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GARP ISHARES TR

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SHS (fund)

139 managers (141 13F filers) reported a position in GARP shares at 2026-03-31, 14,174,833 shares in all. 35 filers opened a position and 16 filers sold out during the quarter.

Managers
139
13F filers
141
New
35
Added
74
Reduced
16
Sold out
16
Shares held by filers
14,174,833

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC2,178,040$139M0.04%+862,07413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY798,228$51.1M<0.01%+532,20713F-HRTimelineGroup
Resonant Capital Advisors, LLC784,592$50.2M2.64%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC756,958$48.4M0.01%+319,31613F-HRTimelineGroup
Cetera Investment Advisers612,564$39.2M0.04%+123,76013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/546,192$34.9M<0.01%+186,93013F-HRTimelineGroup
Cambridge Investment Research Advisors,…536,662$34.3M0.09%+7,04613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC502,133$32.1M0.01%+161,37513F-HRTimelineGroup
LANDAAS & CO /WI /ADV467,813$29.9M6.56%+23,84313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC373,937$23.9M0.54%+3,74113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.350,588$22.4M0.03%+163,05413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…344,709$22.1M0.4%+14,80413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC341,459$21.8M0.06%+93,35313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC331,017$21.2M0.56%+172,50613F-HRTimelineGroup
PARK NATIONAL CORP /OH/308,082$19.7M0.6%+12,71513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC297,012$19M0.03%+21913F-HRTimeline
ARQ WEALTH ADVISORS, LLC251,100$16.1M2.9%+27,98313F-HRTimeline
Planned Solutions, Inc.240,831$15.4M5.09%+5,57313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP236,134$15.1M0.01%+30,33413F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …224,439$14.4M2.22%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…220,429$14.1M0.01%+52,23113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.199,842$13.6M0.09%+160,39013F-HRTimelineGroup
Carr Financial Group Corp190,058$12.2M3.21%new13F-HRTimeline
HighTower Advisors, LLC169,050$10.8M0.01%+10,60213F-HRTimeline
VALLEY NATIONAL ADVISERS INC161,992$10.4M1.34%-68,25613F-HRTimeline
D'Orazio & Associates, Inc.158,950$10.2M1.32%+6,58313F-HRTimeline
Olde Wealth Management, LLC151,137$9.67M3.06%+3,47813F-HRTimeline
Certified Advisory Corp133,439$8.54M0.77%+97,69413F-HRTimeline
Sigma Planning Corp129,075$8.26M0.23%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding124,277$7.95M+25,578Timeline
CGN Advisors LLC111,356$7.12M0.56%+24,43713F-HRTimeline
Lakeshore Capital Group, Inc.108,795$6.96M5.68%+3,47113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC102,971$6.59M0.1%+3,51313F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD99,535$6.37M0.3%+39,49713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…80,861$5.25M0.01%+74,52513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP75,795$4.85M<0.01%-1,63513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding72,430$4.63M+62,052Timeline
Marshall & Sterling Wealth Advisors Inc.69,517$4.45M2.91%+2,04913F-HRTimeline
Merit Financial Group, LLC61,153$3.91M0.03%+5,43513F-HRTimeline
Milestones Private Investment Advisors …60,571$3.87M3.41%+2,52913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP58,937$3.77M0.01%+7,97913F-HRTimelineGroup
OPTIMA CAPITAL LLC57,125$3.65M1.7%-1,81013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV56,717$3.63M0.22%new13F-HRTimeline
WJ Wealth Management, LLC54,186$3.47M1.62%-2,07713F-HRTimeline
UPTICK PARTNERS, LLC51,119$3.27M0.65%+25,91613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.45,309$2.9M0.12%+24,63213F-HRTimeline
Keating Financial Advisory Services, In…38,971$2.49M0.4%+24,66813F-HRTimeline
FLOW TRADERS U.S. LLC38,542$2.47M0.08%+30,47013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,566$2.34M<0.01%+29,63113F-HRTimelineGroup
FIRST COMMUNITY TRUST NA36,380$2.33M1.72%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,837$2.17M<0.01%+33,59613F-HRTimelineGroup
Cedar Wealth Management, LLC31,929$2.04M0.59%+7,52113F-HRTimeline
Stonebridge Wealth Management, LLC30,107$1.93M1.85%+21813F-HRTimeline
CALTON & ASSOCIATES, INC.29,378$1.88M0.27%+1,63113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC24,749$1.58M0.09%+4,90013F-HRTimeline
LongView Wealth Management22,305$1.57M0.4%-1,48813F-HRTimeline
Sonoma Allocations LLC22,981$1.5M0.52%+6,63213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,358$1.49M0.08%+2,98113F-HRTimeline
Geneos Wealth Management Inc.22,914$1.47M0.03%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC22,371$1.43M0.2%+47913F-HRTimeline
Dynamic Advisor Solutions LLC22,283$1.43M0.04%+3,51913F-HRTimeline
ADAPT WEALTH ADVISORS, LLC20,567$1.32M0.48%+1,60813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,599$1.19M0.04%+6,78313F-HRTimelineGroup
