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Disclosery

GARP ISHARES TR

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SHS (fund)

174 managers (176 13F filers) reported a position in GARP shares at 2026-06-30, 21,528,287 shares in all. 43 filers opened a position and 10 filers sold out during the quarter.

Managers
174
13F filers
176
New
43
Added
79
Reduced
35
Sold out
10
Shares held by filers
21,528,287

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC3,891,813$321M0.07%+1,713,77313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,833,873$151M0.01%+1,035,64513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,271,276$105M0.01%+725,08413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,121,645$92.6M0.03%+364,68713F-HRTimelineGroup
Resonant Capital Advisors, LLC791,780$65.4M3.12%+7,18813F-HRTimeline
Cetera Investment Advisers674,962$55.7M0.05%+62,39813F-HRTimeline
Cambridge Investment Research Advisors,…559,897$46.2M0.1%+23,23513F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC545,252$45M0.01%+43,11913F-HRTimelineGroup
LANDAAS & CO /WI /ADV507,447$41.9M7.62%+39,63413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC458,581$37.9M0.7%new13F-HRTimeline
MML INVESTORS SERVICES, LLC446,128$36.8M0.08%+104,66913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…446,543$36.4M0.06%+365,68213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.414,235$34.2M0.04%+63,64713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV403,015$33.3M1.58%+346,29813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.398,187$32.9M0.52%+53,47813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC374,524$30.9M0.58%+58713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.341,897$28.2M0.17%+142,05513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC335,370$27.7M0.64%+4,35313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…325,453$26.9M0.01%+105,02413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC322,337$26.6M0.03%+25,32513F-HRTimeline
ARQ WEALTH ADVISORS, LLC311,203$24.8M3.07%+60,10313F-HRTimeline
PARK NATIONAL CORP /OH/288,365$23.8M0.67%-19,71713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP268,505$22.2M0.02%+32,37113F-HRTimelineGroup
Insight Wealth Strategies, LLC255,947$20.9M2.04%new13F-HRTimeline
Planned Solutions, Inc.243,037$20.1M5.77%+2,20613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …212,535$17.5M2.29%-11,90413F-HRTimeline
SAXON INTERESTS, INC.194,568$16.1M4.44%new13F-HRTimeline
D'Orazio & Associates, Inc.187,575$15.5M1.79%+28,62513F-HRTimeline
Carr Financial Group Corp184,986$15.3M3.52%-5,07213F-HRTimeline
HighTower Advisors, LLC164,064$13.5M0.01%-4,98613F-HRTimeline
VALLEY NATIONAL ADVISERS INC160,609$13.3M1.47%-1,38313F-HRTimeline
Embree Financial Group158,151$13.1M1.31%new13F-HRTimeline
Certified Advisory Corp151,403$12.5M1.01%+17,96413F-HRTimeline
Olde Wealth Management, LLC143,651$11.9M3.36%-7,48613F-HRTimeline
CGN Advisors LLC141,881$11.7M0.86%+30,52513F-HRTimeline
Bauman Advisory Group, LLC139,714$11.5M6.11%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding132,131$10.9M+7,854Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding128,113$10.6M+55,683Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP126,294$10.4M0.01%+67,35713F-HRTimelineGroup
Base Wealth Management LLC114,188$9.43M4.38%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC113,680$9.38M0.11%+10,70913F-HRTimelineGroup
Lakeshore Capital Group, Inc.111,760$9.23M6.83%+2,96513F-HRTimeline
Milestones Private Investment Advisors …99,259$8.19M6.52%+38,68813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD99,178$8.19M0.36%-35713F-HRTimeline
Key Client Fiduciary Advisors, LLC92,535$7.64M2.22%+81,91513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP76,464$6.31M<0.01%+66913F-HRTimelineGroup
OPTIMA CAPITAL LLC73,227$6.04M2.39%+16,10213F-HRTimeline
UPTICK PARTNERS, LLC69,655$5.75M0.89%+18,53613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.63,815$5.27M3.12%-5,70213F-HRTimeline
Merit Financial Group, LLC62,663$5.17M0.03%+1,51013F-HR/ATimeline
