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Disclosery

GARP ISHARES TR

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SHS (fund)

122 managers (123 13F filers) reported a position in GARP shares at 2025-12-31, 9,685,234 shares in all. 37 filers opened a position and 11 filers sold out during the quarter.

Managers
122
13F filers
123
New
37
Added
55
Reduced
17
Sold out
11
Shares held by filers
9,685,234

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC1,315,966$89.6M0.02%+299,85813F-HRTimeline
Cambridge Investment Research Advisors,…529,616$36.1M0.1%+39,11513F-HRTimeline
Cetera Investment Advisers488,804$33.3M0.04%+28,01113F-HRTimeline
LANDAAS & CO /WI /ADV443,970$30.2M6.65%+15,99113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC437,642$29.8M0.01%+258,46213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC370,196$25.2M0.56%-3,22113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/359,262$24.5M<0.01%+30,98613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC340,758$23.2M0.01%+196,37013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…329,905$22.5M0.43%+300,64913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC296,793$20.2M0.03%-27,24813F-HRTimeline
PARK NATIONAL CORP /OH/295,367$20.1M0.63%+3,34413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY266,021$18.1M<0.01%+266,02013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC248,106$16.9M0.04%+192,46013F-HRTimeline
Planned Solutions, Inc.235,258$16M5.18%+4,47413F-HRTimeline
VALLEY NATIONAL ADVISERS INC230,248$15.7M2.17%+11,60913F-HRTimeline
ARQ WEALTH ADVISORS, LLC223,117$15.2M4.1%+14,53613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP205,800$14M0.01%-21,08313F-HRTimelineGroup
B&D White Capital Company, LLC203,048$13.8M1.6%+1,53313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.187,534$12.8M0.02%+31,06013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC187,223$12.7M<0.01%+181,15413F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…168,198$11.5M0.01%+98,07713F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC158,511$10.8M0.3%new13F-HR/ATimelineGroup
HighTower Advisors, LLC158,448$10.8M0.01%-3,22613F-HRTimeline
D'Orazio & Associates, Inc.152,367$10.4M1.33%+19,84213F-HRTimeline
Olde Wealth Management, LLC147,659$10.1M3.09%+2,70813F-HRTimeline
Lakeshore Capital Group, Inc.105,324$7.17M5.74%+3,63413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC99,458$6.77M0.1%+14,30213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding98,699$6.72M+20,345Timeline
CGN Advisors LLC86,919$5.92M0.47%+16,75213F-HRTimeline
Keystone Global Partners, LLC85,805$5.84M2.57%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP77,430$5.27M<0.01%+1,33113F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.67,468$4.59M3.03%+93513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD60,038$4.09M0.2%new13F-HRTimeline
OPTIMA CAPITAL LLC58,935$4.01M1.74%new13F-HRTimeline
Milestones Private Investment Advisors …58,042$3.95M2.72%-4,61913F-HRTimeline
WJ Wealth Management, LLC56,263$3.83M1.68%-65613F-HRTimeline
Merit Financial Group, LLC55,718$3.79M0.03%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP50,958$3.47M<0.01%+1,84113F-HRTimelineGroup
WIN ADVISORS, INC48,301$3.29M1.4%new13F-HRTimeline
Gilbert Capital Group, Inc.40,666$2.77M2.08%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,452$2.69M0.02%+12,75013F-HRTimelineGroup
Certified Advisory Corp35,745$2.43M0.22%new13F-HRTimeline
Stonebridge Wealth Management, LLC29,889$2.04M1.92%-4,77413F-HRTimeline
CALTON & ASSOCIATES, INC.27,747$1.89M0.28%+7,61813F-HRTimeline
UPTICK PARTNERS, LLC25,203$1.72M0.37%new13F-HRTimeline
LongView Wealth Management23,793$1.67M0.4%+4,84013F-HRTimeline
Cedar Wealth Management, LLC24,408$1.66M0.5%+14,60313F-HRTimeline
LaSalle St. Investment Advisors, LLC21,892$1.49M0.24%+3,79313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.20,677$1.41M0.06%+3,87313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,377$1.39M0.07%+10,92513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC19,849$1.35M0.08%+1,05813F-HRTimeline
Foundations Investment Advisors, LLC19,596$1.33M0.02%+83513F-HRTimeline
ADAPT WEALTH ADVISORS, LLC18,959$1.29M0.44%+3,40113F-HRTimeline
Dynamic Advisor Solutions LLC18,764$1.28M0.04%+2813F-HRTimeline
