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Disclosery

GARP ISHARES TR

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SHS (fund)

76 managers (77 13F filers) reported a position in GARP shares at 2025-06-30, 5,535,838 shares in all. 22 filers opened a position and 9 filers sold out during the quarter.

Managers
76
13F filers
77
New
22
Added
31
Reduced
12
Sold out
9
Shares held by filers
5,535,838

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC698,785$42.2M0.01%+384,51413F-HRTimeline
Cambridge Investment Research Advisors,…461,526$27.9M0.08%+113,50013F-HRTimeline
LANDAAS & CO /WI /ADV424,178$25.6M6.12%+15,08013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC409,425$24.7M1.93%new13F-HR/ATimeline
Cetera Investment Advisers407,668$24.6M0.04%+142,40313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC371,680$22.4M0.62%+2,13413F-HRTimeline
PARK NATIONAL CORP /OH/282,623$17.1M0.56%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC270,069$16.3M0.02%+74,84713F-HRTimeline
Planned Solutions, Inc.226,228$13.7M5.25%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC209,248$12.6M2.06%+30,79813F-HRTimeline
ARQ WEALTH ADVISORS, LLC209,457$10.7M3.67%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/175,568$10.6M<0.01%+14,64613F-HRTimelineGroup
HighTower Advisors, LLC161,312$9.74M0.01%-6,59213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.136,579$8.23M0.01%+1,78713F-HR/ATimelineGroup
D'Orazio & Associates, Inc.122,431$7.39M1.04%+72,72113F-HRTimeline
WJ Wealth Management, LLC96,682$5.84M1.84%+92213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC88,764$5.36M<0.01%+27,56213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding80,427$4.86M+11,364Timeline
Milestones Private Investment Advisors …62,355$3.76M2.79%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,576$3.23M<0.01%+8,15313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,138$3.03M<0.01%+34,40213F-HRTimelineGroup
WIN ADVISORS, INC43,489$2.63M1.27%new13F-HRTimeline
MML INVESTORS SERVICES, LLC40,004$2.42M0.01%+6,23013F-HRTimeline
Stonebridge Wealth Management, LLC34,907$2.11M1.99%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,561$1.6M<0.01%new13F-HRTimelineGroup
EWG Elevate Inc.24,248$1.46M0.45%-2,20613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,163$1.46M0.01%+13,41213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC22,948$1.39M0.1%new13F-HRTimeline
LongView Wealth Management18,952$1.14M0.35%+113F-HRTimeline
Dynamic Advisor Solutions LLC17,635$1.06M0.03%+3,61713F-HRTimeline
Disciplined Investments, LLC16,766$1.01M0.43%013F-HRTimeline
LaSalle St. Investment Advisors, LLC16,398$990K0.27%+12,37013F-HRTimeline
Sigma Planning Corp15,097$912K0.03%new13F-HRTimeline
Foundations Investment Advisors, LLC14,693$887K0.01%-2,74213F-HRTimeline
Compound Planning, Inc.14,543$878K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,018$846K<0.01%new13F-HRTimelineGroup
CALTON & ASSOCIATES, INC.13,164$795K0.14%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,147$733K0.02%+76713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,905$719K0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management11,750$709K0.03%+2,63913F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,539$636K0.18%-3,44813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,997$604K0.01%new13F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC9,612$580K0.26%-813F-HRTimeline
CIBC WORLD MARKET INC.9,435$570K<0.01%-91513F-HRTimeline
Golden State Wealth Management, LLC9,103$550K0.07%+44513F-HRTimeline
Kingsview Wealth Management, LLC8,836$534K0.01%-23313F-HRTimeline
Nova Wealth Management, Inc.8,782$530K0.39%+4,37713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC7,500$453K0.17%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,775$409K0.02%new13F-HRTimeline
Larson Financial Group LLC6,723$406K0.02%-1,12713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,148$371K0.03%+92913F-HRTimeline
HARBOUR INVESTMENTS, INC.6,105$369K0.01%-24,20413F-HRTimeline
Creative Planningin group Creative Planning6,000$362K<0.01%-10013F-HRTimelineGroup
Lakeshore Capital Group, Inc.5,951$359K0.32%new13F-HRTimeline
GWN SECURITIES INC.5,610$339K0.06%-83513F-HRTimeline
Saxony Capital Management, LLC5,077$307K0.23%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,858$235K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.3,585$216K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,991$181K<0.01%+2,09113F-HRTimeline
Wagner Wealth Management, LLC2,288$138K0.03%new13F-HRTimeline
Global Retirement Partners, LLC2,285$138K<0.01%13F-HRTimeline
NewEdge Advisors, LLC1,946$118K<0.01%+16413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,246$75.2K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC1,200$72.5K<0.01%+50013F-HRTimeline
CWM, LLCin group CWM, LLC622$38K<0.01%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC582$35.1K0.01%-5813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/370$22.3K<0.01%+1113F-HRTimelineGroup
TD Capital Management LLC340$20.5K<0.01%+113F-HRTimeline
Glass Jacobson Investment Advisors llc159$9.6K<0.01%013F-HRTimeline
NFSG Corp18$1.09K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners17$1.04K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15$1K<0.01%013F-HR/ATimelineGroup
Rossby Financial, LCC12$725<0.01%013F-HRTimeline
Allworth Financial LP3$182<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$96<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.