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
LOM Asset Management Ltd 0.30% — 5,165 $875K
Stratos Investment Management, LLC 0.04% Add +40.0% 5,051 $856K
CX Institutional 0.03% Reduce -6.0% 5,041 $854K
Ameriprise Financial Inc. 0.00% Reduce -0.1% 4,879 $826K
Joel Isaacson & Co., LLC 0.03% No change 4,793 $812K
Wilmington Savings Fund Society, FSB 0.01% No change 4,793 $812K
Focus Partners Wealth 0.00% Add +0.2% 4,598 $779K
BNP Paribas Financial Markets 0.00% Reduce -1.4% 4,521 $766K
Strategic Blueprint, LLC 0.04% Add +167.0% 4,320 $732K
Park Avenue Securities LLC 0.01% Reduce -30.2% 4,172 $707K
Resolute Wealth Advisor, Inc. 0.40% — 3,894 $701K
Valeo Financial Advisors, LLC 0.02% No change 4,068 $689K
Equitable Holdings, Inc. 0.01% Add +16.6% 4,056 $687K
MML Investors Services, LLC 0.00% Reduce -60.6% 4,026 $682K
Retirement Income Solutions, Inc. 0.12% No change 3,985 $675K
Glenmede Investment Management, LP 0.00% — 3,927 $665K
Wealthspire Advisors, LLC 0.00% No change 3,866 $655K
Waverly Advisors, LLC 0.01% New 3,822 $647K
Snowden Capital Advisors LLC 0.02% No change 3,700 $627K
Waterford Advisors, LLC 0.23% Add +557.5% 24,250 $625K
SG Americas Securities, LLC 0.00% Add +0.7% 3,553 $602K
Sagespring Wealth Partners, LLC 0.01% Reduce -20.9% 3,363 $570K
Advisory Services Network, LLC 0.01% Add +67.6% 3,290 $563K
Robertson Stephens Wealth Management, LLC 0.02% Add +0.8% 3,272 $554K
Nwam LLC 0.03% Add +6.9% 3,210 $549K
LWM Advisory Services, LLC 0.38% No change 3,242 $549K
Federation des caisses Desjardins du Quebec 0.00% Reduce -58.8% 3,135 $531K
Chicago Partners Investment Group LLC 0.02% Add +0.8% 3,031 $526K
KDT Advisors, LLC 0.85% No change 3,100 $525K
Jones Financial Companies LLLP 0.00% Add +71.5% 3,108 $524K
Keybank National Association 0.00% No change 3,050 $517K
Main Street Financial Solutions, LLC 0.04% New 3,029 $513K
Magnus Financial Group LLC 0.04% Add +0.9% 3,017 $511K
Ieq Capital, LLC 0.00% Add +3.6% 3,006 $509K
Personal Cfo Solutions, LLC 0.09% New 3,002 $508K
Arlington Financial Advisors, LLC 0.08% Reduce -29.9% 2,975 $504K
HighTower Advisors, LLC 0.00% Add +9.6% 2,857 $484K
Arbor Investment Advisors, LLC 0.06% Add +43.8% 2,793 $473K
Captrust Financial Advisors 0.00% New 2,757 $467K
Ausdal Financial Partners, Inc. 0.03% No change 2,720 $461K
Citigroup Inc. 0.00% Add +1.9% 2,713 $460K
Mission Wealth Management, LP 0.01% No change 2,641 $447K
Jaffetilchin Investment Partners, LLC 0.03% Add +0.8% 2,625 $445K
Cibc World Market Inc. 0.00% Add +1.1% 2,610 $442K
Perigon Wealth Management, LLC 0.01% Add +0.1% 2,561 $434K
Mercer Global Advisors Inc. 0.00% Reduce -2.7% 2,488 $421K
Allie Family Office LLC 0.21% No change 2,478 $420K
Rehmann Capital Advisory Group 0.02% No change 2,373 $402K
Choreo, LLC 0.01% New 2,364 $400K
RDA Financial Network 0.11% Add +1.3% 2,361 $400K
StoneX Group Inc. 0.02% Add +2.6% 2,347 $398K
OneDigital Investment Advisors LLC 0.00% New 2,284 $387K
BridgePort Financial Solutions, LLC 0.12% Add +0.8% 2,148 $364K
Beaumont Financial Advisors, LLC 0.03% No change 2,110 $357K
BFI Infinity Ltd. 0.29% New 2,056 $348K
Two Sigma Securities, LLC 0.04% Add +42.7% 2,052 $348K
Susquehanna International Group, LLP 0.00% New 2,031 $344K
Allworth Financial LP 0.00% Reduce -3.5% 2,026 $343K
Bank of New York Mellon Corp 0.00% Reduce -4.4% 1,996 $338K
Simplex Trading, LLC 0.01% New 1,997 $338K
1832 Asset Management L.P. 0.00% New 1,995 $338K
Tudor Investment Corporation 0.00% New 1,881 $319K
HRT Financial LP 0.00% New 1,876 $317K
J.W. Cole Advisors, Inc. 0.01% New 1,828 $310K
Unique Wealth Strategies, LLC 0.13% Reduce -46.9% 1,826 $309K
Whittier Trust Co. 0.00% No change 1,775 $301K
