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
Lorne Steinberg Wealth Management Inc. 0.30% Add +25.8% 6,911 $1.3M
Mariner, LLC 0.00% Reduce -19.0% 6,693 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +13.5% 6,363 $1.2M
Edmond DE Rothschild Holding S.A. 0.02% Add +4.9% 6,164 $1.1M
AlTi Global, Inc. 0.02% Add +1.0% 6,131 $1.1M
Roehl & Yi Investment Advisors, LLC 0.42% New 5,703 $1.1M
National Bank of Canada 0.00% Reduce -81.1% 5,622 $1.0M
Focus Partners Wealth 0.00% Add +19.6% 5,498 $1.0M
Seeds Investor LLC 0.20% Reduce -1.6% 5,480 $1.0M
Compound Planning, Inc. 0.03% Reduce -22.9% 5,464 $1.0M
Marex Group Ltd 0.01% Reduce -65.3% 5,451 $1.0M
Union Bancaire Privee, UBP SA 0.01% Reduce -21.4% 6,167 $1.0M
Avior Wealth Management, LLC 0.03% Reduce -3.3% 5,401 $1.0M
Schusterman Interests, LLC 0.23% New 5,375 $999K
Cerity Partners LLC 0.00% Add +0.0% 5,375 $998K
LOM Asset Management Ltd 0.28% Reduce -3.4% 5,240 $973K
Stratos Investment Management, LLC 0.04% Reduce -0.9% 4,899 $910K
CX Institutional 0.02% Reduce -11.8% 4,314 $801K
Park Avenue Securities LLC 0.01% Add +7.2% 4,309 $800K
Envestnet Portfolio Solutions, Inc. 0.00% New 4,181 $777K
Joel Isaacson & Co., LLC 0.03% No change 4,090 $760K
Strategic Blueprint, LLC 0.04% No change 4,080 $758K
Valeo Financial Advisors, LLC 0.02% Reduce -0.7% 4,068 $756K
Snowden Capital Advisors LLC 0.02% Add +8.4% 4,011 $745K
Retirement Income Solutions, Inc. 0.13% No change 3,985 $740K
Glenmede Trust Co. NA 0.00% — 3,927 $730K
Wealthspire Advisors, LLC 0.01% Add +1.4% 3,918 $728K
LWM Advisory Services, LLC 0.42% Add +20.3% 3,901 $725K
Rockefeller Capital Management L.P. 0.00% Add +55457.1% 3,889 $722K
Equitable Holdings, Inc. 0.00% Reduce -4.2% 3,884 $722K
Waverly Advisors, LLC 0.01% Reduce -0.7% 3,822 $710K
Valor Advisors LLC 0.58% — 3,744 $696K
Truist Financial Corp. 0.00% New 3,523 $654K
Sagespring Wealth Partners, LLC 0.01% Add +2.6% 3,428 $637K
Robertson Stephens Wealth Management, LLC 0.02% Add +0.8% 3,298 $613K
HighTower Advisors, LLC 0.00% Add +14.2% 3,263 $606K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 3,207 $596K
KDT Advisors, LLC 0.81% No change 3,100 $576K
Keybank National Association 0.00% No change 3,050 $567K
Main Street Financial Solutions, LLC 0.04% No change 3,029 $563K
StoneX Group Inc. 0.02% Add +27.1% 2,982 $554K
Arlington Financial Advisors, LLC 0.08% No change 2,975 $553K
Advisory Services Network, LLC 0.01% Reduce -7.1% 2,951 $548K
BTG Pactual Asset Management US LLC 0.06% Add +142.7% 3,567 $546K
Chicago Partners Investment Group LLC 0.01% Reduce -6.7% 2,828 $534K
Captrust Financial Advisors 0.00% No change 2,757 $512K
Ausdal Financial Partners, Inc. 0.02% Reduce -1.9% 2,663 $495K
Jaffetilchin Investment Partners, LLC 0.03% Add +0.8% 2,647 $492K
Mission Wealth Management, LP 0.01% No change 2,641 $491K
SG Americas Securities, LLC 0.00% No change 2,624 $487K
Moneda S.A. Administradora General de Fondos 0.43% New 2,579 $479K
