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iShares MSCI USA Quality GARP ETF (GARP) Institutional Ownership

$79.87 -0.83 (-1.03%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares MSCI USA Quality GARP ETF (BATS:GARP)

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$448.25M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$12.97M
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GARP Institutional Buying and Selling by Quarter

iShares MSCI USA Quality GARP ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC2,619$168K0.0%+7.1%0.031%
5/19/2026 Sonoma Allocations LLC22,981$1.50M0.5%+40.6%0.274%
5/19/2026 Bank of America Corp DE546,192$34.94M0.0%+52.0%6.502%
5/18/2026 Royal Bank of Canada33,837$2.17M0.0%+13,940.2%0.403%
5/13/2026 Cetera Investment Advisers612,564$39.19M0.0%+25.3%7.292%
5/13/2026 First Trust Advisors LP75,795$4.85M0.0%-2.1%0.902%
5/7/2026 Cornerstone Advisors Asset Management LLC224,439$14.36M2.2%N/A2.672%
5/7/2026 Marshall & 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%
5/5/2026 D.A. Davidson & CO.5,095$326K0.0%+31.7%0.061%
5/5/2026 Bank of New York Mellon Corp17,385$1.11M0.0%+193.2%0.207%
5/5/2026 Geneos Wealth Management Inc.22,914$1.47M0.0%N/A0.273%
5/5/2026 Sigma Planning Corp129,075$8.26M0.2%N/A1.537%
5/4/2026 Milestones Private Investment Advisors LLC60,571$3.88M3.4%+4.4%0.721%
5/4/2026 Uptick Partners LLC51,119$3.27M0.7%+102.8%0.609%
5/2/2026 ARQ Wealth Advisors LLC251,100$16.06M2.9%+12.5%2.989%
5/1/2026 Fifth Third Bancorp2,070$132K0.0%+2,553.8%0.025%
4/30/2026 Kestra Advisory Services LLC63,437$4.06M0.0%+74.7%0.755%
4/29/2026 Resonant Capital Advisors LLC784,592$50.19M2.6%N/A9.340%
4/28/2026 New England Capital Financial Advisors LLC1,020$65K0.0%N/A0.012%
4/22/2026 Janney Montgomery Scott LLC4,785$306K0.0%+16.0%0.057%
4/20/2026 Kestra Private Wealth Services LLC60,840$3.89M0.0%-2.5%0.724%
4/20/2026 Ritholtz 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%
4/17/2026 Certified Advisory Corp133,439$8.54M0.8%+273.3%1.589%
4/17/2026 Stonebridge 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%
4/15/2026 Nations Financial Group Inc. IA ADV23,358$1.49M0.1%+14.6%0.278%
3/9/2026 Corient Private Wealth LLC6,000$409K0.0%N/A0.033%
3/2/2026 Sankala Group LLC561$38K0.0%N/A0.003%
2/23/2026 Sonoma Allocations LLC16,349$1.15M0.4%+20.9%0.091%
2/19/2026 Compound Planning Inc.6,940$473K0.0%N/A0.039%
2/19/2026 Corient Private Wealth LLC6,000$409K0.0%N/A0.033%
2/18/2026 NewEdge Advisors LLC2,446$167K0.0%+80.8%0.014%
2/17/2026 AQR Capital Management LLC4,487$306K0.0%N/A0.025%
2/17/2026 Cetera Investment Advisers488,804$33.29M0.0%+6.1%2.716%
2/17/2026 Equitable Holdings Inc.39,452$2.69M0.0%+47.7%0.219%
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2/17/2026 Trexquant Investment LP3,103$211K0.0%N/A0.017%
2/17/2026 Osaic Holdings Inc.187,534$12.77M0.0%+19.8%1.042%
2/16/2026 MML Investors Services LLC248,106$16.90M0.0%+345.9%1.378%
2/16/2026 B&D White Capital Company LLC203,048$13.83M1.6%+0.8%1.128%
2/13/2026 Kestra Advisory Services LLC36,307$2.47M0.0%+100.3%0.202%
2/13/2026 Stifel Financial Corp205,800$14.02M0.0%-9.3%1.143%
2/13/2026 First Trust Advisors LP77,430$5.27M0.0%+1.7%0.430%
2/13/2026 Golden State Wealth Management LLC11,050$753K0.1%+9.4%0.061%
2/13/2026 Wells Fargo & Company MN1,665$113K0.0%+33.6%0.009%
2/13/2026 Kane Investment Management Inc.6,267$427K0.2%+3.3%0.035%
2/12/2026 Commonwealth Equity Services LLC296,793$20.21M0.0%-8.4%1.649%
2/12/2026 Olde Wealth Management LLC147,659$10.06M3.1%+1.9%0.820%
2/12/2026 Steward Partners Investment Advisory LLC500$34K0.0%-95.0%0.003%
