iShares MSCI World ETFURTHETF

13F holders, Q2 2025 (June 30)
234holders +11
31new positions
21sold out
3famous investors
$168.94avg. 13F price*

At the end of Q2 2025, 234 institutions reported holding iShares MSCI World ETF (URTH) in their 13F filings, up 11 from Q1 2025. 31 opened new positions and 21 sold out. The largest holders were Royal Bank of Canada ($260.6M), Morgan Stanley ($148.3M) and Goldman Sachs Group Inc. ($96.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
iShares MSCI World ETF
CUSIP
464286392
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 177Q1 2024Q2 2024: 185Q2 2024Q3 2024: 191Q3 2024Q4 2024: 217Q4 2024Q1 2025: 223Q1 2025Q2 2025: 234Q2 2025Q3 2025: 242Q3 2025Q4 2025: 260Q4 2025Q1 2026: 270Q1 2026Q2 2026: 274Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions31$122.7M
Exits21$129.6M

All 13F filers, Q1 2025 → Q2 2025: 1,596,340 shares bought and 1,531,842 shares sold, net +64,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 234 holders

Royal Bank of Canada 0.05% Add +5.5% 1,538,407 $260.6M
Morgan Stanley 0.01% Add +52.6% 875,450 $148.3M
Goldman Sachs Group Inc. 0.02% Reduce -5.4% 571,899 $96.9M
Prudential PLC 0.58% Reduce -3.9% 560,510 $94.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.72% Reduce -24.1% 473,643 $80.2M
Barings LLC 1.45% Add +14.0% 358,101 $60.7M
Obermeyer Wealth Partners 2.88% New 341,698 $57.9M
National Philanthropic Trust 0.71% Add +0.3% 314,193 $53.2M
Evensky & Katz LLC 2.97% Add +0.1% 287,317 $48.7M
Mirae Asset Global Investments Co., Ltd. 0.16% Add +8.8% 264,024 $44.7M
JPMorgan Chase & Co. 0.00% Add +15.8% 263,989 $44.7M
Principal Financial Group Inc. 0.02% Add +6.6% 207,424 $35.1M
Banco Santander, S.A. 0.33% Reduce -14.4% 206,346 $35.0M
Bank of America Corp. 0.00% Reduce -32.9% 202,674 $34.3M
LPL Financial LLC 0.01% Add +13.8% 187,256 $31.7M
Bank of Montreal 0.01% Reduce -10.7% 151,032 $25.6M
BlackRock, Inc. 0.00% Add +43.4% 145,072 $24.6M
GAM Holding AG 1.71% New 143,421 $24.3M
Envestnet Asset Management Inc. 0.01% Reduce -8.4% 128,615 $21.8M
UBS Group AG 0.00% Add +3.3% 126,409 $21.4M
CI Investments Inc. 0.08% Reduce -5.7% 122,633 $20.8M
Angeles Wealth Management, LLC 1.39% Add +5.7% 119,304 $20.2M
Raymond James Financial Inc. 0.01% Add +5.3% 115,770 $19.6M
Evelyn Partners Investment Management (Europe) Ltd 6.16% Add +0.3% 101,279 $17.2M
Schroder Investment Management Group 0.01% Add +2.8% 94,784 $16.0M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -27.6% 84,860 $14.4M
Gerber Kawasaki Wealth & Investment Management 0.52% Add +3.3% 79,757 $13.5M
Empire Life Investments Inc. 0.83% Add +9.5% 76,900 $13.0M
Cetera Investment Advisers 0.02% Reduce -5.8% 74,235 $12.6M
Citadel Advisors 0.01% New 69,327 $11.7M
Prudential Financial Inc. 0.01% New 67,050 $10.5M
Inherent Management Corp. 5.21% No change 60,650 $10.3M
Pinebridge Investments, L.P. 0.08% Add +75.5% 59,103 $10.0M
Xponance LLC 0.08% Add +57.7% 58,494 $9.9M
Bleakley Financial Group, LLC 0.24% Add +4.1% 55,444 $9.4M
Investments & Financial Planning, LLC 5.32% Add +6.4% 54,495 $9.2M
Fischer Investment Strategies, LLC 6.02% Add +13.3% 52,943 $9.0M
Lazard Asset Management LLC 0.01% Add +184.8% 50,300 $8.5M
Lido Advisors, LLC 0.04% Add +664.7% 48,589 $8.2M
Compagnie Lombard Odier SCmA 0.11% Add +10.5% 48,329 $8.2M
Fulcrum Equity Management 8.04% No change 46,192 $7.8M
Silphium Asset Management Ltd 2.70% New 44,830 $7.6M
