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Ishares Msci USA Quality GAR (GARP)

CUSIP: 46436E403 | NYSE | 245 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC850,752
0.1% of portfolio›$72.5M
Resonant Capital Advisors, LLC821,730
3.4% of portfolio›$70.1M
Landaas & Co567,029
8.0% of portfolio›$48.3M
Cambridge Investment Research Advisors, Inc.521,149
0.0% of portfolio›$44.4K
Elevation Point Wealth Partners, LLC456,267
0.7% of portfolio›$39.7M
Wealth Enhancement Advisory Services, LLC450,302
0.1% of portfolio›$38.8M
First Community Trust NA423,820
12.0% of portfolio›$36.1M
Creative Financial Designs Inc414,613
1.6% of portfolio›$35.3M
Independent Financial Group, LLC368,415
0.6% of portfolio›$31.4M
Insight Wealth Strategies, LLC345,059
2.9% of portfolio›$29.4M
Thrivent Financial for Lutherans313,089
0.1% of portfolio›$26.7M
ARQ Wealth Advisors, LLC309,890
3.2% of portfolio›$26.4M
Park National Corp275,251
0.6% of portfolio›$23.5M
Lakeshore Capital Group, Inc.225,520
12.2% of portfolio›$19.2M
Base Wealth Management LLC210,894
8.0% of portfolio›$18.0M
D'Orazio & Associates, Inc.210,344
2.0% of portfolio›$17.9M
Sound Income Strategies, LLC195,613
0.8% of portfolio›$16.8M
Saxon Interests, Inc.195,180
5.8% of portfolio›$16.6M
Embree Financial Group192,888
1.6% of portfolio›$16.4M
Park Avenue Securities LLC187,495
0.0% of portfolio›$16.0K
Planned Solutions, Inc.183,341
4.3% of portfolio›$15.6M
Certified Advisory Corp179,958
1.3% of portfolio›$15.3M
Ocean Park Asset Management, LLC178,236
0.9% of portfolio›$15.2M
Valley National Advisers Inc160,983
1.5% of portfolio›$13.7M
Bauman Advisory Group, LLC148,589
6.2% of portfolio›$12.7M
CGN Advisors LLC146,491
1.0% of portfolio›$12.5M
Kestra Advisory Services, LLC130,796
0.0% of portfolio›$11.2M
Truist Financial Corp124,749
0.0% of portfolio›$10.6M
WJ Wealth Management, LLC117,640
4.1% of portfolio›$10.0M
Optima Capital LLC105,786
3.6% of portfolio›$9.0M
GW Henssler & Associates LTD103,947
0.4% of portfolio›$8.9M
Key Client Fiduciary Advisors, LLC100,238
2.4% of portfolio›$8.5M
Milestones Private Investment Advisors LLC99,989
6.9% of portfolio›$8.5M
Uptick Partners, LLC88,993
1.1% of portfolio›$7.6M
Cadent Capital Advisors, LLC88,523
1.6% of portfolio›$7.5M
Marshall & Sterling Wealth Advisors Inc.60,609
3.0% of portfolio›$5.2M
Patriot Financial Group Insurance Agency, LLC60,440
0.5% of portfolio›$5.2M
Kestra Private Wealth Services, LLC58,372
0.1% of portfolio›$5.0M
B. Riley Wealth Advisors, Inc.41,022
0.1% of portfolio›$3.5M
Prospera Financial Services Inc37,169
0.0% of portfolio›$2.9M
HB Wealth Management, LLC32,921
0.0% of portfolio›$2.8M
Synergy Asset Management, LLC28,230
0.2% of portfolio›$2.4M
Stonebridge Wealth Management, LLC28,014
2.1% of portfolio›$2.4M
William John Sempolinski27,840
0.9% of portfolio›$2.4M
Wavvest Wealth LLC26,840
1.8% of portfolio›$2.3M
Parsons Capital Management Inc23,117
0.1% of portfolio›$2.0M
Bank of New York Mellon Corp22,815
0.0% of portfolio›$1.9M
Convergence Financial, LLC22,093
0.3% of portfolio›$1.9M
Dynamic Advisor Solutions LLC21,627
0.1% of portfolio›$1.8M
Wealth Enhancement Trust Services, Inc.21,342
0.2% of portfolio›$1.8M
Henderson Brothers Financial Partners, LLC18,881
0.6% of portfolio›$1.6M
Tempus Wealth Planning, LLC18,065
