Free Trial

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

iShares U.S. Aerospace & Defense ETF logo
$192.40 +44.32 (+29.93%)
Closing price 07/22/2025 03:58 PM Eastern
Extended Trading
$192.53 +0.13 (+0.07%)
As of 07/22/2025 07:44 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares U.S. Aerospace & Defense ETF (BATS:ITA)

Number of
Institutional Buyers
(last 12 months)
482
Total
Institutional Inflows
(last 12 months)
$701.23M
Number of
Institutional Sellers
(last 12 months)
318
Total
Institutional Outflows
(last 12 months)
$292.46M
Get ITA Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Aerospace & Defense ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ITA Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/22/2025Belpointe Asset Management LLC4,787$903K0.0%-2.1%0.011%
7/22/2025Valley National Advisers Inc.203$38K0.0%+41.0%0.000%
7/22/2025DAVENPORT & Co LLC6,821$1.29M0.0%+7.5%0.016%
7/22/2025Global Assets Advisory LLC8,103$1.50M0.6%-64.2%0.018%
7/22/2025Merit Financial Group LLC29,693$5.60M0.1%+16.1%0.067%
7/22/2025Realta Investment Advisors8,137$1.54M0.6%+52.7%0.018%
7/22/2025Wealthcare Advisory Partners LLC5,698$1.08M0.0%+29.4%0.013%
7/22/2025USAdvisors Wealth Management LLC1,087$205K0.1%-23.9%0.002%
7/22/2025Accel Wealth Management18,753$3.54M1.2%+3.7%0.043%
7/21/2025 Ameriflex Group Inc.674$124K0.1%-63.8%0.002%
7/21/2025 Segment Wealth Management LLC1,640$309K0.0%-9.9%0.004%
7/21/2025 Washington Growth Strategies LLC2,525$476K0.4%N/A0.006%
7/21/2025 Ameritas Advisory Services LLC3,667$692K0.0%-53.9%0.008%
7/21/2025 Matauro LLC1,963$370K0.1%-23.2%0.004%
7/21/2025 Patriot Financial Group Insurance Agency LLC2,421$457K0.1%+5.4%0.006%
7/18/2025 McGuire Investment Group LLC7,958$1.50M0.2%+3.4%0.018%
7/18/2025 Vicus Capital22,970$4.33M0.4%+651.9%0.052%
7/18/2025 New Wave Wealth Advisors LLC3,892$734K0.3%+13.1%0.009%
7/18/2025 SOA Wealth Advisors LLC.1,034$195K0.0%-96.8%0.002%
7/18/2025 Vigilare Wealth Management1,295$244K0.1%-36.4%0.003%
7/18/2025 Trilogy Capital Inc.14,299$2.70M0.1%+596.8%0.032%
7/18/2025 PFG Investments LLC8,009$1.51M0.1%+11.3%0.018%
7/18/2025 Institute for Wealth Management LLC.1,186$224K0.0%N/A0.003%
7/18/2025 Truist Financial Corp179,125$33.79M0.0%+12.2%0.407%
7/17/2025 Bluesphere Advisors LLC27,574$5.20M2.6%-16.2%0.063%
7/17/2025 Lee Johnson Capital Management LLC9,021$1.70M0.6%N/A0.021%
7/17/2025 Capital Investment Advisors LLC2,977$562K0.0%+15.7%0.007%
7/17/2025 LexAurum Advisors LLC1,601$302K0.0%-75.3%0.004%
7/17/2025 HB Wealth Management LLC1,071$202K0.0%-42.2%0.002%
7/17/2025 Janney Capital Management LLC108,569$20.48M1.3%-2.7%0.247%
7/17/2025 Janney Montgomery Scott LLC54,692$10.32M0.0%+4.8%0.124%
7/17/2025 Avondale Wealth Management5,900$1.11M0.6%-7.8%0.013%
7/17/2025 Fifth Third Securities Inc.25,127$4.74M0.4%-6.5%0.057%
7/17/2025 Prepared Retirement Institute LLC3,793$716K0.4%+13.9%0.009%
7/17/2025 Global Trust Asset Management LLC2,255$425K0.2%+92.7%0.005%
7/17/2025 Moody Lynn & Lieberson LLC16,497$3.11M0.2%N/A0.037%
7/17/2025 Wagner Wealth Management LLC655$124K0.0%N/A0.001%
7/17/2025 Financial Partners Group LLC8,346$1.57M0.6%N/A0.019%
7/17/2025 SeaBridge Investment Advisors LLC6,460$1.22M0.2%-25.6%0.015%
7/16/2025 Independent Wealth Network Inc.7,399$1.40M0.5%+2.9%0.017%
Is Elon's empire crumbling? (Ad)

