iShares MSCI USA Quality GarGARPETF
13F holders, Q2 2026 (June 30)176holders +36
43new positions
9sold out
2famous investors
$82.48avg. 13F price*
At the end of Q2 2026, 176 institutions reported holding iShares MSCI USA Quality Gar (GARP) in their 13F filings, up 36 from Q1 2026. 43 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($321.3M), Morgan Stanley ($151.4M) and Bank of America Corp. ($104.9M). 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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $138.0M |
| Exits | 9 | $2.4M |
All 13F filers, Q1 2026 → Q2 2026: 7,641,802 shares bought and 295,437 shares sold, net +7,346,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 176 holders
| LPL Financial LLC | 0.07% | Add +78.7% | 3,891,813 | $321.3M |
| Morgan Stanley | 0.01% | Add +129.7% | 1,833,873 | $151.4M |
| Bank of America Corp. | 0.01% | Add +132.8% | 1,271,276 | $104.9M |
| Raymond James Financial Inc. | 0.03% | Add +48.2% | 1,121,645 | $92.6M |
| Resonant Capital Advisors, LLC | 3.12% | Add +0.9% | 791,780 | $65.4M |
| Cetera Investment Advisers | 0.05% | Add +10.2% | 674,962 | $55.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +4.3% | 559,897 | $46.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.6% | 545,252 | $45.0M |
| Landaas & Co. /Wi | 7.62% | Add +8.5% | 507,447 | $41.9M |
| Elevation Point Wealth Partners, LLC | 0.70% | New | 458,581 | $37.9M |
| MML Investors Services, LLC | 0.08% | Add +30.6% | 446,128 | $36.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +452.2% | 446,543 | $36.4M |
| Osaic Holdings, Inc. | 0.04% | Add +18.1% | 414,235 | $34.2M |
| Creative Financial Designs Inc. | 1.58% | Add +610.6% | 403,015 | $33.3M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +15.5% | 398,187 | $32.9M |
| Independent Financial Group, LLC | 0.58% | Add +0.2% | 374,524 | $30.9M |
| Equitable Holdings, Inc. | 0.17% | Add +71.1% | 341,897 | $28.2M |
| Capital Analysts, LLC | 0.64% | Add +1.3% | 335,370 | $27.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +47.6% | 325,453 | $26.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +8.5% | 322,337 | $26.6M |
| Arq Wealth Advisors, LLC | 3.07% | Add +23.9% | 311,203 | $24.8M |
| Park National Corp. | 0.67% | Reduce -6.4% | 288,365 | $23.8M |
| Stifel Financial Corp. | 0.02% | Add +13.7% | 268,505 | $22.2M |
| Insight Wealth Strategies, LLC | 2.04% | New | 255,947 | $20.9M |
| Planned Solutions, Inc. | 5.77% | Add +0.9% | 243,037 | $20.1M |
| Cornerstone Advisors Asset Management, LLC | 2.29% | Reduce -5.3% | 212,535 | $17.5M |
| Saxon Interests, Inc. | 4.44% | New | 194,568 | $16.1M |
| D'Orazio & Associates, Inc. | 1.79% | Add +18.0% | 187,575 | $15.5M |
| Carr Financial Group Corp | 3.52% | Reduce -2.7% | 184,986 | $15.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.0% | 164,064 | $13.5M |
| Valley National Advisers Inc. | 1.47% | Reduce -0.8% | 160,609 | $13.3M |
| Embree Financial Group | 1.31% | New | 158,151 | $13.1M |
| Certified Advisory Corp | 1.01% | Add +13.5% | 151,403 | $12.5M |
| Olde Wealth Management, LLC | 3.36% | Reduce -5.0% | 143,651 | $11.9M |
| CGN Advisors LLC | 0.85% | Add +27.4% | 141,881 | $11.7M |
| Bauman Advisory Group, LLC | 6.11% | New | 139,714 | $11.5M |
| Truist Financial Corp. | 0.01% | Add +114.3% | 126,294 | $10.4M |
| Base Wealth Management LLC | 4.38% | New | 114,188 | $9.4M |
| Principal Securities, Inc. | 0.11% | Add +10.4% | 113,680 | $9.4M |
| Lakeshore Capital Group, Inc. | 6.83% | Add +2.7% | 111,760 | $9.2M |
| Milestones Private Investment Advisors LLC | 6.52% | Add +63.9% | 99,259 | $8.2M |
| GW Henssler & Associates Ltd. | 0.36% | Reduce -0.4% | 99,178 | $8.2M |
| Key Client Fiduciary Advisors, LLC | 2.22% | Add +771.3% | 92,535 | $7.6M |
| First Trust Advisors LP | 0.00% | Add +0.9% | 76,464 | $6.3M |
| Optima Capital LLC | 2.39% | Add +28.2% | 73,227 | $6.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.3% | 71,243 | $5.9M |
| Uptick Partners, LLC | 0.89% | Add +36.3% | 69,655 | $5.8M |
| Stratos Wealth Advisors, LLC | 0.31% | Reduce -1.0% | 68,507 | $5.7M |
| Marshall & Sterling Wealth Advisors Inc. | 3.12% | Reduce -8.2% | 63,815 | $5.3M |
