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

iShares U.S. Aerospace & Defense ETF logo
$239.62 -0.01 (0.00%)
As of 07/9/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
740
Total
Institutional Inflows
(last 12 months)
$3.23B
Number of
Institutional Sellers
(last 12 months)
347
Total
Institutional Outflows
(last 12 months)
$699.72M
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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
7/10/2026Redhawk Wealth Advisors Inc.2,621$635K0.1%-27.2%0.006%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,499$1.09M0.1%-2.5%0.010%
7/10/2026Community Financial Services Group LLC250$61K0.0%+142.7%0.001%
7/10/2026Wealthcare Advisory Partners LLC6,674$1.62M0.0%-6.1%0.015%
7/9/2026Kraft Davis & Associates LLC39,541$9.46M2.0%+4.0%0.090%
7/9/2026Financial Management Professionals Inc.2,249$545K0.1%-72.1%0.005%
7/9/2026Centurion Wealth Management LLC3,109$754K0.2%-19.4%0.007%
7/9/2026Wealthcare Capital Partners LLC1,221$296K0.1%+16.0%0.003%
7/9/2026AFG Fiduciary Services Limited Partnership3,040$755K0.6%N/A0.007%
7/9/2026World Equity Group Inc.2,960$718K0.2%+52.9%0.007%
7/9/2026Focus Financial Network Inc.10,938$2.65M0.1%-3.5%0.025%
7/9/2026Herbst Group LLC19,140$4.64M2.5%+3.1%0.044%
7/9/2026Tactive Advisors LLC1,550$376K0.1%-22.5%0.004%
7/9/2026Sax Wealth Advisors LLC1,665$404K0.0%+8.9%0.004%
7/8/2026 MRA Advisory Group37,956$9.20M3.3%+1.0%0.086%
7/8/2026 Strategic Investment Solutions Inc. IL424$103K0.0%-93.4%0.001%
7/8/2026 First Heartland Consultants Inc.2,582$626K0.0%-2.7%0.006%
7/8/2026 FNY Investment Advisers LLC1,164$282K0.1%N/A0.003%
7/8/2026 Castle Rock Wealth Management LLC9,641$2.35M0.5%+24.6%0.022%
7/8/2026 Midwest Financial Network LLC5,671$1.38M0.9%-12.4%0.013%
7/8/2026 Archer Investment Management LLC873$212K0.1%-13.0%0.002%
7/7/2026 Quad Cities Investment Group LLC886$215K0.1%N/A0.002%
7/7/2026 FOCUS Wealth Advisors LLC33,667$8.16M3.8%-1.0%0.077%
7/7/2026 Avior Wealth Management LLC12,040$2.92M0.1%+92.4%0.027%
7/7/2026 Value Investment Professionals LLC1,188$288K0.2%N/A0.003%
7/7/2026 Wisconsin Wealth Advisors LLC4,471$1.08M0.9%-1.9%0.010%
7/7/2026 CoreCap Advisors LLC1,909$463K0.0%-8.1%0.004%
7/7/2026 Moulton Wealth Management Inc.6,236$1.52M1.0%+21.6%0.014%
7/6/2026 Bangor Savings Bank204$49K0.0%N/A0.000%
7/6/2026 Bulwark Capital Corp607$147K0.1%-17.6%0.001%
7/6/2026 Private Client Services LLC2,389$579K0.2%-1.6%0.005%
7/6/2026 Trilogy Capital Inc.14,717$3.57M0.1%-1.3%0.033%
7/2/2026 CX Institutional24,084$5.84M0.2%-0.9%0.055%
7/1/2026 Roxbury Financial LLC4,839$1.17M0.9%+8.4%0.011%
6/10/2026FAS Wealth Partners Inc.797$174K0.0%+9.2%0.002%
6/9/2026Rathbones Group PLC4,236$927K0.0%+10.6%0.010%
6/8/2026Pine Valley Investments Ltd Liability Co1,579$345K0.0%+10.1%0.004%
6/4/2026 Midwest Financial Network LLC6,475$1.42M1.1%-22.5%0.015%
6/3/2026Parallel Advisors LLC12,268$2.68M0.0%+28.3%0.028%
6/3/2026NewEdge Advisors LLC45,967$10.06M0.0%-69.6%0.104%
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6/1/2026Foguth Wealth Management LLC.1,128$266K0.0%-12.2%0.003%
6/1/2026Concorde Asset Management LLC2,272$497K0.2%-5.1%0.005%
6/1/2026Keel Point LLC12,287$2.69M0.2%+1.6%0.028%
5/22/2026WNY Asset Management LLC33,983$7.43M0.8%N/A0.077%
5/22/2026Wellington Grp LLC188$41K0.0%N/A0.000%
5/22/2026Verus Capital Partners LLC3,002$657K0.0%-18.9%0.007%
5/21/2026Raab & Moskowitz Asset Management LLC6,015$1.32M0.3%-8.5%0.014%
5/21/2026Vestor Capital LLC208$46K0.0%-74.3%0.000%
5/21/2026BankChampaign National Association2,828$619K0.6%N/A0.006%
5/20/2026Arete Wealth Advisors LLC17,035$3.72M0.2%+294.1%0.039%
5/20/2026Leigh Baldwin & CO. LLC2,983$653K0.4%-38.7%0.007%
5/19/2026Western Wealth Management LLC26,860$5.88M0.2%-10.3%0.061%
5/19/2026Silicon Valley Capital Partners200$44K0.0%N/A0.000%
5/19/2026Royal Fund Management LLC59,202$12.95M1.2%N/A0.135%
5/19/2026Bank of America Corp DE2,997,974$655.81M0.0%+3.6%6.814%
5/19/2026Edgestream Partners L.P.1,306$286K0.0%+4.3%0.003%
