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

iShares U.S. Aerospace & Defense ETF logo
$209.30 +0.04 (+0.02%)
Closing price 04:00 PM Eastern
Extended Trading
$209.48 +0.18 (+0.09%)
As of 04:15 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 Massive. Learn more.
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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)
699
Total
Institutional Inflows
(last 12 months)
$3.11B
Number of
Institutional Sellers
(last 12 months)
318
Total
Institutional Outflows
(last 12 months)
$623.50M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026QRG Capital Management Inc.2,548$618K0.0%+100.9%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.24,786$6.01M0.0%+5.6%0.056%
9/23/2026Envestnet Asset Management Inc.749,574$198.93M0.0%+7.4%1.704%
9/15/2026Anchor Investment Management LLC814$197K0.0%+1,030.6%0.002%
9/15/2026Reynders McVeigh Capital Management LLC851$206K0.0%N/A0.002%
9/9/2026Capstone Financial Advisors Inc.2,363$573K0.0%N/A0.005%
9/9/2026Blue Edge Capital LLC2,344$568K0.1%N/A0.005%
9/9/2026Sequoia Financial Advisors LLC22,191$5.38M0.0%+344.0%0.050%
9/9/2026Tidal Investments LLC6,090$1.48M0.0%N/A0.014%
9/9/2026Van Hulzen Asset Management LLC685$166K0.0%N/A0.002%
9/9/2026Cahill Financial Advisors Inc.11,744$2.85M0.3%+332.9%0.027%
9/9/2026IPG Investment Advisors LLC1,368$332K0.0%-7.3%0.003%
9/9/2026MCF Advisors LLC6,105$1.58M0.1%+9.9%0.014%
9/9/2026One Capital Management LLC2,075$503K0.0%N/A0.005%
9/9/2026BlueCrest Capital Management Ltd9,769$2.37M0.1%-1.0%0.022%
9/9/2026Capital Analysts LLC4,389$1.06M0.0%+2,234.6%0.010%
9/9/2026Summit Financial Strategies Inc.1,221$296K0.0%N/A0.003%
9/9/2026Concorde Asset Management LLC1,900$461K0.3%-16.4%0.004%
9/9/2026Pinnacle Wealth Management Advisory Group LLC1,834$445K0.0%+4.0%0.004%
9/9/2026NorthRock Partners LLC52,395$12.91M0.2%+2.5%0.119%
9/9/2026Integrated Wealth Concepts LLC40,110$9.72M0.1%+44.2%0.091%
9/9/2026RFG Advisory LLC1,698$412K0.0%-12.7%0.004%
9/9/2026NewEdge Advisors LLC58,393$14.16M0.0%+27.0%0.133%
9/9/2026Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD44,300$10.74M1.3%N/A0.101%
9/9/2026Ehrenkranz Partners L.P.9,100$2.21M1.3%N/A0.021%
9/9/2026IFP Advisors Inc110,807$27.06M0.5%+3.2%0.252%
9/9/2026Roble Belko & Company Inc36,119$8.76M1.0%N/A0.082%
9/9/2026Baird Financial Group Inc.111,570$27.05M0.0%+6.2%0.254%
9/9/2026Performa Ltd US LLC2,500$606K0.1%N/A0.006%
9/9/2026Arcus Capital Partners LLC23,199$5.62M2.4%N/A0.053%
9/9/2026Beacon Investment Advisory Services Inc.2,983$723K0.0%+35.2%0.007%
9/9/2026Centerline Wealth Advisors LLC9,510$2.31M0.7%+1.0%0.022%
9/9/2026XY Planning Network Inc.6,565$1.59M0.2%N/A0.015%
9/8/2026Allworth Financial LP11,718$2.84M0.0%+28.4%0.027%
9/8/2026Waverly Advisors LLC164,982$40.00M0.2%+792.3%0.375%
9/4/2026Parkside Financial Bank & Trust923$224K0.0%+84.6%0.002%
9/2/20261607 Capital Partners LLC4,645$1.13M0.1%-17.7%0.011%
8/31/2026Alternative Investment Advisors LLC.832$202K0.1%N/A0.002%
8/27/2026Corient Private Wealth LP251,407$60.95M0.1%+665.9%0.571%
8/26/2026HighTower Advisors LLC177,711$43.08M0.0%-0.1%0.404%
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8/25/2026Kingsbury Capital Investment Advisors LLC1,210$293K0.2%-63.7%0.003%
8/23/2026Ameritas Advisory Services LLC10,183$2.47M0.0%+145.6%0.023%
8/23/2026Kintra Wealth LLC5,514$1.38M0.1%-1.0%0.013%
8/23/2026PCG Wealth Advisors LLC2,434$590K0.1%+30.9%0.006%
8/23/2026Anson Capital Inc.1,658$402K0.3%-6.5%0.004%
8/23/2026Endeavor Private Wealth Inc.1,524$369K0.1%-39.7%0.003%
8/23/2026SFG Wealth Management LLC.1,179$286K0.1%+9.3%0.003%
8/23/2026Unique Wealth LLC13,934$3.38M0.4%+12.5%0.032%
8/22/2026Schuylkill Financial LLC3,967$962K0.9%N/A0.009%
8/22/2026Compass Financial Management LLC692$168K0.0%N/A0.002%
8/22/2026William John Sempolinski19,893$4.82M1.9%N/A0.045%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC5,029$1.22M0.4%N/A0.011%
8/22/2026Markowski Investments280$68K0.0%N/A0.001%
8/22/2026Old Mission Investment Co LLC2,800$679K0.1%N/A0.006%
8/22/2026Blalock Williams LLC1,127$273K0.2%N/A0.003%
8/22/2026SMART Wealth LLC2,676$649K0.1%N/A0.006%
8/22/2026Retirement Wealth Solutions LLC3,662$888K0.5%+22.8%0.008%
8/22/2026Tudor Financial Inc.16,835$4.08M1.8%-54.7%0.038%
8/22/2026NWF Advisory Services Inc.5,649$1.37M0.1%-8.3%0.013%
8/22/2026TD Waterhouse Canada Inc.48,878$11.91M0.0%-48.1%0.111%
8/22/2026Concurrent Investment Advisors LLC52,866$12.82M0.1%+10.0%0.120%
8/21/2026High Net Worth Advisory Group LLC1,486$360K0.1%-35.8%0.003%
8/21/2026Continuum Advisory LLC108$26K0.0%N/A0.000%
8/21/2026Safeguard Investment Advisory Group LLC1,208$293K0.1%N/A0.003%
8/21/2026Round Rock Advisors LLC2,584$626K0.1%-34.6%0.006%
8/21/2026Tsfg LLC32,979$8.00M1.0%+133.8%0.075%
8/21/2026Symphony Financial Ltd. Co.3,554$850K0.1%+17.3%0.008%
8/21/2026Secure Asset Management LLC4,656$1.13M0.2%-1.6%0.011%
8/21/2026Rinkey Investments1,412$342K0.1%N/A0.003%
8/21/2026Financial Life Advisors20,433$4.95M1.4%+3.5%0.046%
8/20/2026Nwam LLC3,458$838K0.0%+277.1%0.008%
8/20/2026RPg Family Wealth Advisory LLC18,058$4.38M0.7%+6.9%0.041%
8/20/2026Risk Paradigm Group LLC18,058$4.38M2.9%+6.9%0.041%
8/20/2026Ancora Advisors LLC1,081$262K0.0%-6.7%0.002%
8/20/2026Sigma Planning Corp23,273$5.64M0.1%+18.6%0.053%
8/20/2026Benjamin Edwards Inc.10,304$2.50M0.0%+3.4%0.023%
8/20/2026Northwestern Mutual Wealth Management Co.616,653$149.49M0.1%+15.9%1.401%
8/20/2026Rational Advisors Inc.4,172$1.01M0.1%-21.0%0.009%
8/20/2026Sheets Smith Wealth Management10,270$2.49M0.2%+1.3%0.023%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,424$588K0.0%-23.1%0.006%
8/19/2026Ferguson Wellman Capital Management Inc.66,008$16.00M0.2%-1.0%0.150%
8/19/2026Hsbc Holdings PLC6,134$1.48M0.0%-71.1%0.014%
8/17/2026Birmingham Capital Management Co. Inc. AL8,650$2.10M0.8%N/A0.020%
8/12/2026Compass Financial Management LLC692$168K0.0%N/A0.002%
8/7/2026Trust Co. of Vermont893$216K0.0%N/A0.002%
7/25/2026BridgePort Financial Solutions LLC7,393$1.79M0.5%+34.6%0.017%
7/25/2026Xcel Wealth Management LLC1,880$456K0.1%+31.0%0.004%
7/25/2026WealthBridge Capital Management LLC3,817$925K0.2%-3.0%0.009%
7/25/2026CRA Financial Services LLC3,958$959K0.1%+8.3%0.009%
7/25/2026Investment Partners Asset Management Inc.1,983$481K0.3%-21.5%0.005%
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7/24/2026Avidian Wealth Enterprises LLC3,452$837K0.0%+2.3%0.008%
7/24/2026D.A. Davidson & CO.18,369$4.45M0.0%-10.1%0.042%
7/24/2026Benjamin Edwards Inc.10,304$2.50M0.0%+3.4%0.023%
7/24/2026Surience Private Wealth LLC19,487$4.72M4.2%N/A0.044%
7/24/2026Provenance Wealth Advisors LLC2,311$560K0.1%+6.9%0.005%
7/24/2026EverSource Wealth Advisors LLC2,676$649K0.0%+3.2%0.006%
7/24/2026Signaturefd LLC796$193K0.0%+141.9%0.002%
7/24/2026Ignite Planners LLC38,600$9.36M1.3%-0.8%0.088%
7/24/2026Dynamic Wealth Strategies LLC285$69K0.0%-73.2%0.001%
7/23/2026Kesler Norman & Wride LLC986$239K0.0%-61.6%0.002%


