iShares MSCI USA Quality GarGARPETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 176 institutions reported holding iShares MSCI USA Quality Gar (GARP) in their 13F filings, up 36 from Q1 2026. 43 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($321.3M), Morgan Stanley ($151.4M) and Bank of America Corp. ($104.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares MSCI USA Quality Gar
- CUSIP
- 46436E403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $138.0M |
| Exits | 9 | $2.4M |
All 13F filers, Q1 2026 → Q2 2026: 7,641,802 shares bought and 295,437 shares sold, net +7,346,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 176 holders
| LPL Financial LLC | 0.07% | Add +78.7% | 3,891,813 | $321.3M |
| Morgan Stanley | 0.01% | Add +129.7% | 1,833,873 | $151.4M |
| Bank of America Corp. | 0.01% | Add +132.8% | 1,271,276 | $104.9M |
| Raymond James Financial Inc. | 0.03% | Add +48.2% | 1,121,645 | $92.6M |
| Resonant Capital Advisors, LLC | 3.12% | Add +0.9% | 791,780 | $65.4M |
| Cetera Investment Advisers | 0.05% | Add +10.2% | 674,962 | $55.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +4.3% | 559,897 | $46.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.6% | 545,252 | $45.0M |
| Landaas & Co. /Wi | 7.62% | Add +8.5% | 507,447 | $41.9M |
| Elevation Point Wealth Partners, LLC | 0.70% | New | 458,581 | $37.9M |
| MML Investors Services, LLC | 0.08% | Add +30.6% | 446,128 | $36.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +452.2% | 446,543 | $36.4M |
| Osaic Holdings, Inc. | 0.04% | Add +18.1% | 414,235 | $34.2M |
| Creative Financial Designs Inc. | 1.58% | Add +610.6% | 403,015 | $33.3M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +15.5% | 398,187 | $32.9M |
| Independent Financial Group, LLC | 0.58% | Add +0.2% | 374,524 | $30.9M |
| Equitable Holdings, Inc. | 0.17% | Add +71.1% | 341,897 | $28.2M |
| Capital Analysts, LLC | 0.64% | Add +1.3% | 335,370 | $27.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +47.6% | 325,453 | $26.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +8.5% | 322,337 | $26.6M |
| Arq Wealth Advisors, LLC | 3.07% | Add +23.9% | 311,203 | $24.8M |
| Park National Corp. | 0.67% | Reduce -6.4% | 288,365 | $23.8M |
| Stifel Financial Corp. | 0.02% | Add +13.7% | 268,505 | $22.2M |
| Insight Wealth Strategies, LLC | 2.04% | New | 255,947 | $20.9M |
| Planned Solutions, Inc. | 5.77% | Add +0.9% | 243,037 | $20.1M |
| Cornerstone Advisors Asset Management, LLC | 2.29% | Reduce -5.3% | 212,535 | $17.5M |
| Saxon Interests, Inc. | 4.44% | New | 194,568 | $16.1M |
| D'Orazio & Associates, Inc. | 1.79% | Add +18.0% | 187,575 | $15.5M |
| Carr Financial Group Corp | 3.52% | Reduce -2.7% | 184,986 | $15.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.0% | 164,064 | $13.5M |
| Valley National Advisers Inc. | 1.47% | Reduce -0.8% | 160,609 | $13.3M |
| Embree Financial Group | 1.31% | New | 158,151 | $13.1M |
| Certified Advisory Corp | 1.01% | Add +13.5% | 151,403 | $12.5M |
| Olde Wealth Management, LLC | 3.36% | Reduce -5.0% | 143,651 | $11.9M |
| CGN Advisors LLC | 0.85% | Add +27.4% | 141,881 | $11.7M |
| Bauman Advisory Group, LLC | 6.11% | New | 139,714 | $11.5M |
| Truist Financial Corp. | 0.01% | Add +114.3% | 126,294 | $10.4M |
| Base Wealth Management LLC | 4.38% | New | 114,188 | $9.4M |
| Principal Securities, Inc. | 0.11% | Add +10.4% | 113,680 | $9.4M |
| Lakeshore Capital Group, Inc. | 6.83% | Add +2.7% | 111,760 | $9.2M |
| Milestones Private Investment Advisors LLC | 6.52% | Add +63.9% | 99,259 | $8.2M |
| GW Henssler & Associates Ltd. | 0.36% | Reduce -0.4% | 99,178 | $8.2M |
| Key Client Fiduciary Advisors, LLC | 2.22% | Add +771.3% | 92,535 | $7.6M |
| First Trust Advisors LP | 0.00% | Add +0.9% | 76,464 | $6.3M |
| Optima Capital LLC | 2.39% | Add +28.2% | 73,227 | $6.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.3% | 71,243 | $5.9M |
