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iShares U.S. Aerospace & Defense ETF (ITA) Institutional Ownership

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$136.02
+2.23 (+1.67%)
(As of 05/31/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Aerospace & Defense ETF (BATS:ITA)

Number of
Institutional Buyers
(last 12 months)
354
Total
Institutional Inflows
(last 12 months)
$1.16B
Number of
Institutional Sellers
(last 12 months)
235
Total
Institutional Outflows
(last 12 months)
$342.20M
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ITA Institutional Buying and Selling by Quarter

iShares U.S. Aerospace & Defense ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2024 Birmingham Capital Management Co. Inc. AL4,455$588K0.2%+3.6%0.009%
5/28/2024 Verity Asset Management Inc.1,696$224K0.1%N/A0.004%
5/24/2024 Cetera Advisor Networks LLC104,287$13.76M0.1%-22.1%0.222%
5/24/2024 Cetera Advisors LLC85,053$11.22M0.1%-13.3%0.181%
5/24/2024 Cetera Investment Advisers205,647$27.13M0.1%+223.8%0.438%
5/21/2024 Atria Investments Inc24,151$3.19M0.0%-2.8%0.051%
5/21/2024 LRI Investments LLC350$46K0.0%N/A0.001%
5/20/2024 Independent Wealth Network Inc.6,283$829K0.4%+2.9%0.013%
5/17/2024 Beacon Capital Management LLC590$78K0.0%+121.0%0.001%
5/17/2024 Comerica Bank9,432$1.24M0.0%-4.7%0.020%
5/17/2024 Coppell Advisory Solutions Corp.1,988$262K0.0%N/A0.004%
5/17/2024 Creekmur Asset Management LLC623$82K0.0%-49.6%0.001%
5/16/2024 Global Financial Private Client LLC10,280$1.35M0.6%-24.7%0.022%
5/16/2024 B. Riley Wealth Advisors Inc.21,687$2.86M0.1%-3.9%0.046%
5/16/2024 Kraft Davis & Associates LLC12,133$1.63M0.5%-78.4%0.026%
5/16/2024 Waverly Advisors LLC15,699$2.07M0.0%N/A0.033%
5/15/2024 SVB Wealth LLC2,226$294K0.0%-13.5%0.005%
5/15/2024 LRI Investments LLC350$47K0.0%N/A0.001%
5/14/2024 Axxcess Wealth Management LLC4,503$594K0.0%-18.8%0.010%
5/14/2024 EP Wealth Advisors LLC16,842$2.22M0.0%-2.6%0.036%
5/14/2024 CreativeOne Wealth LLC1,858$245K0.0%N/A0.004%
5/14/2024 Burns Matteson Capital Management LLC3,728$492K0.3%-11.5%0.008%
5/14/2024 Owen LaRue LLC9,284$1.23M0.8%+15.6%0.020%
5/14/2024 Oxford Financial Group LTD. LLC404$53K0.0%N/A0.001%
5/13/2024 O Shaughnessy Asset Management LLC2,195$290K0.0%+38.4%0.005%
5/11/2024 Spreng Capital Management Inc.8,064$1.06M0.6%-2.2%0.017%
5/11/2024 Ironsides Asset Advisors LLC6,698$884K0.3%+13.1%0.014%
5/10/2024 Osaic Holdings Inc.333,529$44.01M0.1%-11.7%0.710%
5/10/2024 First Foundation Advisors3,523$465K0.0%-7.9%0.007%
5/10/2024 Nwam LLC17,835$2.38M0.2%-49.2%0.038%
5/9/2024 Picton Mahoney Asset Management1,600$211K0.0%+33.3%0.003%
5/9/2024 Kingsview Wealth Management LLC8,609$1.14M0.0%-6.4%0.018%
5/9/2024 Landaas & Co. WI ADV2,100$277K0.1%N/A0.004%
5/9/2024 JBR Co Financial Management Inc13,909$1.84M1.5%-4.7%0.030%
5/9/2024 SageView Advisory Group LLC6,746$890K0.0%N/A0.014%
5/9/2024 Interchange Capital Partners LLC4,634$617K0.4%+10.0%0.010%
5/9/2024 Pettyjohn Wood & White Inc.2,180$288K0.1%-4.4%0.005%
5/9/2024 Koshinski Asset Management Inc.2,592$342K0.0%+50.3%0.006%
5/8/2024 Sheets Smith Wealth Management14,132$1.86M0.2%N/A0.030%
5/8/2024 Advisors Preferred LLC1,224$160K0.0%N/A0.003%
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5/8/2024 Great Diamond Partners LLC14,479$1.91M0.4%+8.3%0.031%
5/8/2024 Avantax Advisory Services Inc.76,423$10.08M0.1%+12.9%0.163%
5/8/2024 US Bancorp DE8,910$1.18M0.0%-23.4%0.019%
5/8/2024 Thoroughbred Financial Services LLC1,925$254K0.0%-20.3%0.004%
5/7/2024 Anson Capital Inc.1,745$230K0.3%-4.3%0.004%
