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Add +125.3% | 8,000 | $1.3M |
| Avior Wealth Management, LLC | 0.05% | Reduce -10.9% | 7,748 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.7% | 7,534 | $1.2M |
| Retirement Planning Group, LLC | 0.06% | Reduce -1.8% | 7,492 | $1.2M |
| Letko, Brosseau & Associates Inc. | 0.02% | No change | 7,400 | $1.2M |
| Lido Advisors, LLC | 0.01% | No change | 7,361 | $1.2M |
| Blair William & Co. | 0.00% | Add +4.2% | 6,516 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.74% | Add +2.3% | 6,423 | $1.0M |
| CX Institutional | 0.04% | Reduce -98.1% | 6,326 | $993K |
| Sanctuary Advisors, LLC | 0.01% | Add +73.5% | 6,221 | $991K |
| AlTi Global, Inc. | 0.02% | Reduce -2.9% | 6,072 | $953K |
| Arjuna Capital | 0.24% | New | 5,913 | $928K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 5,615 | $881K |
| Lorne Steinberg Wealth Management Inc. | 0.25% | Add +66.8% | 5,531 | $868K |
| Mariner, LLC | 0.00% | Add +7.3% | 5,449 | $855K |
| Cerity Partners LLC | 0.00% | Reduce -0.2% | 5,373 | $843K |
| Compound Planning, Inc. | 0.05% | Add +7.3% | 4,992 | $783K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 4,793 | $752K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 4,793 | $752K |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | No change | 4,744 | $744K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.9% | 4,630 | $730K |
| MML Investors Services, LLC | 0.00% | Add +31.8% | 4,621 | $725K |
| Pekin Hardy Strauss, Inc. | 0.09% | New | 4,400 | $690K |
| Arlington Financial Advisors, LLC | 0.13% | Add +0.1% | 4,115 | $646K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 4,068 | $638K |
| Retirement Income Solutions, Inc. | 0.14% | No change | 3,985 | $625K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,927 | $616K |
| Wealthspire Advisors, LLC | 0.01% | New | 3,866 | $607K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.3% | 3,721 | $583K |
"% of holder's portfolio" is URTH's weight in each manager's 13F, not the share of iShares MSCI World ETF the manager owns.