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

iShares U.S. Aerospace & Defense ETF logo
$185.05 +36.97 (+24.97%)
Closing price 07/1/2025 03:59 PM Eastern
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$185.00 -0.05 (-0.02%)
As of 05:57 AM Eastern
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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)
466
Total
Institutional Inflows
(last 12 months)
$633.55M
Number of
Institutional Sellers
(last 12 months)
308
Total
Institutional Outflows
(last 12 months)
$278.19M
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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
7/1/2025Harbor Investment Advisory LLC1,550$292K0.0%-4.9%0.004%
7/1/2025Kera Capital Partners Inc.1,666$314K0.1%+22.0%0.004%
7/1/2025Private Client Services LLC2,805$529K0.2%+60.5%0.006%
5/29/2025Nova Wealth Management Inc.3,899$597K0.5%+30.5%0.009%
5/29/2025Apeiron RIA LLC4,031$617K0.2%-3.7%0.010%
5/28/2025Birmingham Capital Management Co. Inc. AL5,075$777K0.3%-10.6%0.012%
5/22/2025Rollins Financial Advisors LLC2,243$343K0.1%+41.5%0.005%
5/21/2025Geneos Wealth Management Inc.27,605$4.23M0.1%+395.9%0.067%
5/20/2025Belpointe Asset Management LLC4,889$749K0.0%-56.4%0.012%
5/20/2025Jupiter Wealth Management LLC11,549$1.77M1.1%-10.1%0.028%
5/20/2025Focus Partners Wealth22,546$3.45M0.0%-6.6%0.055%
5/20/2025Integrity Alliance LLC.8,879$1.36M0.1%N/A0.022%
5/19/2025Game Plan Financial Advisors LLC15,725$2.41M1.2%-2.3%0.038%
5/16/2025Signature Estate & Investment Advisors LLC6,409$981K0.0%+45.6%0.016%
5/16/2025Ashton Thomas Private Wealth LLC2,683$411K0.0%-5.2%0.007%
5/16/2025Goldman Sachs Group Inc.424,645$65.01M0.0%+55.6%0.965%
5/16/2025Jones Financial Companies Lllp26,317$4.03M0.0%-35.9%0.064%
5/16/2025Coordinated Financial Services Inc. CO2,060$315K0.2%N/A0.005%
5/16/2025Raab & Moskowitz Asset Management LLC7,049$1.08M0.3%-7.4%0.017%
5/16/2025Pinnacle Family Advisors LLC5,757$881K0.5%N/A0.014%
5/16/2025Integrated Wealth Concepts LLC15,157$2.32M0.0%-5.8%0.037%
5/16/2025Edmond DE Rothschild Holding S.A.254$39K0.0%-24.0%0.001%
5/16/2025Clark Capital Management Group Inc.15,329$2.35M0.0%N/A0.037%
5/16/2025Belmont Capital LLC13,205$2.02M0.4%N/A0.032%
5/16/2025AQR Capital Management LLC3,005$460K0.0%N/A0.007%
5/16/20251 North Wealth Services LLC206$32K0.0%N/A0.001%
5/16/20255th Street Advisors LLC35,984$5.51M2.7%+0.4%0.087%
5/15/2025Federation des caisses Desjardins du Quebec23,024$3.54M0.0%+28.6%0.056%
5/15/2025Perbak Capital Partners LLP15,630$2.39M1.8%N/A0.038%
5/15/2025EP Wealth Advisors LLC15,711$2.41M0.0%-1.1%0.038%
5/15/2025Royal Bank of Canada379,424$58.09M0.0%-8.1%0.921%
5/15/2025MAI Capital Management6,962$1.07M0.0%-1.2%0.017%
5/15/2025Calton & Associates Inc.9,527$1.46M0.3%+18.3%0.023%
5/15/2025DRW Securities LLC2,562$392K0.0%-12.0%0.006%
5/15/2025Centric Wealth Management1,602$245K0.1%-3.6%0.004%
5/15/2025Baird Financial Group Inc.83,946$12.85M0.0%-21.9%0.204%
5/15/2025WPG Advisers LLC237$36K0.0%N/A0.001%
5/15/2025Gerber Kawasaki Wealth & Investment Management16,847$2.58M0.1%+3.0%0.041%
5/14/2025Ieq Capital LLC2,934$449K0.0%-11.1%0.007%
5/14/2025CreativeOne Wealth LLC3,397$520K0.0%+9.2%0.008%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