0.3% of portfolio›$1.5M
Concurrent Investment Advisors, LLC17,767
0.0% of portfolio›$1.5M
Spire Wealth Management17,712
0.0% of portfolio›$1.5M
Rossby Financial, LCC16,938
0.2% of portfolio›$1.4M
Assetmark, Inc15,661
0.0% of portfolio›$1.3M
Smith Shellnut Wilson LLC15,459
0.5% of portfolio›$1.3M
Creative Planning14,533
0.0% of portfolio›$1.2M
Breakwater Capital Group13,728
0.1% of portfolio›$1.2M
Saxony Capital Management, LLC11,384
0.4% of portfolio›$970.6K
Avior Wealth Management, LLC11,112
0.0% of portfolio›$947.4K
Flagship Harbor Advisors, LLC9,941
0.0% of portfolio›$847.6K
Integrated Advisors Network LLC9,155
0.0% of portfolio›$780.6K
Impact Capital Partners LLC8,933
0.2% of portfolio›$761.6K
TCV Trust & Wealth Management, Inc.8,690
0.1% of portfolio›$740.9K
Y-Intercept (Hong Kong) Ltd8,664
0.0% of portfolio›$738.7K
Verdence Capital Advisors LLC8,062
0.0% of portfolio›$687.3K
Brookstone Capital Management8,041
0.0% of portfolio›$685.5K
WealthBridge Capital Management, LLC7,994
0.1% of portfolio›$681.6K
Flagship Wealth Advisors, LLC7,500
0.1% of portfolio›$639.5K
D.A. Davidson & Co.6,200
0.0% of portfolio›$528.6K
Carolina Wealth Management Inc5,500
0.2% of portfolio›$468.9K
Kingswood Wealth Advisors, LLC5,460
0.0% of portfolio›$465.5K
Csenge Advisory Group4,915
0.0% of portfolio›$419.1K
LFA - Lugano Financial Advisors SA4,660
0.2% of portfolio›$397.3K
Citizens Financial Group Inc4,560
0.0% of portfolio›$388.8K
Redwood Financial Network Corp4,002
0.2% of portfolio›$341.2K
Prosperitas Financial LLC3,866
0.1% of portfolio›$329.6K
Wagner Wealth Management, LLC3,570
0.1% of portfolio›$304.4K
Ring Mountain Capital, LLC3,354
0.1% of portfolio›$286.0K
City Center Advisors, LLC3,244
0.2% of portfolio›$276.6K
NWF Advisory Services Inc.3,151
0.0% of portfolio›$268.7K
RFG Advisory, LLC3,075
0.0% of portfolio›$262.2K
Founders Financial Securities LLC2,832
0.0% of portfolio›$241.5K
Comprehensive Financial Planning, Inc.2,451
0.1% of portfolio›$209.0K
Tableaux LLC2,445
0.1% of portfolio›$208.5K
Larson Financial Group LLC1,214
0.0% of portfolio›$103.5K
Silver Grove Financial Group, Inc.1,132
0.0% of portfolio›$96.5K
New England Capital Financial Advisors LLC1,021
0.0% of portfolio›$87.0K
Trust Co911
0.0% of portfolio›$77.7K
Latitude Advisors, LLC612
0.0% of portfolio›$52.2K
Root Financial Partners, LLC546
0.0% of portfolio›$46.6K
Jnba Financial Advisors491
0.0% of portfolio›$41.8K
Private Trust Co NA382
0.0% of portfolio›$32.6K
Farther Finance Advisors, LLC352
0.0% of portfolio›$30.0K
Westside Investment Management, Inc.295
0.0% of portfolio›$25.2K
Arvest Investments, Inc.254
0.0% of portfolio›$21.7K
Archer Investment Corp207
0.0% of portfolio›$17.6K
Glass Jacobson Investment Advisors llc159
0.0% of portfolio›$13.6K
Pinnacle Wealth Planning Services, Inc.75
0.0% of portfolio›$6.4K
Avion Wealth54
0.0% of portfolio›$4
StrongBox Wealth, LLC45
0.0% of portfolio›$3.8K
Nfsg Corp18
0.0% of portfolio›$1.5K
Concord Wealth Partners17
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
850,752$72.5M0.1%ETFLowWaltham, MA2026-11-02
Resonant Capital Advisors, LLC
821,730$70.1M3.4%ETFLowMadison, WI2026-10-15
Landaas & Co
567,029$48.3M8.0%ETFVery LowMilwaukee, WI2026-10-29
Cambridge Investment Research Advisors, Inc.
