iShares MSCI World ETFURTHETF
13F holders, Q4 2024 (December 31)217holders +26
39new positions
23sold out
1famous investor
$155.83avg. 13F price*
At the end of Q4 2024, 217 institutions reported holding iShares MSCI World ETF (URTH) in their 13F filings, up 26 from Q3 2024. 39 opened new positions and 23 sold out. The largest holders were Royal Bank of Canada ($209.6M), Bank of America Corp. ($115.4M) and Prudential PLC ($98.7M). One famous investor held it 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $43.6M |
| Exits | 23 | $26.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,929,768 shares bought and 1,141,737 shares sold, net +788,031 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 217 holders
| Royal Bank of Canada | 0.05% | Reduce -21.6% | 1,348,221 | $209.6M |
| Bank of America Corp. | 0.01% | Add +258.4% | 742,267 | $115.4M |
| Prudential PLC | 0.50% | Reduce -5.4% | 634,860 | $98.7M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.98% | Reduce -9.6% | 616,617 | $95.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -23.4% | 592,426 | $92.1M |
| Principal Financial Group Inc. | 0.03% | Add +233.8% | 365,827 | $56.9M |
| National Philanthropic Trust | 0.68% | Add +32.0% | 301,545 | $46.9M |
| Evensky & Katz LLC | 2.89% | Add +0.7% | 283,582 | $44.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +219.2% | 279,894 | $43.5M |
| Banco Santander, S.A. | 0.50% | Add +56.8% | 264,780 | $41.2M |
| Barings LLC | 0.93% | Add +26.2% | 249,042 | $38.7M |
| Morgan Stanley | 0.00% | Add +54.4% | 220,743 | $34.3M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 206,051 | $32.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.10% | Add +13.8% | 184,631 | $31.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Add +18.7% | 173,975 | $27.2M |
| LPL Financial LLC | 0.01% | Add +47.6% | 158,340 | $24.6M |
| Empire Life Investments Inc. | 1.45% | Add +39.0% | 148,300 | $23.1M |
| Bank of Montreal | 0.01% | Reduce -3.0% | 135,578 | $21.1M |
| Arizona PSPRS Trust | 0.64% | Add +0.7% | 127,936 | $19.9M |
| CI Investments Inc. | 0.07% | Reduce -13.1% | 121,916 | $19.0M |
| UBS Group AG | 0.00% | Reduce -8.8% | 121,331 | $18.9M |
| Raymond James Financial Inc. | 0.01% | — | 120,352 | $18.7M |
| Angeles Wealth Management, LLC | 1.50% | Reduce -1.6% | 117,417 | $18.3M |
| Evelyn Partners Investment Management (Europe) Ltd | 5.62% | — | 99,316 | $15.4M |
| Schroder Investment Management Group | 0.01% | Reduce -60.0% | 89,333 | $13.9M |
| BlackRock, Inc. | 0.00% | Add +61.4% | 82,675 | $12.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.53% | Add +1.0% | 78,136 | $12.2M |
| Pictet North America Advisors SA | 1.10% | Add +19.5% | 74,612 | $11.6M |
| Taikang Asset Management (Hong Kong) Co Ltd | 1.49% | Reduce -14.2% | 65,241 | $10.1M |
| Bleakley Financial Group, LLC | 0.25% | Reduce -0.5% | 54,187 | $8.4M |
| Causeway Capital Management LLC | 0.18% | Add +254.9% | 51,466 | $8.0M |
| Investments & Financial Planning, LLC | 4.75% | Add +4.3% | 49,609 | $7.7M |
| Fulcrum Equity Management | 7.11% | No change | 46,192 | $7.2M |
| Compagnie Lombard Odier SCmA | 0.10% | Add +105.8% | 42,992 | $6.7M |
| Mackenzie Financial Corp. | 0.01% | New | 42,723 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +89.6% | 38,549 | $6.0M |
| HSBC Holdings PLC | 0.00% | Reduce -6.1% | 38,400 | $6.0M |
| Avestar Capital, LLC | 0.52% | New | 36,521 | $5.7M |
| First Trust Advisors LP | 0.01% | New | 36,521 | $5.7M |
| Cetera Investment Advisers | 0.01% | Add +44.6% | 35,864 | $5.6M |
| Jefferies Financial Group Inc. | 0.06% | Add +0.9% | 34,432 | $5.4M |
| BluePointe Capital Management, LLC | 2.95% | Reduce -7.5% | 33,103 | $5.1M |
| Centerstone Investors, LLC | 4.80% | No change | 32,969 | $5.1M |
| TD Waterhouse Canada Inc. | 0.04% | Add +0.4% | 30,599 | $4.8M |
