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Disclosery

GARP ISHARES TR

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SHS (fund)

46 managers (46 13F filers) reported a position in GARP shares at 2024-12-31, 2,537,846 shares in all. 16 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
46
New
16
Added
20
Reduced
1
Sold out
4
Shares held by filers
2,537,846

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LANDAAS & CO /WI /ADV360,725$20.3M5.62%+76,80313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC357,011$20.1M0.67%+10,02613F-HRTimeline
Cambridge Investment Research Advisors,…196,836$11.1M0.04%+26,46613F-HRTimeline
ARQ WEALTH ADVISORS, LLC171,343$9.64M3.67%new13F-HRTimeline
Cetera Investment Advisers165,536$9.31M0.02%+161,67013F-HRTimeline
VALLEY NATIONAL ADVISERS INC163,355$9.19M1.65%+92,46913F-HRTimeline
HighTower Advisors, LLC150,458$8.46M0.01%+22,76113F-HRTimeline
LPL Financial LLC138,487$7.79M<0.01%+36,96013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC125,229$7.04M0.01%+56,72513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,780$7.02M0.02%+45,32513F-HR/ATimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC103,194$5.62M0.43%+40,27113F-HRTimelineGroup
WJ Wealth Management, LLC91,116$5.13M1.76%+3,77113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC55,741$3.14M<0.01%+45,62213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,451$2.28M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,916$1.85M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC31,845$1.79M0.01%new13F-HRTimeline
D'Orazio & Associates, Inc.30,871$1.74M0.26%+11,25913F-HRTimeline
Kingsview Wealth Management, LLC22,083$1.24M0.02%new13F-HRTimeline
Foundations Investment Advisors, LLC16,534$930K0.02%+13513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,894$894K<0.01%13F-HR/ATimelineGroup
Disciplined Investments, LLC14,566$819K0.4%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.14,469$814K0.45%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,138$795K<0.01%+7,42613F-HRTimelineGroup
GG Group Ventures, LLC13,507$760K1%+3,89313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,521$592K0.15%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.10,404$585K<0.01%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC9,611$541K0.39%13F-HRTimeline
Dynamic Advisor Solutions LLC8,699$489K0.02%+1,02013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,602$484K0.02%+4,50913F-HRTimelineGroup
WIN ADVISORS, INC7,649$430K0.21%new13F-HRTimeline
Creative Planningin group Creative Planning6,000$338K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,778$325K<0.01%-20,61913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,997$281K0.02%new13F-HRTimeline
LongView Wealth Management4,700$264K0.08%013F-HRTimeline
LaSalle St. Investment Advisors, LLC3,943$221K0.07%new13F-HRTimeline
Golden State Wealth Management, LLC2,710$152K0.02%13F-HRTimeline
NewEdge Advisors, LLC1,213$68.2K<0.01%+8813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC639$35.9K0.01%new13F-HRTimeline
Global Retirement Partners, LLC600$33.8K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC210$11.8K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC183$10.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc159$8.94K<0.01%+2513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG50$2.81K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50$2.81K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43$2K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.