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

iShares U.S. Aerospace & Defense ETF logo
$235.44 -0.13 (-0.06%)
As of 05/29/2026 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)
737
Total
Institutional Inflows
(last 12 months)
$3.23B
Number of
Institutional Sellers
(last 12 months)
340
Total
Institutional Outflows
(last 12 months)
$674.27M
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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
5/22/2026 WNY Asset Management LLC33,983$7.43M0.8%N/A0.077%
5/22/2026 Wellington Grp LLC188$41K0.0%N/A0.000%
5/22/2026 Verus Capital Partners LLC3,002$657K0.0%-18.9%0.007%
5/21/2026 Raab & Moskowitz Asset Management LLC6,015$1.32M0.3%-8.5%0.014%
5/21/2026 Vestor Capital LLC208$46K0.0%-74.3%0.000%
5/21/2026 BankChampaign National Association2,828$619K0.6%N/A0.006%
5/20/2026 Arete Wealth Advisors LLC17,035$3.72M0.2%+294.1%0.039%
5/20/2026 Leigh Baldwin & CO. LLC2,983$653K0.4%-38.7%0.007%
5/19/2026 Western Wealth Management LLC26,860$5.88M0.2%-10.3%0.061%
5/19/2026 Silicon Valley Capital Partners200$44K0.0%N/A0.000%
5/19/2026 Royal Fund Management LLC59,202$12.95M1.2%N/A0.135%
5/19/2026 Bank of America Corp DE2,997,974$655.81M0.0%+3.6%6.814%
5/19/2026 Edgestream Partners L.P.1,306$286K0.0%+4.3%0.003%
5/19/2026 Centaurus Financial Inc.3,334$729K0.0%+7.9%0.008%
5/19/2026 Ashton Thomas Securities LLC5,742$1.26M0.2%N/A0.013%
5/19/2026 Arkadios Wealth Advisors59,015$12.91M0.2%+48.8%0.134%
5/19/2026 Arete Wealth Advisors LLC17,035$3.72M0.3%+294.1%0.039%
5/18/2026 Sunbelt Securities Inc.13,504$2.95M0.2%-1.7%0.031%
5/18/2026 MSA Advisors LLC656$144K0.0%N/A0.001%
5/18/2026 EverSource Wealth Advisors LLC2,592$567K0.0%-10.8%0.006%
5/18/2026 Royal Bank of Canada559,124$122.31M0.0%+11.9%1.271%
5/16/2026 Excelsior Advisor Network LLC27,358$5.99M2.3%+0.5%0.062%
5/16/2026 Quantinno Capital Management LP5,084$1.11M0.0%+69.7%0.012%
5/15/2026 Gateway Wealth Partners LLC3,470$759K0.0%-53.2%0.008%
5/15/2026 Union Square Park Capital Management LLC10,000$2.19M1.2%N/A0.023%
5/15/2026 Waverly Advisors LLC18,490$4.05M0.0%+4.3%0.042%
5/15/2026 Wealth Alliance LLC5,961$1.30M0.1%-79.0%0.014%
5/14/2026 Hilltop Holdings Inc.4,604$1.01M0.1%-10.0%0.010%
5/14/2026 Compound Planning Inc.1,846$404K0.0%+10.1%0.004%
5/14/2026 Modern Wealth Management LLC2,710$606K0.0%-79.1%0.006%
5/14/2026 Keebeck Wealth Management2,927$640K0.1%-76.8%0.007%
5/14/2026 Bank of Nova Scotia20,766$4.54M0.0%+47.6%0.047%
5/14/2026 MWA Asset Management470$103K0.1%N/A0.001%
5/14/2026 Group One Trading LLC668$146K0.0%N/A0.002%
5/14/2026 Lido Advisors LLC21,253$4.65M0.0%-7.8%0.048%
5/13/2026 Cetera Investment Advisers381,674$83.49M0.1%-39.8%0.867%
5/13/2026 NewEdge Wealth LLC15,129$3.31M0.0%-0.3%0.034%
5/12/2026 Insight Advisors LLC PA953$209K0.0%-56.2%0.002%
5/12/2026 Bellwether Advisors LLC935$205K0.0%N/A0.002%
5/8/2026 PNC Financial Services Group Inc.5,622$1.23M0.0%+2.1%0.013%
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5/8/2026 Cura Wealth Advisors LLC1,025$224K0.1%N/A0.002%
5/8/2026 Cassaday & Co Wealth Management LLC458$100K0.0%N/A0.001%
5/8/2026 MWA Asset Management470$103K0.1%N/A0.001%
5/7/2026 Florida Financial Advisors LLC1,825$399K0.1%-53.5%0.004%
5/7/2026 AlTi Global Inc.1,033$226K0.0%-12.6%0.002%
5/7/2026 Hollencrest Capital Management462$101K0.0%+46.2%0.001%
5/7/2026 Symphony Financial Services Inc.2,871$628K0.3%+7.5%0.007%
5/7/2026 Scarborough Advisors LLC1,208$264K0.0%N/A0.003%
5/7/2026 Parallel Advisors LLC12,268$2.68M0.0%+28.3%0.028%
5/7/2026 Resolute Wealth Strategies LLC11,120$2.43M1.0%N/A0.025%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.9,405$2.06M1.3%-8.1%0.021%
5/7/2026 Vision Retirement LLC8,437$1.85M0.5%+1.2%0.019%
5/7/2026 World Equity Group Inc.1,936$424K0.1%-49.7%0.004%
