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iShares MSCI USA Quality GARP ETF (GARP) Institutional Ownership

$74.62 +0.86 (+1.17%)
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)
109
Total
Institutional Inflows
(last 12 months)
$413.79M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$12.87M
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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
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%
5/5/2026 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%
3/9/2026Corient Private Wealth LLC6,000$409K0.0%N/A0.033%
3/2/2026 Sankala Group LLC561$38K0.0%N/A0.003%
2/23/2026Sonoma 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%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/13/2026 Golden 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/11/2026 Comprehensive 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%
2/9/2026 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%
2/6/2026HighTower 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%
2/5/2026 WJ Wealth Management LLC56,263$3.83M1.7%-1.2%0.313%
2/5/2026Allworth Financial LP488$33K0.0%N/A0.003%
2/4/2026 Win 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%
2/2/2026 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%
1/28/2026Fischer 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%
1/26/2026 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%
1/26/2026 Milestones 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%
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%
1/14/2026 Keystone Global Partners LLC85,805$5.84M2.6%N/A0.574%
1/14/2026 Spire Wealth Management11,816$805K0.0%+2.2%0.079%
1/13/2026 LongView Wealth Management23,793$1.67M0.4%+25.5%0.159%
1/12/2026 Archer Investment Management LLC8,767$597K0.3%N/A0.059%
1/12/2026 Certified Advisory Corp35,745$2.43M0.2%N/A0.239%
1/9/2026 Breakwater Capital Group9,122$621K0.1%N/A0.061%
1/8/2026 Wealth Enhancement Advisory Services LLC6,336$445K0.0%+63.3%0.043%
1/8/2026 MKT Advisors LLC7,243$501K0.2%N/A0.049%
1/7/2026 Stonebridge Wealth Management LLC29,889$2.04M1.9%-13.8%0.204%
1/5/2026 Park National Corp OH295,367$20.11M0.6%+1.1%2.016%


GARP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GARP shares?

During the previous two years, 124 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 ($33.29M), Landaas & Co. WI ADV ($30.24M), Elevation Point Wealth Partners LLC ($24.72M), Great Valley Advisor Group Inc. ($22.47M), and Bank of America Corp DE ($21.55M).Learn more on iShares MSCI USA Quality GARP ETF's institutional investors.

Which institutional investors have been buying iShares MSCI USA Quality GARP ETF's stock?

Of the 121 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), Landaas & Co. WI ADV ($443.97K), Cetera Investment Advisers ($435.68K), Elevation Point Wealth Partners LLC ($409.43K), Great Valley Advisor Group Inc. ($310.65K), and Park National Corp OH ($308.08K).

How much institutional buying is happening at iShares MSCI USA Quality GARP ETF?

Institutional investors have bought a total of 6,468,413 shares in the last 24 months. This purchase volume represents approximately $413.79M in transactions.

Which of iShares MSCI USA Quality GARP ETF's major shareholders have been selling company stock?

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).

How much institutional selling is happening at iShares MSCI USA Quality GARP ETF?

Institutional investors have sold a total of 195,384 shares in the last 24 months. This volume of shares sold represents approximately $12.87M in transactions.



This page (BATS:GARP) was last updated on 5/5/2026 by MarketBeat.com Staff.
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