iShares MSCI USA Quality GarGARPETF

13F holders, Q1 2026 (March 31)
140holders +17
34new positions
16sold out
2famous investors
$64.05avg. 13F price*

At the end of Q1 2026, 140 institutions reported holding iShares MSCI USA Quality Gar (GARP) in their 13F filings, up 17 from Q4 2025. 34 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($139.3M), Morgan Stanley ($51.1M) and Resonant Capital Advisors, LLC ($50.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions34$100.6M
Exits16$29.2M

All 13F filers, Q4 2025 → Q1 2026: 5,173,835 shares bought and 698,959 shares sold, net +4,474,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 140 holders

LPL Financial LLC 0.04% Add +65.5% 2,178,040 $139.3M
Morgan Stanley 0.00% Add +200.1% 798,228 $51.1M
Resonant Capital Advisors, LLC 2.64% New 784,592 $50.2M
Raymond James Financial Inc. 0.01% Add +73.0% 756,958 $48.4M
Cetera Investment Advisers 0.04% Add +25.3% 612,564 $39.2M
Bank of America Corp. 0.00% Add +52.0% 546,192 $34.9M
Cambridge Investment Research Advisors, Inc. 0.09% Add +1.3% 536,662 $34.3M
Envestnet Asset Management Inc. 0.01% Add +47.4% 502,133 $32.1M
Landaas & Co. /Wi 6.56% Add +5.4% 467,813 $29.9M
Independent Financial Group, LLC 0.54% Add +1.0% 373,937 $23.9M
Osaic Holdings, Inc. 0.03% Add +87.0% 350,588 $22.4M
Great Valley Advisor Group, Inc. 0.40% Add +4.5% 344,709 $22.1M
MML Investors Services, LLC 0.06% Add +37.6% 341,459 $21.8M
Capital Analysts, LLC 0.56% Add +108.8% 331,017 $21.2M
Park National Corp. 0.60% Add +4.3% 308,082 $19.7M
Commonwealth Equity Services, LLC 0.03% Add +0.1% 297,012 $19.0M
Arq Wealth Advisors, LLC 2.90% Add +12.5% 251,100 $16.1M
Planned Solutions, Inc. 5.09% Add +2.4% 240,831 $15.4M
Stifel Financial Corp. 0.01% Add +14.7% 236,134 $15.1M
Cornerstone Advisors Asset Management, LLC 2.22% New 224,439 $14.4M
Northwestern Mutual Wealth Management Co. 0.01% Add +31.1% 220,429 $14.1M
Equitable Holdings, Inc. 0.09% Add +406.5% 199,842 $13.6M
Carr Financial Group Corp 3.21% New 190,058 $12.2M
HighTower Advisors, LLC 0.01% Add +6.7% 169,050 $10.8M
Valley National Advisers Inc. 1.34% Reduce -29.6% 161,992 $10.4M
D'Orazio & Associates, Inc. 1.32% Add +4.3% 158,950 $10.2M
Olde Wealth Management, LLC 3.06% Add +2.4% 151,137 $9.7M
Certified Advisory Corp 0.77% Add +273.3% 133,439 $8.5M
Sigma Planning Corp 0.23% New 129,075 $8.3M
CGN Advisors LLC 0.56% Add +28.1% 111,356 $7.1M
Lakeshore Capital Group, Inc. 5.68% Add +3.3% 108,795 $7.0M
Principal Securities, Inc. 0.10% Add +3.5% 102,971 $6.6M
GW Henssler & Associates Ltd. 0.30% Add +65.8% 99,535 $6.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1176.2% 80,861 $5.2M
First Trust Advisors LP 0.00% Reduce -2.1% 75,795 $4.8M
Marshall & Sterling Wealth Advisors Inc. 2.91% Add +3.0% 69,517 $4.4M
