iShares MSCI World ETFURTHETF

13F holders, Q4 2025 (December 31)
260holders +18
25new positions
19sold out
3famous investors
$185.75avg. 13F price*

At the end of Q4 2025, 260 institutions reported holding iShares MSCI World ETF (URTH) in their 13F filings, up 18 from Q3 2025. 25 opened new positions and 19 sold out. The largest holders were Royal Bank of Canada ($376.7M), Federation des caisses Desjardins du Quebec ($200.1M) and Morgan Stanley ($129.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions25$20.2M
Exits19$186.0M

All 13F filers, Q3 2025 → Q4 2025: 1,603,596 shares bought and 1,827,637 shares sold, net −224,041 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 260 holders

Royal Bank of Canada 0.07% Add +17.5% 2,027,632 $376.7M
Federation des caisses Desjardins du Quebec 0.76% Reduce -25.1% 1,077,054 $200.1M
Morgan Stanley 0.01% Reduce -12.9% 698,705 $129.8M
Bank of America Corp. 0.01% Add +57.7% 566,989 $105.3M
Goldman Sachs Group Inc. 0.01% Reduce -4.9% 542,545 $100.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.72% Reduce -8.9% 491,232 $91.3M
Prudential PLC 0.69% Reduce -10.1% 465,500 $86.5M
CI Investments Inc. 0.32% Add +255.4% 391,402 $72.7M
Obermeyer Wealth Partners 3.00% Add +0.4% 353,023 $65.6M
National Philanthropic Trust 0.63% Add +3.8% 344,447 $64.0M
Envestnet Asset Management Inc. 0.02% Add +166.6% 318,350 $59.1M
Banco Santander, S.A. 0.43% Add +29.4% 305,829 $56.8M
Barings LLC 1.02% Reduce -7.1% 288,921 $53.7M
Evensky & Katz LLC 3.02% Reduce -0.2% 288,340 $53.6M
Bank of Montreal 0.02% Add +5.0% 276,231 $51.3M
JPMorgan Chase & Co. 0.00% Add +14.4% 261,228 $48.5M
LPL Financial LLC 0.01% Add +14.2% 233,889 $43.4M
BlackRock, Inc. 0.00% Add +8.7% 219,917 $40.9M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +30.1% 219,613 $40.8M
Sava Penzisko Drushtvo A.D. Skopje 12.15% No change 202,500 $37.6M
UBS Group AG 0.01% Add +14.1% 180,736 $33.6M
Principal Financial Group Inc. 0.02% Reduce -16.2% 160,195 $29.8M
Raymond James Financial Inc. 0.01% Add +14.1% 143,682 $26.7M
GAM Holding AG 1.63% Add +0.2% 137,304 $25.5M
LTS Liquid Investments LLC 22.34% — 126,564 $23.5M
Angeles Wealth Management, LLC 1.25% Add +2.8% 122,386 $22.7M
Pinebridge Investments LLC 0.16% — 119,195 $22.1M
Arizona PSPRS Trust 0.81% Add +0.8% 118,575 $22.0M
Evelyn Partners Investment Management (Europe) Ltd 6.28% Add +1.4% 104,148 $19.3M
Gerber Kawasaki Wealth & Investment Management 0.67% Add +2.3% 103,282 $19.2M
Cetera Investment Advisers 0.02% Add +15.3% 87,796 $16.3M
Brown Advisory Inc. 0.02% Reduce -12.6% 85,761 $15.9M
Empire Life Investments Inc. 0.87% Add +6.8% 82,743 $15.4M
Lido Advisors, LLC 0.05% Reduce -1.1% 73,421 $13.5M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Reduce -10.6% 69,780 $13.0M
Wells Fargo & Company 0.00% Add +110.9% 64,286 $11.9M
Inherent Management Corp. 5.78% No change 60,650 $11.3M
Compagnie Lombard Odier SCmA 0.12% Add +19.9% 57,396 $10.7M
Prudential Financial Inc. 0.01% Add +8.1% 57,150 $10.6M
Bleakley Financial Group, LLC 0.18% Reduce -3.5% 55,266 $10.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +29.3% 54,962 $10.2M
Investments & Financial Planning, LLC 5.42% Reduce -1.1% 54,335 $10.1M
Retirement Management Systems Inc. 2.49% — 52,265 $9.7M
