iShares MSCI USA Quality GarGARPETF

13F holders, Q4 2025 (December 31)
123holders +29
37new positions
11sold out
1famous investor
$68.11avg. 13F price*

At the end of Q4 2025, 123 institutions reported holding iShares MSCI USA Quality Gar (GARP) in their 13F filings, up 29 from Q3 2025. 37 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($89.6M), Cambridge Investment Research Advisors, Inc. ($36.1M) and Cetera Investment Advisers ($33.3M). One famous investor held it 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions37$46.4M
Exits11$10.2M

All 13F filers, Q3 2025 → Q4 2025: 2,819,840 shares bought and 210,133 shares sold, net +2,609,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

LPL Financial LLC 0.02% Add +29.5% 1,315,966 $89.6M
Cambridge Investment Research Advisors, Inc. 0.10% Add +8.0% 529,616 $36.1M
Cetera Investment Advisers 0.04% Add +6.1% 488,804 $33.3M
Landaas & Co. /Wi 6.65% Add +3.7% 443,970 $30.2M
Raymond James Financial Inc. 0.01% Add +144.3% 437,642 $29.8M
Independent Financial Group, LLC 0.56% Reduce -0.9% 370,196 $25.2M
Bank of America Corp. 0.00% Add +9.4% 359,262 $24.5M
Envestnet Asset Management Inc. 0.01% Add +136.0% 340,758 $23.2M
Great Valley Advisor Group, Inc. 0.43% Add +1027.7% 329,905 $22.5M
Commonwealth Equity Services, LLC 0.03% Reduce -8.4% 296,793 $20.2M
Park National Corp. 0.63% Add +1.1% 295,367 $20.1M
Morgan Stanley 0.00% Add +26602000.0% 266,021 $18.1M
MML Investors Services, LLC 0.04% Add +345.9% 248,106 $16.9M
Planned Solutions, Inc. 5.18% Add +1.9% 235,258 $16.0M
Valley National Advisers Inc. 2.17% Add +5.3% 230,248 $15.7M
Arq Wealth Advisors, LLC 4.10% Add +7.0% 223,117 $15.2M
Stifel Financial Corp. 0.01% Reduce -9.3% 205,800 $14.0M
B&D White Capital Company, LLC 1.60% Add +0.8% 203,048 $13.8M
Osaic Holdings, Inc. 0.02% Add +19.9% 187,534 $12.8M
Goldman Sachs Group Inc. 0.00% Add +2984.9% 187,223 $12.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +139.9% 168,198 $11.5M
Capital Analysts, LLC 0.30% New 158,511 $10.8M
HighTower Advisors, LLC 0.01% Reduce -2.0% 158,448 $10.8M
D'Orazio & Associates, Inc. 1.33% Add +15.0% 152,367 $10.4M
Olde Wealth Management, LLC 3.09% Add +1.9% 147,659 $10.1M
Lakeshore Capital Group, Inc. 5.74% Add +3.6% 105,324 $7.2M
Principal Securities, Inc. 0.10% Add +16.8% 99,458 $6.8M
CGN Advisors LLC 0.47% Add +23.9% 86,919 $5.9M
Keystone Global Partners, LLC 2.57% New 85,805 $5.8M
First Trust Advisors LP 0.00% Add +1.8% 77,430 $5.3M
Marshall & Sterling Wealth Advisors Inc. 3.03% Add +1.4% 67,468 $4.6M
Kestra Private Wealth Services, LLC 0.05% Add +3.6% 62,392 $4.2M
GW Henssler & Associates Ltd. 0.20% New 60,038 $4.1M
Optima Capital LLC 1.74% New 58,935 $4.0M
Milestones Private Investment Advisors LLC 2.72% Reduce -7.4% 58,042 $4.0M
WJ Wealth Management, LLC 1.68% Reduce -1.1% 56,263 $3.8M
Merit Financial Group, LLC 0.03% New 55,718 $3.8M
Truist Financial Corp. 0.00% Add +3.8% 50,958 $3.5M
Win Advisors, Inc. 1.40% New 48,301 $3.3M
Gilbert Capital Group, Inc. 2.08% New 40,666 $2.8M
Equitable Holdings, Inc. 0.02% Add +47.8% 39,452 $2.7M
Kestra Advisory Services, LLC 0.01% Add +100.3% 36,307 $2.5M
Certified Advisory Corp 0.22% New 35,745 $2.4M
Stonebridge Wealth Management, LLC 1.94% Reduce -13.8% 29,889 $2.0M
Calton & Associates, Inc. 0.28% Add +37.9% 27,747 $1.9M
Uptick Partners, LLC 0.37% New 25,203 $1.7M
LongView Wealth Management 0.40% Add +25.5% 23,793 $1.7M
Cedar Wealth Management, LLC 0.50% Add +148.9% 24,408 $1.7M
LaSalle St. Investment Advisors, LLC 0.24% Add +21.0% 21,892 $1.5M
Leavell Investment Management, Inc. 0.06% Add +23.1% 20,677 $1.4M
Nations Financial Group Inc, /Ia/ 0.07% Add +115.6% 20,377 $1.4M
