ISHARES MSCI USA QUALITY GAR (GARP) Institutional Shareholders
ISHARES MSCI USA QUALITY GAR (GARP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.69B in GARP holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GARP tracked by InsiderSet, reporting ownership valued at approximately $321.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $323.25M, representing an estimated gain of +0.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed GARP value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES MSCI USA QUALITY GAR (GARP).
This page ranks the largest institutional GARP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
168
Total Reported Value
$1.69B
Largest Holder
Lpl Financial Llc
Largest Position
$321.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
98
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.07% | 3,891,813 | $321,269,175 | $323,253,988 | +$1,984,813 | +0.62% | |
| Morgan Stanley | 0.01% | 1,833,873 | $151,386,251 | $152,321,491 | +$935,240 | +0.62% | |
| Bank Of America Corp | 0.01% | 1,271,276 | $104,943,863 | $105,592,185 | +$648,322 | +0.62% | |
| Raymond James Financial Inc | 0.03% | 1,121,645 | $92,591,772 | $93,163,834 | +$572,062 | +0.62% | |
| Resonant Capital Advisors, Llc | 3.12% | 791,780 | $65,361,404 | $65,765,247 | +$403,843 | +0.62% | |
| Cetera Investment Advisers | 0.05% | 674,962 | $55,718,134 | $56,062,344 | +$344,210 | +0.62% | |
| Envestnet Asset Management Inc | 0.01% | 545,252 | $45,010,560 | $45,288,631 | +$278,071 | +0.62% | |
| Landaas & Co | 7.62% | 507,447 | $41,889,760 | $42,148,548 | +$258,788 | +0.62% | |
| Elevation Point Wealth Partners, Llc | 0.70% | 458,581 | $37,855,881 | $38,089,738 | +$233,857 | +0.62% | |
| Mml Investors Services, Llc | 0.08% | 446,128 | $36,827,886 | $37,055,392 | +$227,506 | +0.62% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 446,543 | $36,384,336 | $37,089,862 | +$705,526 | +1.94% | |
| Osaic Holdings, Inc. | 0.04% | 414,235 | $34,195,589 | $34,406,359 | +$210,770 | +0.62% | |
| Creative Financial Designs Inc | 1.58% | 403,015 | $33,268,870 | $33,474,426 | +$205,556 | +0.62% | |
| Great Valley Advisor Group, Inc. | 0.52% | 398,187 | $32,870,886 | $33,073,412 | +$202,526 | +0.62% | |
| Independent Financial Group, Llc | 0.58% | 374,524 | $30,916,956 | $31,107,963 | +$191,007 | +0.62% | |
| Equitable Holdings, Inc. | 0.17% | 341,897 | $28,223,626 | $28,397,965 | +$174,339 | +0.62% | |
| Capital Analysts, Llc | 0.64% | 335,370 | $27,685,000 | $27,855,832 | +$170,832 | +0.62% | |
| Commonwealth Equity Services, Llc | 0.03% | 322,337 | $26,608,896 | $26,773,311 | +$164,415 | +0.62% | |
| Arq Wealth Advisors, Llc | 3.07% | 311,203 | $24,756,180 | $25,848,521 | +$1,092,341 | +4.41% | |
| Park National Corp | 0.67% | 288,365 | $23,804,497 | $23,951,597 | +$147,100 | +0.62% | |
| Stifel Financial Corp | 0.02% | 268,505 | $22,165,109 | $22,302,025 | +$136,916 | +0.62% | |
| Insight Wealth Strategies, Llc | 2.04% | 255,947 | $20,910,876 | $21,258,958 | +$348,082 | +1.66% | |
| Planned Solutions, Inc. | 5.77% | 243,037 | $20,062,732 | $20,186,653 | +$123,921 | +0.62% | |
