Vault-13

ISHARES INC URTH

MSCI WORLD ETF · ETP · CUSIP 464286392

259 institutional holders +17 vs Q3 2025
13,208,02113.2m shares reported held*
$2.5bnreported value*
25 new 92 added 68 reduced 19 sold out net sold ≈ $80.5m (-433.1k 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 ($595.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $185.75. Options: 1 managers hold calls ($854.5k notional), 0 hold puts (—).

Trends to Q4 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: 242Q4 25: 259259Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025259

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 24: 65 bought or addedQ1 24: 81 cut or sold outQ2 24: 87 bought or addedQ2 24: 62 cut or sold outQ2 24Q3 24: 77 bought or addedQ3 24: 76 cut or sold outQ4 24: 107 bought or addedQ4 24: 74 cut or sold outQ4 24Q1 25: 91 bought or addedQ1 25: 83 cut or sold outQ2 25: 123 bought or addedQ2 25: 74 cut or sold outQ2 25Q3 25: 89 bought or addedQ3 25: 92 cut or sold outQ4 25: 117 bought or addedQ4 25: 87 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20246581
Q2 20248762
Q3 20247776
Q4 202410774
Q1 20259183
Q2 202512374
Q3 20258992
Q4 202511787

Calls vs puts

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

CallsPuts
$0$5m$10m$15mQ1 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 0.13Q4 25 calls: $854.5kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$260.4k$00.00
Q2 2025$10.3m$389.6k0.04
Q3 2025$4.5m$599.1k0.13
Q4 2025$854.5k$00.00

Biggest buyers

ROYAL BANK OF CANADA Added +301,540+301.5k
CI INVESTMENTS INC. Added +281,273+281.3k
BANK OF AMERICA CORP /DE/ Added +207,424+207.4k
ENVESTNET ASSET MANAGEMENT INC Added +198,918+198.9k
Banco Santander, S.A. Added +69,403+69.4k
Mirae Asset Global Investments Co., Ltd. Added +50,814+50.8k
STATE STREET CORP New +48,460+48.5k
MML INVESTORS SERVICES, LLC Added +45,384+45.4k
WELLS FARGO & COMPANY/MN Added +33,806+33.8k
HSBC HOLDINGS PLC Added +30,300+30.3k

Biggest sellers

Amundi Sold out -805,200-805.2k
Federation des caisses Desjardins du Quebec Reduced -360,333-360.3k
JPMORGAN CHASE & CO Reduced -195,442-195.4k
MORGAN STANLEY Reduced -103,500-103.5k
JANE STREET GROUP, LLC Sold out -85,459-85.5k
PRUDENTIAL PLC Reduced -52,100-52.1k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -50,190-50.2k
Sumitomo Mitsui DS Asset Management Company, Ltd Reduced -48,074-48.1k
LAZARD ASSET MANAGEMENT LLC Sold out -48,035-48.0k
Silphium Asset Management Ltd Sold out -36,530-36.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $854.5k4.6k shares