521,149$44.4K0.0%ETFLowFairfield, IA2026-11-02
Elevation Point Wealth Partners, LLC
456,267$39.7M0.7%CoreHighDenver, CO2026-11-05
Wealth Enhancement Advisory Services, LLC
450,302$38.8M0.1%CoreLowPlymouth, MN2026-10-13
First Community Trust NA
423,820$36.1M12.0%GrowthLowDubuque, IA2026-10-07
Creative Financial Designs Inc
414,613$35.3M1.6%ETFMediumKokomo, IN2026-11-04
Independent Financial Group, LLC
368,415$31.4M0.6%GrowthLowSan Diego, CA2026-10-13
Insight Wealth Strategies, LLC
345,059$29.4M2.9%ETFHighSan Ramon, CA2026-10-09
Thrivent Financial for Lutherans
313,089$26.7M0.1%GARPMediumMinneapolis, MN2026-11-05
ARQ Wealth Advisors, LLC
309,890$26.4M3.2%ETFLowScottsdale, AZ2026-10-29
Park National Corp
275,251$23.5M0.6%CoreLowNewark, OH2026-10-05
Lakeshore Capital Group, Inc.
225,520$19.2M12.2%CoreVery LowRolling Meadows, IL2026-10-20
Base Wealth Management LLC
210,894$18.0M8.0%ETFMediumLakewood Ranch, FL2026-10-21
D'Orazio & Associates, Inc.
210,344$17.9M2.0%ETFLowVienna, VA2026-11-04
Sound Income Strategies, LLC
195,613$16.8M0.8%YieldMediumFt Lauderdale, FL2026-10-09
Saxon Interests, Inc.
195,180$16.6M5.8%ETFMediumHouston, TX2026-10-26
Embree Financial Group
192,888$16.4M1.6%ETFLowChicago, IL2026-10-22
Park Avenue Securities LLC
187,495$16.0K0.0%ETFMediumNew York, NY2026-10-26
Planned Solutions, Inc.
183,341$15.6M4.3%ETFLowFolsom, CA2026-10-19
Certified Advisory Corp
179,958$15.3M1.3%ETFLowAltamonte Springs, FL2026-10-29
Ocean Park Asset Management, LLC
178,236$15.2M0.9%ETFLowSanta Monica, CA2026-10-21
Valley National Advisers Inc
160,983$13.7M1.5%ETFLowBethlehem, PA2026-10-23
Bauman Advisory Group, LLC
148,589$12.7M6.2%ETFMediumLas Vegas, NV2026-10-29
CGN Advisors LLC
146,491$12.5M1.0%ETFLowManhattan, KS2026-10-21
Kestra Advisory Services, LLC
130,796$11.2M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
124,749$10.6M0.0%CoreLowCharlotte, NC2026-10-30
WJ Wealth Management, LLC
117,640$10.0M4.1%ETFMediumGlendale, AZ2026-11-03
Optima Capital LLC
105,786$9.0M3.6%ETFHighPortland, OR2026-10-29
GW Henssler & Associates LTD
103,947$8.9M0.4%CoreMediumKennesaw, GA2026-10-26
Key Client Fiduciary Advisors, LLC
100,238$8.5M2.4%ValueMediumFairfield, NJ2026-10-19
Milestones Private Investment Advisors LLC
99,989$8.5M6.9%ETFMediumFairport, NY2026-10-19
Uptick Partners, LLC
88,993$7.6M1.1%ETFLowNacogdoches, TX2026-11-04
Cadent Capital Advisors, LLC
88,523$7.5M1.6%ETFHighTulsa, OK2026-10-09
Marshall & Sterling Wealth Advisors Inc.