| Cornerstone Advisors Asset Management, Llc | 2.29% | 212,535 | $17,544,764 | $17,653,157 | +$108,393 | +0.62% | |
| Saxon Interests, Inc. | 4.44% | 194,568 | $16,061,621 | $16,160,818 | +$99,197 | +0.62% | |
| D'Orazio & Associates, Inc. | 1.79% | 187,575 | $15,484,339 | $15,579,980 | +$95,641 | +0.62% | |
| Carr Financial Group Corp | 3.52% | 184,986 | $15,270,587 | $15,364,937 | +$94,350 | +0.62% | |
| Valley National Advisers Inc | 1.47% | 160,609 | $13,258,294 | $13,340,184 | +$81,890 | +0.62% | |
| Embree Financial Group | 1.31% | 158,151 | $13,055,405 | $13,136,022 | +$80,617 | +0.62% | |
| Certified Advisory Corp | 1.01% | 151,403 | $12,498,283 | $12,575,533 | +$77,250 | +0.62% | |
| Olde Wealth Management, Llc | 3.36% | 143,651 | $11,858,000 | $11,931,652 | +$73,652 | +0.62% | |
| Cgn Advisors Llc | 0.86% | 141,881 | $11,712,260 | $11,784,636 | +$72,376 | +0.62% | |
| Bauman Advisory Group, Llc | 6.11% | 139,714 | $11,533,423 | $11,604,645 | +$71,222 | +0.62% | |
| Truist Financial Corp | 0.01% | 126,294 | $10,425,554 | $10,489,980 | +$64,426 | +0.62% | |
| Base Wealth Management Llc | 4.38% | 114,188 | $9,426,237 | $9,484,455 | +$58,218 | +0.62% | |
| Principal Securities, Inc. | 0.11% | 113,680 | $9,384,286 | $9,442,261 | +$57,975 | +0.62% | |
| Lakeshore Capital Group, Inc. | 6.83% | 111,760 | $9,225,767 | $9,282,786 | +$57,019 | +0.62% | |
| Milestones Private Investment Advisors Llc | 6.52% | 99,259 | $8,193,830 | $8,244,453 | +$50,623 | +0.62% | |
| Gw Henssler & Associates Ltd | 0.36% | 99,178 | $8,187,149 | $8,237,725 | +$50,576 | +0.62% | |
| Key Client Fiduciary Advisors, Llc | 2.22% | 92,535 | $7,638,724 | $7,685,957 | +$47,233 | +0.62% | |
| First Trust Advisors Lp | 0.00% | 76,464 | $6,312,103 | $6,351,100 | +$38,997 | +0.62% | |
| Optima Capital Llc | 2.39% | 73,227 | $6,044,855 | $6,082,235 | +$37,380 | +0.62% | |
| Kestra Advisory Services, Llc | 0.02% | 71,243 | $5,881,115 | $5,917,444 | +$36,329 | +0.62% | |
| Uptick Partners, Llc | 0.89% | 69,655 | $5,750,031 | $5,785,544 | +$35,513 | +0.62% | |
| Stratos Wealth Advisors, Llc | 0.31% | 68,507 | $5,655,290 | $5,690,191 | +$34,901 | +0.62% | |
| Marshall & Sterling Wealth Advisors Inc. | 3.12% | 63,815 | $5,267,906 | $5,300,474 | +$32,568 | +0.62% | |
| Merit Financial Group, Llc | 0.03% | 62,663 | $5,172,802 | $5,204,789 | +$31,987 | +0.62% | |
| Kestra Private Wealth Services, Llc | 0.06% | 60,888 | $5,026,327 | $5,057,357 | +$31,030 | +0.62% | |
| Avior Wealth Management, Llc | 0.13% | 60,758 | $5,015,549 | $5,046,559 | +$31,010 | +0.62% | |
| Stratos Wealth Partners, Ltd. | 0.05% | 59,606 | $4,920,533 | $4,950,874 | +$30,341 | +0.62% |
Frequently asked questions about GARP
Who owns the most GARP stock?
The largest holders of GARP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MSCI USA QUALITY GAR (GARP).
Is GARP widely held by superinvestors?
Many widely followed stocks like GARP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly GARP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.