GARP ISHARES TR
FollowSHS (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in GARP shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| FIRST COMMUNITY TRUST NA | 423,820 | $36.1M | 12.04% | +387,440 | 13F-HRTimeline |
| Insight Wealth Strategies, LLC | 345,059 | $29.4M | 2.91% | +89,112 | 13F-HRTimeline |
| PARK NATIONAL CORP /OH/ | 275,251 | $23.5M | 0.64% | -13,114 | 13F-HRTimeline |
| Sound Income Strategies, LLC | 195,613 | $16.8M | 0.75% | new | 13F-HRTimeline |
| Cadent Capital Advisors, LLC | 88,523 | $7.55M | 1.62% | new | 13F-HRTimeline |
| Stonebridge Wealth Management, LLC | 28,014 | $2.39M | 2.13% | -1,669 | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 21,342 | $1.82M | 0.19% | -9,254 | 13F-HRTimeline |
| Breakwater Capital Group | 13,728 | $1.17M | 0.14% | +1,988 | 13F-HRTimeline |
| City Center Advisors, LLC | 3,244 | $277K | 0.21% | +282 | 13F-HRTimeline |
| Trust Co | 911 | $77.7K | 0.01% | +631 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 352 | $30K | <0.01% | 0 | 13F-HRTimeline |