Biggest puts

None

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.07% of their portfolio TORONTO, A6 2,027,6322.0m $376.7m $376.7m 0.07% Added +301.5k +301,540
2 Federation des caisses Desjardins du Quebec 0.76% of their portfolio LEVIS, A8 1,077,0541.1m $200.1m $200.1m 0.76% Reduced -360.3k -360,333
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 698,705698.7k $129.8m $129.8m 0.01% Reduced -103.5k -103,500
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 566,989567.0k $105.3m $105.3m 0.01% Added +207.4k +207,424
5 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 542,545542.5k $100.8m $100.8m 0.01% Reduced -27.9k -27,897
6 Sumitomo Mitsui DS Asset Management Company, Ltd 0.72% of their portfolio TOKYO, M0 491,232491.2k $91.3m $91.3m 0.72% Reduced -48.1k -48,074
7 PRUDENTIAL PLC 0.69% of their portfolio LONDON, X0 465,500465.5k $86.5m $86.5m 0.69% Reduced -52.1k -52,100
8 CI INVESTMENTS INC. 0.32% of their portfolio TORONTO, Z4 391,402391.4k $72.7m $72.7m 0.32% Added +281.3k +281,273
9 Obermeyer Wealth Partners 3.00% of their portfolio ASPEN, CO 353,023353.0k $65.6m $65.6m 3.00% Added +1.5k +1,491
10 National Philanthropic Trust 0.63% of their portfolio Jenkintown, PA 344,447344.4k $64.0m $64.0m 0.63% Added +12.7k +12,732
11 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 318,350318.4k $59.1m $59.1m 0.02% Added +198.9k +198,918
12 Banco Santander, S.A. 0.43% of their portfolio Madrid, U3 305,829305.8k $56.8m $56.8m 0.43% Added +69.4k +69,403
13 BARINGS LLC 0.99% of their portfolio CHARLOTTE, NC 288,921288.9k $53.7m $53.7m 0.99% Reduced -22.2k -22,190
14 Evensky & Katz LLC 3.02% of their portfolio CORAL GABLES, FL 288,340288.3k $53.6m $53.6m 3.02% Reduced -552 -552
15 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 276,231276.2k $51.3m $51.3m 0.02% Added +13.2k +13,195
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 261,228261.2k $48.5m $48.5m 0.00% Reduced -195.4k -195,442
17 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 233,889233.9k $43.4m $43.4m 0.01% Added +29.1k +29,145
18 BlackRock, Inc. 0.00% of their portfolio New York, NY 219,917219.9k $40.9m $40.9m 0.00% Added +17.5k +17,547
19 Mirae Asset Global Investments Co., Ltd. 0.11% of their portfolio SEOUL, M5 219,613219.6k $40.8m $40.8m 0.11% Added +50.8k +50,814
20 SAVA PENZISKO DRUSHTVO A.D. SKOPJE 12.15% of their portfolio SKOPJE, 1U 202,500202.5k $37.6m $37.6m 12.15% Unchanged
21 UBS Group AG 0.01% of their portfolio ZURICH, V8 180,736180.7k $33.6m $33.6m 0.01% Added +22.3k +22,279
22 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 160,195160.2k $29.8m $29.8m 0.02% Reduced -31.0k -31,008
23 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 143,682143.7k $26.7m $26.7m 0.01% Added +17.7k +17,738
24 GAM Holding AG 1.63% of their portfolio Zurich, V8 137,304137.3k $25.5m $25.5m 1.63% Added +241 +241
25 LTS Liquid Investments LLC 22.34% of their portfolio Nassau, C5 126,564126.6k $23.5m $23.5m 22.34% First filing
26 ANGELES WEALTH MANAGEMENT, LLC 1.25% of their portfolio SANTA MONICA, CA 122,386122.4k $22.7m $22.7m 1.25% Added +3.4k +3,356
27 PINEBRIDGE INVESTMENTS LLC 0.16% of their portfolio NEW YORK, NY 119,195119.2k $22.1m $22.1m 0.16% First filing
28 Arizona PSPRS Trust 0.81% of their portfolio PHOENIX, AZ 118,575118.6k $22.0m $22.0m 0.81% Added +953 +953
29 Evelyn Partners Investment Management (Europe) Ltd 6.28% of their portfolio Dublin, L2 104,148104.1k $19.3m $19.3m 6.28% Added +1.4k +1,408
30 Gerber Kawasaki Wealth & Investment Management 0.67% of their portfolio SANTA MONICA, CA 103,282103.3k $19.2m $19.2m 0.67% Added +2.3k +2,289
31 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 87,79687.8k $16.3m $16.3m 0.02% Added +11.7k +11,679