The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered a revolutionary AI breakthrough buried inside Tesla's labs. One that is helping AI escape from our computer screens and manifest itself here in the real world all while creating a 25,000% growth market explosion starting as early as October 23rd.

Click here to see the Tesla shock that could blindside everyone.
7/16/2025 ORG Wealth Partners LLC1,689$312K0.1%+66.4%0.004%
7/16/2025 ORG Partners LLC1,475$273K0.1%+6.9%0.003%
7/16/2025 MinichMacGregor Wealth Management LLC84,387$15.92M3.4%+1.4%0.192%
7/16/2025 Highline Wealth Partners LLC321$61K0.0%-65.4%0.001%
7/16/2025 Eagle Global Advisors LLC1,200$226K0.0%N/A0.003%
7/16/2025 Swisher Financial Concepts Inc.1,480$279K0.2%-11.0%0.003%
7/16/2025 Beaumont Financial Advisors LLC1,895$357K0.0%+21.5%0.004%
7/16/2025 Owen LaRue LLC9,002$1.70M0.7%-3.2%0.020%
7/16/2025 Cadent Capital Advisors LLC103,004$19.43M6.2%-3.8%0.234%
7/16/2025 Register Financial Advisors LLC2,733$516K0.2%+58.3%0.006%
7/16/2025 Perigon Wealth Management LLC1,937$365K0.0%+41.6%0.004%
7/16/2025 Magnus Financial Group LLC1,606$303K0.0%+4.5%0.004%
7/16/2025 Littlejohn Financial Services Inc.28,457$5.37M4.1%-10.3%0.065%
7/16/2025 TigerOak Management L.L.C.19,779$3.73M1.3%+4.9%0.045%
7/15/2025 BigSur Wealth Management LLC27,953$5.27M1.3%-2.8%0.064%
7/15/2025 Herbst Group LLC18,178$3.43M2.1%+11.4%0.041%
7/15/2025 Surience Private Wealth LLC67,127$12.66M11.9%N/A0.153%
7/15/2025 Well Done LLC33,809$6.38M1.2%+1.5%0.077%
7/15/2025 North Star Investment Management Corp.661$125K0.0%N/A0.002%
7/15/2025 Beacon Investment Advisory Services Inc.2,306$435K0.0%+4.5%0.005%
7/15/2025 Financial Management Professionals Inc.9,183$1.73M0.2%N/A0.021%
7/15/2025 Heritage Oak Wealth Advisors LLC10,188$1.92M0.8%-0.6%0.023%
7/15/2025 Accurate Wealth Management LLC37,989$7.17M1.1%N/A0.086%
7/15/2025 Axis Wealth Partners LLC1,780$336K0.2%-3.6%0.004%
7/15/2025 Sheets Smith Wealth Management10,377$1.96M0.2%+1.7%0.024%
7/15/2025 Tepp RIA LLC2,596$490K0.6%+14.7%0.006%
7/15/2025 Financial Partners Group Inc21,268$4.01M0.6%-2.2%0.048%
7/14/2025 MFA Wealth Advisors LLC14,905$2.81M0.7%-7.3%0.034%
7/14/2025 AdvisorNet Financial Inc2,156$407K0.0%-2.4%0.005%
7/14/2025 CRA Financial Services LLC3,631$685K0.1%-2.7%0.008%
7/14/2025 Sentinel Pension Advisors LLC1,097$207K0.0%N/A0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC2,008$379K0.0%-4.3%0.005%
7/14/2025 Park Avenue Securities LLC21,270$4.01M0.0%+8.2%0.048%
7/14/2025 Cathy Pareto & Associates Inc.2,388$451K0.4%+14.1%0.005%
7/14/2025 Sowell Financial Services LLC8,223$1.55M0.1%+7.7%0.019%
7/11/2025 Farther Finance Advisors LLC2,084$393K0.0%+33.9%0.005%
7/11/2025 SeaCrest Wealth Management LLC6,670$1.26M0.1%-3.4%0.015%
7/11/2025 Diversified Trust Co1,358$256K0.0%N/A0.003%
7/11/2025 Kingstone Capital Partners Texas LLC180,863$34.12M0.0%N/A0.411%
7/10/2025 Charter Oak Capital Management LLC4,525$854K0.1%+1.3%0.010%
7/10/2025 Burns J W & Co. Inc. NY7,597$1.43M0.2%-5.2%0.017%
7/10/2025 Redhawk Wealth Advisors Inc.1,946$367K0.0%+45.2%0.004%
7/10/2025 Ferguson Wellman Capital Management Inc.80,011$15.09M0.3%-3.3%0.182%
7/10/2025 Wealth Enhancement Advisory Services LLC140,416$26.24M0.0%+5.1%0.319%
7/10/2025 Secure Asset Management LLC4,112$776K0.1%-56.5%0.009%
7/10/2025 Focus Financial Network Inc.8,597$1.62M0.1%+7.7%0.020%
7/10/2025 Sovran Advisors LLC5,162$964K0.1%+4.9%0.012%
7/9/2025 Procyon Advisors LLC1,159$219K0.0%-63.2%0.003%
7/9/2025 FOCUS Wealth Advisors LLC36,253$6.84M3.6%-0.4%0.082%
7/9/2025 Fiduciary Alliance LLC1,824$344K0.0%+5.6%0.004%
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off (Ad)

