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iShares MSCI USA Quality GARP ETF (GARP) Institutional Ownership

iShares MSCI USA Quality GARP ETF logo
$80.04 -1.14 (-1.40%)
As of 07/16/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI USA Quality GARP ETF (BATS:GARP)

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$464.65M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$12.63M
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GARP Institutional Buying and Selling by Quarter

iShares MSCI USA Quality GARP ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Insight Wealth Strategies LLC255,947$20.91M2.0%N/A3.047%
7/9/2026 Key Client Fiduciary Advisors LLC92,535$7.64M2.2%+771.3%1.102%
7/9/2026 Breakwater Capital Group11,740$969K0.1%+4.5%0.140%
7/7/2026 Dynamic Advisor Solutions LLC22,622$1.87M0.1%+1.5%0.269%
7/7/2026 Avior Wealth Management LLC60,758$5.02M0.1%+418.5%0.723%
7/7/2026 CGN Advisors LLC141,881$11.71M0.9%+27.4%1.689%
7/7/2026 City Center Advisors LLC2,962$245K0.2%N/A0.035%
6/3/2026NewEdge Advisors LLC2,619$168K0.0%+7.1%0.031%
5/19/2026 Sonoma Allocations LLC22,981$1.50M0.5%+40.6%0.274%
5/19/2026Bank of America Corp DE546,192$34.94M0.0%+52.0%6.502%
5/18/2026Royal Bank of Canada33,837$2.17M0.0%+13,940.2%0.403%
5/13/2026Cetera Investment Advisers612,564$39.19M0.0%+25.3%7.292%
5/13/2026First Trust Advisors LP75,795$4.85M0.0%-2.1%0.902%
5/7/2026Cornerstone Advisors Asset Management LLC224,439$14.36M2.2%N/A2.672%
5/7/2026Marshall & Sterling Wealth Advisors Inc.69,517$4.45M2.9%+3.0%0.828%
5/6/2026 Independent Financial Group LLC321,121$20.54M0.6%N/A3.823%
5/5/2026D.A. Davidson & CO.5,095$326K0.0%+31.7%0.061%
5/5/2026Bank of New York Mellon Corp17,385$1.11M0.0%+193.2%0.207%
5/5/2026Geneos Wealth Management Inc.22,914$1.47M0.0%N/A0.273%
5/5/2026Sigma Planning Corp129,075$8.26M0.2%N/A1.537%
5/4/2026Milestones Private Investment Advisors LLC60,571$3.88M3.4%+4.4%0.721%
5/4/2026Uptick Partners LLC51,119$3.27M0.7%+102.8%0.609%
5/2/2026ARQ Wealth Advisors LLC251,100$16.06M2.9%+12.5%2.989%
5/1/2026Fifth Third Bancorp2,070$132K0.0%+2,553.8%0.025%
4/30/2026Kestra Advisory Services LLC63,437$4.06M0.0%+74.7%0.755%
4/29/2026Resonant Capital Advisors LLC784,592$50.19M2.6%N/A9.340%
4/28/2026New England Capital Financial Advisors LLC1,020$65K0.0%N/A0.012%
4/22/2026Janney Montgomery Scott LLC4,785$306K0.0%+16.0%0.057%
4/20/2026Kestra Private Wealth Services LLC60,840$3.89M0.0%-2.5%0.724%
4/20/2026Ritholtz Wealth Management6,366$407K0.0%N/A0.076%
4/20/2026 Breakwater Capital Group11,238$719K0.1%+23.2%0.134%
4/20/2026 RFG Advisory LLC5,363$343K0.0%N/A0.064%
4/17/2026Certified Advisory Corp133,439$8.54M0.8%+273.3%1.589%
4/17/2026Stonebridge Wealth Management LLC30,107$1.93M1.9%+0.7%0.358%
4/17/2026 Brookstone Capital Management3,934$252K0.0%N/A0.047%
4/16/2026 First Community Trust NA36,380$2.33M1.7%N/A0.433%
4/16/2026 Park National Corp OH308,082$19.71M0.6%+4.3%3.668%
4/15/2026Nations Financial Group Inc. IA ADV23,358$1.49M0.1%+14.6%0.278%
3/9/2026Corient Private Wealth LLC6,000$409K0.0%N/A0.033%
3/2/2026Sankala Group LLC561$38K0.0%N/A0.003%
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2/23/2026 Sonoma Allocations LLC16,349$1.15M0.4%+20.9%0.091%
2/19/2026Compound Planning Inc.6,940$473K0.0%N/A0.039%
2/19/2026Corient Private Wealth LLC6,000$409K0.0%N/A0.033%
2/18/2026NewEdge Advisors LLC2,446$167K0.0%+80.8%0.014%
2/17/2026AQR Capital Management LLC4,487$306K0.0%N/A0.025%
2/17/2026Cetera Investment Advisers488,804$33.29M0.0%+6.1%2.716%