| Merit Financial Group, LLC | 0.03% | Add +2.5% | 62,663 | $5.2M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +0.1% | 60,888 | $5.0M |
| Avior Wealth Management, LLC | 0.13% | Add +418.5% | 60,758 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +1732.3% | 59,606 | $4.9M |
| Leavell Investment Management, Inc. | 0.18% | Add +29.6% | 58,724 | $4.8M |
| WJ Wealth Management, LLC | 1.76% | Reduce -0.1% | 54,133 | $4.5M |
| Strategic Financial Concepts, LLC | 1.29% | Add +256.4% | 51,118 | $4.3M |
| Golden State Wealth Management, LLC | 0.29% | Add +194.3% | 39,009 | $3.2M |
| Win Advisors, Inc. | 1.12% | New | 38,098 | $3.1M |
| First Community Trust NA | 1.36% | No change | 36,380 | $3.0M |
| Calton & Associates, Inc. | 0.42% | Add +18.7% | 34,860 | $2.9M |
| Keating Financial Advisory Services, Inc. | 0.38% | Reduce -11.1% | 34,630 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 33,934 | $2.8M |
| Cedar Wealth Management, LLC | 0.71% | Add +5.3% | 33,633 | $2.8M |
| HB Wealth Management, LLC | 0.02% | New | 32,623 | $2.7M |
| Belpointe Asset Management LLC | 0.09% | New | 32,079 | $2.6M |
| Wealth Enhancement Trust Services, Inc. | 0.28% | Add +99.1% | 30,596 | $2.5M |
| Stonebridge Wealth Management, LLC | 2.19% | Reduce -1.4% | 29,683 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +14.7% | 28,386 | $2.3M |
| Fiduciary Financial Advisors | 0.24% | New | 28,085 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.8% | 27,486 | $2.3M |
| Park Avenue Securities LLC | 0.01% | New | 25,353 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +2.7% | 23,988 | $2.0M |
| Prospera Financial Services Inc | 0.03% | Add +87.1% | 23,661 | $2.0M |
| William John Sempolinski | 0.78% | New | 23,390 | $1.9M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -0.3% | 22,833 | $1.9M |
| LaSalle St. Investment Advisors, LLC | 0.23% | Add +1.5% | 22,704 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +1.5% | 22,622 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +105.9% | 22,446 | $1.9M |
| Nova Wealth Management, Inc. | 0.99% | Add +54.5% | 21,819 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2302.0% | 21,714 | $1.8M |
| Kingsview Wealth Management, LLC | 0.02% | Add +198.4% | 20,938 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Add +47.7% | 20,599 | $1.7M |
| XTX Topco Ltd | 0.02% | New | 20,285 | $1.7M |
| Adapt Wealth Advisors, LLC | 0.54% | Reduce -3.6% | 19,832 | $1.6M |
| Retirement Capital Strategies | 0.56% | New | 19,505 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +10.4% | 19,200 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | Reduce -53.0% | 18,110 | $1.5M |
| CIBC Bancorp USA Inc. | 0.00% | New | 17,995 | $1.5M |
| Disciplined Investments, LLC | 0.45% | No change | 16,766 | $1.4M |
| Spire Wealth Management | 0.04% | Reduce -10.2% | 16,699 | $1.4M |
| Rossby Financial, LCC | 0.25% | Add +0.2% | 16,554 | $1.4M |
| Citadel Advisors | 0.00% | Add +100.1% | 15,999 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +2.9% | 14,867 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +425.5% | 13,762 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 13,111 | $1.1M |
| Breakwater Capital Group | 0.12% | Add +4.5% | 11,740 | $969K |
| Henderson Brothers Financial Partners, LLC | 0.41% | Reduce -39.3% | 10,561 | $872K |
| GWN Securities Inc. | 0.12% | Reduce -0.6% | 8,550 | $706K |
| Saxony Capital Management, LLC | 0.32% | Reduce -50.4% | 8,355 | $690K |
| Verdence Capital Advisors LLC | 0.04% | New | 8,267 | $682K |
| TCV Trust & Wealth Management, Inc. | 0.05% | New | 8,224 | $679K |
| Impact Capital Partners LLC | 0.18% | Add +9.2% | 8,180 | $675K |
| Advyzon Investment Management, LLC | 0.05% | New | 8,175 | $675K |
| Parsons Capital Management Inc. | 0.03% | New | 8,155 | $673K |
| Flagship Wealth Advisors, LLC | 0.14% | No change | 7,500 | $619K |
| Jane Street Group, LLC | 0.00% | Add +82.2% | 7,467 | $616K |
| Brown Advisory Inc. | 0.00% | Reduce -1.7% | 7,168 | $592K |
| Thompson David Blair | 0.29% | Reduce -9.7% | 7,075 | $584K |
| MKT Advisors LLC | 0.18% | No change | 7,243 | $581K |
| Integrated Wealth Concepts LLC | 0.00% | Add +18.1% | 6,829 | $564K |