32 BROWN ADVISORY INC 0.02% of their portfolio BALTIMORE, MD 85,76185.8k $15.9m $15.9m 0.02% Reduced -12.4k -12,382
33 Empire Life Investments Inc. 0.87% of their portfolio Toronto, A6 82,74382.7k $15.4m $15.4m 0.87% Added +5.3k +5,293
34 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 73,42173.4k $13.5m $13.5m 0.05% Reduced -797 -797
35 Bank Julius Baer & Co. Ltd, Zurich 0.04% of their portfolio ZURICH, V8 69,78069.8k $13.0m $13.0m 0.04% Reduced -8.3k -8,260
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 64,28664.3k $11.9m $11.9m 0.00% Added +33.8k +33,806
37 Inherent Management Corp. 5.78% of their portfolio NEW YORK, NY 60,65060.6k $11.3m $11.3m 5.78% Unchanged
38 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 60,60060.6k $11.3m $11.3m 0.00% Added +30.3k +30,300
39 Compagnie Lombard Odier SCmA 0.12% of their portfolio 1204 GENEVA, V8 57,39657.4k $10.7m $10.7m 0.12% Added +9.5k +9,512
40 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 57,15057.1k $10.6m $10.6m 0.01% Added +4.3k +4,300
41 Bleakley Financial Group, LLC 0.18% of their portfolio PARSIPPANY, NJ 55,26655.3k $10.3m $10.3m 0.18% Reduced -2.0k -1,987
42 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 54,96255.0k $10.2m $10.2m 0.01% Added +12.5k +12,463
43 Investments & Financial Planning, LLC 5.42% of their portfolio LEXINGTON, KY 54,33554.3k $10.1m $10.1m 5.42% Reduced -603 -603
44 Retirement Management Systems Inc. 2.49% of their portfolio STEVENSVILLE, MD 52,26552.3k $9.7m $9.7m 2.49% First filing
45 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 49,33049.3k $9.2m $9.2m 0.02% Added +45.4k +45,384
46 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 49,00549.0k $9.2m $9.2m 0.01% Reduced -50.2k -50,190
47 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 48,46048.5k $9.0m $9.0m 0.00% New
48 Fulcrum Equity Management 8.21% of their portfolio PLANO, TX 46,19246.2k $8.6m $8.6m 8.21% Unchanged
49 MACKENZIE FINANCIAL CORP 0.01% of their portfolio TORONTO ONTARIO, A6 39,54039.5k $7.4m $7.4m 0.01% Added +4.4k +4,372
50 Keystone Global Partners, LLC 2.69% of their portfolio DENVER, CO 32,87932.9k $6.1m $6.1m 2.69% Added +11.3k +11,347
51 ICONIQ Capital, LLC 0.08% of their portfolio SAN FRANCISCO, CA 29,10929.1k $5.4m $5.4m 0.08% Unchanged
52 TD Waterhouse Canada Inc. 0.03% of their portfolio TORONTO, A6 28,84128.8k $5.4m $5.4m 0.03% Added +238 +238
53 Evelyn Partners Asset Management Ltd 1.25% of their portfolio London, X0 28,76428.8k $5.3m $5.3m 1.25% Unchanged
54 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 27,85327.9k $5.2m $5.2m 0.02% Added +1.5k +1,526
55 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 27,40427.4k $5.1m $5.1m 0.00% Added +22.6k +22,614
56 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.18% of their portfolio BOSTON, MA 26,42026.4k $4.9m $4.9m 0.18% Reduced -2.5k -2,523
57 BANQUE PICTET & CIE SA 0.05% of their portfolio GENEVA 73, V8 26,36826.4k $4.9m $4.9m 0.05% Reduced -1.9k -1,950
58 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 25,67625.7k $4.8m $4.8m 0.01% Reduced -374 -374
59 PKO Investment Management Joint-Stock Co 0.37% of their portfolio WARSAW, R9 24,80024.8k $4.6m $4.6m 0.37% Unchanged
60 FISCHER INVESTMENT STRATEGIES, LLC 2.60% of their portfolio Westlake Village, CA 24,00624.0k $4.5m $4.5m 2.60% Reduced -3.9k -3,927
61 Mount Capital Ltd 1.78% of their portfolio LONDON, X0 23,72523.7k $4.4m $4.4m 1.78% Unchanged
62 TD PRIVATE CLIENT WEALTH LLC 0.09% of their portfolio NEW YORK, NY 22,91222.9k $4.3m $4.3m 0.09% Added +12.7k +12,719
63 BEAM WEALTH ADVISORS, INC. 1.15% of their portfolio COVINGTON, LA 22,52722.5k $4.2m $4.2m 1.15% Added +30 +30
64 BBR PARTNERS, LLC 0.22% of their portfolio NEW YORK, NY 22,44022.4k $4.2m $4.2m 0.22% Added +1 +1
65 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 21,91821.9k $4.1m $4.1m 0.02% Added +1 +1
