# ISHARES TR (GARP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/GARP/

- Reporting holders: 11
- Reported value: $119.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $36.1M | 423,820 | 12.0% | 3 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $29.4M | 345,059 | 2.9% | 2 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $23.5M | 275,251 | 0.6% | 6 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $16.8M | 195,613 | 0.8% | 1 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $7.5M | 88,523 | 1.6% | 1 |
| [Stonebridge Wealth Management, LLC](https://holderbook.com/funds/2082460-stonebridge-wealth-management-llc/) | $2.4M | 28,014 | 2.1% | 6 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.8M | 21,342 | 0.2% | 3 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $1.2M | 13,728 | 0.1% | 4 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $276.6K | 3,244 | 0.2% | 2 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $77.7K | 911 | 0.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $30.0K | 352 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $119.2M |
| Q2 2026 | 177 | $1.9B |
| Q1 2026 | 141 | $908.2M |
| Q4 2025 | 123 | $660.1M |
| Q3 2025 | 94 | $467.0M |
| Q2 2025 | 76 | $332.3M |
| Q1 2025 | 61 | $182.0M |
| Q4 2024 | 44 | $122.5M |
| Q3 2024 | 30 | $70.4M |
| Q2 2024 | 20 | $37.8M |
| Q1 2024 | 12 | $17.0M |
| Q4 2023 | 10 | $8.6M |