iShares MSCI USA Quality GarGARPETF

13F holders, Q2 2026 (June 30)
176holders +36
43new positions
9sold out
2famous investors
$82.48avg. 13F price*

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

050100150200 Q1 2024: 13Q1 2024Q2 2024: 21Q2 2024Q3 2024: 31Q3 2024Q4 2024: 45Q4 2024Q1 2025: 61Q1 2025Q2 2025: 76Q2 2025Q3 2025: 94Q3 2025Q4 2025: 123Q4 2025Q1 2026: 140Q1 2026Q2 2026: 176Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions43$138.0M
Exits9$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.

Show all 176 holders