| Uptick Partners, LLC | 0.89% | Add +36.3% | 69,655 | $5.8M |
| Stratos Wealth Advisors, LLC | 0.31% | Reduce -1.0% | 68,507 | $5.7M |
| Marshall & Sterling Wealth Advisors Inc. | 3.12% | Reduce -8.2% | 63,815 | $5.3M |
| Merit Financial Group, LLC | 0.03% | Add +2.5% | 62,663 | $5.2M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +0.1% | 60,888 | $5.0M |
| Avior Wealth Management, LLC | 0.13% | Add +418.5% | 60,758 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +1732.3% | 59,606 | $4.9M |
| Leavell Investment Management, Inc. | 0.18% | Add +29.6% | 58,724 | $4.8M |
| WJ Wealth Management, LLC | 1.76% | Reduce -0.1% | 54,133 | $4.5M |
| Strategic Financial Concepts, LLC | 1.29% | Add +256.4% | 51,118 | $4.3M |
| Golden State Wealth Management, LLC | 0.29% | Add +194.3% | 39,009 | $3.2M |
| Win Advisors, Inc. | 1.12% | New | 38,098 | $3.1M |
| First Community Trust NA | 1.36% | No change | 36,380 | $3.0M |
| Calton & Associates, Inc. | 0.42% | Add +18.7% | 34,860 | $2.9M |
| Keating Financial Advisory Services, Inc. | 0.38% | Reduce -11.1% | 34,630 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 33,934 | $2.8M |
| Cedar Wealth Management, LLC | 0.71% | Add +5.3% | 33,633 | $2.8M |
| HB Wealth Management, LLC | 0.02% | New | 32,623 | $2.7M |
| Belpointe Asset Management LLC | 0.09% | New | 32,079 | $2.6M |
| Wealth Enhancement Trust Services, Inc. | 0.28% | Add +99.1% | 30,596 | $2.5M |
| Stonebridge Wealth Management, LLC | 2.19% | Reduce -1.4% | 29,683 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +14.7% | 28,386 | $2.3M |
| Fiduciary Financial Advisors | 0.24% | New | 28,085 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.8% | 27,486 | $2.3M |
| Park Avenue Securities LLC | 0.01% | New | 25,353 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +2.7% | 23,988 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Add +87.1% | 23,661 | $2.0M |
| William John Sempolinski | 0.78% | New | 23,390 | $1.9M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -0.3% | 22,833 | $1.9M |
| LaSalle St. Investment Advisors, LLC | 0.23% | Add +1.5% | 22,704 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +1.5% | 22,622 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +105.9% | 22,446 | $1.9M |
| Nova Wealth Management, Inc. | 0.99% | Add +54.5% | 21,819 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2302.0% | 21,714 | $1.8M |
| Kingsview Wealth Management, LLC | 0.02% | Add +198.4% | 20,938 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Add +47.7% | 20,599 | $1.7M |
| XTX Topco Ltd | 0.02% | New | 20,285 | $1.7M |
| Adapt Wealth Advisors, LLC | 0.54% | Reduce -3.6% | 19,832 | $1.6M |
| Retirement Capital Strategies | 0.56% | New | 19,505 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +10.4% | 19,200 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | Reduce -53.0% | 18,110 | $1.5M |
| CIBC Bancorp USA Inc. | 0.00% | New | 17,995 | $1.5M |
| Disciplined Investments, LLC | 0.45% | No change | 16,766 | $1.4M |
| Spire Wealth Management | 0.04% | Reduce -10.2% | 16,699 | $1.4M |
| Rossby Financial, LCC | 0.25% | Add +0.2% | 16,554 | $1.4M |
| Citadel Advisors | 0.00% | Add +100.1% | 15,999 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +2.9% | 14,867 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +425.5% | 13,762 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 13,111 | $1.1M |
| Breakwater Capital Group | 0.12% | Add +4.5% | 11,740 | $969K |
| Henderson Brothers Financial Partners, LLC | 0.41% | Reduce -39.3% | 10,561 | $872K |
| GWN Securities Inc. | 0.12% | Reduce -0.6% | 8,550 | $706K |
| Saxony Capital Management, LLC | 0.32% | Reduce -50.4% | 8,355 | $690K |
| Verdence Capital Advisors LLC | 0.04% | New | 8,267 | $682K |
"% of holder's portfolio" is GARP's weight in each manager's 13F, not the share of iShares MSCI USA Quality Gar the manager owns.