GARP Institutional Ownership & Shareholders
ISHARES MSCI USA QUALITY GAR (GARP) is currently held by 184 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.88B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $298.50M, representing an estimated loss of -7.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% 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
184
Total Reported Value
$1.88B
Largest Holder
Lpl Financial Llc
Largest Position
$321.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
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 | $298,502,057 | -$22,767,118 | -7.09% | |
| Morgan Stanley | 0.01% | 1,833,873 | $151,386,251 | $140,658,059 | -$10,728,192 | -7.09% | |
| Bank Of America Corp | 0.01% | 1,271,276 | $104,943,863 | $97,506,869 | -$7,436,994 | -7.09% | |
| Raymond James Financial Inc | 0.03% | 1,121,645 | $92,591,772 | $86,030,172 | -$6,561,601 | -7.09% | |
| Commonwealth Equity Services, Llc | 0.09% | 850,752 | $72,535,077 | $65,252,678 | -$7,282,399 | -10.04% | |
| Resonant Capital Advisors, Llc | 3.36% | 821,730 | $70,060,729 | $63,026,691 | -$7,034,038 | -10.04% | |
| Cetera Investment Advisers | 0.05% | 674,962 | $55,718,134 | $51,769,585 | -$3,948,549 | -7.09% | |
| Landaas & Co | 7.97% | 567,029 | $48,344,908 | $43,491,124 | -$4,853,784 | -10.04% | |
| Envestnet Asset Management Inc | 0.01% | 545,252 | $45,010,560 | $41,820,828 | -$3,189,732 | -7.09% | |
| Wealth Enhancement Advisory Services, Llc | 0.06% | 450,302 | $38,766,517 | $34,538,163 | -$4,228,354 | -10.91% | |
| Elevation Point Wealth Partners, Llc | 0.70% | 458,581 | $37,855,881 | $35,173,163 | -$2,682,718 | -7.09% | |
| Mml Investors Services, Llc | 0.08% | 446,128 | $36,827,886 | $34,218,018 | -$2,609,868 | -7.09% | |
| First Community Trust Na | 12.04% | 423,820 | $36,134,893 | $32,506,994 | -$3,627,899 | -10.04% | |
| Osaic Holdings, Inc. | 0.04% | 414,235 | $34,195,589 | $31,771,825 | -$2,423,765 | -7.09% | |
| Creative Financial Designs Inc | 1.58% | 403,015 | $33,268,870 | $30,911,251 | -$2,357,620 | -7.09% | |
| Great Valley Advisor Group, Inc. | 0.52% | 398,187 | $32,870,886 | $30,540,943 | -$2,329,943 | -7.09% | |
| Independent Financial Group, Llc | 0.57% | 368,415 | $31,411,063 | $28,257,431 | -$3,153,633 | -10.04% | |
| Insight Wealth Strategies, Llc | 2.91% | 345,059 | $29,419,742 | $26,466,025 | -$2,953,717 | -10.04% | |
| Equitable Holdings, Inc. | 0.17% | 341,897 | $28,223,626 | $26,223,500 | -$2,000,126 | -7.09% | |
| Capital Analysts, Llc | 0.64% | 335,370 | $27,685,000 | $25,722,879 | -$1,962,121 | -7.09% | |
| Arq Wealth Advisors, Llc | 3.17% | 309,890 | $26,421,220 | $23,768,563 | -$2,652,657 | -10.04% | |
| Park National Corp | 0.64% | 275,251 | $23,467,900 | $21,111,752 | -$2,356,148 | -10.04% | |
| Stifel Financial Corp | 0.02% | 268,505 | $22,165,109 | $20,594,334 | -$1,570,776 | -7.09% | |
| Lakeshore Capital Group, Inc. | 12.23% | 225,520 | $19,227,884 | $17,297,384 | -$1,930,500 | -10.04% | |
| Base Wealth Management Llc | 7.99% | 210,894 | $17,980,790 | $16,175,570 | -$1,805,220 | -10.04% | |
| Cornerstone Advisors Asset Management, Llc | 2.29% | 212,535 | $17,544,764 | $16,301,435 | -$1,243,330 | -7.09% | |
| Sound Income Strategies, Llc | 0.75% | 195,613 | $16,840,334 | $15,003,517 | -$1,836,817 | -10.91% | |
| Saxon Interests, Inc. | 5.77% | 195,180 | $16,641,079 | $14,970,306 | -$1,670,773 | -10.04% | |
| Embree Financial Group | 1.61% | 192,888 | $16,445,599 | $14,794,510 | -$1,651,089 | -10.04% | |
| Planned Solutions, Inc. | 4.30% | 183,341 | $15,631,683 | $14,062,255 | -$1,569,428 | -10.04% | |
| D'Orazio & Associates, Inc. | 1.79% | 187,575 | $15,484,339 | $14,387,003 | -$1,097,337 | -7.09% | |
| Certified Advisory Corp | 1.28% | 179,958 | $15,343,255 | $13,802,779 | -$1,540,476 | -10.04% | |
| Carr Financial Group Corp | 3.52% | 184,986 | $15,270,587 | $14,188,426 | -$1,082,161 | -7.09% | |
| Ocean Park Asset Management, Llc | 0.92% | 178,236 | $15,196,401 | $13,670,701 | -$1,525,700 | -10.04% | |
| Valley National Advisers Inc | 1.51% | 160,983 | $13,725,377 | $12,347,396 | -$1,377,981 | -10.04% | |
| Bauman Advisory Group, Llc | 6.25% | 148,589 | $12,668,669 | $11,396,776 | -$1,271,893 | -10.04% | |
| Cgn Advisors Llc | 0.97% | 146,491 | $12,489,792 | $11,235,860 | -$1,253,932 | -10.04% | |
| Olde Wealth Management, Llc | 3.36% | 143,651 | $11,858,000 | $11,018,032 | -$839,968 | -7.08% | |
| Kestra Advisory Services, Llc | 0.03% | 130,796 | $11,151,697 | $10,032,053 | -$1,119,644 | -10.04% | |
| Truist Financial Corp | 0.01% | 124,749 | $10,636,080 | $9,568,248 | -$1,067,832 | -10.04% | |
| Wj Wealth Management, Llc | 4.08% | 117,640 | $10,029,893 | $9,022,988 | -$1,006,905 | -10.04% | |
| Principal Securities, Inc. | 0.11% | 113,680 | $9,384,286 | $8,719,256 | -$665,030 | -7.09% | |
| Optima Capital Llc | 3.57% | 105,786 | $9,019,323 | $8,113,786 | -$905,537 | -10.04% | |
| Gw Henssler & Associates Ltd | 0.39% | 103,947 | $8,862,531 | $7,972,735 | -$889,796 | -10.04% | |
| Key Client Fiduciary Advisors, Llc | 2.40% | 100,238 | $8,546,251 | $7,688,255 | -$857,996 | -10.04% | |
| Milestones Private Investment Advisors Llc | 6.91% | 99,989 | $8,525,062 | $7,669,156 | -$855,906 | -10.04% | |
| Cadent Capital Advisors, Llc | 1.62% | 88,523 | $7,547,468 | $6,789,714 | -$757,754 | -10.04% | |
| First Trust Advisors Lp | 0.00% | 76,464 | $6,312,103 | $5,864,789 | -$447,314 | -7.09% | |
| Uptick Partners, Llc | 0.89% | 69,655 | $5,750,031 | $5,342,539 | -$407,493 | -7.09% | |
| Stratos Wealth Advisors, Llc | 0.31% | 68,507 | $5,655,290 | $5,254,487 | -$400,803 | -7.09% |
Frequently asked questions about GARP
Who are the largest institutional holders of GARP?
The largest institutional holders of GARP reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, Raymond James Financial Inc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported GARP position.
What is GARP institutional ownership?
This page tracks GARP positions reported by institutional investment managers through SEC Form 13F. ISHARES MSCI USA QUALITY GAR (GARP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GARP?
InsiderSet currently tracks 184 institutional managers reporting GARP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GARP shareholders.
How much GARP stock do institutions own?
Institutional investment managers disclosed approximately $1.88B in GARP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GARP institutional ownership last updated?
The latest GARP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GARP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GARP position after the reporting date.
Are institutions buying or selling GARP?
Institutional buying and selling can be analyzed by comparing GARP positions across consecutive 13F reporting periods. InsiderSet's GARP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GARP ownership changes.
How has GARP institutional ownership changed over time?
InsiderSet tracks GARP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.