2/12/2026 Bank of Montreal Can973$66K0.0%+180.4%0.005%
2/12/2026 Principal Securities Inc.99,458$6.77M0.1%+16.8%0.553%
2/12/2026 Great Valley Advisor Group Inc.329,905$22.47M0.4%+1,027.6%1.833%
2/11/2026 Janney Montgomery Scott LLC4,125$281K0.0%N/A0.023%
2/11/2026 Capital Analysts LLC158,511$10.80M0.3%N/A0.881%
2/11/2026 Focus Partners Advisor Solutions LLC4,043$275K0.0%N/A0.022%
2/11/2026 LPL Financial LLC1,315,966$89.62M0.0%+29.5%7.311%
2/11/2026 Comprehensive Financial Planning Inc. PA1,816$124K0.1%N/A0.010%
2/10/2026 Cibc World Market Inc.10,270$699K0.0%-5.1%0.057%
2/10/2026 Goldman Sachs Group Inc.187,223$12.75M0.0%+2,984.9%1.040%
2/10/2026 Calton & Associates Inc.27,747$1.89M0.3%+37.8%0.154%
2/10/2026 GW Henssler & Associates Ltd.60,038$4.09M0.2%N/A0.334%
2/10/2026 Keyvantage Wealth LLC8,997$613K0.3%-6.4%0.050%
2/10/2026 Marshall & Sterling Wealth Advisors Inc.67,468$4.60M3.0%+1.4%0.375%
2/10/2026 Northwestern Mutual Wealth Management Co.168,198$11.45M0.0%+139.9%0.934%
2/10/2026 Foundations Investment Advisors LLC19,596$1.33M0.0%+4.5%0.109%
2/10/2026 Thoroughbred Financial Services LLC19,849$1.35M0.1%+5.6%0.110%
2/9/2026 Kingsview Wealth Management LLC7,447$507K0.0%-4.8%0.041%
2/9/2026 Harbour Investments Inc.6,535$445K0.0%-21.2%0.036%
2/9/2026 Prospera Financial Services Inc4,127$281K0.0%N/A0.023%
2/9/2026 ARQ Wealth Advisors LLC223,117$15.19M4.1%+7.0%1.240%
2/6/2026Global Retirement Partners LLC3,163$215K0.0%+13.9%0.018%
2/6/2026 HighTower Advisors LLC158,448$10.79M0.0%-2.0%0.880%
2/6/2026 Cedar Wealth Management LLC24,408$1.66M0.5%+148.9%0.136%
2/5/2026 High Note Wealth LLC1,126$77K0.0%N/A0.006%
2/5/2026 WJ Wealth Management LLC56,263$3.83M1.7%-1.2%0.313%
2/5/2026 Allworth Financial LP488$33K0.0%N/A0.003%
2/4/2026 Win Advisors Inc.48,301$3.29M1.4%N/A0.272%
2/4/2026 D Orazio & Associates Inc.152,367$10.38M1.3%+15.0%0.858%
2/2/2026 Truist Financial Corp50,958$3.47M0.0%+3.7%0.287%
2/2/2026 Uptick Partners LLC25,203$1.72M0.4%N/A0.142%
1/29/2026 Kestra Private Wealth Services LLC62,392$4.25M0.1%+3.6%0.358%
1/28/2026 Fischer 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%
1/26/2026 Merit Financial Group LLC55,718$3.79M0.0%N/A0.324%
1/26/2026 Nations Financial Group Inc. IA ADV20,377$1.39M0.1%+115.6%0.118%
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1/26/2026 Milestones Private Investment Advisors LLC58,042$3.95M2.7%-7.4%0.337%
1/23/2026 Optima Capital LLC58,935$4.01M1.7%N/A0.346%
1/23/2026 Assetmark Inc.618$42K0.0%N/A0.004%
1/23/2026 Valley National Advisers Inc.230,248$15.68M2.2%+5.3%1.350%
1/23/2026 Gilbert Capital Group Inc.40,666$2.77M2.1%N/A0.239%
1/21/2026 Landaas & Co. WI ADV443,970$30.24M6.7%+3.7%2.604%
1/21/2026 Lakeshore Capital Group Inc.105,324$7.17M5.7%+3.6%0.618%
1/20/2026 Stratos Wealth Advisors LLC10,378$707K0.0%N/A0.062%
1/15/2026 Saxony Capital Management LLC12,663$862K0.5%+100.8%0.077%
1/14/2026 Nova Wealth Management Inc.7,771$529K0.4%-6.6%0.052%


GARP Institutional Ownership - Frequently Asked Questions

During the previous two years, 127 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 124 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 6,915,763 shares in the last 24 months. This purchase volume represents approximately $448.25M in transactions.

Of the 24 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 197,019 shares in the last 24 months. This volume of shares sold represents approximately $12.97M in transactions.



This page (BATS:GARP) was last updated on 6/17/2026 by MarketBeat.com Staff.
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