iShares Trust - iShares MSCI USA Quality GARP ETF Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LANDAAS & CO /WI /ADV | 05/02/2025 | 409.10 K | $20.87 M | 13.41% | 11.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 348.03 K | $17.76 M | 76.81% | 9.54% |
| LPL FINANCIAL LLC | 05/07/2025 | 314.27 K | $16.03 M | 126.93% | 8.61% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 265.27 K | $13.53 M | 60.25% | 7.27% |
| ARQ WEALTH ADVISORS, LLC | 05/05/2025 | 209.46 K | $10.69 M | 22.24% | 5.74% |
| COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 195.22 K | $9.96 M | 55.89% | 5.35% |
| VALLEY NATIONAL ADVISERS INC | 04/25/2025 | 178.45 K | $9.10 M | 9.24% | 4.89% |
| HIGHTOWER ADVISORS, LLC | 05/13/2025 | 167.90 K | $8.57 M | 11.60% | 4.60% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 160.92 K | $8.21 M | 100.00% | 4.41% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 134.79 K | $6.88 M | 8.02% | 3.69% |
| FINANCIAL NETWORK WEALTH MANAGEMENT LLC | 04/29/2025 | 102.66 K | $5.24 M | 100.00% | 2.81% |
| WJ WEALTH MANAGEMENT, LLC | 04/25/2025 | 95.76 K | $4.89 M | 5.10% | 2.62% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 61.20 K | $3.12 M | 285.06% | 1.68% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 05/05/2025 | 53.79 K | $2.74 M | 100.00% | 1.47% |
| D'ORAZIO & ASSOCIATES, INC. | 04/17/2025 | 49.71 K | $2.54 M | 61.02% | 1.36% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 45.42 K | $2.32 M | -18.51% | 1.24% |
| ASSETMARK, INC | 05/06/2025 | 35.77 K | $1.82 M | 100.00% | 0.98% |
| MML INVESTORS SERVICES, LLC | 05/14/2025 | 33.77 K | $1.72 M | 6.06% | 0.93% |
| HARBOUR INVESTMENTS, INC. | 05/08/2025 | 30.31 K | $1.55 M | 100.00% | 0.83% |
| EWG ELEVATE INC. | 04/10/2025 | 26.45 K | $1.35 M | 100.00% | 0.72% |
| LONGVIEW WEALTH MANAGEMENT | 04/21/2025 | 18.95 K | $966.83 K | 303.21% | 0.52% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 05/07/2025 | 17.44 K | $889.50 K | 5.45% | 0.48% |
| DISCIPLINED INVESTMENTS, LLC | 04/11/2025 | 16.77 K | $855.35 K | 15.10% | 0.46% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 15.74 K | $802.80 K | 100.00% | 0.43% |
| 05/12/2025 | 15.68 K | $799.79 K | 8.34% | 0.43% | |
| KESTRA ADVISORY SERVICES, LLC | 05/14/2025 | 15.28 K | $779.44 K | 8.06% | 0.42% |
| JANE STREET GROUP, LLC | 05/19/2025 | 14.50 K | $739.70 K | 150.93% | 0.40% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/17/2025 | 14.02 K | $715.14 K | 61.15% | 0.38% |
| FLAGSTAR ADVISORS INC. | 04/09/2025 | 13.99 K | $713.55 K | 32.94% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 11.62 K | $593.02 K | -64.69% | 0.32% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 11.38 K | $580.57 K | 100.00% | 0.31% |
| EQUITABLE HOLDINGS, INC. | 05/13/2025 | 10.75 K | $548.48 K | 100.00% | 0.29% |
| CIBC WORLD MARKET INC. | 05/14/2025 | 10.35 K | $528.03 K | -0.52% | 0.28% |
| 05/07/2025 | 9.62 K | $490.77 K | 0.09% | 0.26% | |
| SPIRE WEALTH MANAGEMENT | 04/23/2025 | 9.11 K | $464.87 K | 5.92% | 0.25% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/02/2025 | 9.07 K | $462.67 K | -58.93% | 0.25% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 04/24/2025 | 8.66 K | $441.72 K | 219.48% | 0.24% |
| LARSON FINANCIAL GROUP LLC | 05/02/2025 | 7.85 K | $400.48 K | 100.00% | 0.22% |
| 05/12/2025 | 7.50 K | $382.63 K | 100.00% | 0.21% | |
| GWN SECURITIES INC. | 05/15/2025 | 6.45 K | $328.87 K | 100.00% | 0.18% |
| CREATIVE PLANNING | 05/15/2025 | 6.10 K | $311.20 K | 1.67% | 0.17% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 05/13/2025 | 5.22 K | $266.26 K | 4.44% | 0.14% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2025 | 5.13 K | $261.94 K | 100.00% | 0.14% |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 05/14/2025 | 5.04 K | $257.13 K | 100.00% | 0.14% |
| 05/29/2025 | 4.41 K | $224.73 K | 100.00% | 0.12% | |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 05/12/2025 | 4.03 K | $205.00 K | 2.16% | 0.11% |
| NEWEDGE ADVISORS, LLC | 05/15/2025 | 1.78 K | $90.91 K | 46.91% | 0.05% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/13/2025 | 900 | $45.92 K | 100.00% | 0.02% |
| BOGART WEALTH, LLC | 05/02/2025 | 700 | $35.71 K | 100.00% | 0.02% |
| ATTICUS WEALTH MANAGEMENT, LLC | 04/22/2025 | 640 | $32.63 K | 0.16% | 0.02% |
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iShares Trust - iShares MSCI USA Quality GARP ETF institutional Ownership - FAQ's
During the previous two years, 65 institutional investors and hedge funds held shares of iShares Trust - iShares MSCI USA Quality GARP ETF. The most heavily invested institutionals were:
LANDAAS & CO /WI /ADV: 409,098
Cambridge Investment Research Advisors, Inc.: 348,026
LPL Financial LLC: 314,271
Cetera Investment Advisers: 265,265
ARQ WEALTH ADVISORS, LLC: 209,457
COMMONWEALTH EQUITY SERVICES, LLC: 195,222
87.64% of iShares Trust - iShares MSCI USA Quality GARP ETF stock is owned by institutional investors.
Institutional investors have bought a total of 3.19 M shares in the last 24 months. This purchase volume represents approximately $193.88 M in transactions.