URTH
iShares MSCI World ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -1.1% ·
net new positions -16.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 65 | 0 | 6.95M | $1.41B | +7 | −8 |
| Q1 2026 | 66 | +5 | 8.58M | $1.54B | +10 | −5 |
| Q4 2025 | 60 | +2 | 6.82M | $1.27B | +2 | — |
| Q3 2025 | 6 | -1 | 2.05M | $372.29M | — | −1 |
| Q2 2025 | 4 | +1 | 243.31K | $41.21M | +1 | — |
| Q1 2025 | 1 | 0 | 4.80K | $735,264 | — | — |
| Q4 2024 | 1 | -1 | 9.10K | $1.42M | — | −1 |
| Q3 2024 | 2 | 0 | 3.60K | $565,347 | +1 | −1 |
| Q2 2024 | 2 | — | 31.02K | $4.57M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 802.21K | — | $145.65M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 2 | Goldman Sachs Group ✦ | 570.44K | — | $103.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | JPMorgan Chase ✦ | 456.67K | — | $82.91M | 0.0% | n/c | 1 | SEC ↗ ×18 |
| 4 | BlackRock ✦ (passive) | 202.37K | +39.5% | $36.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Citadel Advisors ✦ | 12.25K | -82.3% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 6.58K | +4.3% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $3.83M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 260 holders, 16.18M shares, $2.83B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.