ISHARES MSCI WORLD ETF URTH
$202.65
+0.3% 52w: $160.64 – $204.81
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data160.64182.72204.81
Jun 20, 2025 Jul 2, 2026
Institutional holders
265
+7 QoQ
13F value
$2.96B
+20.7% QoQ
Smart-money holders
10
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.0×
$1.2M calls / $28.2M puts
Institutional value by quarter
Number of holders
Who owns URTH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | Bank broker | 2.2M | $388.2M | 0.1% | +6.3% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 1.6M | $287.8M | 1.0% | +48.5% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Other | 1.2M | $210.0M | 0.7% | New |
| TORONTO DOMINION BANK | Bank broker | 998.3K | $179.7M | 0.3% | New |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 638.5K | $114.9M | 0.2% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 590.8K | $106.4M | 0.0% | +8.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 562.4K | $101.2M | 0.0% | -0.8% |
| Banco Santander, S.A. | Other | 440.3K | $79.3M | 0.6% | +44.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Other | 408.0K | $73.4M | 0.6% | -16.9% |
| National Philanthropic Trust | Other | 366.3K | $65.9M | 0.7% | +6.3% |
| MORGAN STANLEY | Bank broker | 365.8K | $65.9M | 0.0% | -47.6% |
| PRUDENTIAL PLC | Other | 350.4K | $63.1M | 0.4% | -24.7% |
| Obermeyer Wealth Partners | Other | 350.0K | $63.0M | 2.9% | -0.9% |
| BANK OF MONTREAL /CAN/ | Bank broker | 323.7K | $58.3M | 0.0% | +17.2% |
| Evensky & Katz LLC | Wealth advisor | 288.0K | $51.8M | 2.9% | -0.1% |
| BARINGS LLC | Wealth advisor | 265.4K | $47.8M | 0.8% | -8.1% |
| JPMORGAN CHASE & CO | Bank broker | 253.8K | $44.4M | 0.0% | -2.9% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 246.5K | $44.4M | 0.0% | +12.3% |
| LPL Financial LLC | Bank broker | 243.9K | $43.9M | 0.0% | +4.3% |
| BlackRock, Inc. | Index provider | 222.1K | $40.0M | 0.0% | +1.0% |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | Wealth advisor | 202.5K | $36.5M | 11.1% | Held |
| BROWN ADVISORY INC | Diversified mechanical | 186.0K | $33.5M | 0.1% | +116.9% |
| CI INVESTMENTS INC. | Diversified mechanical | 183.6K | $33.1M | 0.2% | -53.1% |
| UBS Group AG | Bank broker | 181.8K | $32.7M | 0.0% | +0.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 181.8K | $32.7M | 0.0% | -42.9% |
| JANE STREET GROUP, LLC | Market maker | 181.0K | $32.6M | 0.0% | New |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 170.4K | $30.7M | 0.0% | +6.4% |
| Pictet North America Advisors SA | Other | 160.1K | $28.8M | 2.9% | +634.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 154.5K | $27.8M | 0.0% | +7.6% |
| LTS Liquid Investments LLC | Wealth advisor | 125.8K | $22.7M | 21.2% | -0.6% |
| PINEBRIDGE INVESTMENTS LLC | Other | 124.7K | $22.4M | 0.2% | +4.6% |
| ANGELES WEALTH MANAGEMENT, LLC | Wealth advisor | 117.7K | $21.2M | 1.2% | -3.8% |
| Evelyn Partners Investment Management (Europe) Ltd | Other | 104.9K | $18.9M | 6.5% | +0.8% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 103.3K | $18.6M | 0.6% | 0.0% |
| Marex Group plc | Quant stat arb | 89.2K | $16.1M | 0.2% | +1537.3% |
| Cetera Investment Advisers | Wealth advisor | 80.4K | $14.5M | 0.0% | -8.4% |
| Empire Life Investments Inc. ★2 | Fundamental diversified | 77.1K | $14.0M | 0.9% | -6.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 68.7K | $12.4M | 0.0% | +6.9% |
| Silphium Asset Management Ltd | Wealth advisor | 68.2K | $12.3M | 4.7% | New |
| PRUDENTIAL FINANCIAL INC | Insurance | 67.3K | $12.1M | 0.0% | +17.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 67.2K | $12.1M | 0.0% | +22.3% |
| Bank Julius Baer & Co. Ltd, Zurich | Other | 65.2K | $11.7M | 0.0% | -6.6% |
| FLOW TRADERS U.S. LLC | Market maker | 60.7K | $10.9M | 0.3% | New |
| Inherent Management Corp. | Wealth advisor | 60.6K | $10.9M | 5.5% | Held |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 60.3K | $10.9M | 0.0% | +52.6% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 57.7K | $10.1M | 0.0% | +17.7% |
| Investments & Financial Planning, LLC | Wealth advisor | 55.8K | $10.1M | 5.5% | +2.8% |
| Bleakley Financial Group, LLC | Wealth advisor | 55.3K | $9.9M | 0.2% | 0.0% |
| Compagnie Lombard Odier SCmA | Other | 53.9K | $9.7M | 0.1% | -6.2% |
| Keystone Global Partners, LLC | Wealth advisor | 50.4K | $9.1M | 4.1% | +53.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding URTH
ROYAL BANK OF CANADAFederation des caisses Desjardins du QuebecBARROW HANLEY MEWHINNEY & STRAUSS LLCTORONTO DOMINION BANKNOMURA ASSET MANAGEMENT INTERNATIONAL INC.GOLDMAN SACHS GROUP INCBANK OF AMERICA CORP /DE/Banco Santander, S.A.Sumitomo Mitsui DS Asset Management Company, LtdNational Philanthropic Trust