iShares MSCI USA Quality GarGARPETF

13F holders, Q3 2025 (September 30)
94holders +18
23new positions
7sold out
$65.95avg. 13F price*

At the end of Q3 2025, 94 institutions reported holding iShares MSCI USA Quality Gar (GARP) in their 13F filings, up 18 from Q2 2025. 23 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($66.7M), Cambridge Investment Research Advisors, Inc. ($32.2M) and Cetera Investment Advisers ($30.2M).

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions23$58.2M
Exits7$29.7M

All 13F filers, Q2 2025 → Q3 2025: 2,000,663 shares bought and 615,712 shares sold, net +1,384,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 94 holders

LPL Financial LLC 0.02% Add +45.4% 1,016,108 $66.7M
Cambridge Investment Research Advisors, Inc. 0.09% Add +6.3% 490,501 $32.2M
Cetera Investment Advisers 0.04% Add +13.0% 460,793 $30.2M
Landaas & Co. /Wi 6.38% Add +0.9% 427,979 $28.1M
Independent Financial Group, LLC 0.59% Add +0.5% 373,417 $24.5M
Bank of America Corp. 0.00% Add +87.0% 328,276 $21.5M
Commonwealth Equity Services, LLC 0.03% Add +20.0% 324,041 $21.3M
Park National Corp. 0.60% Add +3.3% 292,023 $19.2M
Planned Solutions, Inc. 5.26% Add +2.0% 230,784 $15.1M
Stifel Financial Corp. 0.01% New 226,883 $14.9M
Valley National Advisers Inc. 2.22% Add +4.5% 218,639 $14.4M
Arq Wealth Advisors, LLC 4.05% Reduce -0.4% 208,581 $13.7M
B&D White Capital Company, LLC 1.69% New 201,515 $13.2M
Raymond James Financial Inc. 0.00% Add +101.9% 179,180 $11.8M
HighTower Advisors, LLC 0.01% Add +0.2% 161,674 $10.6M
Olde Wealth Management, LLC 3.06% — 144,951 $9.9M
Osaic Holdings, Inc. 0.01% Add +14.6% 156,474 $9.8M
Envestnet Asset Management Inc. 0.00% Add +169.5% 144,388 $9.5M
D'Orazio & Associates, Inc. 1.15% Add +8.2% 132,525 $8.7M
Lakeshore Capital Group, Inc. 5.39% Add +1608.8% 101,690 $6.7M
Principal Securities, Inc. 0.09% Add +615.3% 85,156 $5.6M
First Trust Advisors LP 0.00% New 76,099 $5.0M
CGN Advisors LLC 0.38% New 70,167 $4.6M
Northwestern Mutual Wealth Management Co. 0.00% Add +164.0% 70,121 $4.6M
Marshall & Sterling Wealth Advisors Inc. 2.80% New 66,533 $4.4M
Milestones Private Investment Advisors LLC 2.81% Add +0.5% 62,661 $4.1M
Kestra Private Wealth Services, LLC 0.05% Reduce -3.9% 60,226 $4.0M
WJ Wealth Management, LLC 1.72% Reduce -41.1% 56,919 $3.9M
MML Investors Services, LLC 0.01% Add +39.1% 55,646 $3.7M
Truist Financial Corp. 0.00% New 49,117 $3.2M
Itau Unibanco Holding S.A. 0.11% New 16,170 $3.1M
Vista Investment Partners Ii, LLC 1.20% New 39,052 $2.6M
Synergy Asset Management, LLC 0.09% New 37,866 $2.5M
Stonebridge Wealth Management, LLC 2.07% Reduce -0.7% 34,663 $2.3M
Great Valley Advisor Group, Inc. 0.04% Add +192.7% 29,256 $1.9M
Equitable Holdings, Inc. 0.01% Add +10.5% 26,702 $1.8M
EWG Elevate Inc. 0.48% Reduce -3.4% 23,426 $1.5M
Calton & Associates, Inc. 0.20% Add +52.9% 20,129 $1.3M
LongView Wealth Management 0.34% Add +0.0% 18,953 $1.2M