Stratos Wealth Advisors, LLC 0.27% Add +566.6% 69,177 $4.4M
Kestra Advisory Services, LLC 0.02% Add +74.7% 63,437 $4.1M
Merit Financial Group, LLC 0.03% Add +9.8% 61,153 $3.9M
Kestra Private Wealth Services, LLC 0.05% Reduce -2.5% 60,840 $3.9M
Milestones Private Investment Advisors LLC 3.41% Add +4.4% 60,571 $3.9M
Truist Financial Corp. 0.01% Add +15.7% 58,937 $3.8M
Optima Capital LLC 1.70% Reduce -3.1% 57,125 $3.7M
Creative Financial Designs Inc. 0.22% New 56,717 $3.6M
WJ Wealth Management, LLC 1.62% Reduce -3.7% 54,186 $3.5M
Uptick Partners, LLC 0.65% Add +102.8% 51,119 $3.3M
Leavell Investment Management, Inc. 0.12% Add +119.1% 45,309 $2.9M
Keating Financial Advisory Services, Inc. 0.40% Add +172.5% 38,971 $2.5M
Flow Traders U.S. LLC 0.08% Add +377.5% 38,542 $2.5M
Susquehanna International Group, LLP 0.00% Add +427.3% 36,566 $2.3M
First Community Trust NA 1.72% New 36,380 $2.3M
Royal Bank of Canada 0.00% Add +13940.3% 33,837 $2.2M
Cedar Wealth Management, LLC 0.59% Add +30.8% 31,929 $2.0M
Stonebridge Wealth Management, LLC 1.85% Add +0.7% 30,107 $1.9M
Calton & Associates, Inc. 0.27% Add +5.9% 29,378 $1.9M
Thoroughbred Financial Services, LLC 0.09% Add +24.7% 24,749 $1.6M
LongView Wealth Management 0.40% Reduce -6.3% 22,305 $1.6M
Sonoma Allocations LLC 0.52% Add +40.6% 22,981 $1.5M
Nations Financial Group Inc, /Ia/ 0.08% Add +14.6% 23,358 $1.5M
Geneos Wealth Management Inc. 0.03% New 22,914 $1.5M
LaSalle St. Investment Advisors, LLC 0.20% Add +2.2% 22,371 $1.4M
Dynamic Advisor Solutions LLC 0.04% Add +18.8% 22,283 $1.4M
Adapt Wealth Advisors, LLC 0.48% Add +8.5% 20,567 $1.3M
Spire Wealth Management 0.04% Add +57.4% 18,599 $1.2M
Henderson Brothers Financial Partners, LLC 0.28% — 17,390 $1.1M
Bank of New York Mellon Corp 0.00% Add +193.2% 17,385 $1.1M
Saxony Capital Management, LLC 0.63% Add +33.0% 16,841 $1.1M
Disciplined Investments, LLC 0.39% No change 16,766 $1.1M
Rossby Financial, LCC 0.22% Add +137566.7% 16,520 $1.1M
Strategic Financial Concepts, LLC 0.26% New 14,341 $1.0M
Wealth Enhancement Trust Services, Inc. 0.12% New 15,366 $983K
Cibc World Market Inc. 0.00% Add +40.7% 14,453 $925K
Nova Wealth Management, Inc. 0.59% Add +81.8% 14,125 $904K
Foundations Investment Advisors, LLC 0.01% Reduce -28.8% 13,947 $892K
Golden State Wealth Management, LLC 0.09% Add +19.9% 13,253 $848K
Prospera Financial Services Inc 0.01% Add +206.4% 12,646 $809K
Avior Wealth Management, LLC 0.02% New 11,718 $750K
Breakwater Capital Group 0.10% Add +23.2% 11,238 $719K
Goldman Sachs Group Inc. 0.00% Reduce -94.2% 10,901 $697K
Key Client Fiduciary Advisors, LLC 0.23% Add +185.1% 10,620 $679K
GWN Securities Inc. 0.11% Add +55.8% 8,600 $550K
Citadel Advisors 0.00% New 7,994 $511K
Thompson David Blair 0.29% Add +62.6% 7,836 $501K
Impact Capital Partners LLC 0.14% New 7,488 $479K