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For the moment, you can watch this interview free of charge – just click here.
5/14/2025WCG Wealth Advisors LLC20,561$3.15M0.2%N/A0.050%
5/14/2025Comerica Bank6,085$932K0.0%-14.9%0.015%
5/14/2025RPg Family Wealth Advisory LLC13,672$2.09M0.6%N/A0.033%
5/14/2025Quantitative Investment Management LLC27,816$4.26M0.4%+1.8%0.068%
5/14/2025Northwestern Mutual Wealth Management Co.140,045$21.44M0.0%+3.2%0.340%
5/14/2025Kestra Advisory Services LLC49,071$7.51M0.0%+10.0%0.119%
5/14/2025Chicago Wealth Management Inc.75,890$11.62M6.1%+1.7%0.184%
5/14/2025Ameriprise Financial Inc.723,956$110.86M0.0%-6.8%1.757%
5/14/2025Summit Financial LLC10,007$1.53M0.0%+133.5%0.024%
5/14/2025Flow Traders U.S. LLC30,359$4.65M0.2%N/A0.074%
5/14/2025Elevate Wealth Advisory Inc.1,805$276K0.2%+256.7%0.004%
5/14/2025Joseph P. Lucia & Associates LLC5,263$806K0.4%+3.7%0.013%
5/14/2025Tradition Wealth Management LLC4,267$653K0.1%-1.5%0.010%
5/14/2025RWA Wealth Partners LLC17,239$2.64M0.0%+786.3%0.042%
5/13/2025Steward Partners Investment Advisory LLC36,113$5.53M0.0%+3.2%0.089%
5/13/2025Intrepid Financial Planning Group LLC9,718$1.49M0.7%-4.5%0.024%
5/13/2025Raymond James Financial Inc.450,709$69.00M0.0%-4.3%1.105%
5/13/2025Somerset Group LLC8,410$1.29M1.2%+11.9%0.021%
5/13/2025Menora Mivtachim Holdings LTD.2,400$367K0.0%N/A0.006%
5/13/2025Philadelphia Trust Co.18,482$2.83M0.2%-4.7%0.045%
5/13/2025Cresset Asset Management LLC5,096$780K0.0%-13.3%0.012%
5/13/2025Nations Financial Group Inc. IA ADV8,513$1.30M0.1%-5.3%0.021%
5/13/2025Leigh Baldwin & CO. LLC8,170$1.25M1.0%-10.0%0.020%
5/13/2025GKV Capital Management Co. Inc.2,113$324K0.3%+1,838.5%0.005%
5/13/2025Rathbones Group PLC4,164$638K0.0%+3.0%0.010%
5/13/2025HighTower Advisors LLC179,543$27.49M0.0%+21.3%0.440%
5/12/2025Simplex Trading LLC9,903$1.52M0.0%-68.4%0.024%
5/12/2025Benjamin Edwards Inc.8,191$1.25M0.0%-91.7%0.020%
5/12/2025Bristlecone Advisors LLC24,066$3.68M0.3%+8.2%0.059%
5/12/2025National Bank of Canada FI12,976$1.98M0.0%+6.8%0.032%
5/12/2025AlphaCore Capital LLC250$38K0.0%N/A0.001%
5/12/2025Y.D. More Investments Ltd936$143K0.0%+10.0%0.002%
5/9/2025Headlands Technologies LLC2,879$441K0.1%N/A0.007%
5/9/2025Chicago Partners Investment Group LLC5,316$852K0.0%N/A0.013%
5/9/2025Evolution Wealth Advisors LLC17,908$2.74M0.5%-2.2%0.044%
5/9/2025Briaud Financial Planning Inc331$50K0.0%N/A0.001%
5/9/2025Tidemark LLC2,015$309K0.1%+27.0%0.005%
5/9/2025Exencial Wealth Advisors LLC4,741$726K0.0%-1.5%0.012%
5/9/2025Wealthspire Advisors LLC5,601$857K0.0%+1.2%0.014%
5/9/2025Atria Wealth Solutions Inc.32,184$4.93M0.1%-19.1%0.079%
5/9/2025Costello Asset Management INC543$83K0.0%N/A0.001%
5/9/2025Cary Street Partners Financial LLC2,775$425K0.0%-30.7%0.007%
5/9/2025Thoroughbred Financial Services LLC1,822$279K0.0%N/A0.004%
5/9/2025Commonwealth Equity Services LLC297,302$45.52M0.1%-4.4%0.729%
5/9/2025Blair William & Co. IL19,013$2.91M0.0%-0.6%0.047%
5/9/2025L & S Advisors Inc1,795$275K0.0%N/A0.004%
5/9/2025Manchester Capital Management LLC500$77K0.0%+85.2%0.001%
5/9/2025Scotia Capital Inc.23,228$3.56M0.0%-4.5%0.057%
5/9/2025Cheviot Value Management LLC2,474$399K0.0%N/A0.006%
5/9/2025OVERSEA CHINESE BANKING Corp Ltd5,561$851K0.0%-12.4%0.014%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/9/2025PNC Financial Services Group Inc.5,380$824K0.0%-11.5%0.013%
5/8/2025IFG Advisory LLC2,963$454K0.0%+10.1%0.007%
5/8/2025SPC Financial Inc.130,969$20.05M1.8%-0.7%0.321%
5/8/2025Mullooly Asset Management Inc.2,915$446K0.0%N/A0.007%
5/8/2025Moors & Cabot Inc.6,913$1.06M0.1%+76.0%0.017%
5/8/2025Certified Advisory Corp7,531$1.15M0.1%+11.9%0.018%
5/8/2025US Bancorp DE11,376$1.74M0.0%-4.7%0.028%
5/8/2025Ackerman Asset Management LLC3,579$548K0.5%N/A0.009%
5/8/2025Harbour Investments Inc.21,140$3.24M0.1%-10.2%0.052%
5/8/2025Tandem Financial LLC13,728$2.10M2.3%-8.0%0.034%
(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, 732 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 637 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 4,322,184 shares in the last 24 months. This purchase volume represents approximately $633.55M in transactions.

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

Of the 308 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 1,890,788 shares in the last 24 months. This volume of shares sold represents approximately $278.19M in transactions.


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This page (BATS:ITA) was last updated on 7/2/2025 by MarketBeat.com Staff
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