Free Trial

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

iShares U.S. Aerospace & Defense ETF logo
$170.78 +22.70 (+15.33%)
Closing price 05/21/2025 03:59 PM Eastern
Extended Trading
$171.12 +0.34 (+0.20%)
As of 05/21/2025 08:00 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)
465
Total
Institutional Inflows
(last 12 months)
$652.60M
Number of
Institutional Sellers
(last 12 months)
308
Total
Institutional Outflows
(last 12 months)
$283.67M
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
5/21/2025 Geneos Wealth Management Inc.27,605$4.23M0.1%+395.9%0.067%
5/20/2025 Belpointe Asset Management LLC4,889$749K0.0%-56.4%0.012%
5/20/2025 Jupiter Wealth Management LLC11,549$1.77M1.1%-10.1%0.028%
5/20/2025 Focus Partners Wealth22,546$3.45M0.0%-6.6%0.055%
5/20/2025 Integrity Alliance LLC.8,879$1.36M0.1%N/A0.022%
5/19/2025 Game Plan Financial Advisors LLC15,725$2.41M1.2%-2.3%0.038%
5/16/2025 Signature Estate & Investment Advisors LLC6,409$981K0.0%+45.6%0.016%
5/16/2025 Ashton Thomas Private Wealth LLC2,683$411K0.0%-5.2%0.007%
5/16/2025 Goldman Sachs Group Inc.424,645$65.01M0.0%+55.6%1.031%
5/16/2025 Jones Financial Companies Lllp26,317$4.03M0.0%-35.9%0.064%
5/16/2025 Coordinated Financial Services Inc. CO2,060$315K0.2%N/A0.005%
5/16/2025 Raab & Moskowitz Asset Management LLC7,049$1.08M0.3%-7.4%0.017%
5/16/2025 Pinnacle Family Advisors LLC5,757$881K0.5%N/A0.014%
5/16/2025 Integrated Wealth Concepts LLC15,157$2.32M0.0%-5.8%0.037%
5/16/2025 Edmond DE Rothschild Holding S.A.254$39K0.0%-24.0%0.001%
5/16/2025 Clark Capital Management Group Inc.15,329$2.35M0.0%N/A0.037%
5/16/2025 Belmont Capital LLC13,205$2.02M0.4%N/A0.032%
5/16/2025 AQR Capital Management LLC3,005$460K0.0%N/A0.007%
5/16/2025 1 North Wealth Services LLC206$32K0.0%N/A0.001%
5/16/2025 5th Street Advisors LLC35,984$5.51M2.7%+0.4%0.087%
5/15/2025 Federation des caisses Desjardins du Quebec23,024$3.54M0.0%+28.6%0.056%
5/15/2025 Perbak Capital Partners LLP15,630$2.39M1.8%N/A0.038%
5/15/2025 EP Wealth Advisors LLC15,711$2.41M0.0%-1.1%0.038%
5/15/2025 Royal Bank of Canada379,424$58.09M0.0%-8.1%0.921%
5/15/2025 MAI Capital Management6,962$1.07M0.0%-1.2%0.017%
5/15/2025 Calton & Associates Inc.9,527$1.46M0.3%+18.3%0.023%
5/15/2025 DRW Securities LLC2,562$392K0.0%-12.0%0.006%
5/15/2025 Centric Wealth Management1,602$245K0.1%-3.6%0.004%
5/15/2025 Baird Financial Group Inc.83,946$12.85M0.0%-21.9%0.204%
5/15/2025 WPG Advisers LLC237$36K0.0%N/A0.001%
5/15/2025 Gerber Kawasaki Wealth & Investment Management16,847$2.58M0.1%+3.0%0.041%
5/14/2025 Ieq Capital LLC2,934$449K0.0%-11.1%0.007%
5/14/2025 CreativeOne Wealth LLC3,397$520K0.0%+9.2%0.008%
5/14/2025 WCG Wealth Advisors LLC20,561$3.15M0.2%N/A0.050%
5/14/2025 Comerica Bank6,085$932K0.0%-14.9%0.015%
5/14/2025 RPg Family Wealth Advisory LLC13,672$2.09M0.6%N/A0.033%
5/14/2025 Quantitative Investment Management LLC27,816$4.26M0.4%+1.8%0.068%
5/14/2025 Northwestern Mutual Wealth Management Co.140,045$21.44M0.0%+3.2%0.340%
5/14/2025 Kestra Advisory Services LLC49,071$7.51M0.0%+10.0%0.119%
5/14/2025 Chicago Wealth Management Inc.75,890$11.62M6.1%+1.7%0.184%
Trump + Musk = AI’s turning point (Ad)