Sonoma Allocations LLC16,349$1.14M0.38%+2,82813F-HRTimeline
Disciplined Investments, LLC16,766$1.14M0.44%013F-HRTimeline
Keating Financial Advisory Services, In…14,303$974K0.13%13F-HRTimeline
Saxony Capital Management, LLC12,663$862K0.53%+6,35613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,816$805K0.03%+25313F-HRTimelineGroup
Golden State Wealth Management, LLC11,050$753K0.08%+95213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.10,378$707K0.03%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.10,270$699K<0.01%-55613F-HRTimeline
Breakwater Capital Group9,122$621K0.09%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC8,997$613K0.26%-61213F-HRTimeline
Archer Investment Management, LLC8,767$597K0.32%new13F-HRTimeline
FLOW TRADERS U.S. LLC8,072$550K0.02%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC7,875$536K0.07%new13F-HRTimeline
Nova Wealth Management, Inc.7,771$529K0.36%-54913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC7,500$511K0.15%013F-HRTimeline
Kingsview Wealth Management, LLC7,447$507K0.01%-37213F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC7,425$506K0.29%new13F-HRTimeline
MKT Advisors LLC7,243$501K0.17%new13F-HRTimeline
Compound Planning, Inc.6,940$473K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,935$472K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,535$445K0.01%-1,75513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,336$445K<0.01%+2,45613F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.6,267$427K0.21%+20113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,000$409K<0.01%new13F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,930$404K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning5,761$392K<0.01%+613F-HRTimelineGroup
GWN SECURITIES INC.5,520$376K0.08%-9813F-HRTimeline
Csenge Advisory Group4,935$336K0.02%013F-HRTimeline
Thompson David Blair4,818$328K0.19%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,487$306K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,327$295K<0.01%+2,18913F-HRTimelineGroup
Prospera Financial Services Inc4,127$281K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC4,125$281K<0.01%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,043$275K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.3,870$264K<0.01%-8013F-HRTimeline
Key Client Fiduciary Advisors, LLC3,725$254K0.09%new13F-HRTimeline
Ring Mountain Capital, LLC3,214$223K0.11%+713F-HRTimeline
Global Retirement Partners, LLC3,163$215K<0.01%+38713F-HRTimeline
Trexquant Investment LP3,103$211K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC2,446$167K<0.01%+1,09313F-HRTimeline
Wagner Wealth Management, LLC2,288$156K0.03%013F-HRTimeline
UBS Group AGin group UBS Group AG2,238$152K<0.01%+99613F-HRTimelineGroup
FMR LLCin group FMR LLC1,849$126K<0.01%+23513F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…1,816$124K0.08%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,665$113K<0.01%+41913F-HRTimelineGroup
Larson Financial Group LLC1,434$97.6K<0.01%-7413F-HRTimeline
Bogart Wealth, LLC1,200$81.7K<0.01%013F-HRTimeline
High Note Wealth, LLC1,126$76.7K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/973$66.2K<0.01%+62613F-HRTimelineGroup
CWM, LLCin group CWM, LLC661$45K<0.01%+3913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC618$42.1K<0.01%new13F-HRTimelineGroup
Sankala Group LLC561$38.1K0.03%13F-HRTimeline
Steward Partners Investment Advisory, L…500$34K<0.01%-9,53013F-HRTimeline
Allworth Financial LP488$33.2K<0.01%new13F-HRTimeline
TD Capital Management LLC340$23.2K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA241$16K<0.01%-7,75713F-HRTimelineGroup
Glass Jacobson Investment Advisors llc159$10.8K<0.01%013F-HRTimeline
COMERICA BANK109$7.42K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…78$5.31K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC75$5.11K<0.01%new13F-HRTimeline
Trust Co51$3.47K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC44$3K<0.01%new13F-HRTimeline
Avion Wealth34$2K<0.01%new13F-HRTimeline
NFSG Corp18$1.23K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners17$1.17K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors16$1.09K<0.01%new13F-HRTimeline
Rossby Financial, LCC12$817<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC10$681<0.01%13F-HRTimeline