URTH Institutional Ownership & Shareholders

ISHARES MSCI WORLD ETF (URTH) is currently held by 271 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.99B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Royal Bank Of Canada is currently the largest disclosed institutional shareholder of URTH tracked by InsiderSet, reporting ownership valued at approximately $441.57M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $445.93M, representing an estimated gain of +0.99% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed URTH value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Barrow Hanley Mewhinney & Strauss Llc, Federation Des Caisses Desjardins Du Quebec, and several other long-term asset managers with concentrated positions in ISHARES MSCI WORLD ETF (URTH).

This page ranks the largest institutional URTH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

271

Total Reported Value

$2.99B

Largest Holder

Royal Bank Of Canada

Largest Position

$441.57M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

45

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Royal Bank Of Canada0.07%2,179,116$441,575,000$445,934,298+$4,359,298+0.99%
Barrow Hanley Mewhinney & Strauss Llc0.83%1,357,858$275,156,345$277,872,061+$2,715,716+0.99%
Federation Des Caisses Desjardins Du Quebec0.55%894,655$181,321,146$183,082,199+$1,761,053+0.97%
Goldman Sachs Group Inc0.02%731,580$148,247,372$149,710,531+$1,463,159+0.99%
Sumitomo Mitsui Ds Asset Management Company, Ltd0.75%538,739$111,104,144$110,247,549-$856,595-0.77%
Bank Of America Corp0.01%522,390$105,857,155$106,901,890+$1,044,735+0.99%
Banco Santander, S.A.0.65%516,523$104,668,221$105,701,267+$1,033,046+0.99%
Morgan Stanley0.00%421,737$85,460,882$86,304,260+$843,378+0.99%
National Philanthropic Trust1.18%403,374$81,739,707$82,546,455+$806,748+0.99%
Lts Liquid Investments Llc33.85%383,650$79,120,140$78,510,136-$610,004-0.77%
Compagnie Lombard Odier Scma0.74%337,316$68,353,716$69,028,346+$674,630+0.99%
Bank Of Montreal0.02%329,307$66,730,774$67,389,384+$658,610+0.99%
Obermeyer Wealth Partners2.44%297,300$61,312,127$60,839,472-$472,655-0.77%
Jane Street Group, Llc0.03%261,744$53,039,804$53,563,292+$523,488+0.99%
Jpmorgan Chase & Co0.00%250,148$50,340,185$51,190,287+$850,102+1.69%
Blackrock, Inc.0.00%243,136$49,269,020$49,755,351+$486,331+0.99%
Lpl Financial Llc0.01%233,752$47,367,504$47,835,009+$467,505+0.99%
Barings Llc0.77%216,973$44,746,341$44,401,355-$344,986-0.77%
Brown Advisory Inc0.06%186,550$37,802,492$38,175,592+$373,100+0.99%
Prudential Plc0.20%181,912$36,862,648$37,226,472+$363,824+0.99%
Mirae Asset Global Investments Co., Ltd.0.06%174,400$35,966,512$35,689,216-$277,296-0.77%
Ubs Group Ag0.01%169,197$34,286,081$34,624,474+$338,393+0.99%
Envestnet Asset Management Inc0.01%165,382$33,512,992$33,843,772+$330,780+0.99%
Keystone Global Partners, Llc12.03%162,406$33,492,921$33,234,764-$258,157-0.77%
P/E Global Llc2.00%157,574$32,496,486$32,245,943-$250,543-0.77%
Pictet North America Advisors Sa2.22%128,256$26,450,235$26,246,308-$203,927-0.77%
Pinebridge Investments Llc0.20%121,340$24,588,338$24,831,018+$242,680+0.99%
Angeles Wealth Management, Llc1.02%112,537$23,208,506$23,029,572-$178,934-0.77%
Mtco Ltd.14.71%110,601$22,809,244$22,633,389-$175,855-0.77%
Gerber Kawasaki Wealth & Investment Management0.57%109,099$22,499,412$22,326,019-$173,393-0.77%
Mgo One Seven Llc0.34%99,691$20,559,324$20,400,766-$158,558-0.77%
Ci Investments Inc.0.07%100,933$20,453,063$20,654,929+$201,866+0.99%
Arizona Psprs Trust0.74%111,964$20,155,759$22,912,313+$2,756,554+13.68%
Wells Fargo & Company/Mn0.00%98,728$20,006,244$20,203,698+$197,454+0.99%
Evelyn Partners Investment Management (Europe) Ltd6.50%104,945$18,892,199$21,475,945+$2,583,746+13.68%
Principal Financial Group Inc0.01%90,903$18,746,925$18,602,390-$144,535-0.77%
Mackenzie Financial Corp0.02%77,469$15,976,432$15,853,256-$123,176-0.77%
Empire Life Investments Inc.0.80%70,643$14,315,098$14,456,384+$141,286+0.99%
Cetera Investment Advisers0.01%68,996$13,981,117$14,119,341+$138,224+0.99%
Bank Julius Baer & Co. Ltd, Zurich0.03%63,145$13,036,594$12,921,993-$114,601-0.88%
Raymond James Financial Inc0.00%64,058$12,980,751$13,108,829+$128,078+0.99%
Prudential Financial Inc0.01%62,450$12,654,868$12,779,768+$124,900+0.99%
Inherent Management Corp.4.77%60,650$12,290,116$12,411,416+$121,300+0.99%
Investments & Financial Planning, Llc5.50%57,341$11,619,676$11,734,262+$114,586+0.99%
Bleakley Financial Group, Llc0.14%52,848$10,709,089$10,814,815+$105,726+0.99%
Schroder Investment Management Group0.01%49,280$9,917,107$10,084,659+$167,552+1.69%
Fulcrum Equity Management7.71%46,192$9,526,176$9,452,731-$73,445-0.77%
Lido Advisors, Llc0.03%42,945$8,702,510$8,788,265+$85,755+0.99%
Thrivent Financial For Lutherans0.01%42,419$8,596,000$8,680,624+$84,624+0.98%
Fmr Llc0.00%42,307$8,573,057$8,657,704+$84,647+0.99%
Showing 50 of 271

Frequently asked questions about URTH

  • Who are the largest institutional holders of URTH?

    The largest institutional holders of URTH reported in the latest SEC Form 13F filings include Royal Bank Of Canada, Barrow Hanley Mewhinney & Strauss Llc, Federation Des Caisses Desjardins Du Quebec, Goldman Sachs Group Inc, and Sumitomo Mitsui Ds Asset Management Company, Ltd. InsiderSet ranks institutional holders by their latest reported URTH position.

  • What is URTH institutional ownership?

    This page tracks URTH positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI WORLD ETF (URTH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own URTH?

    InsiderSet currently tracks 271 institutional managers reporting URTH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of URTH shareholders.

  • How much URTH stock do institutions own?

    Institutional investment managers disclosed approximately $2.99B in URTH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was URTH institutional ownership last updated?

    The latest URTH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional URTH holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its URTH position after the reporting date.

  • Are institutions buying or selling URTH?

    Institutional buying and selling can be analyzed by comparing URTH positions across consecutive 13F reporting periods. InsiderSet's URTH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View URTH ownership changes.

  • How has URTH institutional ownership changed over time?

    InsiderSet tracks URTH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.