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iShares MSCI USA Quality GARP ETF (GARP) Institutional Ownership

iShares MSCI USA Quality GARP ETF logo
$79.05 -0.36 (-0.45%)
Closing price 10/23/2026 04:10 PM Eastern
Extended Trading
$79.15 +0.10 (+0.13%)
As of 10/23/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for iShares MSCI USA Quality GARP ETF (BATS:GARP)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$501.94M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$12.83M
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Skip Chart & View Institutional Buying and Selling Data

GARP Institutional Buying and Selling by Quarter

iShares MSCI USA Quality GARP ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2026 Kingswood Wealth Advisors LLC5,460$466K0.0%N/A0.065%
10/24/2026 Valley National Advisers Inc.160,983$13.73M1.5%N/A1.916%
10/23/2026 Citizens Financial Group Inc. RI4,560$389K0.0%N/A0.054%
10/22/2026 Brookstone Capital Management8,041$686K0.0%N/A0.096%
10/22/2026 Root Financial Partners LLC546$47K0.0%N/A0.007%
10/21/2026 Smith Shellnut Wilson LLC ADV15,459$1.32M0.5%N/A0.184%
10/21/2026 Wavvest Wealth LLC26,840$2.29M1.8%N/A0.320%
10/21/2026 Integrated Advisors Network LLC9,155$781K0.0%+107.4%0.109%
10/20/2026 Lakeshore Capital Group Inc.225,520$19.23M12.4%+101.8%2.685%
10/20/2026 Milestones Private Investment Advisors LLC99,989$8.53M6.9%+0.7%1.190%
10/16/2026 WealthBridge Capital Management LLC7,994$682K0.1%+113.8%0.095%
10/15/2026 Saxony Capital Management LLC11,384$971K0.4%N/A0.136%
10/14/2026 Tempus Wealth Planning LLC18,065$1.54M0.3%N/A0.215%
10/14/2026 B. Riley Wealth Advisors Inc.41,022$3.50M0.1%N/A0.488%
10/13/2026 Ring Mountain Capital LLC3,354$286K0.1%+7.3%0.040%
10/13/2026 Avior Wealth Management LLC11,112$947K0.0%N/A0.132%
10/9/2026 Sound Income Strategies LLC195,613$16.84M0.4%N/A2.329%
10/9/2026 Cadent Capital Advisors LLC88,523$7.55M1.6%N/A1.054%
10/9/2026 Insight Wealth Strategies LLC345,059$29.42M3.0%+34.8%4.108%
10/9/2026 Breakwater Capital Group13,728$1.17M0.1%+16.9%0.163%
10/9/2026 Stonebridge Wealth Management LLC28,014$2.39M2.1%-5.6%0.334%
10/8/2026 City Center Advisors LLC3,244$277K0.2%+9.5%0.039%
10/7/2026 Wealth Enhancement Trust Services Inc.21,342$1.82M0.2%-30.2%0.254%
10/7/2026 First Community Trust NA423,820$36.14M12.0%N/A5.045%
10/5/2026 Park National Corp OH275,251$23.47M0.6%N/A3.277%
9/23/2026Envestnet Asset Management Inc.545,252$45.01M0.0%+8.6%6.491%
9/9/2026Capital Analysts LLC335,370$27.69M0.6%+1.3%3.993%
9/9/2026Integrated Wealth Concepts LLC6,829$564K0.0%+18.1%0.081%
9/9/2026RFG Advisory LLC4,461$368K0.0%-16.8%0.053%
9/9/2026NewEdge Advisors LLC13,762$1.14M0.0%+425.5%0.164%
9/2/2026Citadel Advisors LLC15,999$1.32M0.0%+100.1%0.190%
8/27/2026Corient Private Wealth LP6,008$496K0.0%N/A0.072%
8/23/2026Ameritas Advisory Services LLC3,187$263K0.0%N/A0.038%
8/23/2026 HB Wealth Management LLC32,623$2.69M0.0%N/A0.388%
8/22/2026 William John Sempolinski23,390$1.93M0.8%N/A0.278%
8/22/2026Cornerstone Advisors Asset Management LLC212,535$17.55M2.3%-5.3%2.530%
8/22/2026Comprehensive Financial Planning Inc. PA2,601$215K0.1%+43.1%0.031%
8/22/2026 NWF Advisory Services Inc.3,151$260K0.0%N/A0.038%
8/14/2026Ancora Advisors LLC400$33K0.0%N/A0.005%
7/10/2026 Insight Wealth Strategies LLC255,947$20.91M2.0%N/A3.047%
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7/9/2026 Key Client Fiduciary Advisors LLC92,535$7.64M2.2%+771.3%1.102%
7/9/2026 Breakwater Capital Group11,740$969K0.1%+4.5%0.140%
7/7/2026 Dynamic Advisor Solutions LLC22,622$1.87M0.1%+1.5%0.269%
7/7/2026 Avior Wealth Management LLC60,758$5.02M0.1%+418.5%0.723%
7/7/2026 CGN Advisors LLC141,881$11.71M0.9%+27.4%1.689%
7/7/2026 City Center Advisors LLC2,962$245K0.2%N/A0.035%
6/3/2026NewEdge Advisors LLC2,619$168K0.0%+7.1%0.031%
5/19/2026Sonoma Allocations LLC22,981$1.50M0.5%+40.6%0.274%
5/19/2026Bank of America Corp DE546,192$34.94M0.0%+52.0%6.502%
5/18/2026Royal Bank of Canada33,837$2.17M0.0%+13,940.2%0.403%
5/13/2026Cetera Investment Advisers612,564$39.19M0.0%+25.3%7.292%
5/13/2026First Trust Advisors LP75,795$4.85M0.0%-2.1%0.902%
5/7/2026Cornerstone Advisors Asset Management LLC224,439$14.36M2.2%N/A2.672%
5/7/2026Marshall & Sterling Wealth Advisors Inc.69,517$4.45M2.9%+3.0%0.828%
5/6/2026 Independent Financial Group LLC321,121$20.54M0.6%N/A3.823%
5/5/2026D.A. Davidson & CO.5,095$326K0.0%+31.7%0.061%
5/5/2026Bank of New York Mellon Corp17,385$1.11M0.0%+193.2%0.207%
5/5/2026Geneos Wealth Management Inc.22,914$1.47M0.0%N/A0.273%
5/5/2026 Sigma Planning Corp129,075$8.26M0.2%N/A1.537%
5/4/2026 Milestones Private Investment Advisors LLC60,571$3.88M3.4%+4.4%0.721%
5/4/2026Uptick Partners LLC51,119$3.27M0.7%+102.8%0.609%
5/2/2026ARQ Wealth Advisors LLC251,100$16.06M2.9%+12.5%2.989%
5/1/2026Fifth Third Bancorp2,070$132K0.0%+2,553.8%0.025%
4/30/2026Kestra Advisory Services LLC63,437$4.06M0.0%+74.7%0.755%
4/29/2026 Resonant Capital Advisors LLC784,592$50.19M2.6%N/A9.340%
4/28/2026New England Capital Financial Advisors LLC1,020$65K0.0%N/A0.012%
4/22/2026Janney Montgomery Scott LLC4,785$306K0.0%+16.0%0.057%
4/20/2026Kestra Private Wealth Services LLC60,840$3.89M0.0%-2.5%0.724%
4/20/2026Ritholtz Wealth Management6,366$407K0.0%N/A0.076%
4/20/2026 Breakwater Capital Group11,238$719K0.1%+23.2%0.134%
4/20/2026RFG Advisory LLC5,363$343K0.0%N/A0.064%
4/17/2026Certified Advisory Corp133,439$8.54M0.8%+273.3%1.589%
4/17/2026 Stonebridge Wealth Management LLC30,107$1.93M1.9%+0.7%0.358%
4/17/2026 Brookstone Capital Management3,934$252K0.0%N/A0.047%
4/16/2026 First Community Trust NA36,380$2.33M1.7%N/A0.433%
4/16/2026 Park National Corp OH308,082$19.71M0.6%+4.3%3.668%
4/15/2026Nations Financial Group Inc. IA ADV23,358$1.49M0.1%+14.6%0.278%
3/9/2026Corient Private Wealth LLC6,000$409K0.0%N/A0.033%
3/2/2026Sankala Group LLC561$38K0.0%N/A0.003%
2/23/2026Sonoma Allocations LLC16,349$1.15M0.4%+20.9%0.091%
2/19/2026Compound Planning Inc.6,940$473K0.0%N/A0.039%
2/19/2026Corient Private Wealth LLC6,000$409K0.0%N/A0.033%
2/18/2026NewEdge Advisors LLC2,446$167K0.0%+80.8%0.014%
2/17/2026AQR Capital Management LLC4,487$306K0.0%N/A0.025%
2/17/2026Cetera Investment Advisers488,804$33.29M0.0%+6.1%2.716%
2/17/2026Equitable Holdings Inc.39,452$2.69M0.0%+47.7%0.219%
2/17/2026Trexquant Investment LP3,103$211K0.0%N/A0.017%
2/17/2026Osaic Holdings Inc.187,534$12.77M0.0%+19.8%1.042%
2/16/2026MML Investors Services LLC248,106$16.90M0.0%+345.9%1.378%
2/16/2026B&D White Capital Company LLC203,048$13.83M1.6%+0.8%1.128%
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2/13/2026Kestra Advisory Services LLC36,307$2.47M0.0%+100.3%0.202%
2/13/2026Stifel Financial Corp205,800$14.02M0.0%-9.3%1.143%
2/13/2026First Trust Advisors LP77,430$5.27M0.0%+1.7%0.430%
2/13/2026Golden State Wealth Management LLC11,050$753K0.1%+9.4%0.061%
2/13/2026Wells Fargo & Company MN1,665$113K0.0%+33.6%0.009%
2/13/2026Kane Investment Management Inc.6,267$427K0.2%+3.3%0.035%
2/12/2026Commonwealth Equity Services LLC296,793$20.21M0.0%-8.4%1.649%
2/12/2026Olde Wealth Management LLC147,659$10.06M3.1%+1.9%0.820%
2/12/2026Steward Partners Investment Advisory LLC500$34K0.0%-95.0%0.003%
2/12/2026Bank of Montreal Can973$66K0.0%+180.4%0.005%


GARP Institutional Ownership - Frequently Asked Questions

During the previous two years, 147 institutional investors and hedge funds held shares of iShares MSCI USA Quality GARP ETF. The most heavily invested institutionals were LPL Financial LLC ($89.62M), Resonant Capital Advisors LLC ($50.19M), Envestnet Asset Management Inc. ($45.01M), Cetera Investment Advisers ($39.19M), First Community Trust NA ($36.14M), Bank of America Corp DE ($34.94M), and Landaas & Co. WI ADV ($30.24M).Learn more on iShares MSCI USA Quality GARP ETF's institutional investors.

Of the 143 institutional investors that purchased iShares MSCI USA Quality GARP ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Resonant Capital Advisors LLC ($784.59K), LPL Financial LLC ($614.13K), Park National Corp OH ($583.33K), Cetera Investment Advisers ($559.44K), First Community Trust NA ($460.20K), Landaas & Co. WI ADV ($443.97K), and Elevation Point Wealth Partners LLC ($409.43K).

Institutional investors have bought a total of 7,011,660 shares in the last 24 months. This purchase volume represents approximately $501.94M in transactions.

Of the 22 institutional investors that sold iShares MSCI USA Quality GARP ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: WJ Wealth Management LLC ($69.56K), Commonwealth Equity Services LLC ($27.25K), Stifel Financial Corp ($21.08K), Cornerstone Advisors Asset Management LLC ($11.90K), Steward Partners Investment Advisory LLC ($9.53K), Wealth Enhancement Trust Services Inc. ($9.25K), and Stonebridge Wealth Management LLC ($6.44K).

Institutional investors have sold a total of 185,365 shares in the last 24 months. This volume of shares sold represents approximately $12.83M in transactions.



Institutional ownership data for BATS:GARP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/24/2026. New 13F filings are added each quarter as they're published.
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