Right now, we’re witnessing a monumental shift in the world.

Our No. 1 AI Pick is currently trading for pennies on the dollar compared to Nividia.
7/9/2025 Bulwark Capital Corp832$157K0.1%N/A0.002%
7/9/2025 Sandbox Financial Partners LLC2,059$388K0.1%N/A0.005%
7/9/2025 MassMutual Private Wealth & Trust FSB209$39K0.0%N/A0.000%
7/9/2025 WealthCare Investment Partners LLC48,229$9.01M3.2%+4.2%0.110%
7/8/2025 First National Corp MA ADV20,379$3.84M0.8%+68.6%0.046%
7/8/2025 Moulton Wealth Management Inc.19,047$3.56M2.7%N/A0.043%
7/8/2025 Parallel Advisors LLC9,040$1.71M0.0%-2.3%0.021%
7/7/2025 Fox Hill Wealth Management1,749$330K0.2%N/A0.004%
7/7/2025 Nova Wealth Management Inc.3,411$643K0.5%-12.5%0.008%
7/3/2025 TrueWealth Advisors LLC1,461$276K0.1%-14.1%0.003%
(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, 742 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were LPL Financial LLC ($170.13M), Wells Fargo & Company MN ($120.24M), Ameriprise Financial Inc. ($110.86M), UBS Group AG ($75.70M), Raymond James Financial Inc. ($69.00M), Goldman Sachs Group Inc. ($65.01M), and Royal Bank of Canada ($58.09M).Learn more on iShares U.S. Aerospace & Defense ETF's institutional investors.

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

Of the 648 institutional investors that purchased iShares U.S. Aerospace & Defense ETF's 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), Global Assets Advisory LLC ($861.14K), International Assets Investment Management LLC ($533.93K), Raymond James Financial Inc. ($470.90K), Modera Wealth Management LLC ($356.14K), LPL Financial LLC ($320.26K), and JPMorgan Chase & Co. ($279.57K).

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

Institutional investors have bought a total of 4,639,711 shares in the last 24 months. This purchase volume represents approximately $701.23M in transactions.

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

Of the 318 institutional investors that sold iShares U.S. Aerospace & Defense ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aptus Capital Advisors LLC ($143.40K), BNP Paribas Financial Markets ($142.21K), Envestnet Asset Management Inc. ($139.57K), Benjamin Edwards Inc. ($90.66K), JPMorgan Chase & Co. ($79.99K), HighTower Advisors LLC ($76.81K), and Royal Bank of Canada ($60.08K).

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

Institutional investors have sold a total of 1,958,578 shares in the last 24 months. This volume of shares sold represents approximately $292.46M in transactions.



This page (BATS:ITA) was last updated on 7/23/2025 by MarketBeat.com Staff
From Our Partners