5/7/2026 Crescent Grove Advisors LLC6,166$1.35M0.1%+2.1%0.014%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC247$54K0.0%N/A0.001%
5/6/2026 Kesler Norman & Wride LLC2,569$562K0.1%-1.9%0.006%
5/6/2026 Cornerstone Planning Group LLC1,264$272K0.0%-71.7%0.003%
5/6/2026 Juno Financial Group LLC1,916$419K0.2%-6.2%0.004%
5/6/2026 Assetmark Inc.12,853$2.81M0.0%-14.4%0.029%
5/6/2026 PeakShares LLC1,100$241K0.2%N/A0.003%
5/6/2026 Clearstead Trust LLC129$28K0.0%N/A0.000%
5/6/2026 Allspring Global Investments Holdings LLC2,941$655K0.0%-5.3%0.007%
5/6/2026 Independent Financial Group LLC36,672$8.02M0.2%N/A0.083%
5/5/2026 Quartz Partners LLC3,233$707K0.3%+8.4%0.007%
5/5/2026 BCGM Wealth Management LLC1,014$222K0.1%-92.2%0.002%
5/5/2026 Mcmorgan & Co. LLC987$216K0.0%-7.1%0.002%
5/5/2026 Ridgeline Wealth Planning LLC6,939$1.52M1.1%-1.5%0.016%
5/5/2026 Wealthfront Advisers LLC23,392$5.12M0.0%+47.3%0.053%
5/5/2026 D.A. Davidson & CO.20,424$4.47M0.0%+17.3%0.046%
5/5/2026 Sharpepoint LLC14,896$3.26M1.9%-2.1%0.034%
5/5/2026 Beaumont Financial Advisors LLC2,265$496K0.0%+9.4%0.005%
5/5/2026 Bank of New York Mellon Corp56,112$12.28M0.0%-68.9%0.128%
5/5/2026 IMC Chicago LLC2,850$623K0.0%N/A0.006%
5/5/2026 Geneos Wealth Management Inc.8,112$1.77M0.0%-68.1%0.018%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.1,280$280K0.0%N/A0.003%
5/5/2026 NFSG Corp920$201K0.0%+10.8%0.002%
5/5/2026 Sanctuary Advisors LLC31,180$6.82M0.0%-50.4%0.071%
5/5/2026 Ellerson Group Inc. ADV5,354$1.17M0.8%+9.1%0.012%
5/5/2026 Sigma Planning Corp19,623$4.29M0.1%+7.4%0.045%
5/5/2026 Cornerstone Advisory LLC7,204$1.58M0.1%-6.5%0.016%
5/4/2026 Beckerman Institutional LLC8,435$1.85M1.0%-1.1%0.019%
5/4/2026 Calamos Wealth Management LLC5,695$1.25M0.0%N/A0.013%
5/4/2026 Calamos Advisors LLC5,695$1.25M0.0%N/A0.013%
5/4/2026 Bryn Mawr Trust Advisors LLC8,804$1.93M0.1%-5.8%0.020%
5/4/2026 Northland Securities Inc.4,706$1.03M1.0%+1.5%0.011%
5/4/2026 NWF Advisory Services Inc.6,160$1.35M0.2%+36.0%0.014%
5/4/2026 Cdkv Holdings LLC11,847$2.59M2.3%+3.4%0.027%
5/4/2026 Y.D. More Investments Ltd1,149$243K0.0%+26.4%0.003%
5/2/2026 Avion Wealth254$55K0.0%-49.6%0.001%
5/2/2026 International Assets Investment Management LLC3,823$855K0.0%-23.3%0.009%
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5/2/2026 Diversify Wealth Management LLC140,861$30.02M0.5%+1,136.4%0.320%
5/2/2026 Valmark Advisers Inc.1,333$292K0.0%+11.5%0.003%
5/1/2026 Ferguson Wellman Capital Management Inc.66,679$14.59M0.2%-2.1%0.152%
5/1/2026 Citizens Financial Group Inc. RI1,004$220K0.0%+5.4%0.002%
5/1/2026 Fifth Third Bancorp6,383$1.40M0.0%+5,402.6%0.015%
5/1/2026 Sovran Advisors LLC9,097$1.99M0.2%-39.0%0.021%
5/1/2026 WealthShield Partners LLC2,445$535K0.1%-83.9%0.006%
5/1/2026 Darwin Wealth Management LLC10,198$2.23M0.7%+5.8%0.023%
5/1/2026 Sequoia Financial Advisors LLC4,998$1.09M0.0%+5.3%0.011%
4/30/2026 Costello Asset Management INC421$92K0.0%-17.5%0.001%


ITA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,013 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 926 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 ($479.91K).

Institutional investors have bought a total of 15,505,177 shares in the last 24 months. This purchase volume represents approximately $3.23B in transactions.

Of the 340 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), Goldman Sachs Group Inc. ($102.76K), and Janney Montgomery Scott LLC ($95.33K).

Institutional investors have sold a total of 3,207,100 shares in the last 24 months. This volume of shares sold represents approximately $674.27M in transactions.


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This page (BATS:ITA) was last updated on 5/30/2026 by MarketBeat.com Staff.
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