ISHARES MSCI WORLD ETF (URTH) Institutional Ownership

URTH is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.72M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $3.72M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's URTH position is now estimated to be worth approximately $4.12M, representing an estimated gain of +10.78% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES MSCI WORLD ETF (URTH).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$3,719,56820,662
Q4 20253$7,625,67341,049
Q3 20252$5,096,02628,068
Q2 20252$7,598,72644,862
Q1 20252$3,371,33922,009
Q4 20242$9,418,01460,566
Q3 20242$2,761,61617,600
Q2 20241$4,350,95529,500
Q1 20241$3482,400
Q4 20231$1,61012,100
Q3 20231$9137,599
Q2 20231$1,43211,500