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Disclosery

GARP ISHARES TR

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SHS (fund)

61 managers (62 13F filers) reported a position in GARP shares at 2025-03-31, 3,568,354 shares in all. 23 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
62
New
23
Added
30
Reduced
5
Sold out
5
Shares held by filers
3,568,354

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 /ADV409,098$20.9M5.77%+48,37313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC369,546$18.9M0.65%+12,53513F-HRTimeline
Cambridge Investment Research Advisors,…348,026$17.8M0.06%+151,19013F-HRTimeline
LPL Financial LLC314,271$16M0.01%+175,78413F-HRTimeline
Cetera Investment Advisers265,265$13.5M0.03%+99,72913F-HRTimeline
ARQ WEALTH ADVISORS, LLC209,457$10.7M3.96%+38,11413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC195,222$9.96M0.01%+69,99313F-HRTimeline
VALLEY NATIONAL ADVISERS INC178,450$9.1M1.64%+15,09513F-HRTimeline
HighTower Advisors, LLC167,904$8.57M0.01%+17,44613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/160,922$8.21M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.134,792$6.88M0.02%+10,01213F-HRTimelineGroup
Olde Wealth Management, LLC102,656$5.24M1.85%new13F-HRTimeline
WJ Wealth Management, LLC95,760$4.89M1.73%+4,64413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding69,063$3.52M+54,925Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC61,202$3.12M<0.01%+45,30813F-HRTimelineGroup
D'Orazio & Associates, Inc.49,710$2.54M0.39%+18,83913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,423$2.32M<0.01%-10,31813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC35,771$1.82M0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC33,774$1.72M0.01%+1,92913F-HRTimeline
HARBOUR INVESTMENTS, INC.30,309$1.55M0.04%new13F-HRTimeline
EWG Elevate Inc.26,454$1.35M0.51%new13F-HRTimeline
LongView Wealth Management18,951$967K0.29%+14,25113F-HRTimeline
Foundations Investment Advisors, LLC17,435$890K0.02%+90113F-HRTimeline
Disciplined Investments, LLC16,766$855K0.39%+2,20013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,736$803K<0.01%new13F-HR/ATimelineGroup
KANE INVESTMENT MANAGEMENT, INC.15,676$800K0.39%+1,20713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,499$740K<0.01%+8,72113F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC14,018$715K0.02%+5,31913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,987$714K0.18%+3,46613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,624$593K<0.01%-21,29213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,380$581K0.02%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,751$548K0.01%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.10,350$528K<0.01%-5413F-HRTimeline
KEYVANTAGE WEALTH, LLC9,620$491K0.24%+913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,111$465K0.01%+50913F-HRTimelineGroup
Kingsview Wealth Management, LLC9,069$463K0.01%-13,01413F-HRTimeline
Golden State Wealth Management, LLC8,658$442K0.07%+5,94813F-HR/ATimeline
Larson Financial Group LLC7,850$400K0.02%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC7,500$383K0.16%new13F-HR/ATimeline
GWN SECURITIES INC.6,445$329K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning6,100$311K<0.01%+10013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,219$266K0.02%+22213F-HRTimeline
Integrated Wealth Concepts LLC5,134$262K<0.01%new13F-HRTimeline
CW Advisors, LLC5,040$257K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.4,405$225K0.19%new13F-HR/ATimeline
LaSalle St. Investment Advisors, LLC4,028$205K0.05%+8513F-HRTimeline
NewEdge Advisors, LLC1,782$90.9K<0.01%+56913F-HRTimeline
Steward Partners Investment Advisory, L…900$45.9K<0.01%new13F-HRTimeline
Bogart Wealth, LLC700$35.7K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC640$32.6K0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC622$32K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/359$18.3K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC339$17.3K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC183$10.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc159$8.94K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC149$7.66K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50$2.55K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15$1K<0.01%-2813F-HR/ATimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners17$876<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC12$621<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.