ISHARES TR (GARP)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
169
Reporting holders
$1.7B
Reported value
0.0%
Held as options
+37
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $321.3M | 3,891,813 | 0.07% | 8q | +78.7%+$141.5M |
| MORGAN STANLEY | $151.4M | 1,833,873 | 0.01% | 5q | +129.7%+$85.5M |
| BANK OF AMERICA CORP /DE/ | $104.9M | 1,271,276 | 0.01% | 6q | +132.8%+$59.9M |
| RAYMOND JAMES FINANCIAL INC | $92.6M | 1,121,645 | 0.03% | 7q | +48.2%+$30.1M |
| Resonant Capital Advisors, LLC | $65.4M | 791,780 | 3.12% | 2q | +0.9%+$593.4K |
| Cetera Investment Advisers | $55.7M | 674,962 | 0.05% | 10q | +10.2%+$5.2M |
| ENVESTNET ASSET MANAGEMENT INC | $45.0M | 545,252 | 0.01% | 9q | +8.6%+$3.6M |
| LANDAAS & CO /WI /ADV | $41.9M | 507,447 | 7.62% | 11q | +8.5%+$3.3M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $37.9M | 458,581 | 0.70% | new | NEW |
| MML INVESTORS SERVICES, LLC | $36.8M | 446,128 | 0.08% | 7q | +30.7%+$8.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $36.4M | 446,543 | 0.06% | 5q | +452.2%+$29.8M |
| OSAIC HOLDINGS, INC. | $34.2M | 414,235 | 0.04% | 15q | +18.2%+$5.3M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $33.3M | 403,015 | 1.58% | 2q | +610.6%+$28.6M |
| GREAT VALLEY ADVISOR GROUP, INC. | $32.9M | 398,187 | 0.52% | 5q | +15.5%+$4.4M |
| INDEPENDENT FINANCIAL GROUP, LLC | $30.9M | 374,524 | 0.58% | 6q | HELD |
| Equitable Holdings, Inc. | $28.2M | 341,897 | 0.17% | 6q | +71.1%+$11.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.9M | 325,453 | 0.01% | 5q | +47.6%+$8.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $26.6M | 322,337 | 0.03% | 8q | +8.5%+$2.1M |
| ARQ WEALTH ADVISORS, LLC | $24.8M | 311,203 | 3.07% | 7q | +23.9%+$4.8M |
| PARK NATIONAL CORP /OH/ | $23.8M | 288,365 | 0.67% | 5q | -6.4%-$1.6M |
| STIFEL FINANCIAL CORP | $22.2M | 268,505 | 0.02% | 4q | +13.7%+$2.7M |
| Insight Wealth Strategies, LLC | $20.9M | 255,947 | 2.04% | new | NEW |
| Planned Solutions, Inc. | $20.1M | 243,037 | 5.75% | 5q | +0.9%+$182.1K |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $17.5M | 212,535 | 2.29% | 2q | -5.3%-$982.7K |
| SAXON INTERESTS, INC. | $16.1M | 194,568 | 4.44% | new | NEW |
| D'Orazio & Associates, Inc. | $15.5M | 187,575 | 1.79% | 8q | +18.0%+$2.4M |
| Carr Financial Group Corp | $15.3M | 184,986 | 3.52% | 2q | -2.7%-$418.7K |
| HighTower Advisors, LLC | $13.5M | 164,064 | 0.01% | 8q | -2.9%-$411.6K |
| VALLEY NATIONAL ADVISERS INC | $13.3M | 160,609 | 1.47% | 11q | -0.9%-$114.2K |
| Embree Financial Group | $13.1M | 158,151 | 1.31% | new | NEW |
| Certified Advisory Corp | $12.5M | 151,403 | 1.01% | 3q | +13.5%+$1.5M |
| CGN Advisors LLC | $11.7M | 141,881 | 0.86% | 4q | +27.4%+$2.5M |
| Bauman Advisory Group, LLC | $11.5M | 139,714 | 6.11% | new | NEW |
| TRUIST FINANCIAL CORP | $10.4M | 126,294 | 0.01% | 4q | +114.3%+$5.6M |
| Merit Financial Group, LLC | $10.3M | 125,326 | 0.03% | 3q | +104.9%+$5.3M |
| Base Wealth Management LLC | $9.4M | 114,188 | 4.38% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $9.4M | 113,680 | 0.11% | 5q | +10.4%+$884.0K |
| Lakeshore Capital Group, Inc. | $9.2M | 111,760 | 6.83% | 5q | +2.7%+$244.8K |
| Milestones Private Investment Advisors LLC | $8.2M | 99,259 | 6.52% | 5q | +63.9%+$3.2M |
| GW HENSSLER & ASSOCIATES LTD | $8.2M | 99,178 | 0.36% | 3q | HELD |
| Key Client Fiduciary Advisors, LLC | $7.6M | 92,535 | 2.20% | 3q | +771.3%+$6.8M |
| FIRST TRUST ADVISORS LP | $6.3M | 76,464 | 0.00% | 4q | +0.9%+$55.2K |
| OPTIMA CAPITAL LLC | $6.0M | 73,227 | 2.39% | 3q | +28.2%+$1.3M |
| Kestra Advisory Services, LLC | $5.9M | 71,243 | 0.02% | 8q | +12.3%+$644.4K |
| UPTICK PARTNERS, LLC | $5.8M | 69,655 | 0.89% | 3q | +36.3%+$1.5M |
| Stratos Wealth Advisors, LLC | $5.7M | 68,507 | 0.31% | 3q | -1.0%-$55.3K |
| Marshall & Sterling Wealth Advisors Inc. | $5.3M | 63,815 | 3.12% | 4q | -8.2%-$470.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $5.0M | 60,888 | 0.06% | 6q | HELD |
| Avior Wealth Management, LLC | $5.0M | 60,758 | 0.13% | 2q | +418.5%+$4.0M |
| Stratos Wealth Partners, LTD. | $4.9M | 59,606 | 0.05% | 2q | +1732.3%+$4.7M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4.8M | 58,724 | 0.18% | 5q | +29.6%+$1.1M |
| WJ Wealth Management, LLC | $4.5M | 54,133 | 1.76% | 8q | HELD |
| Strategic Financial Concepts, LLC | $4.3M | 51,118 | 1.29% | 2q | +256.4%+$3.1M |
| Golden State Wealth Management, LLC | $3.2M | 39,009 | 0.29% | 7q | +194.3%+$2.1M |
| WIN ADVISORS, INC | $3.1M | 38,098 | 1.12% | new | NEW |
| FIRST COMMUNITY TRUST NA | $3.0M | 36,380 | 1.36% | 2q | HELD |
| CALTON & ASSOCIATES, INC. | $2.9M | 34,860 | 0.42% | 5q | +18.7%+$452.5K |
| Keating Financial Advisory Services, Inc. | $2.9M | 34,630 | 0.38% | 3q | -11.1%-$358.3K |
| ROYAL BANK OF CANADA | $2.8M | 33,934 | 0.00% | 7q | HELD |
| Cedar Wealth Management, LLC | $2.8M | 33,633 | 0.71% | 4q | +5.3%+$140.7K |
| Disciplined Investments, LLC | $2.8M | 33,532 | 0.45% | 9q | +100.0%+$1.4M |
| HB Wealth Management, LLC | $2.7M | 32,623 | 0.02% | new | NEW |
| Belpointe Asset Management LLC | $2.6M | 32,079 | 0.09% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $2.5M | 30,596 | 0.15% | 2q | +99.1%+$1.3M |
| Stonebridge Wealth Management, LLC | $2.5M | 29,683 | 2.19% | 5q | -1.4%-$35.0K |
| FIDUCIARY FINANCIAL ADVISORS | $2.3M | 28,085 | 0.24% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 27,486 | 0.00% | 3q | -24.8%-$749.6K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.0M | 23,988 | 0.09% | 7q | +2.7%+$52.0K |
| Prospera Financial Services Inc | $2.0M | 23,661 | 0.03% | 3q | +87.1%+$909.3K |
| WILLIAM JOHN SEMPOLINSKI | $1.9M | 23,390 | 0.78% | new | FIRST |
| Geneos Wealth Management Inc. | $1.9M | 22,833 | 0.04% | 2q | HELD |
| LaSalle St. Investment Advisors, LLC | $1.9M | 22,704 | 0.23% | 7q | +1.5%+$27.5K |
| Dynamic Advisor Solutions LLC | $1.9M | 22,622 | 0.05% | 8q | +1.5%+$28.0K |
| GOLDMAN SACHS GROUP INC | $1.9M | 22,446 | 0.00% | 6q | +105.9%+$953.0K |
| Nova Wealth Management, Inc. | $1.8M | 21,819 | 0.99% | 6q | +54.5%+$635.2K |
| JPMORGAN CHASE & CO | $1.8M | 21,714 | 0.00% | 4q | +2302.0%+$1.7M |
| Kingsview Wealth Management, LLC | $1.7M | 20,938 | 0.02% | 7q | +198.4%+$1.1M |
| Foundations Investment Advisors, LLC | $1.7M | 20,599 | 0.02% | 9q | +47.7%+$549.1K |
| XTX Topco Ltd | $1.7M | 20,285 | 0.02% | new | NEW |
| ADAPT WEALTH ADVISORS, LLC | $1.6M | 19,832 | 0.54% | 4q | -3.6%-$60.7K |
| RETIREMENT CAPITAL STRATEGIES | $1.6M | 19,505 | 0.56% | new | NEW |
| Bank of New York Mellon Corp | $1.6M | 19,200 | 0.00% | 3q | +10.4%+$149.8K |
| CIBC Bancorp USA Inc. | $1.5M | 17,995 | 0.00% | new | NEW |
| Spire Wealth Management | $1.4M | 16,699 | 0.04% | 11q | -10.2%-$156.8K |
| Rossby Financial, LCC | $1.4M | 16,554 | 0.25% | 6q | HELD |
| SMITH SHELLNUT WILSON LLC /ADV | $1.3M | 16,189 | 0.50% | 2q | +16.1%+$184.9K |
| CITADEL ADVISORS LLC | $1.3M | 15,999 | 0.00% | 2q | +100.1%+$660.8K |
| CIBC WORLD MARKET INC. | $1.2M | 14,867 | 0.00% | 7q | +2.9%+$34.2K |
| NewEdge Advisors, LLC | $1.1M | 13,762 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $1.1M | 13,111 | 0.03% | new | NEW |
| Corient Private Wealth LP | $991.8K | 12,016 | 0.00% | new | NEW |
| Breakwater Capital Group | $969.2K | 11,740 | 0.12% | 3q | +4.5%+$41.4K |
| Henderson Brothers Financial Partners, LLC | $871.8K | 10,561 | 0.41% | 2q | -39.3%-$563.7K |
| GWN SECURITIES INC. | $705.8K | 8,550 | 0.12% | 6q | -0.6%-$4.1K |
| Saxony Capital Management, LLC | $689.7K | 8,355 | 0.32% | 5q | -50.4%-$700.5K |
| Verdence Capital Advisors LLC | $682.4K | 8,267 | 0.04% | new | NEW |
| TCV Trust & Wealth Management, Inc. | $678.9K | 8,224 | 0.05% | new | NEW |
| Impact Capital Partners LLC | $675.3K | 8,180 | 0.18% | 2q | +9.2%+$57.1K |
| Advyzon Investment Management, LLC | $674.9K | 8,175 | 0.05% | new | NEW |
| PARSONS CAPITAL MANAGEMENT INC/RI | $673.2K | 8,155 | 0.03% | new | NEW |
Showing the largest 100 of 177 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 169 | $1.7B | 20,516,495 | 42 | 73 | 27 | 0.0% |
| Q1 2026 | 132 | $828.3M | 12,929,280 | 37 | 64 | 14 | 0.0% |
| Q4 2025 | 112 | $583.5M | 8,567,353 | 34 | 46 | 17 | 0.0% |
| Q3 2025 | 86 | $386.6M | 5,862,548 | 22 | 31 | 14 | 0.0% |
| Q2 2025 | 69 | $270.6M | 4,515,038 | 21 | 26 | 11 | 0.0% |
| Q1 2025 | 54 | $138.0M | 2,705,576 | 21 | 22 | 5 | 0.0% |
| Q4 2024 | 38 | $92.6M | 1,649,223 | 14 | 16 | 1 | 0.0% |
| Q3 2024 | 27 | $53.8M | 1,007,627 | 13 | 7 | 3 | 0.0% |
| Q2 2024 | 18 | $26.3M | 506,393 | 8 | 5 | 2 | 0.0% |
| Q1 2024 | 11 | $14.5M | 304,417 | 4 | 3 | 1 | 0.0% |
| Q4 2023 | 9 | $6.9M | 166,828 | 6 | 2 | 0 | 0.0% |
| Q3 2023 | 6 | $3.3M | 91,321 | 3 | 1 | 0 | 0.0% |
| Q2 2023 | 4 | $38.8K | 1,055 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 4 | $310.4K | 26,061 | 0 | 1 | 1 | 0.0% |
| Q4 2022 | 4 | $283.7K | 22,122 | 1 | 1 | 1 | 0.0% |
| Q3 2022 | 4 | $2.0M | 71,645 | 1 | 2 | 0 | 0.0% |
| Q2 2022 | 3 | $836.0K | 28,710 | 0 | 0 | 3 | 0.0% |
| Q1 2022 | 3 | $5.0M | 137,048 | 0 | 2 | 0 | 0.0% |
| Q4 2021 | 3 | $5.5M | 135,914 | 0 | 1 | 1 | 0.0% |
| Q3 2021 | 3 | $4.9M | 135,779 | 0 | 0 | 2 | 0.0% |
| Q2 2021 | 3 | $5.0M | 139,228 | 0 | 1 | 1 | 0.0% |
| Q1 2021 | 3 | $4.5M | 138,672 | 1 | 1 | 0 | 0.0% |
| Q4 2020 | 2 | $3.6M | 113,978 | 0 | 1 | 1 | 0.0% |
| Q3 2020 | 2 | $4.0M | 139,252 | 0 | 0 | 2 | 0.0% |
| Q2 2020 | 2 | $5.0M | 193,561 | 0 | 0 | 1 | 0.0% |
| Q1 2020 | 2 | $4.0M | 197,308 | 2 | 0 | 0 | 0.0% |