5/19/2026Centaurus Financial Inc.3,334$729K0.0%+7.9%0.008%
5/19/2026Ashton Thomas Securities LLC5,742$1.26M0.2%N/A0.013%
5/19/2026Arkadios Wealth Advisors59,015$12.91M0.2%+48.8%0.134%
5/19/2026Arete Wealth Advisors LLC17,035$3.72M0.3%+294.1%0.039%
5/18/2026Sunbelt Securities Inc.13,504$2.95M0.2%-1.7%0.031%
5/18/2026MSA Advisors LLC656$144K0.0%N/A0.001%
5/18/2026EverSource Wealth Advisors LLC2,592$567K0.0%-10.8%0.006%
5/18/2026Royal Bank of Canada559,124$122.31M0.0%+11.9%1.271%
5/16/2026Excelsior Advisor Network LLC27,358$5.99M2.3%+0.5%0.062%
5/16/2026Quantinno Capital Management LP5,084$1.11M0.0%+69.7%0.012%
5/15/2026Gateway Wealth Partners LLC3,470$759K0.0%-53.2%0.008%
5/15/2026Union Square Park Capital Management LLC10,000$2.19M1.2%N/A0.023%
5/15/2026Waverly Advisors LLC18,490$4.05M0.0%+4.3%0.042%
5/15/2026Wealth Alliance LLC5,961$1.30M0.1%-79.0%0.014%
5/14/2026Hilltop Holdings Inc.4,604$1.01M0.1%-10.0%0.010%
5/14/2026Compound Planning Inc.1,846$404K0.0%+10.1%0.004%
5/14/2026Modern Wealth Management LLC2,710$606K0.0%-79.1%0.006%
5/14/2026Keebeck Wealth Management2,927$640K0.1%-76.8%0.007%
5/14/2026Bank of Nova Scotia20,766$4.54M0.0%+47.6%0.047%
5/14/2026MWA Asset Management470$103K0.1%N/A0.001%
5/14/2026Group One Trading LLC668$146K0.0%N/A0.002%
5/14/2026Lido Advisors LLC21,253$4.65M0.0%-7.8%0.048%
5/13/2026Cetera Investment Advisers381,674$83.49M0.1%-39.8%0.867%
5/13/2026NewEdge Wealth LLC15,129$3.31M0.0%-0.3%0.034%
5/12/2026Insight Advisors LLC PA953$209K0.0%-56.2%0.002%
5/12/2026Bellwether Advisors LLC935$205K0.0%N/A0.002%
5/8/2026PNC Financial Services Group Inc.5,622$1.23M0.0%+2.1%0.013%
5/8/2026Cura Wealth Advisors LLC1,025$224K0.1%N/A0.002%
5/8/2026Cassaday & Co Wealth Management LLC458$100K0.0%N/A0.001%
5/8/2026MWA Asset Management470$103K0.1%N/A0.001%
5/7/2026Florida Financial Advisors LLC1,825$399K0.1%-53.5%0.004%
5/7/2026AlTi Global Inc.1,033$226K0.0%-12.6%0.002%
5/7/2026Hollencrest Capital Management462$101K0.0%+46.2%0.001%
5/7/2026Symphony Financial Services Inc.2,871$628K0.3%+7.5%0.007%
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5/7/2026Scarborough Advisors LLC1,208$264K0.0%N/A0.003%
5/7/2026Parallel Advisors LLC12,268$2.68M0.0%+28.3%0.028%
5/7/2026Resolute Wealth Strategies LLC11,120$2.43M1.0%N/A0.025%
5/7/2026Marshall & Sterling Wealth Advisors Inc.9,405$2.06M1.3%-8.1%0.021%
5/7/2026Vision Retirement LLC8,437$1.85M0.5%+1.2%0.019%
5/7/2026World Equity Group Inc.1,936$424K0.1%-49.7%0.004%
5/7/2026Crescent Grove Advisors LLC6,166$1.35M0.1%+2.1%0.014%
5/6/2026Annis Gardner Whiting Capital Advisors LLC247$54K0.0%N/A0.001%
5/6/2026Kesler Norman & Wride LLC2,569$562K0.1%-1.9%0.006%
5/6/2026Cornerstone Planning Group LLC1,264$272K0.0%-71.7%0.003%


ITA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,021 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.00B), LPL Financial LLC ($676.79M), Bank of America Corp DE ($655.81M), Morgan Stanley ($642.67M), Wells Fargo & Company MN ($272.78M), 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 933 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. ($4.62M), BNP Paribas Financial Markets ($753.49K), Northwestern Mutual Wealth Management Co. ($616.84K), LPL Financial LLC ($564.64K), Raymond James Financial Inc. ($544.02K), JPMorgan Chase & Co. ($541.96K), and Park Avenue Securities LLC ($478.15K).

Institutional investors have bought a total of 15,484,401 shares in the last 24 months. This purchase volume represents approximately $3.23B in transactions.

Of the 347 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), Bank of America Corp DE ($484.22K), Cetera Investment Advisers ($251.95K), 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 3,319,976 shares in the last 24 months. This volume of shares sold represents approximately $699.72M in transactions.


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This page (BATS:ITA) was last updated on 7/10/2026 by MarketBeat.com Staff.
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