Avior Wealth Management, LLC60,758$5.02M0.13%+49,04013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.58,724$4.85M0.18%+13,41513F-HRTimeline
WJ Wealth Management, LLC54,133$4.47M1.76%-5313F-HRTimeline
Strategic Financial Concepts, LLC51,118$4.33M1.29%+36,77713F-HRTimeline
Golden State Wealth Management, LLC39,009$3.22M0.29%+25,75613F-HRTimeline
WIN ADVISORS, INC38,098$3.14M1.12%new13F-HRTimeline
FIRST COMMUNITY TRUST NA36,380$3M1.36%013F-HRTimeline
CALTON & ASSOCIATES, INC.34,860$2.88M0.42%+5,48213F-HRTimeline
Keating Financial Advisory Services, In…34,630$2.86M0.38%-4,34113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,934$2.8M<0.01%+9713F-HRTimelineGroup
Cedar Wealth Management, LLC33,633$2.78M0.71%+1,70413F-HRTimeline
HB Wealth Management, LLC32,623$2.69M0.02%new13F-HRTimeline
Belpointe Asset Management LLC32,079$2.65M0.09%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.30,596$2.53M0.28%+15,23013F-HR/ATimeline
Stonebridge Wealth Management, LLC29,683$2.45M2.19%-42413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,386$2.34M0.11%+3,63713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS28,085$2.32M0.24%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,486$2.27M<0.01%-9,08013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,353$2.09M0.01%new13F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,988$1.98M0.09%+63013F-HRTimeline
Prospera Financial Services Inc23,661$1.95M0.03%+11,01513F-HRTimeline
WILLIAM JOHN SEMPOLINSKI23,390$1.93M0.78%new13F-HRTimeline
Geneos Wealth Management Inc.22,833$1.88M0.04%-8113F-HRTimeline
LaSalle St. Investment Advisors, LLC22,704$1.87M0.23%+33313F-HRTimeline
Dynamic Advisor Solutions LLC22,622$1.87M0.05%+33913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,446$1.85M<0.01%+11,54513F-HRTimelineGroup
Nova Wealth Management, Inc.21,819$1.8M0.99%+7,69413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,714$1.77M<0.01%+20,81013F-HRTimelineGroup
Kingsview Wealth Management, LLC20,938$1.73M0.02%+13,92113F-HRTimeline
Foundations Investment Advisors, LLC20,599$1.7M0.02%+6,65213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd20,285$1.67M0.02%new13F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC19,832$1.64M0.54%-73513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES19,505$1.61M0.56%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp19,200$1.58M<0.01%+1,81513F-HRTimelineGroup
FLOW TRADERS U.S. LLC18,110$1.5M0.06%-20,43213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.17,995$1.49M<0.01%new13F-HRTimelineGroup
Disciplined Investments, LLC16,766$1.38M0.45%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management16,699$1.38M0.04%-1,90013F-HRTimelineGroup
Rossby Financial, LCC16,554$1.37M0.25%+3413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,999$1.32M<0.01%+8,00513F-HRTimelineGroup
CIBC WORLD MARKET INC.14,867$1.23M<0.01%+41413F-HRTimeline
NewEdge Advisors, LLC13,762$1.14M<0.01%+11,14313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,111$1.08M0.03%new13F-HRTimelineGroup
Breakwater Capital Group11,740$969K0.12%+50213F-HRTimeline
Henderson Brothers Financial Partners, …10,561$872K0.41%-6,82913F-HRTimeline
GWN SECURITIES INC.8,550$706K0.12%-5013F-HRTimeline
Saxony Capital Management, LLC8,355$690K0.32%-8,48613F-HRTimeline
Verdence Capital Advisors LLC8,267$682K0.04%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.8,224$679K0.05%new13F-HRTimeline
Impact Capital Partners LLC8,180$675K0.18%+69213F-HRTimeline
Advyzon Investment Management, LLC8,175$675K0.05%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI8,155$673K0.03%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC7,500$619K0.14%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,467$616K<0.01%+3,36813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC7,168$592K<0.01%-12413F-HRTimelineGroup
Thompson David Blair7,075$584K0.29%-76113F-HRTimeline
MKT Advisors LLC7,243$581K0.18%013F-HRTimeline
Integrated Wealth Concepts LLC6,826$564K<0.01%+1,04213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management6,563$542K0.01%+2,62913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,441$532K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.6,284$519K0.02%-15813F-HRTimeline
Sigma Planning Corp6,121$505K0.01%-122,95413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,008$496K<0.01%new13F-HR/ATimelineGroup
KANE INVESTMENT MANAGEMENT, INC.5,857$484K0.21%+20213F-HRTimeline
Creative Planningin group Creative Planning5,755$475K<0.01%-613F-HRTimelineGroup
Forefront Wealth Partners, LLC5,703$471K0.15%+2,51613F-HRTimeline
HARBOUR INVESTMENTS, INC.5,690$470K0.01%+1,24513F-HRTimeline
Qube Research & Technologies Ltd5,507$455K<0.01%new13F-HRTimeline
Convergence Financial, LLC5,398$446K0.04%new13F-HRTimeline
Janney Montgomery Scott LLC5,249$433K<0.01%+46413F-HRTimeline
SHP Wealth Management5,146$425K0.03%+1,76513F-HRTimeline
D.A. DAVIDSON & CO.5,130$423K<0.01%+3513F-HRTimeline
Csenge Advisory Group4,915$406K0.02%-2013F-HRTimeline
Global Retirement Partners, LLC4,787$395K0.01%13F-HRTimeline
LFA - Lugano Financial Advisors SA4,760$393K0.24%new13F-HRTimeline
Sowell Financial Services LLC4,474$369K0.01%new13F-HRTimeline
RFG Advisory, LLC4,461$368K0.01%-90213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,442$367K<0.01%-22213F-HRTimelineGroup
Integrated Advisors Network LLC4,415$364K0.02%new13F-HRTimeline
LongView Wealth Management4,305$355K0.09%-18,00013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp3,905$322K<0.01%013F-HRTimelineGroup
Sankala Group LLC3,870$322K0.21%+2,77213F-HRTimeline
WealthBridge Capital Management, LLC3,739$309K0.06%new13F-HRTimeline
SCOTIA CAPITAL INC.3,654$302K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC3,570$295K0.05%+1,28213F-HRTimeline
Private Advisor Group, LLC3,379$279K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC3,372$278K<0.01%+1,14713F-HRTimelineGroup
Astoria Portfolio Advisors LLC.3,366$278K0.05%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,326$275K<0.01%+1,25613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,187$263K0.01%new13F-HRTimelineGroup
NWF Advisory Services Inc.3,151$260K0.02%new13F-HRTimeline
Ring Mountain Capital, LLC3,125$258K0.11%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,049$252K0.04%new13F-HRTimeline
City Center Advisors, LLC2,962$245K0.2%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,667$220K<0.01%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC2,641$218K0.08%-3,50713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,624$217K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…2,601$215K0.11%+78413F-HRTimeline
Quantinno Capital Management LP2,580$213K<0.01%new13F-HRTimeline
Carolina Wealth Management Inc2,500$206K0.09%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,445$202K<0.01%-1,09813F-HR/ATimeline
Larson Financial Group LLC1,394$115K<0.01%-3813F-HRTimeline
Bogart Wealth, LLC1,200$99.1K<0.01%013F-HRTimeline
Regatta Research & Money Management1,071$88.3K0.08%13F-HRTimeline
New England Capital Financial Advisors …1,020$84.2K0.02%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC901$74.4K0.02%new13F-HRTimeline
Allworth Financial LP488$40.3K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC419$34.6K<0.01%-45213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC400$33K<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors366$30.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC352$29.1K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/348$28.7K<0.01%-6113F-HRTimelineGroup
TD Capital Management LLC341$28.1K<0.01%+113F-HRTimeline
Trust Co280$23.1K<0.01%+9713F-HRTimeline
Archer Investment Corp207$17.1K<0.01%+8513F-HR/ATimeline
Glass Jacobson Investment Advisors llc159$13.1K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…142$11.7K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC95$7.84K<0.01%new13F-HRTimeline
Avion Wealth54$4K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC44$3.63K<0.01%013F-HRTimeline
NFSG Corp18$1.49K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners17$1.42K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG13$1.07K<0.01%-1213F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC10$826<0.01%013F-HRTimeline