5/7/2024 Sfmg LLC4,004$528K0.0%-16.0%0.009%
5/7/2024 WNY Asset Management LLC5,709$753K0.1%+18.0%0.012%
5/7/2024 Concurrent Investment Advisors LLC6,256$825K0.0%-41.0%0.013%
5/7/2024 PFG Advisors8,425$1.11M0.1%+1.0%0.018%
5/7/2024 Oppenheimer & Co. Inc.40,632$5.36M0.1%+7.0%0.086%
5/7/2024 Meixler Investment Management Ltd.7,322$966K0.7%-54.7%0.016%
5/7/2024 Wealthspire Advisors LLC3,735$493K0.0%+32.3%0.008%
5/7/2024 Insight Advisors LLC PA2,554$337K0.1%-5.3%0.005%
5/7/2024 SG Americas Securities LLC801$106K0.0%N/A0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.4,063$536K0.0%-42.1%0.009%
5/6/2024 Advisory Services Network LLC92,760$12.24M0.3%-0.2%0.197%
5/4/2024 SPC Financial Inc.137,080$18.09M1.7%+0.9%0.292%
5/4/2024 Geneos Wealth Management Inc.23,549$3.11M0.1%+4.5%0.050%
5/4/2024 Csenge Advisory Group2,408$318K0.0%-54.2%0.005%
5/4/2024 Joseph P. Lucia & Associates LLC3,140$414K0.2%-11.7%0.007%
5/3/2024 Clarity Capital Partners LLC13,613$1.80M1.2%+51.2%0.029%
5/3/2024 MRA Advisory Group35,261$4.65M2.8%+2.8%0.075%
5/3/2024 Etfidea LLC7,856$1.04M0.4%+28.9%0.017%
5/3/2024 Absolute Capital Management LLC8,027$1.06M0.7%-1.8%0.017%
5/3/2024 Patron Partners LLC3,191$421K0.3%-7.2%0.007%
5/2/2024 Salomon & Ludwin LLC7,070$933K0.1%-4.8%0.015%
5/2/2024 First Command Advisory Services Inc.2,933$387K0.0%N/A0.006%
5/2/2024 USAdvisors Wealth Management LLC14,268$1.88M0.7%-2.2%0.030%
5/2/2024 Elevate Wealth Advisory Inc.823$109K0.1%N/A0.002%
5/2/2024 Lincoln National Corp23,984$3.16M0.0%+2.7%0.051%
5/2/2024 Almanack Investment Partners LLC.3,277$432K0.1%+3.5%0.007%
5/2/2024 Bryn Mawr Capital Management LLC5,788$764K0.0%-60.7%0.012%
5/2/2024 Choreo LLC4,894$646K0.0%-44.0%0.010%
5/2/2024 Lewis Asset Management LLC2,737$361K0.3%-28.4%0.006%
5/2/2024 Hollencrest Capital Management333$44K0.0%-52.6%0.001%
5/1/2024 5th Street Advisors LLC35,666$4.71M2.7%+20.6%0.076%
5/1/2024 Janney Capital Management LLC126,165$16.65M1.1%-3.2%0.272%
5/1/2024 KFA Private Wealth Group LLC4,893$645K0.2%+11.1%0.011%
5/1/2024 Janney Montgomery Scott LLC65,790$8.68M0.0%+11.6%0.142%
5/1/2024 BNP Paribas Financial Markets100,773$13.30M0.0%-66.4%0.217%
5/1/2024 Concourse Financial Group Securities Inc.12,290$1.62M0.1%+3.9%0.027%
5/1/2024 Diversify Advisory Services LLC52,939$6.93M0.4%N/A0.114%
4/30/2024 Private Advisor Group LLC59,939$7.91M0.1%+3.9%0.129%
4/30/2024 J.W. Cole Advisors Inc.18,004$2.36M0.1%-59.3%0.039%
4/30/2024 Hartline Investment Corp8,777$1.16M0.2%N/A0.019%
4/30/2024 WealthBridge Capital Management LLC3,095$408K0.1%+6.7%0.007%
4/30/2024 Arkadios Wealth Advisors5,634$743K0.1%-12.3%0.012%
4/30/2024 Perigon Wealth Management LLC5,768$761K0.0%-92.7%0.012%
4/29/2024Commonwealth Equity Services LLC269,389$35.54M0.1%+2.0%0.581%
4/29/2024 Benjamin Edwards Inc.6,040$797K0.2%+2.4%0.013%
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4/29/2024 Benjamin F. Edwards & Company Inc.86,379$11.40M0.2%+1.4%0.186%
4/29/2024 Crescent Grove Advisors LLC6,456$852K0.1%+17.3%0.014%
4/26/2024 McGuire Investment Group LLC8,917$1.18M0.2%+30.1%0.019%
4/26/2024 Cottonwood Capital Advisors LLC10,870$1.38M1.1%+13.2%0.023%
4/26/2024 Schmidt P J Investment Management Inc.3,480$459K0.1%+7.2%0.008%
4/26/2024 Meridian Wealth Management LLC2,925$386K0.1%-5.5%0.006%
4/25/2024 Lodestar Private Asset Management LLC12,409$1.64M0.2%-3.7%0.027%
4/25/2024 Capital Investment Advisory Services LLC2,699$356K0.0%+3.3%0.006%
4/25/2024 Triumph Capital Management5,679$743K0.3%-10.9%0.012%
4/25/2024 MFA Wealth Advisors LLC16,031$2.12M0.6%+1.1%0.035%
(Data available from 1/1/2016 forward)

