iShares MSCI USA Quality GarGARPETF

13F holders, Q2 2025 (June 30)
76holders +15
22new positions
9sold out
1famous investor
$60.02avg. 13F price*

At the end of Q2 2025, 76 institutions reported holding iShares MSCI USA Quality Gar (GARP) in their 13F filings, up 15 from Q1 2025. 22 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($42.2M), Cambridge Investment Research Advisors, Inc. ($27.9M) and Landaas & Co. /Wi ($25.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions22$67.6M
Exits9$4.5M

All 13F filers, Q1 2025 → Q2 2025: 2,101,187 shares bought and 130,594 shares sold, net +1,970,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

LPL Financial LLC 0.01% Add +122.3% 698,785 $42.2M
Cambridge Investment Research Advisors, Inc. 0.08% Add +32.6% 461,526 $27.9M
Landaas & Co. /Wi 6.12% Add +3.7% 424,178 $25.6M
Elevation Point Wealth Partners, LLC 1.93% New 409,425 $24.7M
Cetera Investment Advisers 0.04% Add +53.7% 407,668 $24.6M
Independent Financial Group, LLC 0.62% Add +0.6% 371,680 $22.4M
Park National Corp. 0.56% New 282,623 $17.1M
Commonwealth Equity Services, LLC 0.02% Add +38.3% 270,069 $16.3M
Planned Solutions, Inc. 5.25% New 226,228 $13.7M
Valley National Advisers Inc. 2.06% Add +17.3% 209,248 $12.6M
Arq Wealth Advisors, LLC 3.67% No change 209,457 $10.7M
Bank of America Corp. 0.00% Add +9.1% 175,568 $10.6M
HighTower Advisors, LLC 0.01% Reduce -3.9% 161,312 $9.7M
Osaic Holdings, Inc. 0.01% Add +1.3% 136,579 $8.2M
D'Orazio & Associates, Inc. 1.04% Add +146.3% 122,431 $7.4M
WJ Wealth Management, LLC 1.84% Add +1.0% 96,682 $5.8M
Raymond James Financial Inc. 0.00% Add +45.0% 88,764 $5.4M
Kestra Private Wealth Services, LLC 0.05% Add +16.6% 62,689 $3.8M
Milestones Private Investment Advisors LLC 2.79% — 62,355 $3.8M
Envestnet Asset Management Inc. 0.00% Add +17.9% 53,576 $3.2M
Goldman Sachs Group Inc. 0.00% Add +218.6% 50,138 $3.0M
Win Advisors, Inc. 1.27% New 43,489 $2.6M
MML Investors Services, LLC 0.01% Add +18.4% 40,004 $2.4M
Stonebridge Wealth Management, LLC 2.03% — 34,907 $2.1M
Northwestern Mutual Wealth Management Co. 0.00% New 26,561 $1.6M
EWG Elevate Inc. 0.45% Reduce -8.3% 24,248 $1.5M
Equitable Holdings, Inc. 0.01% Add +124.8% 24,163 $1.5M
Thoroughbred Financial Services, LLC 0.10% New 22,948 $1.4M
LongView Wealth Management 0.35% Add +0.0% 18,952 $1.1M
Kestra Advisory Services, LLC 0.01% Add +16.1% 17,738 $1.1M
Dynamic Advisor Solutions LLC 0.03% Add +25.8% 17,635 $1.1M
Disciplined Investments, LLC 0.43% No change 16,766 $1.0M
LaSalle St. Investment Advisors, LLC 0.27% Add +307.1% 16,398 $990K
Sigma Planning Corp 0.03% New 15,097 $912K
Foundations Investment Advisors, LLC 0.01% Reduce -15.7% 14,693 $887K
Compound Planning, Inc. 0.03% New 14,543 $878K
Citadel Advisors 0.00% New 14,018 $846K
Calton & Associates, Inc. 0.14% New 13,164 $795K
Tower Research Capital LLC (TRC) 0.02% Add +6.7% 12,147 $733K
Principal Securities, Inc. 0.01% New 11,905 $719K
Spire Wealth Management 0.03% Add +29.0% 11,750 $709K
Flagstar Securities, Inc. 0.18% Reduce -24.6% 10,539 $636K
Great Valley Advisor Group, Inc. 0.01% New 9,997 $604K
Keyvantage Wealth, LLC 0.26% Reduce -0.1% 9,612 $580K
Cibc World Market Inc. 0.00% Reduce -8.8% 9,435 $570K
Golden State Wealth Management, LLC 0.07% Add +5.1% 9,103 $550K
Kingsview Wealth Management, LLC 0.01% Reduce -2.6% 8,836 $534K
Nova Wealth Management, Inc. 0.39% Add +99.4% 8,782 $530K
Flagship Wealth Advisors, LLC 0.17% No change 7,500 $453K
Leavell Investment Management, Inc. 0.02% New 6,775 $409K
Larson Financial Group LLC 0.02% Reduce -14.4% 6,723 $406K
Nations Financial Group Inc, /Ia/ 0.03% Add +17.8% 6,148 $371K
Harbour Investments, Inc. 0.01% Reduce -79.9% 6,105 $369K
Creative Planning 0.00% Reduce -1.6% 6,000 $362K
Lakeshore Capital Group, Inc. 0.32% New 5,951 $359K
GWN Securities Inc. 0.06% Reduce -13.0% 5,610 $339K
Saxony Capital Management, LLC 0.23% New 5,077 $307K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,858 $235K
D.A. Davidson & Co. 0.00% New 3,585 $216K
Steward Partners Investment Advisory, LLC 0.00% Add +232.3% 2,991 $181K
Wagner Wealth Management, LLC 0.03% New 2,288 $138K
Global Retirement Partners, LLC 0.00% — 2,285 $138K
NewEdge Advisors, LLC 0.00% Add +9.2% 1,946 $118K
Wells Fargo & Company 0.00% New 1,246 $75K
Bogart Wealth, LLC 0.00% Add +71.4% 1,200 $72K
Cwm, LLC 0.00% No change 622 $38K
Atticus Wealth Management, LLC 0.01% Reduce -9.1% 582 $35K
Bank of Montreal 0.00% Add +3.1% 370 $22K
TD Capital Management LLC 0.00% Add +0.3% 340 $21K
Glass Jacobson Investment Advisors llc 0.00% No change 159 $10K
NFSG Corp 0.00% New 18 $1K
Concord Wealth Partners 0.00% No change 17 $1K
Royal Bank of Canada 0.00% No change 15 $1K
Rossby Financial, LCC 0.00% No change 12 $725
Allworth Financial LP 0.00% New 3 $182
Morgan Stanley 0.00% New 1 $96

"% 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.