Thoroughbred Financial Services, LLC 0.08% Add +5.6% 19,849 $1.4M
Foundations Investment Advisors, LLC 0.02% Add +4.5% 19,596 $1.3M
Adapt Wealth Advisors, LLC 0.44% Add +21.9% 18,959 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +0.1% 18,764 $1.3M
Sonoma Allocations LLC 0.38% Add +20.9% 16,349 $1.1M
Disciplined Investments, LLC 0.44% No change 16,766 $1.1M
Keating Financial Advisory Services, Inc. 0.13% — 14,303 $974K
Saxony Capital Management, LLC 0.53% Add +100.8% 12,663 $862K
Spire Wealth Management 0.03% Add +2.2% 11,816 $805K
Golden State Wealth Management, LLC 0.08% Add +9.4% 11,050 $753K
Stratos Wealth Advisors, LLC 0.03% New 10,378 $707K
Cibc World Market Inc. 0.00% Reduce -5.1% 10,270 $699K
Breakwater Capital Group 0.09% New 9,122 $621K
Keyvantage Wealth, LLC 0.26% Reduce -6.4% 8,997 $613K
Archer Investment Management, LLC 0.32% New 8,767 $597K
Flow Traders U.S. LLC 0.02% New 8,072 $550K
Two Sigma Securities, LLC 0.07% New 7,875 $536K
Nova Wealth Management, Inc. 0.36% Reduce -6.6% 7,771 $529K
Flagship Wealth Advisors, LLC 0.15% No change 7,500 $511K
Kingsview Wealth Management, LLC 0.01% Reduce -4.8% 7,447 $507K
Fischer Investment Strategies, LLC 0.29% New 7,425 $506K
MKT Advisors LLC 0.17% New 7,243 $501K
Compound Planning, Inc. 0.01% New 6,940 $473K
Susquehanna International Group, LLP 0.00% New 6,935 $472K
Harbour Investments, Inc. 0.01% Reduce -21.2% 6,535 $445K
Wealth Enhancement Advisory Services, LLC 0.00% Add +63.3% 6,336 $445K
Kane Investment Management, Inc. 0.21% Add +3.3% 6,267 $427K
Corient Private Wealth LP 0.00% New 6,000 $409K
Bank of New York Mellon Corp 0.00% New 5,930 $404K
Creative Planning 0.00% Add +0.1% 5,761 $392K
GWN Securities Inc. 0.08% Reduce -1.7% 5,520 $376K
Csenge Advisory Group 0.02% No change 4,935 $336K
Thompson David Blair 0.19% — 4,818 $328K
AQR Capital Management 0.00% New 4,487 $306K
JPMorgan Chase & Co. 0.00% Add +102.4% 4,327 $295K
Prospera Financial Services Inc 0.00% New 4,127 $281K
Janney Montgomery Scott LLC 0.00% New 4,125 $281K
Focus Partners Advisor Solutions, LLC 0.00% New 4,043 $275K
D.A. Davidson & Co. 0.00% Reduce -2.0% 3,870 $264K
Key Client Fiduciary Advisors, LLC 0.09% New 3,725 $254K
Ring Mountain Capital, LLC 0.11% Add +0.2% 3,214 $223K
Global Retirement Partners, LLC 0.00% Add +13.9% 3,163 $215K
Trexquant Investment LP 0.00% New 3,103 $211K
NewEdge Advisors, LLC 0.00% Add +80.8% 2,446 $167K
Wagner Wealth Management, LLC 0.03% No change 2,288 $156K
UBS Group AG 0.00% Add +80.2% 2,238 $152K
FMR LLC 0.00% Add +14.6% 1,849 $126K
Comprehensive Financial Planning, Inc. 0.08% New 1,816 $124K
Wells Fargo & Company 0.00% Add +33.6% 1,665 $113K
Larson Financial Group LLC 0.00% Reduce -4.9% 1,434 $98K
Bogart Wealth, LLC 0.00% No change 1,200 $82K
High Note Wealth, LLC 0.01% New 1,126 $77K
Bank of Montreal 0.00% Add +180.4% 973 $66K
Cwm, LLC 0.00% Add +6.3% 661 $45K
Assetmark, Inc. 0.00% New 618 $42K
Sankala Group LLC 0.03% — 561 $38K
Steward Partners Investment Advisory, LLC 0.00% Reduce -95.0% 500 $34K
Allworth Financial LP 0.00% New 488 $33K
TD Capital Management LLC 0.00% No change 340 $23K
Royal Bank of Canada 0.00% Reduce -97.0% 241 $16K
Glass Jacobson Investment Advisors llc 0.00% No change 159 $11K
Comerica Bank 0.00% New 109 $7K
Fifth Third Bancorp 0.00% New 78 $5K
Farther Finance Advisors, LLC 0.00% New 75 $5K
Trust Co 0.00% New 51 $3K
Aptus Capital Advisors, LLC 0.00% New 44 $3K
Avion Wealth 0.00% New 34 $2K
NFSG Corp 0.00% No change 18 $1K
Concord Wealth Partners 0.00% No change 17 $1K
JNBA Financial Advisors 0.00% New 16 $1K
Rossby Financial, LCC 0.00% No change 12 $817
McGuire Capital Advisors Inc. 0.00% — 10 $681

"% 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.