Mackenzie Financial Corp. 0.01% Add +22.6% 39,843 $6.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -20.7% 37,659 $6.4M
HSBC Holdings PLC 0.00% No change 34,600 $5.9M
Brown Advisory Inc. 0.01% Add +0.6% 30,272 $5.1M
TD Waterhouse Canada Inc. 0.04% Reduce -0.2% 29,211 $4.9M
ICONIQ Capital, LLC 0.08% No change 29,109 $4.9M
Partners Capital Investment Group, LLP 0.20% Reduce -83.5% 28,981 $4.9M
Banque Pictet & Cie SA 0.05% Reduce -0.6% 28,523 $4.8M
Evelyn Partners Asset Management Ltd 1.19% Add +2.2% 27,770 $4.7M
Wells Fargo & Company 0.00% Reduce -1.3% 26,501 $4.5M
Commonwealth Equity Services, LLC 0.01% Reduce -14.5% 26,018 $4.4M
NewEdge Advisors, LLC 0.02% Add +70466.7% 25,404 $4.3M
PKO Investment Management Joint-Stock Co 0.45% No change 24,800 $4.2M
Mount Capital Ltd 1.30% Reduce -8.8% 23,725 $4.0M
Beam Wealth Advisors, Inc. 1.16% Reduce -6.4% 22,996 $3.9M
BBR Partners, LLC 0.24% Reduce -2.1% 22,957 $3.9M
Renaissance Technologies 0.01% Add +370.8% 22,600 $3.8M
Sequoia Financial Advisors, LLC 0.03% Add +29.4% 22,262 $3.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -1.7% 21,670 $3.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +133.5% 21,370 $3.6M
PNC Financial Services Group, Inc. 0.00% No change 18,935 $3.2M
WBH Advisory Inc. 0.27% Add +15.7% 18,917 $3.2M
Main Street Research LLC 0.20% Add +1.0% 18,688 $3.2M
Avestar Capital, LLC 0.21% Reduce -18.7% 17,137 $2.9M
First Trust Advisors LP 0.00% Reduce -18.7% 17,137 $2.9M
Cresset Asset Management, LLC 0.01% Add +0.1% 16,684 $2.8M
Sheridan Capital Management, LLC 1.94% No change 16,621 $2.8M
Pictet North America Advisors SA 0.28% Reduce -81.1% 16,365 $2.8M
J. Safra Sarasin Holding AG 0.05% New 15,869 $2.7M
Vontobel Holding Ltd. 0.01% Add +37.8% 14,042 $2.4M
Fifth Third Securities, Inc. 0.15% Add +8.3% 11,651 $2.0M
Sierra Capital LLC 0.21% Add +1.7% 10,814 $1.8M
Capital Investment Advisors, LLC 0.03% Reduce -11.1% 10,073 $1.7M
Lorne Steinberg Wealth Management Inc. 0.43% Add +109.6% 9,779 $1.7M
Taikang Asset Management (Hong Kong) Co Ltd 0.21% Reduce -33.5% 9,769 $1.7M
Osaic Holdings, Inc. 0.00% Reduce -4.7% 9,762 $1.7M
Victory Capital Management Inc. 0.00% No change 9,664 $1.6M
Seeds Investor LLC 0.38% Add +66.6% 9,433 $1.6M
Sanctuary Advisors, LLC 0.01% Add +2.5% 9,413 $1.6M
Litman Gregory Wealth Management LLC 0.12% Add +9.1% 9,348 $1.6M
Pekin Hardy Strauss, Inc. 0.17% No change 8,800 $1.5M
M&T Bank Corp 0.00% Add +4.7% 8,382 $1.4M
TD Private Client Wealth LLC 0.03% Reduce -1.4% 7,818 $1.3M
CHB Investment Group, LLC 0.66% Reduce -1.5% 7,594 $1.3M
Great Valley Advisor Group, Inc. 0.03% Reduce -3.6% 7,347 $1.2M
Retirement Planning Group, LLC 0.05% Reduce -0.4% 7,236 $1.2M
Mariner, LLC 0.00% Add +2.3% 7,217 $1.2M
Union Bancaire Privee, UBP SA 0.02% Add +823.6% 7,851 $1.2M
Compound Planning, Inc. 0.04% Add +5.0% 6,842 $1.2M
Blair William & Co. 0.00% Add +3.4% 6,694 $1.1M
Evelyn Partners Investment Management LLP 0.03% Add +91.6% 6,505 $1.1M
MidAtlantic Capital Management, Inc. 0.77% Add +0.2% 6,444 $1.1M
FMR LLC 0.00% Add +794.8% 6,308 $1.1M
AlTi Global, Inc. 0.03% No change 6,072 $1.0M
Avior Wealth Management, LLC 0.03% Reduce -4.5% 5,627 $953K
Edmond DE Rothschild Holding S.A. 0.02% No change 5,615 $951K
Cerity Partners LLC 0.00% No change 5,374 $910K
Qtron Investments LLC 0.12% New 5,337 $904K

"% of holder's portfolio" is URTH's weight in each manager's 13F, not the share of iShares MSCI World ETF the manager owns.

Show all 234 holders