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

iShares U.S. Aerospace & Defense ETF logo
$155.84 +7.77 (+5.24%)
As of 04/30/2025 11:54 AM Eastern
This is a fair market value 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)
441
Total
Institutional Inflows
(last 12 months)
$579.43M
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$261.29M
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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
4/30/2025Cerity Partners LLC23,156$3.55M0.0%-1.2%0.057%
4/30/2025Allworth Financial LP10,559$1.61M0.0%-18.2%0.026%
4/30/2025Sharpepoint LLC16,988$2.66M2.4%+4.4%0.042%
4/30/2025Banque Pictet & Cie SA30,535$4.68M0.0%-0.7%0.075%
4/30/2025Rehmann Capital Advisory Group5,348$819K0.1%-2.4%0.013%
4/30/2025Principal Securities Inc.14,412$2.10M0.0%+4.4%0.035%
4/30/2025Stratos Wealth Partners LTD.23,888$3.66M0.1%+37.4%0.059%
4/30/2025Brown Advisory Inc.7,844$1.20M0.0%-5.2%0.019%
4/30/2025Pekin Hardy Strauss Inc.4,297$658K0.1%-7.3%0.011%
4/30/2025Interchange Capital Partners LLC3,299$503K0.1%+22.0%0.008%
4/29/2025 U.S. Capital Wealth Advisors LLC2,099$321K0.0%+28.7%0.005%
4/29/2025 Richard Bernstein Advisors LLC47,180$7.22M0.2%-9.5%0.116%
4/29/2025 Financial Counselors Inc.2,978$456K0.0%N/A0.007%
4/29/2025 Envestnet Asset Management Inc.227,195$34.78M0.0%+40.8%0.557%
4/29/2025 Ifrah Financial Services Inc.2,134$327K0.1%-3.6%0.005%
4/29/2025 Interactive Financial Advisors Inc.20,517$3.14M1.7%-0.7%0.050%
4/29/2025 Concurrent Investment Advisors LLC19,673$3.01M0.1%+57.5%0.048%
4/29/2025 Marks Wealth LLC81,901$12.54M4.6%N/A0.201%
4/29/2025 Bank of New York Mellon Corp4,270$654K0.0%-25.4%0.010%
4/29/2025 World Investment Advisors7,625$1.17M0.0%-2.0%0.019%
4/29/2025 Capital Investment Advisory Services LLC2,551$391K0.0%-4.4%0.006%
4/29/2025 Strategic Blueprint LLC1,890$289K0.0%N/A0.005%
4/29/2025 OneDigital Investment Advisors LLC3,017$462K0.0%-40.8%0.007%
4/29/2025 Aurora Private Wealth Inc.1,585$243K0.1%-48.5%0.004%
4/29/2025 Onyx Bridge Wealth Group LLC4,352$666K0.1%-7.0%0.011%
4/28/2025 D.A. Davidson & CO.12,795$1.96M0.0%+5.0%0.031%
4/28/2025 Mutual Advisors LLC4,234$655K0.0%-40.5%0.010%
4/28/2025 Axis Wealth Partners LLC1,847$283K0.2%+4.4%0.005%
4/28/2025 Heritage Oak Wealth Advisors LLC10,248$1.57M0.7%-7.0%0.025%
4/28/2025 Private Trust Co. NA3,100$475K0.0%-2.5%0.008%
4/28/2025 DAVENPORT & Co LLC6,344$971K0.0%-19.5%0.016%
4/28/2025 Vontobel Holding Ltd.15,782$2.42M0.0%+38.1%0.039%
4/25/2025 Mather Group LLC.535$82K0.0%+63.1%0.001%
4/25/2025 Lodestar Private Asset Management LLC11,660$1.79M0.2%-1.9%0.029%
4/25/2025 Barnes Dennig Private Wealth Management LLC831$127K0.2%N/A0.002%
4/25/2025 New Wave Wealth Advisors LLC3,440$527K0.2%-13.4%0.008%
4/25/2025 Albion Financial Group UT300$46K0.0%+39.5%0.001%
4/25/2025 Essex Financial Services Inc.6,211$951K0.1%-5.6%0.015%
