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iShares MSCI USA Quality GARP ETF (GARP) Institutional Ownership

iShares MSCI USA Quality GARP ETF logo
$81.40 -0.64 (-0.78%)
Closing price 09/15/2026 04:10 PM Eastern
Extended Trading
$81.73 +0.33 (+0.41%)
As of 09/15/2026 07:42 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
111
Total
Institutional Inflows
(last 12 months)
$403.15M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$12.01M
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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
9/9/2026 Capital Analysts LLC335,370$27.69M0.6%+1.3%3.993%
9/9/2026 Integrated Wealth Concepts LLC6,829$564K0.0%+18.1%0.081%
9/9/2026 RFG Advisory LLC4,461$368K0.0%-16.8%0.053%
9/9/2026 NewEdge Advisors LLC13,762$1.14M0.0%+425.5%0.164%
9/2/2026 Citadel Advisors LLC15,999$1.32M0.0%+100.1%0.190%
8/27/2026 Corient Private Wealth LP6,008$496K0.0%N/A0.072%
8/23/2026 Ameritas Advisory Services LLC3,187$263K0.0%N/A0.038%
8/23/2026 HB Wealth Management LLC32,623$2.69M0.0%N/A0.388%
8/22/2026 William John Sempolinski23,390$1.93M0.8%N/A0.278%
8/22/2026 Cornerstone Advisors Asset Management LLC212,535$17.55M2.3%-5.3%2.530%
8/22/2026 Comprehensive Financial Planning Inc. PA2,601$215K0.1%+43.1%0.031%
8/22/2026 NWF Advisory Services Inc.3,151$260K0.0%N/A0.038%
8/14/2026 Ancora Advisors LLC400$33K0.0%N/A0.005%
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%
6/3/2026 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%
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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%
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%
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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%
2/6/2026 Global 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%


GARP Institutional Ownership - Frequently Asked Questions

During the previous two years, 136 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), Capital Analysts LLC ($27.69M), and Elevation Point Wealth Partners LLC ($24.72M).Learn more on iShares MSCI USA Quality GARP ETF's institutional investors.

Of the 133 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 5,966,386 shares in the last 24 months. This purchase volume represents approximately $403.15M 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), Stifel Financial Corp ($21.08K), Cornerstone Advisors Asset Management LLC ($11.90K), 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 176,157 shares in the last 24 months. This volume of shares sold represents approximately $12.01M in transactions.


Related Companies

Institutional ownership data for BATS:GARP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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