iShares MSCI World ETFURTHETF

13F holders, Q3 2025 (September 30)
242holders +8
26new positions
15sold out
1famous investor
$181.67avg. 13F price*

At the end of Q3 2025, 242 institutions reported holding iShares MSCI World ETF (URTH) in their 13F filings, up 8 from Q2 2025. 26 opened new positions and 15 sold out. The largest holders were Royal Bank of Canada ($313.4M), Federation des caisses Desjardins du Quebec ($261.0M) and Amundi ($147.8M). One famous investor held it 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions26$196.2M
Exits15$21.9M

All 13F filers, Q2 2025 → Q3 2025: 3,486,589 shares bought and 659,992 shares sold, net +2,826,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 242 holders

Royal Bank of Canada 0.06% Add +12.2% 1,726,092 $313.4M
Federation des caisses Desjardins du Quebec 1.03% Add +45749.7% 1,437,387 $261.0M
Amundi 0.05% New 805,200 $147.8M
Morgan Stanley 0.01% Reduce -8.4% 802,205 $145.6M
Goldman Sachs Group Inc. 0.01% Reduce -0.3% 570,442 $103.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.79% Add +13.9% 539,306 $97.9M
Prudential PLC 0.69% Reduce -7.7% 517,600 $94.0M
Bank of America Corp. 0.00% Add +77.4% 359,565 $65.3M
Obermeyer Wealth Partners 2.99% Add +2.9% 351,532 $63.8M
National Philanthropic Trust 0.67% Add +5.6% 331,715 $60.2M
Barings LLC 1.11% Reduce -13.1% 311,111 $56.5M
Evensky & Katz LLC 3.04% Add +0.6% 288,892 $52.5M
Bank of Montreal 0.02% Add +74.2% 263,036 $47.8M
Banco Santander, S.A. 0.38% Add +14.6% 236,426 $42.9M
JPMorgan Chase & Co. 0.00% Reduce -13.5% 228,335 $41.5M
LPL Financial LLC 0.01% Add +9.3% 204,744 $37.2M
Sava Penzisko Drushtvo A.D. Skopje 12.06% — 202,500 $36.8M
BlackRock, Inc. 0.00% Add +39.5% 202,370 $36.7M
Principal Financial Group Inc. 0.02% Reduce -7.8% 191,203 $34.7M
Mirae Asset Global Investments Co., Ltd. 0.10% Reduce -36.1% 168,799 $30.6M
UBS Group AG 0.01% Add +25.4% 158,457 $28.8M
GAM Holding AG 1.54% Reduce -4.4% 137,063 $24.9M
Raymond James Financial Inc. 0.01% Add +8.8% 125,944 $22.9M
Envestnet Asset Management Inc. 0.01% Reduce -7.1% 119,432 $21.7M
Angeles Wealth Management, LLC 1.33% Reduce -0.2% 119,030 $21.6M
Arizona PSPRS Trust 0.73% New 117,622 $21.4M
Pinebridge Investments, L.P. 0.15% Add +94.2% 114,750 $20.8M
CI Investments Inc. 0.07% Reduce -10.2% 110,129 $20.0M
Evelyn Partners Investment Management (Europe) Ltd 6.46% Add +1.4% 102,740 $18.7M
Gerber Kawasaki Wealth & Investment Management 0.63% Add +26.6% 100,993 $18.3M
Schroder Investment Management Group 0.01% Add +4.7% 99,195 $17.9M
Brown Advisory Inc. 0.02% Add +224.2% 98,143 $17.8M
Jane Street Group, LLC 0.02% New 85,459 $15.5M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -8.0% 78,040 $14.2M
Empire Life Investments Inc. 0.82% Add +0.7% 77,450 $14.1M
Cetera Investment Advisers 0.02% Add +2.5% 76,117 $13.8M
Lido Advisors, LLC 0.06% Add +52.8% 74,218 $13.5M
Inherent Management Corp. 6.31% No change 60,650 $11.0M
Bleakley Financial Group, LLC 0.24% Add +3.3% 57,253 $10.4M
Investments & Financial Planning, LLC 5.39% Add +0.8% 54,938 $10.0M
Prudential Financial Inc. 0.01% Reduce -21.2% 52,850 $9.6M
Lazard Asset Management LLC 0.01% Reduce -4.5% 48,035 $8.7M
Compagnie Lombard Odier SCmA 0.10% Reduce -0.9% 47,884 $8.7M