4/25/2025 Almanack Investment Partners LLC.3,088$473K0.1%-11.3%0.008%
4/25/2025 McGuire Investment Group LLC7,700$1.18M0.2%+2.6%0.019%
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4/25/2025 Sovran Advisors LLC4,922$736K0.1%+5.4%0.012%
4/24/2025 Sunbelt Securities Inc.14,536$2.23M0.2%-3.3%0.036%
4/24/2025 Tepp RIA LLC2,263$346K0.5%-29.2%0.006%
4/24/2025 Total Wealth Planning & Management Inc.5,749$880K0.8%+3.0%0.014%
4/24/2025 Kraft Davis & Associates LLC8,577$1.25M0.4%-2.5%0.021%
4/23/2025 Cottonwood Capital Advisors LLC22,760$3.49M2.6%+11.0%0.056%
4/23/2025 Western Wealth Management LLC9,756$1.49M0.1%-0.9%0.024%
4/23/2025 Sequoia Financial Advisors LLC3,167$485K0.0%+25.0%0.008%
4/23/2025 Wealth Effects LLC1,857$284K0.1%-13.9%0.005%
4/23/2025 Perigon Wealth Management LLC1,368$209K0.0%-37.8%0.003%
4/23/2025 TigerOak Management L.L.C.18,848$2.89M1.1%-1.8%0.046%
4/23/2025 Golden State Wealth Management LLC658$101K0.0%+94.7%0.002%
4/23/2025 Aurora Private Wealth Inc.124,481$19.06M0.5%+3,944.2%0.305%
4/23/2025 Spire Wealth Management19,937$3.05M0.1%-4.4%0.049%
4/23/2025 Mission Hills Financial Advisory LLC3,777$578K0.4%-1.8%0.009%
4/23/2025 Global Assets Advisory LLC22,664$3.34M0.6%+250.2%0.056%
4/23/2025 International Assets Investment Management LLC5,222$799K0.0%-17.5%0.013%
4/23/2025 Bluesphere Advisors LLC32,901$5.04M2.9%-0.3%0.081%
4/23/2025 Family Legacy Inc.11,699$1.79M0.6%-6.8%0.029%
4/23/2025 Oppenheimer & Co. Inc.38,867$5.95M0.1%-4.3%0.095%
4/22/2025 Centerpoint Advisory Group1,348$206K0.2%N/A0.003%
4/22/2025 Flagship Harbor Advisors LLC3,594$550K0.0%-21.3%0.009%
4/22/2025 Prairie Wealth Advisors Inc.10,850$1.66M0.8%-2.1%0.027%
4/22/2025 Cambridge Investment Research Advisors Inc.104,852$16.05M0.1%+17.6%0.257%
4/22/2025 WealthCare Investment Partners LLC46,288$6.78M2.8%+7.3%0.113%
4/22/2025 Genesee Capital Advisors LLC5,501$842K0.4%-29.4%0.013%
4/22/2025 Ellis Investment Partners LLC4,779$732K0.2%-4.8%0.012%
4/22/2025 MinichMacGregor Wealth Management LLC83,256$12.75M2.8%+11.3%0.204%
4/22/2025 Inlight Wealth Management LLC394$60K0.0%N/A0.001%
4/22/2025 Garde Capital Inc.562$86K0.0%N/A0.001%
4/22/2025 Register Financial Advisors LLC1,727$264K0.1%-4.1%0.004%
4/22/2025 PFG Investments LLC7,194$1.10M0.1%+8.1%0.018%
4/21/2025 Avior Wealth Management LLC3,864$592K0.0%+6.7%0.009%
4/21/2025 ORG Partners LLC1,380$213K0.1%+338.1%0.003%
4/21/2025 Means Investment CO. Inc.2,285$350K0.0%-22.4%0.006%
4/21/2025 Blue Trust Inc.837$128K0.0%+2,162.2%0.002%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,826$1.97M0.3%+0.7%0.031%
4/21/2025 ORG Wealth Partners LLC1,015$157K0.1%N/A0.002%
4/21/2025 HCR Wealth Advisors2,218$340K0.0%-3.1%0.005%
4/21/2025 Envestnet Portfolio Solutions Inc.3,456$529K0.0%+79.2%0.008%
4/21/2025 Well Done LLC33,296$4.84M0.9%+3.7%0.082%
4/21/2025 Janney Capital Management LLC111,528$17.08M1.2%-2.0%0.273%