Perigon Wealth Management, LLC 0.01% Add +0.1% 2,563 $476K
W1M Asset Management Ltd 0.00% New 2,540 $472K
Allie Family Office LLC 0.21% No change 2,478 $460K
Arbor Investment Advisors, LLC 0.06% Add +0.7% 2,476 $460K
Evolve Private Wealth, LLC 0.03% — 2,422 $450K
Personal Cfo Solutions, LLC 0.07% New 2,418 $449K
Mercer Global Advisors Inc. 0.00% Reduce -1.6% 2,410 $448K
Ieq Capital, LLC 0.00% Reduce -18.6% 2,363 $439K
Rehmann Capital Advisory Group 0.02% Reduce -0.9% 2,328 $432K
GTS Securities LLC 0.01% Add +97.6% 2,290 $425K
Auxano Advisors, LLC 0.08% Add +47.6% 2,270 $422K
Cibc World Market Inc. 0.00% Add +1.1% 2,249 $418K
US Bancorp \de 0.00% Add +84.3% 2,223 $413K
Wealth Enhancement Advisory Services, LLC 0.00% New 2,146 $406K
BridgePort Financial Solutions, LLC 0.11% Add +0.8% 2,166 $402K
Tudor Investment Corporation 0.00% New 2,098 $390K
Beaumont Financial Advisors, LLC 0.03% Reduce -1.9% 2,070 $385K
BFI Infinity Ltd. 0.24% No change 2,056 $382K
Allworth Financial LP 0.00% Add +0.5% 2,037 $378K
Smartleaf Asset Management LLC 0.01% Reduce -13.1% 1,967 $368K
QRG Capital Management, Inc. 0.00% New 1,978 $368K
Advocate Investing Services LLC 0.33% — 1,960 $364K
BlackDiamond Wealth Management, LLC 0.17% Add +45.5% 1,847 $354K
&partners 0.00% New 1,905 $354K
Cassaday & Co Wealth Management LLC 0.01% Add +12.1% 1,904 $354K
MidAtlantic Capital Management, Inc. 0.23% Reduce -70.5% 1,902 $353K
Kestra Advisory Services, LLC 0.00% New 1,853 $344K
Brevan Howard Capital Management LP 0.01% Add +19.2% 1,816 $338K
SYM FINANCIAL Corp 0.03% Add +17.1% 1,810 $336K
Atria Investments, Inc 0.00% Reduce -21.6% 1,780 $331K
Unique Wealth Strategies, LLC 0.13% Reduce -6.0% 1,754 $326K
Whittier Trust Co. 0.00% No change 1,712 $324K
Wealthgarden F.S. LLC 0.21% Reduce -1.6% 1,674 $318K
EP Wealth Advisors, LLC 0.00% — 1,656 $308K
Focus Partners Advisor Solutions, LLC 0.00% New 1,650 $307K
Montaka Global Pty Ltd 0.14% — 1,628 $302K
Horst & Graben Wealth Management LLC 0.05% No change 1,614 $300K
First Heartland Consultants, Inc. 0.02% Reduce -8.1% 1,604 $298K
Independent Financial Group, LLC 0.01% Add +0.8% 1,590 $295K
Comerica Bank 0.00% Add +460.9% 1,576 $293K
Magnus Financial Group LLC 0.02% Reduce -4.3% 1,530 $284K
Susquehanna International Group, LLP 0.00% Reduce -76.7% 1,507 $280K
Nisa Investment Advisors, LLC 0.00% No change 1,500 $279K
Summit Financial, LLC 0.00% Add +0.4% 1,463 $272K
JDM Financial Group LLC 0.11% No change 1,457 $271K
Signature Estate & Investment Advisors LLC 0.01% Add +0.8% 1,396 $259K
Wellington-Altus USA Inc. 0.19% — 1,382 $257K
Choreo, LLC 0.00% Reduce -41.3% 1,370 $256K
Elevated Private Wealth, LLC 0.26% — 1,358 $252K
Principal Securities, Inc. 0.00% Add +20.1% 1,353 $251K
Corient Private Wealth LP 0.00% No change 1,304 $242K
Aspiriant, LLC 0.01% New 1,297 $241K
Holos Integrated Wealth LLC 0.13% Reduce -0.2% 1,282 $239K