2/17/2026Equitable Holdings Inc.39,452$2.69M0.0%+47.7%0.219%
2/17/2026Trexquant Investment LP3,103$211K0.0%N/A0.017%
2/17/2026Osaic Holdings Inc.187,534$12.77M0.0%+19.8%1.042%
2/16/2026MML Investors Services LLC248,106$16.90M0.0%+345.9%1.378%
2/16/2026B&D White Capital Company LLC203,048$13.83M1.6%+0.8%1.128%
2/13/2026Kestra Advisory Services LLC36,307$2.47M0.0%+100.3%0.202%
2/13/2026Stifel Financial Corp205,800$14.02M0.0%-9.3%1.143%
2/13/2026First Trust Advisors LP77,430$5.27M0.0%+1.7%0.430%
2/13/2026Golden State Wealth Management LLC11,050$753K0.1%+9.4%0.061%
2/13/2026Wells Fargo & Company MN1,665$113K0.0%+33.6%0.009%
2/13/2026Kane Investment Management Inc.6,267$427K0.2%+3.3%0.035%
2/12/2026Commonwealth Equity Services LLC296,793$20.21M0.0%-8.4%1.649%
2/12/2026Olde Wealth Management LLC147,659$10.06M3.1%+1.9%0.820%
2/12/2026Steward Partners Investment Advisory LLC500$34K0.0%-95.0%0.003%
2/12/2026Bank of Montreal Can973$66K0.0%+180.4%0.005%
2/12/2026Principal Securities Inc.99,458$6.77M0.1%+16.8%0.553%
2/12/2026Great Valley Advisor Group Inc.329,905$22.47M0.4%+1,027.6%1.833%
2/11/2026Janney Montgomery Scott LLC4,125$281K0.0%N/A0.023%
2/11/2026Capital Analysts LLC158,511$10.80M0.3%N/A0.881%
2/11/2026Focus Partners Advisor Solutions LLC4,043$275K0.0%N/A0.022%
2/11/2026LPL Financial LLC1,315,966$89.62M0.0%+29.5%7.311%
2/11/2026Comprehensive Financial Planning Inc. PA1,816$124K0.1%N/A0.010%
2/10/2026Cibc World Market Inc.10,270$699K0.0%-5.1%0.057%
2/10/2026Goldman Sachs Group Inc.187,223$12.75M0.0%+2,984.9%1.040%
2/10/2026Calton & Associates Inc.27,747$1.89M0.3%+37.8%0.154%
2/10/2026GW Henssler & Associates Ltd.60,038$4.09M0.2%N/A0.334%
2/10/2026Keyvantage Wealth LLC8,997$613K0.3%-6.4%0.050%
2/10/2026Marshall & Sterling Wealth Advisors Inc.67,468$4.60M3.0%+1.4%0.375%
2/10/2026Northwestern Mutual Wealth Management Co.168,198$11.45M0.0%+139.9%0.934%
2/10/2026Foundations Investment Advisors LLC19,596$1.33M0.0%+4.5%0.109%
2/10/2026Thoroughbred Financial Services LLC19,849$1.35M0.1%+5.6%0.110%
2/9/2026Kingsview Wealth Management LLC7,447$507K0.0%-4.8%0.041%
2/9/2026Harbour Investments Inc.6,535$445K0.0%-21.2%0.036%
2/9/2026 Prospera Financial Services Inc4,127$281K0.0%N/A0.023%
2/9/2026ARQ Wealth Advisors LLC223,117$15.19M4.1%+7.0%1.240%
2/6/2026Global Retirement Partners LLC3,163$215K0.0%+13.9%0.018%
2/6/2026HighTower Advisors LLC158,448$10.79M0.0%-2.0%0.880%
2/6/2026Cedar Wealth Management LLC24,408$1.66M0.5%+148.9%0.136%
2/5/2026High Note Wealth LLC1,126$77K0.0%N/A0.006%
2/5/2026WJ Wealth Management LLC56,263$3.83M1.7%-1.2%0.313%
2/5/2026Allworth Financial LP488$33K0.0%N/A0.003%
2/4/2026Win Advisors Inc.48,301$3.29M1.4%N/A0.272%
2/4/2026D Orazio & Associates Inc.152,367$10.38M1.3%+15.0%0.858%
2/2/2026Truist Financial Corp50,958$3.47M0.0%+3.7%0.287%
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2/2/2026Uptick Partners LLC25,203$1.72M0.4%N/A0.142%
1/29/2026Kestra Private Wealth Services LLC62,392$4.25M0.1%+3.6%0.358%
1/28/2026Fischer Investment Strategies LLC7,425$506K0.3%N/A0.043%
1/28/2026 Key Client Fiduciary Advisors LLC3,725$254K0.1%N/A0.021%
1/28/2026 Planned Solutions Inc.235,258$16.02M5.1%+1.9%1.348%
1/26/2026Merit Financial Group LLC55,718$3.79M0.0%N/A0.324%
1/26/2026Nations Financial Group Inc. IA ADV20,377$1.39M0.1%+115.6%0.118%
1/26/2026Milestones Private Investment Advisors LLC58,042$3.95M2.7%-7.4%0.337%
1/23/2026Optima Capital LLC58,935$4.01M1.7%N/A0.346%
1/23/2026Assetmark Inc.618$42K0.0%N/A0.004%


