Free Trial
Invest Smarter with A.I. Powered Investing Tools and ResearchGet 30 Days Free

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

iShares U.S. Aerospace & Defense ETF logo
$209.82 +61.74 (+41.69%)
Closing price 10/3/2025 03:59 PM Eastern
Extended Trading
$211.10 +1.28 (+0.61%)
As of 06:32 AM 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
528
Total
Institutional Inflows
(last 12 months)
$897.87M
Number of
Institutional Sellers
(last 12 months)
337
Total
Institutional Outflows
(last 12 months)
$352.55M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/3/2025 HCR Wealth Advisors2,069$433K0.0%-6.7%0.005%
10/1/2025 Vigilare Wealth Management1,194$250K0.1%-7.8%0.003%
9/26/2025Corient Private Wealth LLC5,984$1.13M0.0%-42.9%0.014%
9/22/2025Caldwell Trust Co2,927$552K0.1%N/A0.007%
9/9/2025NWF Advisory Services Inc.3,528$666K0.1%+156.2%0.008%
8/29/2025Total Investment Management Inc.188$35K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.3,176$599K0.0%+15.8%0.007%
8/27/2025Orion Porfolio Solutions LLC19,531$3.68M0.0%+392.0%0.044%
8/26/2025Thrivent Financial for Lutherans41,125$7.76M0.0%-32.2%0.093%
8/25/2025Silverlake Wealth Management LLC4,376$825K0.2%+2.2%0.010%
8/22/2025Carter Financial Group INC.1,508$284K0.2%N/A0.003%
8/20/2025Coppell Advisory Solutions LLC1,866$350K0.0%N/A0.004%
8/19/2025B. Riley Wealth Advisors Inc.4,975$939K0.0%N/A0.011%
8/19/2025Advisory Services Network LLC77,182$15.17M0.2%-18.3%0.175%
8/18/2025Tyler Stone Wealth Management3,041$574K0.1%+59.2%0.007%
8/18/2025Geneos Wealth Management Inc.26,326$4.97M0.1%-4.6%0.060%
8/18/2025Hollencrest Capital Management423$80K0.0%+64.0%0.001%
8/18/2025Kestra Investment Management LLC1,328$250K0.0%N/A0.003%
8/15/2025Tower Research Capital LLC TRC 27,560$5.20M0.1%+1,437.1%0.063%
8/15/2025Corient Private Wealth LLC5,984$1.13M0.0%-42.9%0.014%
8/15/2025Equitable Holdings Inc.37,354$7.05M0.1%+30.8%0.085%
8/15/2025Florida Financial Advisors LLC3,960$747K0.2%+64.3%0.009%
8/15/2025Captrust Financial Advisors7,727$1.46M0.0%+13.1%0.018%
8/15/2025WFA of San Diego LLC466$88K0.1%N/A0.001%
8/15/2025Visionary Wealth Advisors1,557$294K0.0%+4.0%0.004%
8/15/2025Snowden Capital Advisors LLC9,832$1.86M0.1%+1.4%0.022%
8/15/2025Orion Porfolio Solutions LLC19,531$3.68M0.0%+392.0%0.044%
8/15/2025MML Investors Services LLC275,758$52.02M0.2%+27.1%0.627%
8/15/2025Modern Wealth Management LLC1,823$344K0.0%N/A0.004%
8/15/2025IHT Wealth Management LLC5,842$1.10M0.0%-6.1%0.013%
8/15/2025Great Valley Advisor Group Inc.3,408$643K0.0%+8.2%0.008%
8/15/2025Group One Trading LLC1,937$365K0.0%+118.6%0.004%
8/15/2025EP Wealth Advisors LLC14,940$2.82M0.0%-4.9%0.034%
8/15/2025Benjamin Edwards Inc.7,903$1.49M0.0%-3.5%0.018%
8/15/2025BNP Paribas Financial Markets609,728$115.02M0.1%+283.3%1.386%
8/15/2025Brevan Howard Capital Management LP1,250$236K0.0%N/A0.003%
8/15/2025Bank of America Corp DE3,001,848$566.27M0.0%-7.4%6.822%
8/15/2025Ameriprise Financial Inc.777,666$146.73M0.0%+7.4%1.767%
8/14/2025Florida Financial Advisors LLC4,477$849K0.6%+85.8%0.010%
8/14/2025MGB Wealth Management LLC3,524$664K0.2%-18.1%0.008%
8/14/2025Jupiter Wealth Management LLC11,749$2.31M1.3%+1.7%0.027%
8/14/2025Ausdal Financial Partners Inc.10,314$1.95M0.1%+23.0%0.023%
8/14/2025Raymond James Financial Inc.523,826$98.81M0.0%+16.2%1.191%
8/14/2025Darwin Wealth Management LLC9,671$1.82M0.6%N/A0.022%
8/14/2025Chicago Wealth Management Inc.75,455$14.23M6.8%-0.6%0.171%
8/14/2025Quantinno Capital Management LP1,912$361K0.0%N/A0.004%
8/14/2025Diversify Advisory Services LLC80,487$15.96M0.6%+4.8%0.183%
8/14/2025Peapack Gladstone Financial Corp1,155$218K0.0%N/A0.003%
8/14/2025Main Street Financial Solutions LLC20,537$3.87M0.3%+4.2%0.047%
8/14/2025NewEdge Advisors LLC28,137$5.31M0.0%+5.8%0.064%
8/14/2025BCS Private Wealth Management Inc.25,720$4.85M1.8%N/A0.058%
