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 |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 11/12/2025 | 1.02 M | $66.70 M | 45.41% | 9.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 490.50 K | $32.20 M | 6.28% | 4.40% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 460.79 K | $30.25 M | 13.03% | 4.13% |
| LANDAAS & CO /WI /ADV | 11/04/2025 | 427.98 K | $28.09 M | 0.90% | 3.84% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 328.28 K | $21.55 M | 86.98% | 2.94% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 324.04 K | $21.27 M | 19.98% | 2.91% |
| PARK NATIONAL CORP /OH/ | 10/01/2025 | 292.02 K | $19.17 M | 3.33% | 2.62% |
| PLANNED SOLUTIONS, INC. | 10/23/2025 | 230.78 K | $15.15 M | 2.01% | 2.07% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 226.88 K | $14.89 M | 100.00% | 2.04% |
| VALLEY NATIONAL ADVISERS INC | 10/17/2025 | 218.64 K | $14.35 M | 4.49% | 1.96% |
| ARQ WEALTH ADVISORS, LLC | 11/25/2025 | 208.58 K | $13.69 M | -0.42% | 1.87% |
| B&D WHITE CAPITAL COMPANY, LLC | 10/23/2025 | 201.52 K | $13.23 M | 100.00% | 1.81% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 179.18 K | $11.76 M | 101.86% | 1.61% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 161.67 K | $10.61 M | 0.22% | 1.45% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 156.47 K | $9.80 M | 14.57% | 1.40% |
| FINANCIAL NETWORK WEALTH MANAGEMENT LLC | 11/14/2025 | 144.95 K | $9.90 M | 100.00% | 1.30% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 144.39 K | $9.48 M | 169.50% | 1.30% |
| D'ORAZIO & ASSOCIATES, INC. | 11/10/2025 | 132.53 K | $8.70 M | 8.24% | 1.19% |
| LAKESHORE CAPITAL GROUP, INC. | 10/17/2025 | 101.69 K | $6.67 M | 1,608.79% | 0.91% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 85.16 K | $5.59 M | 615.30% | 0.76% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 76.10 K | $5.00 M | 100.00% | 0.68% |
| CGN ADVISORS LLC | 10/09/2025 | 70.17 K | $4.61 M | 100.00% | 0.63% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 70.12 K | $4.60 M | 164.00% | 0.63% |
| MARSHALL & STERLING WEALTH ADVISORS INC. | 11/10/2025 | 66.53 K | $4.36 M | 100.00% | 0.60% |
| 10/22/2025 | 62.66 K | $4.11 M | 0.49% | 0.56% | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 60.23 K | $3.95 M | -3.93% | 0.54% |
| WJ WEALTH MANAGEMENT, LLC | 11/25/2025 | 56.92 K | $3.92 M | -41.13% | 0.51% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 55.65 K | $3.65 M | 39.10% | 0.50% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 49.12 K | $3.22 M | 100.00% | 0.44% |
| VISTA INVESTMENT PARTNERS II, LLC | 10/29/2025 | 39.05 K | $2.56 M | 100.00% | 0.35% |
| SYNERGY ASSET MANAGEMENT, LLC | 10/21/2025 | 37.87 K | $2.49 M | 100.00% | 0.34% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 10/17/2025 | 34.66 K | $2.28 M | -0.70% | 0.31% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11/14/2025 | 29.26 K | $1.92 M | 192.65% | 0.26% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 26.70 K | $1.75 M | 10.51% | 0.24% |
| EWG ELEVATE INC. | 10/07/2025 | 23.43 K | $1.54 M | -3.39% | 0.21% |
| CALTON & ASSOCIATES, INC. | 11/07/2025 | 20.13 K | $1.32 M | 52.91% | 0.18% |
| LONGVIEW WEALTH MANAGEMENT | 10/14/2025 | 18.95 K | $1.24 M | 0.01% | 0.17% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 11/10/2025 | 18.79 K | $1.23 M | -18.11% | 0.17% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11/03/2025 | 18.76 K | $1.23 M | 27.69% | 0.17% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 10/09/2025 | 18.74 K | $1.23 M | 6.24% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 18.13 K | $1.19 M | 2.20% | 0.16% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 11/13/2025 | 18.10 K | $1.19 M | 10.37% | 0.16% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 10/28/2025 | 16.80 K | $1.10 M | 148.03% | 0.15% |
| DISCIPLINED INVESTMENTS, LLC | 11/03/2025 | 16.77 K | $1.10 M | 0.00% | 0.15% |
| ITAU UNIBANCO HOLDING S.A. | 11/12/2025 | 16.17 K | $3.15 M | 100.00% | 0.15% |
| ADAPT WEALTH ADVISORS, LLC | 11/10/2025 | 15.56 K | $1.02 M | 100.00% | 0.14% |
| 10/24/2025 | 13.52 K | $890.22 K | 100.00% | 0.12% | |
| SPIRE WEALTH MANAGEMENT | 10/23/2025 | 11.56 K | $758.96 K | -1.59% | 0.10% |
| CIBC WORLD MARKET INC. | 11/06/2025 | 10.83 K | $710.62 K | 14.74% | 0.10% |
| JANE STREET GROUP, LLC | 11/14/2025 | 10.31 K | $676.81 K | 100.00% | 0.09% |
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iShares Trust - iShares MSCI USA Quality GARP ETF institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of iShares Trust - iShares MSCI USA Quality GARP ETF. The most heavily invested institutionals were:
LPL Financial LLC: 1.02 M
Cambridge Investment Research Advisors, Inc.: 490,501
Cetera Investment Advisers: 460,793
LANDAAS & CO /WI /ADV: 427,979
BANK OF AMERICA CORP /DE/: 328,276
COMMONWEALTH EQUITY SERVICES, LLC: 324,041
60.15% of iShares Trust - iShares MSCI USA Quality GARP ETF stock is owned by institutional investors.
Institutional investors have bought a total of 6.65 M shares in the last 24 months. This purchase volume represents approximately $451.72 M in transactions.