Henderson Brothers Financial Partners, …17,390$1.11M0.28%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,385$1.11M<0.01%+11,45513F-HRTimelineGroup
Saxony Capital Management, LLC16,841$1.08M0.63%+4,17813F-HRTimeline
Disciplined Investments, LLC16,766$1.07M0.39%013F-HRTimeline
Rossby Financial, LCC16,520$1.07M0.22%+16,50813F-HRTimeline
Strategic Financial Concepts, LLC14,341$1.05M0.26%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.15,366$983K0.12%new13F-HRTimeline
CIBC WORLD MARKET INC.14,453$925K<0.01%+4,18313F-HRTimeline
Nova Wealth Management, Inc.14,125$904K0.59%+6,35413F-HRTimeline
Foundations Investment Advisors, LLC13,947$892K0.01%-5,64913F-HRTimeline
Golden State Wealth Management, LLC13,253$848K0.09%+2,20313F-HRTimeline
Prospera Financial Services Inc12,646$809K0.01%+8,51913F-HRTimeline
Avior Wealth Management, LLC11,718$750K0.02%new13F-HRTimeline
Breakwater Capital Group11,238$719K0.1%+2,11613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,901$697K<0.01%-176,32213F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC10,620$679K0.23%+6,89513F-HRTimeline
GWN SECURITIES INC.8,600$550K0.11%+3,08013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,994$511K<0.01%new13F-HRTimelineGroup
Thompson David Blair7,836$501K0.29%+3,01813F-HRTimeline
Impact Capital Partners LLC7,488$479K0.14%new13F-HRTimeline
MKT Advisors LLC7,243$474K0.16%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,292$466K<0.01%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC7,500$453K0.19%013F-HRTimeline
Kingsview Wealth Management, LLC7,017$449K0.01%-43013F-HRTimeline
Moors & Cabot, Inc.6,442$412K0.02%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,441$412K<0.01%+1,95413F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT6,366$407K0.01%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC6,148$393K0.17%-2,84913F-HRTimeline
Integrated Wealth Concepts LLC5,784$370K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning5,761$369K<0.01%013F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.5,655$362K0.19%-61213F-HRTimeline
RFG Advisory, LLC5,363$343K0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.5,095$326K<0.01%+1,22513F-HRTimeline
Csenge Advisory Group4,935$316K0.01%013F-HRTimeline
Janney Montgomery Scott LLC4,785$306K<0.01%+66013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,664$298K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,445$284K<0.01%-2,09013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,099$262K<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management3,934$252K<0.01%new13F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp3,905$250K<0.01%new13F-HRTimelineGroup
Sunflower Bank, N.A.3,707$237K0.06%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,543$227K<0.01%new13F-HRTimeline
SHP Wealth Management3,381$216K0.02%new13F-HRTimeline
Forefront Wealth Partners, LLC3,187$204K0.09%new13F-HRTimeline
Advisory Services Network, LLC2,842$182K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC2,619$168K<0.01%+17313F-HR/ATimeline
Wagner Wealth Management, LLC2,288$146K0.03%013F-HRTimeline
FMR LLCin group FMR LLC2,225$142K<0.01%+37613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,070$132K<0.01%+1,99213F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…1,817$116K0.08%+113F-HRTimeline
Larson Financial Group LLC1,432$91.6K<0.01%-213F-HRTimeline
Bogart Wealth, LLC1,200$76.8K<0.01%013F-HRTimeline
High Note Wealth, LLC1,126$72K0.01%013F-HRTimeline
Sankala Group LLC1,098$69.2K0.06%+53713F-HRTimeline
New England Capital Financial Advisors …1,020$65.2K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC871$55.7K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO904$55.7K<0.01%-3,42313F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC661$42.3K<0.01%013F-HRTimelineGroup
Atomic Invest LLC605$37.2K0.02%new13F-HRTimeline
Allworth Financial LP488$31.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/409$26.2K<0.01%-56413F-HRTimelineGroup
JNBA Financial Advisors366$23.4K<0.01%+35013F-HRTimeline
Farther Finance Advisors, LLC352$22.8K<0.01%+27713F-HRTimeline
TD Capital Management LLC340$21.8K<0.01%013F-HRTimeline
Trust Co183$11.7K<0.01%+13213F-HRTimeline
Glass Jacobson Investment Advisors llc159$10.2K<0.01%013F-HRTimeline
AE Wealth Management LLC155$9.91K<0.01%new13F-HRTimeline
ADVISORTRUST PARTNERS, LLC145$9.28K<0.01%new13F-HRTimeline
Archer Investment Corp122$7.8K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP107$6.68K<0.01%new13F-HRTimelineGroup
Avion Wealth54$3K<0.01%+2013F-HRTimeline
Aptus Capital Advisors, LLC44$2.81K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG25$1.6K<0.01%-2,21313F-HRTimelineGroup
NFSG Corp18$1.15K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC10$640<0.01%013F-HRTimeline
Wall Street Financial Group, Inc.5$320<0.01%new13F-HRTimeline