8/14/2025Tandem Financial LLC13,540$2.55M2.4%-1.4%0.031%
8/14/2025Gerber Kawasaki Wealth & Investment Management16,898$3.19M0.1%+0.3%0.038%
8/14/2025BlackDiamond Wealth Management LLC1,116$206K0.1%-18.5%0.003%
8/14/2025Cary Street Partners Financial LLC27,795$5.24M0.1%+901.6%0.063%
8/14/2025Cerity Partners LLC24,844$4.69M0.0%+7.3%0.056%
8/13/2025Rockport Wealth LLC1,337$252K0.1%N/A0.003%
8/13/2025Quantum Portfolio Management LLC1,621$306K0.1%-13.8%0.004%
8/13/2025StoneX Group Inc.5,103$963K0.0%+19.0%0.012%
8/13/2025Cheviot Value Management LLC2,649$520K0.1%+7.1%0.006%
8/13/2025Brown Advisory Inc.8,825$1.67M0.0%+12.5%0.020%
8/13/2025Great Diamond Partners LLC13,059$2.46M0.5%-6.6%0.030%
8/13/2025Walleye Capital LLC6,010$1.13M0.0%N/A0.014%
8/13/2025Philadelphia Trust Co.18,424$3.48M0.3%-0.3%0.042%
8/13/2025Baird Financial Group Inc.87,525$16.51M0.0%+4.3%0.199%
8/13/2025Dynamic Wealth Strategies LLC2,187$413K0.3%+3.5%0.005%
8/13/2025JBR Co Financial Management Inc11,407$2.15M1.1%-9.0%0.026%
8/13/2025Raab & Moskowitz Asset Management LLC6,804$1.28M0.3%-3.5%0.015%
8/13/2025Kilter Group LLC300$57K0.0%N/A0.001%
8/13/2025Plan Group Financial LLC2,703$510K0.2%N/A0.006%
8/13/2025JT Stratford LLC2,649$500K0.1%-19.4%0.006%
8/13/2025RPg Family Wealth Advisory LLC13,729$2.59M0.7%+0.4%0.031%
8/13/2025WCG Wealth Advisors LLC19,921$3.76M0.2%-3.1%0.045%
8/13/2025Beacon Pointe Advisors LLC6,326$1.19M0.0%+1.2%0.014%
8/13/2025Quantbot Technologies LP1,904$359K0.0%N/A0.004%
8/13/2025Fisher Asset Management LLC11,586$2.19M0.0%-12.4%0.026%
8/13/2025VestGen Advisors LLC15,081$2.85M0.1%+22.2%0.034%
8/13/2025Lido Advisors LLC20,951$3.95M0.0%-1.4%0.048%
8/13/2025Rinkey Investments1,149$217K0.1%N/A0.003%
8/13/2025Virtue Capital Management LLC1,395$263K0.0%N/A0.003%
8/13/2025Scotia Capital Inc.22,835$4.31M0.0%-1.7%0.052%
8/13/2025Level Four Advisory Services LLC2,776$524K0.0%+11.5%0.006%
8/13/2025Northwestern Mutual Wealth Management Co.145,756$27.50M0.0%+4.1%0.331%
8/13/2025Mayfair Advisory Group LLC1,980$389K0.2%+11.0%0.005%
8/13/2025Safe Harbor Fiduciary LLC4,267$805K0.8%+320.0%0.010%
8/13/2025Choreo LLC7,526$1.42M0.0%+4.0%0.017%
8/13/2025Russell Investments Group Ltd.626$118K0.0%+298.7%0.001%
8/13/2025Consultiva Wealth Management CORP.400$75K0.2%-20.0%0.001%
8/12/2025J.W. Cole Advisors Inc.43,331$8.17M0.2%+513.5%0.098%
8/12/2025Financial Advocates Investment Management20,354$3.84M0.3%+1.7%0.046%
8/12/2025Steward Partners Investment Advisory LLC56,243$10.61M0.1%+55.7%0.128%
8/12/2025Jaffetilchin Investment Partners LLC1,112$210K0.0%N/A0.003%
8/12/2025Quadcap Wealth Management LLC5,550$1.05M0.1%-1.5%0.013%
8/12/2025Insigneo Advisory Services LLC8,030$1.52M0.1%+3.8%0.018%
8/12/2025CreativeOne Wealth LLC3,607$680K0.0%+6.2%0.008%
8/12/2025Global Retirement Partners LLC10,727$2.02M0.1%N/A0.024%
8/12/2025Coldstream Capital Management Inc.6,425$1.21M0.0%-2.6%0.015%
8/12/2025Pettyjohn Wood & White Inc.2,535$478K0.1%+17.6%0.006%
8/12/2025Guerra Pan Advisors LLC1,184$223K0.1%N/A0.003%
8/12/2025Franklin Resources Inc.1,389$262K0.0%+86.7%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, 780 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were Bank of America Corp DE ($566.27M), LPL Financial LLC ($170.13M), Ameriprise Financial Inc. ($146.73M), Wells Fargo & Company MN ($120.24M), BNP Paribas Financial Markets ($115.02M), Raymond James Financial Inc. ($98.81M), and UBS Group AG ($75.70M).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 683 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), BNP Paribas Financial Markets ($701.54K), Raymond James Financial Inc. ($544.02K), International Assets Investment Management LLC ($534.03K), Modera Wealth Management LLC ($356.14K), and Envestnet Asset Management Inc. ($293.07K).