Thoroughbred Financial Services, LLC 0.08% Reduce -18.1% 18,791 $1.2M
Foundations Investment Advisors, LLC 0.02% Add +27.7% 18,761 $1.2M
Dynamic Advisor Solutions LLC 0.04% Add +6.2% 18,736 $1.2M
Kestra Advisory Services, LLC 0.01% Add +2.2% 18,128 $1.2M
LaSalle St. Investment Advisors, LLC 0.21% Add +10.4% 18,099 $1.2M
Leavell Investment Management, Inc. 0.05% Add +148.0% 16,804 $1.1M
Disciplined Investments, LLC 0.44% No change 16,766 $1.1M
Adapt Wealth Advisors, LLC 0.38% New 15,558 $1.0M
Sonoma Allocations LLC 0.32% — 13,521 $890K
Spire Wealth Management 0.03% Reduce -1.6% 11,563 $759K
Cibc World Market Inc. 0.00% Add +14.7% 10,826 $711K
Jane Street Group, LLC 0.00% New 10,311 $677K
Golden State Wealth Management, LLC 0.07% Add +10.9% 10,098 $663K
Steward Partners Investment Advisory, LLC 0.00% Add +235.3% 10,030 $658K
Cedar Wealth Management, LLC 0.20% New 9,805 $644K
Wealthgarden F.S. LLC 0.45% New 9,487 $636K
Keyvantage Wealth, LLC 0.26% Reduce -0.0% 9,609 $631K
Nations Financial Group Inc, /Ia/ 0.04% Add +53.7% 9,452 $620K
Nova Wealth Management, Inc. 0.38% Reduce -5.3% 8,320 $546K
Harbour Investments, Inc. 0.01% Add +35.8% 8,290 $544K
Royal Bank of Canada 0.00% Add +53220.0% 7,998 $525K
Kingsview Wealth Management, LLC 0.01% Reduce -11.5% 7,819 $513K
Flagship Wealth Advisors, LLC 0.16% No change 7,500 $492K
Saxony Capital Management, LLC 0.27% Add +24.2% 6,307 $414K
Goldman Sachs Group Inc. 0.00% Reduce -87.9% 6,069 $398K
Kane Investment Management, Inc. 0.19% New 6,066 $398K
Creative Planning 0.00% Reduce -4.1% 5,755 $378K
GWN Securities Inc. 0.09% Add +0.1% 5,618 $370K
Csenge Advisory Group 0.02% New 4,935 $324K
Integrated Wealth Concepts LLC 0.00% New 3,964 $260K
D.A. Davidson & Co. 0.00% Add +10.2% 3,950 $259K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.6% 3,880 $258K
Sigma Planning Corp 0.01% Reduce -78.5% 3,250 $213K
Ring Mountain Capital, LLC 0.12% New 3,207 $211K
Global Retirement Partners, LLC 0.00% Add +21.5% 2,776 $182K
Wagner Wealth Management, LLC 0.03% No change 2,288 $150K
JPMorgan Chase & Co. 0.00% New 2,138 $140K
Advisory Services Network, LLC 0.00% New 2,124 $139K
FMR LLC 0.00% New 1,614 $106K
Larson Financial Group LLC 0.00% Reduce -77.6% 1,508 $99K
NewEdge Advisors, LLC 0.00% Reduce -30.5% 1,353 $89K
Wells Fargo & Company 0.00% No change 1,246 $82K
UBS Group AG 0.00% New 1,242 $82K
Bogart Wealth, LLC 0.00% No change 1,200 $79K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.6% 1,020 $67K
Cwm, LLC 0.00% No change 622 $41K
Root Financial Partners, LLC 0.00% New 609 $40K
Bank of Montreal 0.00% Reduce -6.2% 347 $23K
TD Capital Management LLC 0.00% No change 340 $22K
Glass Jacobson Investment Advisors llc 0.00% No change 159 $10K
GPS Wealth Strategies Group, LLC 0.00% New 70 $5K
NFSG Corp 0.00% No change 18 $1K
Concord Wealth Partners 0.00% No change 17 $1K
Rossby Financial, LCC 0.00% No change 12 $793
Morgan Stanley 0.00% No change 1 $74

"% 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.