Trump may not code… but he knows how to pick winners. And according to insiders, his administration is preparing to fast-track a new class of AI infrastructure tech. Elon Musk has already poured $51 million into it.

Chris Rowe just shared the full details in a live presentation… Watch it here before it comes down.
5/14/2025 Ameriprise Financial Inc.723,956$110.86M0.0%-6.8%1.757%
5/14/2025 Summit Financial LLC10,007$1.53M0.0%+133.5%0.024%
5/14/2025 Flow Traders U.S. LLC30,359$4.65M0.2%N/A0.074%
5/14/2025 Elevate Wealth Advisory Inc.1,805$276K0.2%+256.7%0.004%
5/14/2025 Joseph P. Lucia & Associates LLC5,263$806K0.4%+3.7%0.013%
5/14/2025 Tradition Wealth Management LLC4,267$653K0.1%-1.5%0.010%
5/14/2025 RWA Wealth Partners LLC17,239$2.64M0.0%+786.3%0.042%
5/13/2025 Steward Partners Investment Advisory LLC36,113$5.53M0.0%+3.2%0.089%
5/13/2025 Intrepid Financial Planning Group LLC9,718$1.49M0.7%-4.5%0.024%
5/13/2025 Raymond James Financial Inc.450,709$69.00M0.0%-4.3%1.105%
5/13/2025 Somerset Group LLC8,410$1.29M1.2%+11.9%0.021%
5/13/2025 Menora Mivtachim Holdings LTD.2,400$367K0.0%N/A0.006%
5/13/2025 Philadelphia Trust Co.18,482$2.83M0.2%-4.7%0.045%
5/13/2025 Cresset Asset Management LLC5,096$780K0.0%-13.3%0.012%
5/13/2025 Nations Financial Group Inc. IA ADV8,513$1.30M0.1%-5.3%0.021%
5/13/2025 Leigh Baldwin & CO. LLC8,170$1.25M1.0%-10.0%0.020%
5/13/2025 GKV Capital Management Co. Inc.2,113$324K0.3%+1,838.5%0.005%
5/13/2025 Rathbones Group PLC4,164$638K0.0%+3.0%0.010%
5/13/2025 HighTower Advisors LLC179,543$27.49M0.0%+21.3%0.440%
5/12/2025 Simplex Trading LLC9,903$1.52M0.0%-68.4%0.024%
5/12/2025 Benjamin Edwards Inc.8,191$1.25M0.0%-91.7%0.020%
5/12/2025 Bristlecone Advisors LLC24,066$3.68M0.3%+8.2%0.059%
5/12/2025 National Bank of Canada FI12,976$1.98M0.0%+6.8%0.032%
5/12/2025 AlphaCore Capital LLC250$38K0.0%N/A0.001%
5/12/2025 Y.D. More Investments Ltd936$143K0.0%+10.0%0.002%
5/9/2025 Headlands Technologies LLC2,879$441K0.1%N/A0.007%
5/9/2025 Chicago Partners Investment Group LLC5,316$852K0.0%N/A0.013%
5/9/2025 Evolution Wealth Advisors LLC17,908$2.74M0.5%-2.2%0.044%
5/9/2025 Briaud Financial Planning Inc331$50K0.0%N/A0.001%
5/9/2025 Tidemark LLC2,015$309K0.1%+27.0%0.005%
5/9/2025 Exencial Wealth Advisors LLC4,741$726K0.0%-1.5%0.012%
5/9/2025 Wealthspire Advisors LLC5,601$857K0.0%+1.2%0.014%
5/9/2025 Atria Wealth Solutions Inc.32,184$4.93M0.1%-19.1%0.079%
5/9/2025 Costello Asset Management INC543$83K0.0%N/A0.001%
5/9/2025 Cary Street Partners Financial LLC2,775$425K0.0%-30.7%0.007%
5/9/2025 Thoroughbred Financial Services LLC1,822$279K0.0%N/A0.004%
