iShares MSCI USA Quality GarGARPETF

13F holders, Q3 2024 (September 30)
31holders +10
14new positions
4sold out
$53.41avg. 13F price*

At the end of Q3 2024, 31 institutions reported holding iShares MSCI USA Quality Gar (GARP) in their 13F filings, up 10 from Q2 2024. 14 opened new positions and 4 sold out. The largest holders were Independent Financial Group, LLC ($18.5M), Landaas & Co. /Wi ($15.2M) and Cambridge Investment Research Advisors, Inc. ($9.1M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions14$31.1M
Exits4$5.7M

All 13F filers, Q2 2024 → Q3 2024: 744,736 shares bought and 131,985 shares sold, net +612,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders
Independent Financial Group, LLC 0.68% Add +7.2% 346,985 $18.5M
Landaas & Co. /Wi 4.22% Add +35.3% 283,922 $15.2M
Cambridge Investment Research Advisors, Inc. 0.03% Add +15.8% 170,370 $9.1M
HighTower Advisors, LLC 0.01% New 127,697 $6.8M
Heck Capital Advisors, LLC 0.73% New 119,059 $6.4M
LPL Financial LLC 0.00% New 101,527 $5.4M
WJ Wealth Management, LLC 1.64% New 87,345 $4.7M
Osaic Holdings, Inc. 0.01% Add +9.6% 79,455 $4.2M
Valley National Advisers Inc. 0.68% Reduce -4.8% 70,886 $3.8M
Commonwealth Equity Services, LLC 0.01% New 68,504 $3.7M
Synergy Asset Management, LLC 0.51% Add +35.2% 62,923 $3.4M
Jane Street Group, LLC 0.00% New 26,397 $1.4M
D'Orazio & Associates, Inc. 0.15% New 19,612 $1.0M
Foundations Investment Advisors, LLC 0.02% Add +65.1% 16,399 $876K
Disciplined Investments, LLC 0.38% Reduce -1.1% 14,566 $778K
Envestnet Asset Management Inc. 0.00% Add +152.1% 10,119 $540K
GG Group Ventures, LLC 0.78% Add +65.5% 9,614 $533K
Dynamic Advisor Solutions LLC 0.01% New 7,679 $410K
Raymond James Financial Services Advisors, Inc. 0.00% New 7,006 $374K
Kestra Advisory Services, LLC 0.00% New 6,712 $358K
Creative Planning 0.00% No change 6,000 $320K
LongView Wealth Management 0.08% New 4,700 $251K
Spire Wealth Management 0.01% Add +253.8% 4,093 $219K
Atria Wealth Solutions, Inc. 0.00% New 4,011 $214K
Cetera Investment Advisers 0.00% Reduce -17.2% 3,866 $206K
Tower Research Capital LLC (TRC) 0.00% Reduce -84.1% 3,481 $186K
NewEdge Advisors, LLC 0.00% New 1,125 $60K
Armstrong Advisory Group, Inc. 0.00% No change 183 $10K
Glass Jacobson Investment Advisors llc 0.00% No change 134 $7K
Morgan Stanley 0.00% New 1 $71
Planning Capital Management Corp 0.00% No change 1 $54

"% 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.