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Disclosery

GARP ISHARES TR

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SHS (fund)

93 managers (94 13F filers) reported a position in GARP shares at 2025-09-30, 7,079,261 shares in all. 23 filers opened a position and 7 filers sold out during the quarter.

Managers
93
13F filers
94
New
23
Added
40
Reduced
17
Sold out
7
Shares held by filers
7,079,261

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,016,108$66.7M0.02%+317,32313F-HRTimeline
Cambridge Investment Research Advisors,…490,501$32.2M0.09%+28,97513F-HRTimeline
Cetera Investment Advisers460,793$30.2M0.04%+53,12513F-HRTimeline
LANDAAS & CO /WI /ADV427,979$28.1M6.38%+3,80113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC373,417$24.5M0.59%+1,73713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/328,276$21.5M<0.01%+152,70813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC324,041$21.3M0.03%+53,97213F-HRTimeline
PARK NATIONAL CORP /OH/292,023$19.2M0.6%+9,40013F-HRTimeline
Planned Solutions, Inc.230,784$15.1M5.26%+4,55613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP226,883$14.9M0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC218,639$14.4M2.22%+9,39113F-HRTimeline
ARQ WEALTH ADVISORS, LLC208,581$13.7M4.05%-87613F-HRTimeline
B&D White Capital Company, LLC201,515$13.2M1.69%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC179,180$11.8M<0.01%+90,41613F-HRTimelineGroup
HighTower Advisors, LLC161,674$10.6M0.01%+36213F-HRTimeline
Olde Wealth Management, LLC144,951$9.9M3.06%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.156,474$9.8M0.01%+19,89513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC144,388$9.48M<0.01%+90,81213F-HRTimelineGroup
D'Orazio & Associates, Inc.132,525$8.7M1.15%+10,09413F-HRTimeline
Lakeshore Capital Group, Inc.101,690$6.67M5.39%+95,73913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC85,156$5.59M0.09%+73,25113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding78,354$5.14M-2,073Timeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP76,099$5M<0.01%new13F-HRTimelineGroup
CGN Advisors LLC70,167$4.61M0.38%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…70,121$4.6M<0.01%+43,56013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.66,533$4.36M2.8%new13F-HRTimeline
Milestones Private Investment Advisors …62,661$4.11M2.81%+30613F-HRTimeline
WJ Wealth Management, LLC56,919$3.92M1.72%-39,76313F-HR/ATimeline
MML INVESTORS SERVICES, LLC55,646$3.65M0.01%+15,64213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,117$3.22M<0.01%new13F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.16,170$3.15M0.11%new13F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC39,052$2.56M1.2%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC37,866$2.49M0.09%new13F-HRTimelineGroup
Stonebridge Wealth Management, LLC34,663$2.28M1.95%-24413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…29,256$1.92M0.04%+19,25913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,702$1.75M0.01%+2,53913F-HRTimelineGroup
EWG Elevate Inc.23,426$1.54M0.48%-82213F-HRTimeline
CALTON & ASSOCIATES, INC.20,129$1.32M0.2%+6,96513F-HRTimeline
LongView Wealth Management18,953$1.24M0.34%+113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC18,791$1.23M0.08%-4,15713F-HRTimeline
Foundations Investment Advisors, LLC18,761$1.23M0.02%+4,06813F-HRTimeline
Dynamic Advisor Solutions LLC18,736$1.23M0.04%+1,10113F-HRTimeline
LaSalle St. Investment Advisors, LLC18,099$1.19M0.21%+1,70113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.16,804$1.1M0.05%+10,02913F-HRTimeline
Disciplined Investments, LLC16,766$1.1M0.44%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC15,558$1.02M0.38%new13F-HRTimeline
Sonoma Allocations LLC13,521$890K0.32%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,563$759K0.03%-18713F-HRTimelineGroup
CIBC WORLD MARKET INC.10,826$711K<0.01%+1,39113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,311$677K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC10,098$663K0.07%+99513F-HRTimeline
Steward Partners Investment Advisory, L…10,030$658K<0.01%+7,03913F-HRTimeline
Cedar Wealth Management, LLC9,805$644K0.2%new13F-HRTimeline
WEALTHGARDEN F.S. LLC9,487$636K0.45%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC9,609$631K0.26%-313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,452$620K0.04%+3,30413F-HRTimeline
Nova Wealth Management, Inc.8,320$546K0.38%-46213F-HRTimeline
HARBOUR INVESTMENTS, INC.8,290$544K0.01%+2,18513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,998$525K<0.01%+7,98313F-HRTimelineGroup
Kingsview Wealth Management, LLC7,819$513K0.01%-1,01713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC7,500$492K0.16%013F-HRTimeline
Saxony Capital Management, LLC6,307$414K0.27%+1,23013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,069$398K<0.01%-44,06913F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.6,066$398K0.19%new13F-HRTimeline
Creative Planningin group Creative Planning5,755$378K<0.01%-24513F-HRTimelineGroup
GWN SECURITIES INC.5,618$370K0.09%+813F-HRTimeline
Csenge Advisory Group4,935$324K0.02%new13F-HRTimeline
Integrated Wealth Concepts LLC3,964$260K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.3,950$259K<0.01%+36513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,880$258K<0.01%+2213F-HRTimeline
Sigma Planning Corp3,250$213K0.01%-11,84713F-HRTimeline
Ring Mountain Capital, LLC3,207$211K0.12%new13F-HRTimeline
Global Retirement Partners, LLC2,776$182K<0.01%+49113F-HRTimeline
Wagner Wealth Management, LLC2,288$150K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,138$140K<0.01%new13F-HR/ATimelineGroup
Advisory Services Network, LLC2,124$139K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,614$106K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC1,508$99K<0.01%-5,21513F-HRTimeline
NewEdge Advisors, LLC1,353$88.8K<0.01%-59313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,246$81.8K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,242$81.5K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC1,200$78.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,020$67K<0.01%-11,12713F-HRTimelineGroup
CWM, LLCin group CWM, LLC622$41K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC609$40K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/347$22.8K<0.01%-2313F-HRTimelineGroup
TD Capital Management LLC340$22.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc159$10.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC70$4.59K<0.01%new13F-HRTimeline
NFSG Corp18$1.18K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners17$1.13K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC12$793<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$74<0.01%013F-HR/ATimelineGroup