60,609$5.2M3.0%ETFMediumPoughkeepsie, NY2026-10-28
Patriot Financial Group Insurance Agency, LLC
60,440$5.2M0.5%GrowthLowWalpole, MA2026-10-14
Kestra Private Wealth Services, LLC
58,372$5.0M0.1%GrowthLowAustin, TX2026-10-30
B. Riley Wealth Advisors, Inc.
41,022$3.5M0.1%GrowthLowMemphis, TN2026-10-13
Prospera Financial Services Inc
37,169$2.9M0.0%CoreMediumDallas, TX2026-11-04
HB Wealth Management, LLC
32,921$2.8M0.0%IndexVery LowAtlanta, GA2026-10-23
Synergy Asset Management, LLC
28,230$2.4M0.2%GrowthHighVancouver, WA2026-11-05
Stonebridge Wealth Management, LLC
28,014$2.4M2.1%ETFLowOak Brook, IL2026-10-09
William John Sempolinski
27,840$2.4M0.9%MomentumLowEaston, MA2026-10-20
Wavvest Wealth LLC
26,840$2.3M1.8%ETFN/AChicago, IL2026-10-21
Parsons Capital Management Inc
23,117$2.0M0.1%CoreLowProvidence, RI2026-10-28
Bank of New York Mellon Corp
22,815$1.9M0.0%CoreLowNew York, NY2026-11-05
Convergence Financial, LLC
22,093$1.9M0.3%ETFMediumColumbia, MO2026-10-27
Dynamic Advisor Solutions LLC
21,627$1.8M0.1%ETFLowPhoenix, AZ2026-10-13
Wealth Enhancement Trust Services, Inc.
21,342$1.8M0.2%GrowthMediumSioux Falls, SD2026-10-07
Henderson Brothers Financial Partners, LLC
18,881$1.6M0.6%ETFN/APittsburgh, PA2026-11-03
Tempus Wealth Planning, LLC
18,065$1.5M0.3%ETFMediumIrvine, CA2026-10-14
Concurrent Investment Advisors, LLC
17,767$1.5M0.0%GrowthMediumTampa, FL2026-10-16
Spire Wealth Management
17,712$1.5M0.0%GrowthMediumMclean, VA2026-10-30
Rossby Financial, LCC
16,938$1.4M0.2%ETFMediumMelbourne, FL2026-11-05
Assetmark, Inc
15,661$1.3M0.0%ETFLowConcord, CA2026-10-21
Smith Shellnut Wilson LLC
15,459$1.3M0.5%CoreVery LowRidgeland, MS2026-10-21
Creative Planning
14,533$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Breakwater Capital Group
13,728$1.2M0.1%ETFLowParamus, NJ2026-10-09
Saxony Capital Management, LLC
11,384$970.6K0.4%ETFMediumSt. Louis, MO2026-10-15
Avior Wealth Management, LLC
11,112$947.4K0.0%ETFMediumOmaha, NE2026-10-13
Flagship Harbor Advisors, LLC
9,941$847.6K0.0%ETFMediumBoston, MA2026-10-26
Integrated Advisors Network LLC
9,155$780.6K0.0%GrowthMediumDallas, TX2026-10-20
Impact Capital Partners LLC
8,933$761.6K0.2%GrowthLowGreenwood Village, CO2026-10-22
TCV Trust & Wealth Management, Inc.