GARP Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 institutional investors and hedge funds held shares of iShares MSCI USA Quality GARP ETF. The most heavily invested institutionals were LPL Financial LLC ($89.62M), Resonant Capital Advisors LLC ($50.19M), Cetera Investment Advisers ($39.19M), Bank of America Corp DE ($34.94M), Landaas & Co. WI ADV ($30.24M), Elevation Point Wealth Partners LLC ($24.72M), and Great Valley Advisor Group Inc. ($22.47M).Learn more on iShares MSCI USA Quality GARP ETF's institutional investors.

Of the 127 institutional investors that purchased iShares MSCI USA Quality GARP ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Resonant Capital Advisors LLC ($784.59K), LPL Financial LLC ($614.13K), Cetera Investment Advisers ($559.44K), Landaas & Co. WI ADV ($443.97K), Elevation Point Wealth Partners LLC ($409.43K), Bank of America Corp DE ($354.28K), and Independent Financial Group LLC ($321.12K).

Institutional investors have bought a total of 7,028,111 shares in the last 24 months. This purchase volume represents approximately $464.65M in transactions.

Of the 23 institutional investors that sold iShares MSCI USA Quality GARP ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WJ Wealth Management LLC ($69.56K), Commonwealth Equity Services LLC ($27.25K), Harbour Investments Inc. ($25.96K), Stifel Financial Corp ($21.08K), Steward Partners Investment Advisory LLC ($9.53K), Larson Financial Group LLC ($5.22K), and Stonebridge Wealth Management LLC ($5.02K).

Institutional investors have sold a total of 191,365 shares in the last 24 months. This volume of shares sold represents approximately $12.63M in transactions.


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This page (BATS:GARP) was last updated on 7/17/2026 by MarketBeat.com Staff.
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