MKT Advisors LLC 0.16% No change 7,243 $474K
Brown Advisory Inc. 0.00% New 7,292 $466K
Flagship Wealth Advisors, LLC 0.19% No change 7,500 $453K
Kingsview Wealth Management, LLC 0.01% Reduce -5.8% 7,017 $449K
Moors & Cabot, Inc. 0.02% New 6,442 $412K
AQR Capital Management 0.00% Add +43.5% 6,441 $412K
Ritholtz Wealth Management 0.01% New 6,366 $407K
Keyvantage Wealth, LLC 0.17% Reduce -31.7% 6,148 $393K
Integrated Wealth Concepts LLC 0.00% New 5,784 $370K
Creative Planning 0.00% No change 5,761 $369K
Kane Investment Management, Inc. 0.19% Reduce -9.8% 5,655 $362K
RFG Advisory, LLC 0.01% New 5,363 $343K
D.A. Davidson & Co. 0.00% Add +31.6% 5,095 $326K
Csenge Advisory Group 0.01% No change 4,935 $316K
Janney Montgomery Scott LLC 0.00% Add +16.0% 4,785 $306K
US Bancorp \de 0.00% New 4,664 $298K
Harbour Investments, Inc. 0.00% Reduce -32.0% 4,445 $284K
Jane Street Group, LLC 0.00% New 4,099 $262K
Brookstone Capital Management 0.00% New 3,934 $252K
Boston Partners 0.00% New 3,905 $250K
Sunflower Bank, N.A. 0.06% New 3,707 $237K
Mercer Global Advisors Inc. 0.00% New 3,543 $227K
SHP Wealth Management 0.02% New 3,381 $216K
Stratos Wealth Partners, LTD. 0.00% New 3,253 $208K
Forefront Wealth Partners, LLC 0.09% New 3,187 $204K
Advisory Services Network, LLC 0.00% New 2,842 $182K
NewEdge Advisors, LLC 0.00% Add +7.1% 2,619 $168K
Wagner Wealth Management, LLC 0.03% No change 2,288 $146K
FMR LLC 0.00% Add +20.3% 2,225 $142K
Fifth Third Bancorp 0.00% Add +2553.8% 2,070 $132K
Comprehensive Financial Planning, Inc. 0.08% Add +0.1% 1,817 $116K
Larson Financial Group LLC 0.00% Reduce -0.1% 1,432 $92K
Bogart Wealth, LLC 0.00% No change 1,200 $77K
High Note Wealth, LLC 0.01% No change 1,126 $72K
Sankala Group LLC 0.06% Add +95.7% 1,098 $69K
New England Capital Financial Advisors LLC 0.02% New 1,020 $65K
O'shaughnessy Asset Management, LLC 0.00% New 871 $56K
JPMorgan Chase & Co. 0.00% Reduce -79.1% 904 $56K
Cwm, LLC 0.00% No change 661 $42K
Allworth Financial LP 0.00% No change 488 $31K
Bank of Montreal 0.00% Reduce -58.0% 409 $26K
JNBA Financial Advisors 0.00% Add +2187.5% 366 $23K
Farther Finance Advisors, LLC 0.00% Add +369.3% 352 $23K
TD Capital Management LLC 0.00% No change 340 $22K
Trust Co 0.00% Add +258.8% 183 $12K
Glass Jacobson Investment Advisors llc 0.00% No change 159 $10K
AE Wealth Management LLC 0.00% New 155 $10K
Advisortrust Partners, LLC 0.00% New 145 $9K
Archer Investment Corp 0.00% New 122 $8K
Jones Financial Companies LLLP 0.00% New 107 $7K
Avion Wealth 0.00% Add +58.8% 54 $3K
Aptus Capital Advisors, LLC 0.00% No change 44 $3K
UBS Group AG 0.00% Reduce -98.9% 25 $2K
NFSG Corp 0.00% No change 18 $1K
McGuire Capital Advisors Inc. 0.00% No change 10 $640
Wall Street Financial Group, Inc. 0.00% New 5 $320

"% 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.