J.Safra Asset Management Corp 0.01% No change 1,274 $237K
Dash Acquisitions Inc. 0.05% Reduce -91.1% 1,202 $227K
Russell Investments Group, Ltd. 0.00% Reduce -34.8% 1,208 $224K
Sovran Advisors, LLC 0.02% New 1,160 $220K
Allegheny Financial Group 0.03% No change 1,154 $214K
Compass Ion Advisors, LLC 0.02% Add +0.3% 1,148 $213K
Citigroup Inc. 0.00% Add +37.1% 1,082 $201K
Financial Engines Advisors L.L.C. 0.00% Reduce -13.6% 1,080 $201K
AlphaCore Capital LLC 0.00% Add +217.1% 1,075 $200K
FAS Wealth Partners, Inc. 0.01% Add +0.8% 1,068 $198K
Geneos Wealth Management Inc. 0.00% Add +0.2% 1,014 $188K
JTC Employer Solutions Trustee Ltd 0.01% No change 878 $163K
Simplex Trading, LLC 0.00% Add +103.3% 740 $137K
Gen-Wealth Partners Inc 0.04% No change 617 $115K
Centaurus Financial, Inc. 0.01% Reduce -3.1% 614 $114K
MAI Capital Management 0.00% Add +121.5% 609 $113K
WealthShield Partners, LLC 0.01% No change 600 $111K
LFA - Lugano Financial Advisors SA 0.06% No change 599 $111K
Activest Wealth Management 0.02% Add +0.9% 447 $83K
C M Bidwell & Associates Ltd. 0.04% Add +0.7% 439 $82K
Farther Finance Advisors, LLC 0.00% New 428 $80K
Tsfg, LLC 0.01% No change 403 $75K
Dunhill Financial, LLC 0.02% No change 400 $74K
Washington Trust Advisors, Inc. 0.01% Add +0.3% 394 $73K
TrinityBridge Ltd 0.00% No change 300 $56K
Webster Bank, N. A. 0.01% No change 300 $56K
Clearstead Advisors, LLC 0.00% No change 262 $49K
Investors Research Corp 0.01% No change 251 $47K
Private Trust Co. NA 0.00% No change 238 $44K
Y.D. More Investments Ltd 0.00% No change 215 $40K
Tiff Advisory Services, LLC 0.01% New 202 $37K
Ameliora Wealth Management Ltd. 0.01% No change 200 $37K
Glen Eagle Advisors, LLC 0.01% No change 200 $37K
Sunbelt Securities, Inc. 0.00% No change 173 $32K
Archer Investment Corp 0.01% Reduce -64.9% 170 $31K
Aptus Capital Advisors, LLC 0.00% No change 147 $27K
Comprehensive Financial Planning, Inc. 0.01% New 106 $20K
Paladin Partners, LLC 0.01% — 100 $19K
Steward Partners Investment Advisory, LLC 0.00% No change 75 $14K
Signaturefd, LLC 0.00% No change 74 $14K
Westside Investment Management, Inc. 0.00% No change 60 $11K
Financial Management Professionals, Inc. 0.00% No change 52 $10K
CIBC Private Wealth Group LLC 0.00% No change 50 $9K
Lanark Financial, Inc. 0.00% New 44 $8K
Stone House Investment Management, LLC 0.00% No change 39 $7K
Qube Research & Technologies Ltd 0.00% Reduce -7.1% 26 $5K
Larson Financial Group LLC 0.00% New 25 $5K
FWL Investment Management, LLC 0.00% No change 20 $4K
Trust Co. of Vermont 0.00% New 20 $4K
Roble, Belko & Company, Inc 0.00% No change 14 $3K
Exchange Traded Concepts, LLC 0.00% Reduce -69.6% 14 $3K
IFP Advisors, Inc 0.00% No change 11 $2K
LM Advisors LLC 0.00% Reduce -81.4% 218 $1K
EverSource Wealth Advisors, LLC 0.00% No change 6 $1K
Strategic Wealth Partners, Ltd. 0.00% No change 1 $186
AE Wealth Management LLC 0.00% No change 1 $183

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