Wealthgarden F.S. LLC 0.25% Add +10.3% 1,730 $296K
Cassaday & Co Wealth Management LLC 0.01% Reduce -2.8% 1,740 $295K
GTS Securities LLC 0.01% New 1,727 $293K
Impact Partnership Wealth, LLC 0.05% Reduce -16.4% 1,685 $285K
Brookwood Investment Group LLC 0.05% Add +0.7% 1,662 $281K
Focus Partners Advisor Solutions, LLC 0.00% No change 1,650 $279K
First Heartland Consultants, Inc. 0.02% New 1,630 $276K
Atria Investments, Inc 0.00% New 1,630 $276K
Horst & Graben Wealth Management LLC 0.05% No change 1,614 $273K
Independent Financial Group, LLC 0.01% No change 1,577 $267K
SYM FINANCIAL Corp 0.03% Add +94.2% 1,546 $262K
Nisa Investment Advisors, LLC 0.00% No change 1,500 $254K
JDM Financial Group LLC 0.12% No change 1,457 $247K
Signature Estate & Investment Advisors LLC 0.01% Add +8.5% 1,420 $241K
BTG Pactual Asset Management US LLC 0.03% No change 1,470 $225K
Holos Integrated Wealth LLC 0.13% Reduce -10.7% 1,285 $223K
Smartleaf Asset Management LLC 0.02% Reduce -29.6% 1,315 $222K
Corient Private Wealth LP 0.00% New 1,304 $221K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 1,300 $220K
J.Safra Asset Management Corp 0.01% No change 1,274 $216K
Auxano Advisors, LLC 0.05% New 1,270 $215K
Atria Wealth Solutions, Inc. 0.00% New 1,256 $213K
Financial Engines Advisors L.L.C. 0.00% Reduce -36.4% 1,250 $212K
Principal Securities, Inc. 0.00% Add +179.0% 1,155 $196K
AlphaCore Capital LLC 0.01% Add +217.1% 1,075 $182K
FAS Wealth Partners, Inc. 0.01% Add +0.9% 1,060 $179K
Geneos Wealth Management Inc. 0.00% Add +0.1% 1,012 $171K
EP Wealth Advisors, LLC 0.00% Add +0.3% 905 $153K
JTC Employer Solutions Trustee Ltd 0.01% No change 878 $149K
US Bancorp \de 0.00% New 801 $136K
Exchange Traded Concepts, LLC 0.00% New 714 $121K
Gen-Wealth Partners Inc 0.04% No change 617 $105K
WealthShield Partners, LLC 0.01% No change 600 $102K
National Bank of Canada 0.00% Add +731.9% 574 $97K
Archer Investment Corp 0.02% Add +188.1% 484 $82K
Centricity Wealth Management, LLC 0.06% No change 450 $76K
Activest Wealth Management 0.02% Add +0.7% 443 $75K
Ameliora Wealth Management Ltd. 0.03% Reduce -25.4% 440 $75K
C M Bidwell & Associates Ltd. 0.04% Add +0.2% 432 $73K
Tsfg, LLC 0.01% No change 403 $68K
Dunhill Financial, LLC 0.02% New 400 $68K
Investors Research Corp 0.01% Reduce -27.5% 396 $67K
Washington Trust Advisors, Inc. 0.01% Add +5.1% 393 $67K
Webster Bank, N. A. 0.01% No change 300 $51K
Private Trust Co. NA 0.00% No change 238 $40K
Y.D. More Investments Ltd 0.00% No change 215 $36K
GeoWealth Management, LLC 0.00% Add +1.0% 206 $35K
Glen Eagle Advisors, LLC 0.01% No change 200 $34K
Parallel Advisors, LLC 0.00% Add +0.5% 187 $32K
Comerica Bank 0.00% Add +84.2% 186 $31K
Aptus Capital Advisors, LLC 0.00% Reduce -7.3% 165 $28K
Sunbelt Securities, Inc. 0.00% No change 173 $27K
AE Wealth Management LLC 0.00% Add +1400.0% 150 $25K
Clearstead Advisors, LLC 0.00% No change 126 $21K
Keystone Global Partners, LLC 0.01% Add +195.2% 124 $21K
LFA - Lugano Financial Advisors SA 0.01% New 108 $18K
Creekmur Asset Management LLC 0.00% No change 103 $17K
Qube Research & Technologies Ltd 0.00% Reduce -92.3% 95 $16K
Signaturefd, LLC 0.00% No change 74 $13K
Financial Management Professionals, Inc. 0.00% No change 52 $9K
CIBC Private Wealth Group LLC 0.00% No change 50 $8K
Stone House Investment Management, LLC 0.00% No change 39 $7K
Steward Partners Investment Advisory, LLC 0.00% No change 17 $3K
LGT Financial Advisors LLC 0.01% New 12 $2K
Roble, Belko & Company, Inc 0.00% No change 14 $2K
IFP Advisors, Inc 0.00% No change 11 $2K
EverSource Wealth Advisors, LLC 0.00% No change 6 $1K
Global Retirement Partners, LLC 0.00% — 1 $169

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