iShares MSCI World ETFURTHETF
13F holders, Q1 2025 (March 31)223holders +6
32new positions
27sold out
1famous investor
$153.17avg. 13F price*
At the end of Q1 2025, 223 institutions reported holding iShares MSCI World ETF (URTH) in their 13F filings, up 6 from Q4 2024. 32 opened new positions and 27 sold out. The largest holders were Royal Bank of Canada ($223.4M), Sumitomo Mitsui DS Asset Management Company, Ltd ($95.5M) and Goldman Sachs Group Inc. ($92.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $122.0M |
| Exits | 27 | $21.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,884,923 shares bought and 1,347,175 shares sold, net +537,748 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| Royal Bank of Canada | 0.05% | Add +8.2% | 1,458,304 | $223.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.97% | Add +1.1% | 623,606 | $95.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +2.1% | 604,708 | $92.6M |
| Prudential PLC | 0.45% | Reduce -8.1% | 583,160 | $89.3M |
| Morgan Stanley | 0.01% | Add +159.9% | 573,634 | $87.9M |
| Jane Street Group, LLC | 0.13% | New | 472,254 | $72.3M |
| Barings LLC | 1.23% | Add +26.2% | 314,245 | $48.1M |
| National Philanthropic Trust | 0.78% | Add +3.9% | 313,315 | $48.0M |
| Bank of America Corp. | 0.00% | Reduce -59.3% | 302,199 | $46.3M |
| Evensky & Katz LLC | 2.95% | Add +1.2% | 286,973 | $44.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.15% | Add +39.5% | 242,683 | $37.1M |
| Banco Santander, S.A. | 0.41% | Reduce -8.9% | 241,080 | $36.9M |
| JPMorgan Chase & Co. | 0.00% | Add +10.6% | 227,938 | $34.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -46.8% | 194,637 | $29.8M |
| Partners Capital Investment Group, LLP | 0.46% | Add +641.4% | 175,970 | $27.0M |
| Bank of Montreal | 0.01% | Add +24.7% | 169,073 | $25.9M |
| LPL Financial LLC | 0.01% | Add +3.9% | 164,547 | $25.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -49.8% | 140,415 | $21.5M |
| CI Investments Inc. | 0.08% | Add +6.7% | 130,052 | $19.9M |
| Arizona PSPRS Trust | 0.64% | Reduce -3.9% | 122,956 | $18.8M |
| UBS Group AG | 0.00% | Add +0.9% | 122,423 | $18.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Reduce -36.5% | 117,261 | $18.0M |
| Angeles Wealth Management, LLC | 1.44% | Reduce -3.9% | 112,892 | $17.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.6% | 109,990 | $16.8M |
| BlackRock, Inc. | 0.00% | Add +22.4% | 101,187 | $15.5M |
| Evelyn Partners Investment Management (Europe) Ltd | 5.79% | Add +1.6% | 100,925 | $15.5M |
| Schroder Investment Management Group | 0.01% | Add +3.2% | 92,224 | $14.1M |
| Pictet North America Advisors SA | 1.32% | Add +15.8% | 86,417 | $13.2M |
| Cetera Investment Advisers | 0.02% | Add +119.8% | 78,827 | $12.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.53% | Reduce -1.2% | 77,179 | $11.8M |
| Empire Life Investments Inc. | 0.70% | Reduce -52.7% | 70,200 | $10.8M |
| Inherent Management Corp. | 5.65% | New | 60,650 | $9.3M |
| Bleakley Financial Group, LLC | 0.26% | Reduce -1.7% | 53,264 | $8.2M |
| Old Mission Capital LLC | 0.16% | New | 52,690 | $8.1M |
| Investments & Financial Planning, LLC | 5.09% | Add +3.2% | 51,215 | $7.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +150.9% | 47,482 | $7.3M |
| Fischer Investment Strategies, LLC | 5.27% | New | 46,713 | $7.2M |
| Fulcrum Equity Management | 7.73% | No change | 46,192 | $7.1M |
| Compagnie Lombard Odier SCmA | 0.08% | Add +1.7% | 43,720 | $6.7M |
| BluePointe Capital Management, LLC | 2.42% | Add +25.5% | 41,546 | $6.4M |
| Xponance LLC | 0.06% | Add +1586.1% | 37,094 | $5.7M |
| Jefferies Financial Group Inc. | 0.10% | Add +0.6% | 34,627 | $5.3M |
| HSBC Holdings PLC | 0.00% | Reduce -9.9% | 34,600 | $5.3M |
| Pinebridge Investments, L.P. | 0.04% | Add +82.2% | 33,679 | $5.2M |
| Centerstone Investors, LLC | 11.98% | No change | 32,969 | $5.1M |