8,690$740.9K0.1%CoreVery LowRichmond, VA2026-10-16
Y-Intercept (Hong Kong) Ltd
8,664$738.7K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Verdence Capital Advisors LLC
8,062$687.3K0.0%CoreMediumHunt Valley, MD2026-10-26
Brookstone Capital Management
8,041$685.5K0.0%ETFMediumWheaton, IL2026-10-22
WealthBridge Capital Management, LLC
7,994$681.6K0.1%ETFLowWesterville, OH2026-10-16
Flagship Wealth Advisors, LLC
7,500$639.5K0.1%ETFLowWakefield, MA2026-11-03
D.A. Davidson & Co.
6,200$528.6K0.0%CoreLowGreat Falls, MT2026-10-28
Carolina Wealth Management Inc
5,500$468.9K0.2%ETFN/AGreenville, NC2026-10-29
Kingswood Wealth Advisors, LLC
5,460$465.5K0.0%GrowthLowSan Diego, CA2026-10-23
Csenge Advisory Group
4,915$419.1K0.0%ETFMediumClearwater, FL2026-11-04
LFA - Lugano Financial Advisors SA
4,660$397.3K0.2%ETFLowLugano, Switzerland2026-11-03
Citizens Financial Group Inc
4,560$388.8K0.0%GrowthLowProvidence, RI2026-10-23
Redwood Financial Network Corp
4,002$341.2K0.2%ETFLowSolon, OH2026-11-03
Prosperitas Financial LLC
3,866$329.6K0.1%GrowthLowValencia, CA2026-10-28
Wagner Wealth Management, LLC
3,570$304.4K0.1%ETFLowGreenville, SC2026-10-21
Ring Mountain Capital, LLC
3,354$286.0K0.1%GrowthVery LowTiburon, CA2026-10-13
City Center Advisors, LLC
3,244$276.6K0.2%ETFMediumTroy, MI2026-10-08
NWF Advisory Services Inc.
3,151$268.7K0.0%GARPLowLos Angeles, CA2026-10-19
RFG Advisory, LLC
3,075$262.2K0.0%ETFMediumBirmingham, AL2026-11-03
Founders Financial Securities LLC
2,832$241.5K0.0%ETFMediumTowson, MD2026-10-28
Comprehensive Financial Planning, Inc.
2,451$209.0K0.1%Agg GrowthLowEast Petersburg, PA2026-10-27
Tableaux LLC
2,445$208.5K0.1%ETFLowStockbridge, MA2026-10-23
Larson Financial Group LLC
1,214$103.5K0.0%GrowthLowSt Louis, MO2026-11-05
Silver Grove Financial Group, Inc.
1,132$96.5K0.0%CoreMediumOrchard Park, NY2026-11-05
New England Capital Financial Advisors LLC
1,021$87.0K0.0%ETFLowMeriden, CT2026-11-03
Trust Co
911$77.7K0.0%ETFVery LowManhattan, KS2026-10-09
Latitude Advisors, LLC
612$52.2K0.0%ETFLowYorkville, IL2026-10-27
Root Financial Partners, LLC
546$46.6K0.0%ETFMediumEncinitas, CA2026-10-21
Jnba Financial Advisors
491$41.8K0.0%ETFMediumBloomington, MN2026-11-03
Private Trust Co NA
382$32.6K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
352$30.0K0.0%IndexLowSan Francisco, CA2026-10-08
Westside Investment Management, Inc.
295$25.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Arvest Investments, Inc.
254$21.7K0.0%ETFLowLowell, AR2026-10-21
Archer Investment Corp
207$17.6K0.0%CoreMediumCarmel, IN2026-11-05
Glass Jacobson Investment Advisors llc
159$13.6K0.0%ETFLowOwings Mills, MD2026-10-26
Pinnacle Wealth Planning Services, Inc.
75$6.4K0.0%GARPLowMansfield, OH2026-10-27
Avion Wealth
54$40.0%ETFLowThe Woodlands, TX2026-11-04
StrongBox Wealth, LLC
45$3.8K0.0%GrowthLowLee'S Summit, MO2026-11-02
Nfsg Corp
18$1.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Concord Wealth Partners
17$1.5K0.0%GrowthLowAbingdon, VA2026-11-02