5/9/2025 Commonwealth Equity Services LLC297,302$45.52M0.1%-4.4%0.729%
5/9/2025 Blair William & Co. IL19,013$2.91M0.0%-0.6%0.047%
5/9/2025 L & S Advisors Inc1,795$275K0.0%N/A0.004%
5/9/2025 Manchester Capital Management LLC500$77K0.0%+85.2%0.001%
5/9/2025 Scotia Capital Inc.23,228$3.56M0.0%-4.5%0.057%
5/9/2025 Cheviot Value Management LLC2,474$399K0.0%N/A0.006%
5/9/2025 OVERSEA CHINESE BANKING Corp Ltd5,561$851K0.0%-12.4%0.014%
5/9/2025 PNC Financial Services Group Inc.5,380$824K0.0%-11.5%0.013%
5/8/2025 IFG Advisory LLC2,963$454K0.0%+10.1%0.007%
5/8/2025 SPC Financial Inc.130,969$20.05M1.8%-0.7%0.321%
5/8/2025 Mullooly Asset Management Inc.2,915$446K0.0%N/A0.007%
5/8/2025 Moors & Cabot Inc.6,913$1.06M0.1%+76.0%0.017%
5/8/2025 Certified Advisory Corp7,531$1.15M0.1%+11.9%0.018%
5/8/2025 US Bancorp DE11,376$1.74M0.0%-4.7%0.028%
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.
5/8/2025 Ackerman Asset Management LLC3,579$548K0.5%N/A0.009%
5/8/2025 Harbour Investments Inc.21,140$3.24M0.1%-10.2%0.052%
5/8/2025 Tandem Financial LLC13,728$2.10M2.3%-8.0%0.034%
5/8/2025 NorthRock Partners LLC857$131K0.0%+110.6%0.002%
5/8/2025 Arkadios Wealth Advisors41,144$6.30M0.2%+40.9%0.101%
5/8/2025 FOCUS Wealth Advisors LLC36,390$5.57M3.1%-2.2%0.089%
5/8/2025 First Foundation Advisors3,223$493K0.0%-8.5%0.008%
5/8/2025 Geneos Wealth Management Inc.27,975$4.28M0.1%+402.5%0.069%
5/8/2025 Cozad Asset Management Inc.1,344$206K0.0%N/A0.003%
5/7/2025 Patten & Patten Inc. TN7,057$1.08M0.1%+30.8%0.017%
(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, 730 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 ITA's institutional investors.

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

Of the 635 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), 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 14,469,612 shares in the last 24 months. This purchase volume represents approximately $1.80B in transactions.

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

Of the 404 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), Ameriprise Financial Inc. ($187.87K), Aptus Capital Advisors LLC ($143.40K), UBS Group AG ($123.34K), and Ferguson Wellman Capital Management Inc. ($122.98K).

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

Institutional investors have sold a total of 4,771,656 shares in the last 24 months. This volume of shares sold represents approximately $620.27M in transactions.



This page (BATS:ITA) was last updated on 5/22/2025 by MarketBeat.com Staff
From Our Partners