| Mackenzie Financial Corp. | 0.01% | Reduce -23.9% | 32,496 | $5.0M |
| DRW Securities, LLC | 0.40% | New | 31,086 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.1% | 30,422 | $4.7M |
| Brown Advisory Inc. | 0.01% | Add +91.3% | 30,090 | $4.6M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -4.4% | 29,260 | $4.5M |
| Mesirow Financial Investment Management, Inc. | 0.09% | Add +951.2% | 29,276 | $4.5M |
| ICONIQ Capital, LLC | 0.08% | No change | 29,109 | $4.5M |
| Banque Pictet & Cie SA | 0.05% | Add +1.5% | 28,705 | $4.4M |
| Evelyn Partners Asset Management Ltd | 1.16% | Add +1.0% | 27,162 | $4.2M |
| Wells Fargo & Company | 0.00% | Add +5.0% | 26,842 | $4.1M |
| Mount Capital Ltd | 1.28% | No change | 26,001 | $4.0M |
| PKO Investment Management Joint-Stock Co | 0.43% | No change | 24,800 | $3.8M |
| Beam Wealth Advisors, Inc. | 1.27% | Reduce -3.1% | 24,562 | $3.8M |
| BBR Partners, LLC | 0.25% | Add +0.2% | 23,452 | $3.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | New | 22,040 | $3.4M |
| Avestar Capital, LLC | 0.31% | Reduce -42.3% | 21,076 | $3.2M |
| First Trust Advisors LP | 0.00% | Reduce -42.3% | 21,076 | $3.2M |
| Quadrature Capital Ltd | 0.07% | New | 19,239 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 18,935 | $2.9M |
| Main Street Research LLC | 0.19% | Add +5.0% | 18,505 | $2.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 17,700 | $2.7M |
| Lazard Asset Management LLC | 0.00% | Reduce -4.6% | 17,660 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.02% | New | 17,209 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +0.2% | 16,672 | $2.6M |
| Sheridan Capital Management, LLC | 1.86% | Add +0.5% | 16,621 | $2.5M |
| WBH Advisory Inc. | 0.23% | Add +42.1% | 16,349 | $2.5M |
| Taikang Asset Management (Hong Kong) Co Ltd | 0.31% | Reduce -77.5% | 14,689 | $2.3M |
| Capital Investment Advisors, LLC | 0.03% | New | 11,335 | $1.7M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -52.4% | 10,758 | $1.6M |
| Sierra Capital LLC | 0.20% | Reduce -8.4% | 10,631 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -29.7% | 10,293 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +11.7% | 10,247 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -65.5% | 10,210 | $1.6M |
| Vontobel Holding Ltd. | 0.01% | Reduce -28.5% | 10,190 | $1.6M |
| Victory Capital Management Inc. | 0.00% | No change | 9,664 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +31.1% | 9,182 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 9,153 | $1.4M |
| Pekin Hardy Strauss, Inc. | 0.16% | No change | 8,800 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.11% | Reduce -0.1% | 8,568 | $1.3M |
| M&T Bank Corp | 0.00% | Reduce -51.1% | 8,006 | $1.2M |
| TD Private Client Wealth LLC | 0.03% | Reduce -64.6% | 7,928 | $1.2M |
| CHB Investment Group, LLC | 0.63% | Add +18.4% | 7,711 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +3.8% | 7,623 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +416.1% | 7,612 | $1.2M |
| Retirement Planning Group, LLC | 0.05% | Reduce -1.6% | 7,268 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | New | 7,190 | $1.1M |
| Mariner, LLC | 0.00% | Add +25.5% | 7,058 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +13.0% | 6,518 | $998K |
| Blair William & Co. | 0.00% | Add +2.5% | 6,476 | $992K |
| MidAtlantic Capital Management, Inc. | 0.77% | No change | 6,429 | $985K |
| Lido Advisors, LLC | 0.01% | No change | 6,354 | $973K |
| AlTi Global, Inc. | 0.02% | No change | 6,072 | $930K |
| Park Avenue Securities LLC | 0.01% | Reduce -74.2% | 5,977 | $916K |
| Avior Wealth Management, LLC | 0.03% | Reduce -17.0% | 5,890 | $902K |
| Seeds Investor LLC | 0.24% | New | 5,663 | $867K |
"% of holder's portfolio" is URTH's weight in each manager's 13F, not the share of iShares MSCI World ETF the manager owns.