ITA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,032 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were LPL Financial LLC ($676.79M), Bank of America Corp DE ($655.81M), Morgan Stanley ($642.67M), Wells Fargo & Company MN ($272.78M), Envestnet Asset Management Inc. ($198.93M), Ameriprise Financial Inc. ($183.68M), and MML Investors Services LLC ($155.66M).Learn more on iShares U.S. Aerospace & Defense ETF's institutional investors.

Of the 940 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: Envestnet Asset Management Inc. ($4.67M), BNP Paribas Financial Markets ($753.49K), Northwestern Mutual Wealth Management Co. ($694.06K), Raymond James Financial Inc. ($544.02K), JPMorgan Chase & Co. ($541.96K), LPL Financial LLC ($534.20K), and Park Avenue Securities LLC ($478.15K).

Institutional investors have bought a total of 14,612,004 shares in the last 24 months. This purchase volume represents approximately $3.11B in transactions.

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: BNP Paribas Financial Markets ($649.80K), Cetera Investment Advisers ($251.95K), Bank of America Corp DE ($243.37K), Aptus Capital Advisors LLC ($138.66K), Bank of New York Mellon Corp ($124.29K), NewEdge Advisors LLC ($108.60K), and Goldman Sachs Group Inc. ($102.76K).

Institutional investors have sold a total of 2,885,610 shares in the last 24 months. This volume of shares sold represents approximately $623.50M in transactions.


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Institutional ownership data for BATS:ITA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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