ITA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ITA shares?

During the previous two years, 607 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were B. Riley Wealth Management Inc. ($431.18M), Bank of America Corp DE ($217.57M), JPMorgan Chase & Co. ($130.97M), Global Assets Advisory LLC ($111.30M), LPL Financial LLC ($101.21M), Wells Fargo & Company MN ($90.80M), and Ameriprise Financial Inc. ($86.16M).Learn more on ITA's institutional investors.

Which institutional investors have been buying iShares U.S. Aerospace & Defense ETF stock?

Of the 538 institutional investors that purchased iShares U.S. Aerospace & Defense ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Picton Mahoney Asset Management ($4.36M), JPMorgan Chase & Co. ($1.59M), Global Assets Advisory LLC ($843.66K), Bank of America Corp DE ($795.67K), Richard Bernstein Advisors LLC ($628.60K), Migdal Insurance & Financial Holdings Ltd. ($605K), and International Assets Investment Management LLC ($603.32K).

How much institutional buying is happening at iShares U.S. Aerospace & Defense ETF?

Institutional investors have bought a total of 18,936,739 shares in the last 24 months. This purchase volume represents approximately $2.11B in transactions.

Which iShares U.S. Aerospace & Defense ETF major shareholders have been selling company stock?

Of the 314 institutional investors that sold iShares U.S. Aerospace & Defense ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Migdal Insurance & Financial Holdings Ltd. ($1.96M), Twin Tree Management LP ($288.00K), Raymond James Financial Services Advisors Inc. ($267.26K), BNP Paribas Financial Markets ($199.28K), Envestnet Asset Management Inc. ($157.96K), UBS Group AG ($135.48K), and Ameriprise Financial Inc. ($135.30K).

How much institutional selling is happening at iShares U.S. Aerospace & Defense ETF?

Institutional investors have sold a total of 5,504,086 shares in the last 24 months. This volume of shares sold represents approximately $611.46M in transactions.


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This page (BATS:ITA) was last updated on 6/1/2024 by MarketBeat.com Staff

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