Fulcrum Equity Management 8.49% No change 46,192 $8.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +12.8% 42,499 $7.7M
Silphium Asset Management Ltd 1.96% Reduce -18.5% 36,530 $6.6M
Mackenzie Financial Corp. 0.01% Reduce -11.7% 35,168 $6.4M
Wells Fargo & Company 0.00% Add +15.0% 30,480 $5.5M
HSBC Holdings PLC 0.00% Reduce -12.4% 30,300 $5.5M
National Bank of Canada 0.01% Add +5089.7% 29,789 $5.4M
ICONIQ Capital, LLC 0.07% No change 29,109 $5.3M
Partners Capital Investment Group, LLP 0.21% Reduce -0.1% 28,943 $5.3M
Evelyn Partners Asset Management Ltd 1.18% Add +3.6% 28,764 $5.2M
TD Waterhouse Canada Inc. 0.03% Reduce -2.1% 28,603 $5.2M
Banque Pictet & Cie SA 0.05% Reduce -0.7% 28,318 $5.1M
Fischer Investment Strategies, LLC 3.04% Reduce -47.2% 27,933 $5.1M
NewEdge Advisors, LLC 0.02% Add +3.6% 26,327 $4.8M
Commonwealth Equity Services, LLC 0.01% Add +0.1% 26,050 $4.7M
PKO Investment Management Joint-Stock Co 0.38% No change 24,800 $4.5M
Mount Capital Ltd 1.55% No change 23,725 $4.3M
Beam Wealth Advisors, Inc. 1.11% Reduce -2.2% 22,497 $4.1M
BBR Partners, LLC 0.23% Reduce -2.3% 22,439 $4.1M
Sequoia Financial Advisors, LLC 0.02% Reduce -1.6% 21,917 $4.0M
Keystone Global Partners, LLC 1.99% Add +17264.5% 21,532 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.1% 21,136 $3.8M
Pictet North America Advisors SA 0.34% Add +23.4% 20,189 $3.7M
PNC Financial Services Group, Inc. 0.00% No change 18,935 $3.4M
WBH Advisory Inc. 0.26% Reduce -0.0% 18,909 $3.4M
First Trust Advisors LP 0.00% Add +3.7% 17,764 $3.2M
Avestar Capital, LLC 0.22% No change 17,137 $3.1M
Main Street Research LLC 0.16% Reduce -10.5% 16,721 $3.0M
Cresset Asset Management, LLC 0.01% Add +0.1% 16,704 $3.0M
Marex Group Ltd 0.04% New 15,712 $2.9M
Osaic Holdings, Inc. 0.00% Add +60.3% 15,652 $2.8M
Fifth Third Securities, Inc. 0.19% Add +31.9% 15,366 $2.8M
Dash Acquisitions Inc. 0.50% New 13,528 $2.5M
Sheridan Capital Management, LLC 1.32% Reduce -17.5% 13,714 $2.5M
Vontobel Holding Ltd. 0.01% Reduce -9.8% 12,670 $2.3M
Citadel Advisors 0.00% Reduce -82.3% 12,248 $2.2M
BNP Paribas Financial Markets 0.00% Add +144.5% 11,054 $2.0M
Sierra Capital LLC 0.22% No change 10,814 $2.0M
TD Private Client Wealth LLC 0.04% Add +30.4% 10,193 $1.9M
Capital Investment Advisors, LLC 0.03% Reduce -3.0% 9,769 $1.8M
Victory Capital Management Inc. 0.00% No change 9,664 $1.8M
Litman Gregory Wealth Management LLC 0.13% No change 9,348 $1.7M
Sanctuary Advisors, LLC 0.01% Reduce -4.4% 9,000 $1.6M
Pekin Hardy Strauss, Inc. 0.16% No change 8,800 $1.6M
Evelyn Partners Investment Management LLP 0.04% Add +30.7% 8,500 $1.5M
M&T Bank Corp 0.01% No change 8,382 $1.5M
Mariner, LLC 0.00% Add +14.4% 8,260 $1.5M
Fiduciary Management Inc. 0.01% New 7,908 $1.4M
Great Valley Advisor Group, Inc. 0.03% No change 7,347 $1.3M
Retirement Planning Group, LLC 0.05% No change 7,236 $1.3M
Compound Planning, Inc. 0.04% Add +3.6% 7,087 $1.3M
Union Bancaire Privee, UBP SA 0.02% No change 7,851 $1.3M
Blair William & Co. 0.00% Reduce -0.5% 6,664 $1.2M
FMR LLC 0.00% Add +4.3% 6,579 $1.2M
Susquehanna International Group, LLP 0.00% Add +218.9% 6,477 $1.2M
MidAtlantic Capital Management, Inc. 0.80% No change 6,444 $1.2M
Causeway Capital Management LLC 0.01% New 6,151 $1.1M

"% 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 242 holders