iShares MSCI USA Quality GarGARPETF

13F holders, Q2 2024 (June 30)

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

21holders +8

9new positions

2sold out

$51.90avg. 13F price*

At the end of Q2 2024, 21 institutions reported holding iShares MSCI USA Quality Gar (GARP) in their 13F filings, up 8 from Q1 2024. 9 opened new positions and 2 sold out. The largest holders were Independent Financial Group, LLC ($16.8M), Landaas & Co. /Wi ($10.9M) and Cambridge Investment Research Advisors, Inc. ($7.6M).

Company: iShares MSCI USA Quality Gar
CUSIP: 46436E403
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

	Institutions	Total Value
New Positions	9	$14.3M
Exits	2	$565K

All 13F filers, Q1 2024 → Q2 2024: 564,245 shares bought and 59,894 shares sold, net +504,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders


Independent Financial Group, LLC	0.67%	Add +75.4%	323,694	$16.8M
Landaas & Co. /Wi	3.32%	Add +54.3%	209,796	$10.9M
Cambridge Investment Research Advisors, Inc.	0.03%	New	147,063	$7.6M
EWG Elevate Inc.	1.78%	New	93,837	$4.9M
Valley National Advisers Inc.	0.57%	Add +41.8%	74,471	$3.9M
Osaic Holdings, Inc.	0.01%	Add +130.6%	72,512	$3.8M
Synergy Asset Management, LLC	0.38%	Reduce -50.7%	46,543	$2.4M
Tower Research Capital LLC (TRC)	0.02%	Add +108.9%	21,902	$1.1M
Disciplined Investments, LLC	0.41%	New	14,720	$764K
Foundations Investment Advisors, LLC	0.01%	New	9,931	$516K
Stratos Wealth Partners, LTD.	0.01%	Reduce -1.7%	8,531	$443K
Mgo One Seven LLC	0.02%	New	6,438	$334K
Creative Planning	0.00%	No change	6,000	$311K
GG Group Ventures, LLC	0.41%	—	5,809	$292K
Cetera Investment Advisers	0.00%	Add +4.4%	4,667	$242K
Envestnet Asset Management Inc.	0.00%	New	4,014	$208K
Spire Wealth Management	0.00%	Add +17.8%	1,157	$60K
UBS Group AG	0.00%	New	218	$11K
Armstrong Advisory Group, Inc.	0.00%	New	183	$10K
Glass Jacobson Investment Advisors llc	0.00%	No change	134	$7K
Planning Capital Management Corp	0.00%	New	1	$52

"% 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.