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

Institutional investors have bought a total of 5,565,006 shares in the last 24 months. This purchase volume represents approximately $897.87M in transactions.

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

Of the 337 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: Bank of America Corp DE ($240.84K), BNP Paribas Financial Markets ($142.21K), Envestnet Asset Management Inc. ($129.61K), JPMorgan Chase & Co. ($118.62K), Benjamin Edwards Inc. ($90.83K), HighTower Advisors LLC ($76.81K), and Aptus Capital Advisors LLC ($73.03K).

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

Institutional investors have sold a total of 2,220,721 shares in the last 24 months. This volume of shares sold represents approximately $352.55M in transactions.


Related Companies

This page (BATS:ITA) was last updated on 10/6/2025 by MarketBeat.com Staff
From Our Partners
The $20 stock that could make silicon chips obsolete
$2 TRILLION Quantum Gold Rush While everyone fights over expensive AI stocks... McKinsey just revealed the ...
The Oxford Club | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
Get my No. 1 gold stock now
Gold recently broke past $3,800 per ounce – setting yet another new all-time high. And Wall Street banks sa...
Stansberry Research | Sponsoredtc pixel
Nvidia’s slow death march
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Gold surges past $3,600 … but this has beat gold by 1,000x
Gold has surged past $3,600 an ounce — up 45% in the past year — but one veteran metals analyst says the real ...
Weiss Ratings | Sponsoredtc pixel
Stunning new initiative unfolding in the White House?
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel