Vault-13

ISHARES INC URTH

MSCI WORLD ETF · ETP · CUSIP 464286392

242 institutional holders +7 vs Q2 2025
13,404,05413.4m shares reported held*
$2.4bnreported value*
26 new 63 added 77 reduced 15 sold out net bought ≈ $281.0m (+1.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $181.65. Options: 3 managers hold calls ($4.5m notional), 1 hold puts ($599.1k).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 138Q4 22: 170Q1 23: 152Q2 23: 164Q3 23: 158Q4 23: 176Q1 24: 178Q2 24: 186Q3 24: 192Q4 24: 218Q1 25: 224Q2 25: 235Q3 25: 242242Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022138
Q4 2022170
Q1 2023152
Q2 2023164
Q3 2023158
Q4 2023176
Q1 2024178
Q2 2024186
Q3 2024192
Q4 2024218
Q1 2025224
Q2 2025235
Q3 2025242

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 23: 82 bought or addedQ4 23: 67 cut or sold outQ1 24: 65 bought or addedQ1 24: 81 cut or sold outQ1 24Q2 24: 87 bought or addedQ2 24: 62 cut or sold outQ3 24: 77 bought or addedQ3 24: 76 cut or sold outQ3 24Q4 24: 107 bought or addedQ4 24: 74 cut or sold outQ1 25: 91 bought or addedQ1 25: 83 cut or sold outQ1 25Q2 25: 123 bought or addedQ2 25: 74 cut or sold outQ3 25: 89 bought or addedQ3 25: 92 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20238267
Q1 20246581
Q2 20248762
Q3 20247776
Q4 202410774
Q1 20259183
Q2 202512374
Q3 20258992

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15mQ4 24 calls: $93.3kQ4 24 puts: $139.9kQ4 24P/C 1.50Q1 25 calls: $260.4kQ1 25 puts: $0Q1 25P/C 0.00Q2 25 calls: $10.3mQ2 25 puts: $389.6kQ2 25P/C 0.04Q3 25 calls: $4.5mQ3 25 puts: $599.1kQ3 25P/C 0.13
Numbers
QuarterCallsPutsP/C
Q4 2024$93.3k$139.9k1.50
Q1 2025$260.4k$00.00
Q2 2025$10.3m$389.6k0.04
Q3 2025$4.5m$599.1k0.13

Biggest buyers

Federation des caisses Desjardins du Quebec Added +1,434,252+1.4m
Amundi New +805,200+805.2k
JPMORGAN CHASE & CO Added +192,681+192.7k
BANK OF AMERICA CORP /DE/ Added +156,891+156.9k
Arizona PSPRS Trust New +117,622+117.6k
BANK OF MONTREAL /CAN/ Added +112,004+112.0k
JANE STREET GROUP, LLC New +85,459+85.5k
BROWN ADVISORY INC Added +67,871+67.9k
Sumitomo Mitsui DS Asset Management Company, Ltd Added +65,663+65.7k
BlackRock, Inc. Added +57,298+57.3k

Biggest sellers

ROYAL BANK OF CANADA Reduced -1,350,722-1.4m
Mirae Asset Global Investments Co., Ltd. Reduced -95,225-95.2k
MORGAN STANLEY Reduced -73,245-73.2k
XPONANCE LLC Sold out -58,494-58.5k
CITADEL ADVISORS LLC Reduced -57,079-57.1k
BARINGS LLC Reduced -46,990-47.0k
PRUDENTIAL PLC Reduced -42,910-42.9k
FISCHER INVESTMENT STRATEGIES, LLC Reduced -25,010-25.0k
RENAISSANCE TECHNOLOGIES LLC Sold out -22,600-22.6k
Waterford Advisors, LLC Reduced -20,562-20.6k

Biggest calls

BOOTHBAY FUND MANAGEMENT, LLC New $2.4m30.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.4m7.7k shares
WOLVERINE TRADING, LLC New $651.3k3.6k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $599.1k3.3k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.06% of their portfolio TORONTO, A6 1,726,0921.7m $313.4m $313.4m 0.06% Reduced -1.4m -1,350,722
2 Federation des caisses Desjardins du Quebec 1.03% of their portfolio LEVIS, A8 1,437,3871.4m $261.0m $261.0m 1.03% Added +1.4m +1,434,252
3 Amundi 0.05% of their portfolio Paris, I0 805,200805.2k $147.8m $147.8m 0.05% New
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 802,205802.2k $145.6m $145.6m 0.01% Reduced -73.2k -73,245
5 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 570,442570.4k $103.6m $103.6m 0.01% Reduced -1.5k -1,457
6 Sumitomo Mitsui DS Asset Management Company, Ltd 0.79% of their portfolio TOKYO, M0 539,306539.3k $97.9m $97.9m 0.79% Added +65.7k +65,663
7 PRUDENTIAL PLC 0.69% of their portfolio LONDON, X0 517,600517.6k $94.0m $94.0m 0.69% Reduced -42.9k -42,910
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 456,670456.7k $82.9m $82.9m 0.00% Added +192.7k +192,681
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 359,565359.6k $65.3m $65.3m 0.00% Added +156.9k +156,891
10 Obermeyer Wealth Partners 2.99% of their portfolio ASPEN, CO 351,532351.5k $63.8m $63.8m 2.99% Added +9.8k +9,834
11 National Philanthropic Trust 0.67% of their portfolio Jenkintown, PA 331,715331.7k $60.2m $60.2m 0.67% Added +17.5k +17,522
12 BARINGS LLC 1.08% of their portfolio CHARLOTTE, NC 311,111311.1k $56.5m $56.5m 1.08% Reduced -47.0k -46,990
13 Evensky & Katz LLC 3.04% of their portfolio CORAL GABLES, FL 288,892288.9k $52.5m $52.5m 3.04% Added +1.6k +1,575
14 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 263,036263.0k $47.8m $47.8m 0.02% Added +112.0k +112,004
15 Banco Santander, S.A. 0.38% of their portfolio Madrid, U3 236,426236.4k $42.9m $42.9m 0.38% Added +30.1k +30,080
16 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 204,744204.7k $37.2m $37.2m 0.01% Added +17.5k +17,488
17 SAVA PENZISKO DRUSHTVO A.D. SKOPJE 12.06% of their portfolio SKOPJE, 1U 202,500202.5k $36.8m $36.8m 12.06% First filing
18 BlackRock, Inc. 0.00% of their portfolio New York, NY 202,370202.4k $36.7m $36.7m 0.00% Added +57.3k +57,298
19 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 191,203191.2k $34.7m $34.7m 0.02% Reduced -16.2k -16,221
20 Mirae Asset Global Investments Co., Ltd. 0.10% of their portfolio SEOUL, M5 168,799168.8k $30.6m $30.6m 0.10% Reduced -95.2k -95,225
21 UBS Group AG 0.01% of their portfolio ZURICH, V8 158,457158.5k $28.8m $28.8m 0.01% Added +32.0k +32,048
22 GAM Holding AG 1.54% of their portfolio Zurich, V8 137,063137.1k $24.9m $24.9m 1.54% Reduced -6.4k -6,358
23 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 125,944125.9k $22.9m $22.9m 0.01% Added +10.2k +10,174
24 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 119,432119.4k $21.7m $21.7m 0.01% Reduced -9.2k -9,183
25 ANGELES WEALTH MANAGEMENT, LLC 1.33% of their portfolio SANTA MONICA, CA 119,030119.0k $21.6m $21.6m 1.33% Reduced -274 -274
26 Arizona PSPRS Trust 0.73% of their portfolio PHOENIX, AZ 117,622117.6k $21.4m $21.4m 0.73% New
27 PINEBRIDGE INVESTMENTS, L.P. 0.15% of their portfolio NEW YORK, NY 114,750114.8k $20.8m $20.8m 0.15% Added +55.6k +55,647
28 CI INVESTMENTS INC. 0.07% of their portfolio TORONTO, Z4 110,129110.1k $20.0m $20.0m 0.07% Reduced -12.5k -12,504
29 Evelyn Partners Investment Management (Europe) Ltd 6.46% of their portfolio Dublin, L2 102,740102.7k $18.7m $18.7m 6.46% Added +1.5k +1,461
30 Gerber Kawasaki Wealth & Investment Management 0.63% of their portfolio SANTA MONICA, CA 100,993101.0k $18.3m $18.3m 0.63% Added +21.2k +21,236
31 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 99,19599.2k $17.9m $17.9m 0.01% Added +4.4k +4,411
32 BROWN ADVISORY INC 0.02% of their portfolio BALTIMORE, MD 98,14398.1k $17.8m $17.8m 0.02% Added +67.9k +67,871
33 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 85,45985.5k $15.5m $15.5m 0.02% New
34 Bank Julius Baer & Co. Ltd, Zurich 0.04% of their portfolio ZURICH, V8 78,04078.0k $14.2m $14.2m 0.04% Reduced -6.8k -6,820
35 Empire Life Investments Inc. 0.82% of their portfolio Toronto, A6 77,45077.5k $14.1m $14.1m 0.82% Added +550 +550
36 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 76,11776.1k $13.8m $13.8m 0.02% Added +1.9k +1,882
37 Lido Advisors, LLC 0.06% of their portfolio Los Angeles, CA 74,21874.2k $13.5m $13.5m 0.06% Added +25.6k +25,629
38 Inherent Management Corp. 6.31% of their portfolio NEW YORK, NY 60,65060.6k $11.0m $11.0m 6.31% Unchanged
39 Bleakley Financial Group, LLC 0.24% of their portfolio PARSIPPANY, NJ 57,25357.3k $10.4m $10.4m 0.24% Added +1.8k +1,809
40 Investments & Financial Planning, LLC 5.39% of their portfolio LEXINGTON, KY 54,93854.9k $10.0m $10.0m 5.39% Added +443 +443
41 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 52,85052.9k $9.6m $9.6m 0.01% Reduced -14.2k -14,200
42 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 48,03548.0k $8.7m $8.7m 0.01% Reduced -2.3k -2,265
43 Compagnie Lombard Odier SCmA 0.10% of their portfolio 1204 GENEVA, V8 47,88447.9k $8.7m $8.7m 0.10% Reduced -445 -445
44 Fulcrum Equity Management 8.49% of their portfolio PLANO, TX 46,19246.2k $8.4m $8.4m 8.49% Unchanged
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 42,49942.5k $7.7m $7.7m 0.01% Added +4.8k +4,840
46 Silphium Asset Management Ltd 1.96% of their portfolio London, X0 36,53036.5k $6.6m $6.6m 1.96% Reduced -8.3k -8,300
47 MACKENZIE FINANCIAL CORP 0.01% of their portfolio TORONTO ONTARIO, A6 35,16835.2k $6.4m $6.4m 0.01% Reduced -4.7k -4,675
48 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 30,48030.5k $5.5m $5.5m 0.00% Added +4.0k +3,979
49 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 30,30030.3k $5.5m $5.5m 0.00% Reduced -4.3k -4,300
50 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 29,78929.8k $5.4m $5.4m 0.01% Added +29.2k +29,215
51 ICONIQ Capital, LLC 0.07% of their portfolio SAN FRANCISCO, CA 29,10929.1k $5.3m $5.3m 0.07% Unchanged
52 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.21% of their portfolio BOSTON, MA 28,94328.9k $5.3m $5.3m 0.21% Reduced -38 -38
53 Evelyn Partners Asset Management Ltd 1.18% of their portfolio London, X0 28,76428.8k $5.2m $5.2m 1.18% Added +994 +994
54 TD Waterhouse Canada Inc. 0.03% of their portfolio TORONTO, A6 28,60328.6k $5.2m $5.2m 0.03% Reduced -608 -608
55 BANQUE PICTET & CIE SA 0.05% of their portfolio GENEVA 73, V8 28,31828.3k $5.1m $5.1m 0.05% Reduced -205 -205
56 FISCHER INVESTMENT STRATEGIES, LLC 3.04% of their portfolio Westlake Village, CA 27,93327.9k $5.1m $5.1m 3.04% Reduced -25.0k -25,010
57 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 26,32726.3k $4.8m $4.8m 0.02% Added +923 +923
58 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 26,05026.1k $4.7m $4.7m 0.01% Added +32 +32
59 PKO Investment Management Joint-Stock Co 0.38% of their portfolio WARSAW, R9 24,80024.8k $4.5m $4.5m 0.38% Unchanged
60 Mount Capital Ltd 1.55% of their portfolio LONDON, X0 23,72523.7k $4.3m $4.3m 1.55% Unchanged
61 BEAM WEALTH ADVISORS, INC. 1.11% of their portfolio COVINGTON, LA 22,49722.5k $4.1m $4.1m 1.11% Reduced -499 -499
62 BBR PARTNERS, LLC 0.23% of their portfolio NEW YORK, NY 22,43922.4k $4.1m $4.1m 0.23% Reduced -518 -518
63 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 21,91721.9k $4.0m $4.0m 0.02% Reduced -345 -345
64 Keystone Global Partners, LLC 1.99% of their portfolio DENVER, CO 21,53221.5k $3.9m $3.9m 1.99% Added +21.4k +21,408
65 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 21,13621.1k $3.8m $3.8m 0.01% Reduced -234 -234
66 Pictet North America Advisors SA 0.34% of their portfolio GENEVA 73, V8 20,18920.2k $3.7m $3.7m 0.34% Added +3.8k +3,824
67 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 18,93518.9k $3.4m $3.4m 0.00% Unchanged
68 WBH ADVISORY INC 0.26% of their portfolio BALTIMORE, MD 18,90918.9k $3.4m $3.4m 0.26% Reduced -8 -8
69 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 18,18218.2k $3.0m $3.0m 0.01% Added +8.8k +8,769
70 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 17,76417.8k $3.2m $3.2m 0.00% Added +627 +627
71 Avestar Capital, LLC 0.22% of their portfolio New York, NY 17,13717.1k $3.1m $3.1m 0.22% Unchanged
72 Main Street Research LLC 0.16% of their portfolio SAUSALITO, CA 16,72116.7k $3.0m $3.0m 0.16% Reduced -2.0k -1,967
73 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 16,70416.7k $3.0m $3.0m 0.01% Added +20 +20
74 Marex Group Ltd 0.04% of their portfolio London, X0 15,71215.7k $2.9m $2.9m 0.04% New
75 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,65215.7k $2.8m $2.8m 0.00% Added +5.9k +5,890
76 Fifth Third Securities, Inc. 0.19% of their portfolio Cincinnati, OH 15,36615.4k $2.8m $2.8m 0.19% Added +3.7k +3,715
77 Sheridan Capital Management, LLC 1.32% of their portfolio San Rafael, CA 13,71413.7k $2.5m $2.5m 1.32% Reduced -2.9k -2,907
78 Dash Acquisitions Inc. 0.50% of their portfolio WOODLAND HILLS, CA 13,52813.5k $2.5m $2.5m 0.50% New
79 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 12,67012.7k $2.3m $2.3m 0.01% Reduced -1.4k -1,372
80 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,24812.2k $2.2m $2.2m 0.00% Reduced -57.1k -57,079
81 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 11,05411.1k $2.0m $2.0m 0.00% Added +6.5k +6,533
82 Sierra Capital LLC 0.22% of their portfolio MIAMI, FL 10,81410.8k $2.0m $2.0m 0.22% Unchanged
83 TD PRIVATE CLIENT WEALTH LLC 0.04% of their portfolio NEW YORK, NY 10,19310.2k $1.9m $1.9m 0.04% Added +2.4k +2,375
84 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 9,7699.8k $1.8m $1.8m 0.03% Reduced -304 -304
85 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 9,6649.7k $1.8m $1.8m 0.00% Unchanged
86 Litman Gregory Wealth Management LLC 0.13% of their portfolio LARKSPUR, CA 9,3489.3k $1.7m $1.7m 0.13% Unchanged
87 Pekin Hardy Strauss, Inc. 0.16% of their portfolio CHICAGO, IL 8,8008.8k $1.6m $1.6m 0.16% Unchanged
88 Evelyn Partners Investment Management LLP 0.04% of their portfolio London, X0 8,5008.5k $1.5m $1.5m 0.04% Added +2.0k +1,995
89 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 8,3828.4k $1.5m $1.5m 0.01% Unchanged
90 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,2608.3k $1.5m $1.5m 0.00% Added +1.0k +1,043
91 FIDUCIARY MANAGEMENT INC /WI/ 0.01% of their portfolio MILWAUKEE, WI 7,9087.9k $1.4m $1.4m 0.01% New
92 Union Bancaire Privee, UBP SA 0.02% of their portfolio GENEVA 1, V8 7,8517.9k $1.3m $1.3m 0.02% Unchanged
93 GREAT VALLEY ADVISOR GROUP, INC. 0.03% of their portfolio WILMINGTON, DE 7,3477.3k $1.3m $1.3m 0.03% Unchanged
94 Retirement Planning Group, LLC 0.05% of their portfolio LEAWOOD, KS 7,2367.2k $1.3m $1.3m 0.05% Unchanged
95 Compound Planning, Inc. 0.04% of their portfolio NEW YORK, NY 7,0877.1k $1.3m $1.3m 0.04% Added +245 +245
96 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 6,6646.7k $1.2m $1.2m 0.00% Reduced -30 -30
97 FMR LLC 0.00% of their portfolio BOSTON, MA 6,5796.6k $1.2m $1.2m 0.00% Added +271 +271
98 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,4776.5k $1.2m $1.2m 0.00% Added +4.4k +4,446
99 MidAtlantic Capital Management, Inc. 0.80% of their portfolio RICHMOND, VA 6,4446.4k $1.2m $1.2m 0.80% Unchanged
100 KDT Advisors, LLC 0.87% of their portfolio PRINCETON, NJ 6,2006.2k $1.1m $1.1m 0.87% Added +3.1k +3,100