66 Pictet North America Advisors SA 0.38% of their portfolio GENEVA 73, V8 21,80121.8k $4.0m $4.0m 0.38% Added +1.6k +1,612
67 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 18,93518.9k $3.5m $3.5m 0.00% Unchanged
68 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 18,18918.2k $3.4m $3.4m 0.01% Added +1.5k +1,485
69 WBH ADVISORY INC 0.25% of their portfolio BALTIMORE, MD 18,17518.2k $3.4m $3.4m 0.25% Reduced -734 -734
70 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 17,76417.8k $3.3m $3.3m 0.00% Unchanged
71 Avestar Capital, LLC 0.22% of their portfolio New York, NY 17,13717.1k $3.2m $3.2m 0.22% Unchanged
72 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,54816.5k $3.1m $3.1m 0.00% Added +896 +896
73 Fifth Third Securities, Inc. 0.19% of their portfolio Cincinnati, OH 15,52215.5k $2.9m $2.9m 0.19% Added +156 +156
74 Main Street Research LLC 0.16% of their portfolio SAUSALITO, CA 15,13815.1k $2.8m $2.8m 0.16% Reduced -1.6k -1,583
75 Hyposwiss Advisors SA 2.70% of their portfolio GENEVA, V8 14,80014.8k $2.7m $2.7m 2.70% First filing
76 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 14,37614.4k $2.7m $2.7m 0.00% Added +3.3k +3,322
77 Sheridan Capital Management, LLC 1.28% of their portfolio San Rafael, CA 13,61513.6k $2.5m $2.5m 1.28% Reduced -99 -99
78 1832 Asset Management L.P. 0.00% of their portfolio TORONTO, A6 13,39013.4k $2.5m $2.5m 0.00% Added +11.5k +11,536
79 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 12,90712.9k $2.4m $2.4m 0.01% Reduced -8.2k -8,229
80 Asset Advisory Group, Inc. 1.19% of their portfolio KINNELON, NJ 12,80612.8k $2.4m $2.4m 1.19% First filing
81 Vontobel Holding Ltd. 0.01% of their portfolio ZURICH, V8 11,22511.2k $2.1m $2.1m 0.01% Reduced -1.4k -1,445
82 Sierra Capital LLC 0.21% of their portfolio MIAMI, FL 10,80110.8k $2.0m $2.0m 0.21% Reduced -13 -13
83 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,75110.8k $2.0m $2.0m 0.00% Reduced -1.5k -1,497
84 CAUSEWAY CAPITAL MANAGEMENT LLC 0.03% of their portfolio LOS ANGELES, CA 10,63110.6k $2.0m $2.0m 0.03% Added +4.5k +4,480
85 DARA CAPITAL US, INC. 1.71% of their portfolio MIAMI, FL 10,40010.4k $1.9m $1.9m 1.71% First filing
86 Evelyn Partners Investment Management LLP 0.05% of their portfolio London, X0 10,07410.1k $1.9m $1.9m 0.05% Added +1.6k +1,574
87 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 9,6649.7k $1.8m $1.8m 0.00% Unchanged
88 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 9,2959.3k $1.7m $1.7m 0.01% Reduced -8.9k -8,887
89 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 8,9278.9k $1.7m $1.7m 0.03% Reduced -842 -842
90 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 8,9008.9k $1.7m $1.7m 0.00% Added +6.6k +6,620
91 Pekin Hardy Strauss, Inc. 0.15% of their portfolio CHICAGO, IL 8,8008.8k $1.6m $1.6m 0.15% Unchanged
92 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 8,5008.5k $1.6m $1.6m 0.00% New
93 M&T Bank Corp 0.00% of their portfolio BUFFALO, NY 8,3828.4k $1.6m $1.6m 0.00% Unchanged
94 EFG International AG 0.03% of their portfolio Zurich, V8 8,1718.2k $1.5m $1.5m 0.03% First filing
95 Litman Gregory Wealth Management LLC 0.11% of their portfolio LARKSPUR, CA 7,9477.9k $1.5m $1.5m 0.11% Reduced -1.4k -1,401
96 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,6487.6k $1.4m $1.4m 0.00% Added +2.6k +2,589
97 CIDEL ASSET MANAGEMENT INC 0.10% of their portfolio TORONTO, A6 7,4087.4k $1.4m $1.4m 0.10% New
98 Retirement Planning Group, LLC 0.04% of their portfolio LEAWOOD, KS 7,2367.2k $1.3m $1.3m 0.04% Unchanged
99 FMR LLC 0.00% of their portfolio BOSTON, MA 7,0347.0k $1.3m $1.3m 0.00% Added +455 +455
100 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 7,0147.0k $1.3m $1.3m 0.00% Added +350 +350