| Brookstone Capital Management | 0.01% | Add +66.8% | 6,563 | $542K |
| AQR Capital Management | 0.00% | No change | 6,441 | $532K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.5% | 6,284 | $519K |
| Sigma Planning Corp | 0.01% | Reduce -95.3% | 6,121 | $505K |
| Corient Private Wealth LP | 0.00% | New | 6,008 | $496K |
| Kane Investment Management, Inc. | 0.21% | Add +3.6% | 5,857 | $484K |
| Creative Planning | 0.00% | Reduce -0.1% | 5,755 | $475K |
| Forefront Wealth Partners, LLC | 0.15% | Add +79.0% | 5,703 | $471K |
| Harbour Investments, Inc. | 0.01% | Add +28.0% | 5,690 | $470K |
| Qube Research & Technologies Ltd | 0.00% | New | 5,507 | $455K |
| Convergence Financial, LLC | 0.04% | New | 5,398 | $446K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.7% | 5,249 | $433K |
| SHP Wealth Management | 0.03% | Add +52.2% | 5,146 | $425K |
| D.A. Davidson & Co. | 0.00% | Add +0.7% | 5,130 | $423K |
| Csenge Advisory Group | 0.02% | Reduce -0.4% | 4,915 | $406K |
| Global Retirement Partners, LLC | 0.01% | — | 4,787 | $395K |
| LFA - Lugano Financial Advisors SA | 0.24% | New | 4,760 | $393K |
| Sowell Financial Services LLC | 0.01% | New | 4,474 | $369K |
| RFG Advisory, LLC | 0.01% | Reduce -16.8% | 4,461 | $368K |
| US Bancorp \de | 0.00% | Reduce -4.8% | 4,442 | $367K |
| Integrated Advisors Network LLC | 0.02% | New | 4,415 | $364K |
| LongView Wealth Management | 0.09% | Reduce -80.7% | 4,305 | $355K |
| Boston Partners | 0.00% | No change | 3,905 | $322K |
| Sankala Group LLC | 0.22% | Add +252.5% | 3,870 | $322K |
| WealthBridge Capital Management, LLC | 0.06% | New | 3,739 | $309K |
| Scotia Capital Inc. | 0.00% | New | 3,654 | $302K |
| Wagner Wealth Management, LLC | 0.05% | Add +56.0% | 3,570 | $295K |
| Private Advisor Group, LLC | 0.00% | New | 3,379 | $279K |
| FMR LLC | 0.00% | Add +51.5% | 3,372 | $278K |
| Astoria Portfolio Advisors LLC. | 0.05% | New | 3,366 | $278K |
| Fifth Third Bancorp | 0.00% | Add +60.7% | 3,326 | $275K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,187 | $263K |
| NWF Advisory Services Inc. | 0.02% | New | 3,151 | $260K |
| Ring Mountain Capital, LLC | 0.11% | New | 3,125 | $258K |
| Florida Financial Advisors, LLC | 0.04% | New | 3,049 | $252K |
| City Center Advisors, LLC | 0.20% | New | 2,962 | $245K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 2,667 | $220K |
| Keyvantage Wealth, LLC | 0.08% | Reduce -57.0% | 2,641 | $218K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,624 | $217K |
| Comprehensive Financial Planning, Inc. | 0.11% | Add +43.1% | 2,601 | $215K |
| Quantinno Capital Management LP | 0.00% | New | 2,580 | $213K |
| Carolina Wealth Management Inc | 0.09% | — | 2,500 | $206K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -31.0% | 2,445 | $202K |
| Larson Financial Group LLC | 0.00% | Reduce -2.6% | 1,394 | $115K |
| Bogart Wealth, LLC | 0.00% | No change | 1,200 | $99K |
| Regatta Research & Money Management | 0.08% | — | 1,071 | $88K |
| New England Capital Financial Advisors LLC | 0.02% | No change | 1,020 | $84K |
| Spectrum Wealth Advisory Group, LLC | 0.02% | New | 901 | $74K |
| Allworth Financial LP | 0.00% | No change | 488 | $40K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -51.9% | 419 | $35K |
| Ancora Advisors LLC | 0.00% | New | 400 | $33K |
| JNBA Financial Advisors | 0.00% | No change | 366 | $30K |
| Farther Finance Advisors, LLC | 0.00% | No change | 352 | $29K |
| Bank of Montreal | 0.00% | Reduce -14.9% | 348 | $29K |
| TD Capital Management LLC | 0.00% | Add +0.3% | 341 | $28K |
| Trust Co | 0.00% | Add +53.0% | 280 | $23K |
| Archer Investment Corp | 0.00% | Add +69.7% | 207 | $17K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 159 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | New | 142 | $12K |
| Clearstead Advisors, LLC | 0.00% | New | 95 | $8K |
| Avion Wealth | 0.00% | No change | 54 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 44 | $4K |
| NFSG Corp | 0.00% | No change | 18 | $1K |
| Concord Wealth Partners | 0.00% | New | 17 | $1K |
| UBS Group AG | 0.00% | Reduce -48.0% | 13 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 10 | $826 |
"% 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.