4/21/2025 Cadent Capital Advisors LLC107,111$16.40M5.8%-2.4%0.263%
4/21/2025 MFA Wealth Advisors LLC16,073$2.46M0.6%-1.2%0.039%
4/21/2025 Kingswood Wealth Advisors LLC3,952$605K0.0%-41.9%0.010%
4/18/2025 Mayfair Advisory Group LLC1,784$273K0.2%-5.1%0.004%
4/18/2025 Lion Street Advisors LLC2,860$438K0.1%+8.1%0.007%
4/18/2025 San Luis Wealth Advisors LLC2,956$453K0.1%-93.3%0.007%
4/18/2025 Global Trust Asset Management LLC1,170$179K0.1%+23.8%0.003%
4/18/2025 Insigneo Advisory Services LLC7,736$1.18M0.1%-9.8%0.019%
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4/17/2025 Vivid Wealth Management LLC18,873$2.89M1.4%-3.3%0.046%
4/17/2025 Vicus Capital3,055$468K0.0%-4.3%0.007%
4/17/2025 Inscription Capital LLC4,399$673K0.1%N/A0.011%
4/17/2025 Sowell Financial Services LLC7,636$1.17M0.1%N/A0.019%
4/17/2025 Janney Montgomery Scott LLC52,191$7.99M0.0%-13.7%0.127%
4/17/2025 Partners Wealth Management LLC2,392$366K0.4%-3.6%0.006%
4/17/2025 Massachusetts Wealth Management7,627$1.17M0.8%-4.6%0.019%
4/16/2025 CRA Financial Services LLC3,731$571K0.1%-9.7%0.009%
4/16/2025 Wealth Enhancement Advisory Services LLC133,627$20.46M0.0%+9.7%0.325%
4/16/2025 BigSur Wealth Management LLC28,753$4.40M1.2%-0.5%0.070%
(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, 721 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were LPL Financial LLC ($161.90M), Wells Fargo & Company MN ($120.24M), Ameriprise Financial Inc. ($112.88M), UBS Group AG ($75.70M), Raymond James Financial Inc. ($68.45M), Royal Bank of Canada ($60.04M), and Commonwealth Equity Services LLC ($45.22M).Learn more on ITA's institutional investors.

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

Of the 634 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), Global Assets Advisory LLC ($861.14K), Migdal Insurance & Financial Holdings Ltd. ($605K), International Assets Investment Management LLC ($533.93K), Raymond James Financial Inc. ($470.90K), Modera Wealth Management LLC ($356.14K), and Envestnet Asset Management Inc. ($343.21K).

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

Institutional investors have bought a total of 15,310,654 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

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

Of the 394 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. ($605K), BNP Paribas Financial Markets ($341.49K), Envestnet Asset Management Inc. ($296.16K), Twin Tree Management LP ($205.52K), Aptus Capital Advisors LLC ($143.40K), Ameriprise Financial Inc. ($135.30K), and UBS Group AG ($123.34K).

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

Institutional investors have sold a total of 4,616,986 shares in the last 24 months. This volume of shares sold represents approximately $585.12M in transactions.



This page (BATS:ITA) was last updated on 5/1/2025 by MarketBeat.com Staff
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