iShares MSCI USA Quality GARP ETF is an exchange-traded fund on BATS. As of Q3 2025, 93 institutional investors hold shares in this ETF, with total holdings valued at $442.0M. LPL Financial LLC is the largest holder with a position valued at $66.7M.
Overview of institutional ownership in GARP as of Q3 2025
Institutions with the largest positions in GARP as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $66.7M 0.02% of portfolio |
$32.2M 0.10% of portfolio | |
Cetera Investment Advisers RIA/Wealth | $30.2M 0.04% of portfolio |
L LANDAAS & CO /WI /ADV Institution | $28.1M 6.43% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $21.5M 0.00% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $21.3M 0.03% of portfolio |
PARK NATIONAL CORP /OH/ Institution | $19.2M 0.60% of portfolio |
Planned Solutions, Inc. RIA/Wealth | $15.1M 5.35% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $14.9M 0.01% of portfolio |
VALLEY NATIONAL ADVISERS INC RIA/Wealth | $14.4M 2.33% of portfolio |
Institutional buying and selling activity for GARP in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$20.8M +317.3K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$14.9M +226.9K shares |
B&D White Capital Company, LLC RIA/Wealth | +$13.2M +201.5K shares |
BANK OF AMERICA CORP /DE/ Institution | +$10.0M +152.7K shares |
L Lakeshore Capital Group, Inc. RIA/Wealth | +$6.3M +95.7K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$6.0M +90.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$5.9M +90.4K shares |
FIRST TRUST ADVISORS LP ETF Provider | +$5.0M +76.1K shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | +$4.8M +73.3K shares |
Garrett Investment Advisors LLC RIA/Wealth | +$4.6M +70.2K shares |
| Institution | Net Sold |
|---|---|
Mount Yale Investment Advisors, LLC RIA/Wealth | −$24.7M −409.4K shares |
GOLDMAN SACHS GROUP INC Institution | −$2.9M −44.1K shares |
WJ Wealth Management, LLC RIA/Wealth | −$2.7M −39.8K shares |
W WIN ADVISORS, INC RIA/Wealth | −$2.6M −43.5K shares |
Atomi Financial Group, Inc. RIA/Wealth | −$878.1K −14.5K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$846.4K −14.0K shares |
Sigma Planning Corp RIA/Wealth | −$777.6K −11.8K shares |
SIGNATURE SECURITIES GROUP CORPORATION RIA/Wealth | −$636.3K −10.5K shares |
Larson Financial Group LLC RIA/Wealth | −$342.4K −5.2K shares |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | −$272.9K −4.2K shares |
Institutions that initiated new positions or completely exited GARP in Q3 2025
| Institution | Position Value |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | $14.9M 226.9K shares |
B&D White Capital Company, LLC RIA/Wealth | $13.2M 201.5K shares |
FIRST TRUST ADVISORS LP ETF Provider | $5.0M 76.1K shares |
Garrett Investment Advisors LLC RIA/Wealth | $4.6M 70.2K shares |
M Marshall & Sterling Wealth Advisors Inc. RIA/Wealth | $4.4M 66.5K shares |
BB&T CORP Institution | $3.2M 49.1K shares |
I Itau Unibanco Holding S.A. Institution | $3.1M 16.2K shares |
VISTA INVESTMENT PARTNERS II, LLC RIA/Wealth | $2.6M 39.1K shares |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | $1.0M 15.6K shares |
Sonoma Allocations LLC RIA/Wealth | $890.2K 13.5K shares |
| Institution | Previous Position |
|---|---|
Mount Yale Investment Advisors, LLC RIA/Wealth | $24.7M 409.4K shares |
W WIN ADVISORS, INC RIA/Wealth | $2.6M 43.5K shares |
Atomi Financial Group, Inc. RIA/Wealth | $878.1K 14.5K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $846.4K 14.0K shares |
SIGNATURE SECURITIES GROUP CORPORATION RIA/Wealth | $636.3K 10.5K shares |
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth | $35.1K 582.0 shares |
Hanson McClain, Inc. RIA/Wealth | $182.0 3.0 shares |
Institutions with the largest Call and Put options positions in GARP as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with GARP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
L LANDAAS & CO /WI /ADV Institution | 6.43% $28.1M |
L Lakeshore Capital Group, Inc. RIA/Wealth | 5.39% $6.7M |
Planned Solutions, Inc. RIA/Wealth | 5.35% $15.1M |
ARQ WEALTH ADVISORS, LLC RIA/Wealth | 4.08% $13.7M |
F Financial Network Wealth Management LLC RIA/Wealth | 3.48% $9.5M |
M | 2.81% $4.1M |
M Marshall & Sterling Wealth Advisors Inc. RIA/Wealth | 2.80% $4.4M |
VALLEY NATIONAL ADVISERS INC RIA/Wealth | 2.33% $14.4M |
S Stonebridge Wealth Management, LLC RIA/Wealth | 1.95% $2.3M |
B&D White Capital Company, LLC RIA/Wealth | 1.69% $13.2M |
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