Schroder Investment Management Group 0.01% Reduce -50.6% 49,005 $9.2M
MML Investors Services, LLC 0.02% Add +1150.1% 49,330 $9.2M
State Street Corp. 0.00% New 48,460 $9.0M
Fulcrum Equity Management 8.21% No change 46,192 $8.6M
Mackenzie Financial Corp. 0.01% Add +12.4% 39,540 $7.4M
Keystone Global Partners, LLC 2.69% Add +52.7% 32,879 $6.1M
HSBC Holdings PLC 0.00% No change 30,300 $5.6M
ICONIQ Capital, LLC 0.08% No change 29,109 $5.4M
TD Waterhouse Canada Inc. 0.03% Add +0.8% 28,841 $5.4M
Evelyn Partners Asset Management Ltd 1.25% No change 28,764 $5.3M
NewEdge Advisors, LLC 0.02% Add +5.8% 27,853 $5.2M
Ameriprise Financial Inc. 0.00% Add +472.1% 27,404 $5.1M
Partners Capital Investment Group, LLP 0.18% Reduce -8.7% 26,420 $4.9M
Banque Pictet & Cie SA 0.05% Reduce -6.9% 26,368 $4.9M
Commonwealth Equity Services, LLC 0.01% Reduce -1.4% 25,676 $4.8M
PKO Investment Management Joint-Stock Co 0.37% No change 24,800 $4.6M
Fischer Investment Strategies, LLC 2.60% Reduce -14.1% 24,006 $4.5M
Mount Capital Ltd 1.78% No change 23,725 $4.4M
TD Private Client Wealth LLC 0.09% Add +124.8% 22,912 $4.3M
Beam Wealth Advisors, Inc. 1.15% Add +0.1% 22,527 $4.2M
BBR Partners, LLC 0.22% Add +0.0% 22,440 $4.2M
Sequoia Financial Advisors, LLC 0.02% Add +0.0% 21,918 $4.1M
Pictet North America Advisors SA 0.38% Add +8.0% 21,801 $4.0M
PNC Financial Services Group, Inc. 0.00% No change 18,935 $3.5M
Cresset Asset Management, LLC 0.01% Add +8.9% 18,189 $3.4M
WBH Advisory Inc. 0.25% Reduce -3.9% 18,175 $3.4M
First Trust Advisors LP 0.00% No change 17,764 $3.3M
Avestar Capital, LLC 0.22% No change 17,137 $3.2M
Osaic Holdings, Inc. 0.00% Add +5.7% 16,548 $3.1M
Fifth Third Securities, Inc. 0.19% Add +1.0% 15,522 $2.9M
Main Street Research LLC 0.16% Reduce -9.5% 15,138 $2.8M
Hyposwiss Advisors SA 2.70% — 14,800 $2.7M
BNP Paribas Financial Markets 0.00% Add +30.1% 14,376 $2.7M
Sheridan Capital Management, LLC 1.28% Reduce -0.7% 13,615 $2.5M
1832 Asset Management L.P. 0.00% Add +622.2% 13,390 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -38.9% 12,907 $2.4M
Asset Advisory Group, Inc. 1.19% — 12,806 $2.4M
Vontobel Holding Ltd. 0.01% Reduce -11.4% 11,225 $2.1M
Sierra Capital LLC 0.21% Reduce -0.1% 10,801 $2.0M
Citadel Advisors 0.00% Reduce -12.2% 10,751 $2.0M
Causeway Capital Management LLC 0.03% Add +72.8% 10,631 $2.0M
Dara Capital Us, Inc. 1.71% — 10,400 $1.9M
Evelyn Partners Investment Management LLP 0.05% Add +18.5% 10,074 $1.9M
Victory Capital Management Inc. 0.00% No change 9,664 $1.8M
Sanctuary Advisors, LLC 0.01% Add +3.3% 9,295 $1.7M
Capital Investment Advisors, LLC 0.03% Reduce -8.6% 8,927 $1.7M
Bank of New York Mellon Corp 0.00% Add +290.4% 8,900 $1.7M
Pekin Hardy Strauss, Inc. 0.15% No change 8,800 $1.6M
Renaissance Technologies 0.00% New 8,500 $1.6M
M&T Bank Corp 0.01% No change 8,382 $1.6M
EFG International AG 0.03% — 8,171 $1.5M
Litman Gregory Wealth Management LLC 0.11% Reduce -15.0% 7,947 $1.5M
Jones Financial Companies LLLP 0.00% Add +51.2% 7,648 $1.4M
Cidel Asset Management Inc. 0.10% New 7,408 $1.4M
Retirement Planning Group, LLC 0.04% No change 7,236 $1.3M
FMR LLC 0.00% Add +6.9% 7,034 $1.3M
Blair William & Co. 0.00% Add +5.3% 7,014 $1.3M

"% 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 260 holders