| MML Investors Services, LLC | 0.02% | Add +540.4% | 29,594 | $4.6M |
| ICONIQ Capital, LLC | 0.07% | Reduce -12.5% | 29,109 | $4.5M |
| Banque Pictet & Cie SA | 0.04% | No change | 28,285 | $4.4M |
| Evelyn Partners Asset Management Ltd | 1.13% | — | 26,902 | $4.2M |
| Mount Capital Ltd | 1.43% | No change | 26,001 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 25,552 | $4.0M |
| Beam Wealth Advisors, Inc. | 1.25% | Reduce -4.4% | 25,358 | $3.9M |
| PKO Investment Management Joint-Stock Co | 0.48% | No change | 24,800 | $3.9M |
| Partners Capital Investment Group, LLP | 0.10% | Reduce -77.5% | 23,734 | $3.7M |
| BBR Partners, LLC | 0.25% | Reduce -0.0% | 23,410 | $3.6M |
| Park Avenue Securities LLC | 0.04% | New | 23,137 | $3.6M |
| Fifth Third Securities, Inc. | 0.30% | Reduce -0.1% | 22,608 | $3.5M |
| TD Private Client Wealth LLC | 0.10% | Add +180.1% | 22,405 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 18,935 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 18,924 | $2.9M |
| Lazard Asset Management LLC | 0.00% | Reduce -7.0% | 18,520 | $2.9M |
| Pinebridge Investments, L.P. | 0.02% | New | 18,487 | $2.9M |
| Main Street Research LLC | 0.17% | Add +22.9% | 17,616 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -49.9% | 16,640 | $2.6M |
| Sheridan Capital Management, LLC | 1.81% | No change | 16,546 | $2.6M |
| M&T Bank Corp | 0.01% | New | 16,387 | $2.5M |
| Brown Advisory Inc. | 0.00% | New | 15,725 | $2.4M |
| Truist Financial Corp. | 0.00% | New | 15,377 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.08% | New | 14,640 | $2.3M |
| Vontobel Holding Ltd. | 0.01% | Reduce -15.0% | 14,243 | $2.2M |
| Guardian Partners Inc. | 0.21% | — | 12,904 | $2.0M |
| Sierra Capital LLC | 0.21% | Reduce -5.0% | 11,612 | $1.8M |
| WBH Advisory Inc. | 0.17% | Reduce -3.0% | 11,506 | $1.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -44.2% | 9,664 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.3% | 9,328 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +12.1% | 9,178 | $1.4M |
| Renaissance Technologies | 0.00% | Add +193.6% | 9,100 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.17% | Add +100.0% | 8,800 | $1.4M |
| Litman Gregory Wealth Management LLC | 0.12% | No change | 8,574 | $1.3M |
| Roehl & Yi Investment Advisors, LLC | 0.73% | — | 8,500 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 8,339 | $1.3M |
| Letko, Brosseau & Associates Inc. | 0.02% | No change | 7,400 | $1.2M |
| Retirement Planning Group, LLC | 0.06% | Reduce -1.4% | 7,384 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -2.5% | 7,347 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +12.6% | 7,004 | $1.1M |
| Avior Wealth Management, LLC | 0.04% | Reduce -8.4% | 7,098 | $1.1M |
| Lorne Steinberg Wealth Management Inc. | 0.30% | Add +21.4% | 6,712 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +78.0% | 6,624 | $1.0M |
| CHB Investment Group, LLC | 0.55% | Add +147.8% | 6,512 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.73% | Add +0.1% | 6,429 | $1000K |
| Lido Advisors, LLC | 0.01% | Reduce -13.7% | 6,354 | $988K |
| Blair William & Co. | 0.00% | Reduce -3.0% | 6,321 | $983K |
| CX Institutional | 0.04% | Reduce -1.2% | 6,252 | $972K |
| AlTi Global, Inc. | 0.02% | No change | 6,072 | $944K |
| Compound Planning, Inc. | 0.05% | Add +15.5% | 5,768 | $897K |
| Mgo One Seven LLC | 0.03% | New | 5,735 | $892K |
| Mariner, LLC | 0.00% | Add +3.2% | 5,624 | $875K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 5,615 | $873K |
| Bank of New York Mellon Corp | 0.00% | Add +164.6% | 5,590 | $869K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 5,374 | $836K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 4,793 | $745K |
"% of holder's portfolio" is URTH's weight in each manager's 13F, not the share of iShares MSCI World ETF the manager owns.