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

iShares U.S. Aerospace & Defense ETF logo
$71.44 -0.29 (-0.40%)
As of 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
628
Total
Institutional Inflows
(last 12 months)
$573.37M
Number of
Institutional Sellers
(last 12 months)
330
Total
Institutional Outflows
(last 12 months)
$392.96M
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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
11/13/2026Insigneo Advisory Services LLC16,981$3.52M0.1%+7.1%0.010%
11/13/2026Wealth Alliance LLC5,964$1.24M0.1%-56.7%0.004%
11/13/2026Xcelsior Advisor Partners LLC28,433$5.89M0.4%-1.7%0.017%
11/13/2026Paragon Financial Partners Inc.31,340$6.49M3.3%+0.7%0.018%
11/13/2026One Wealth Advisors LLC3,135$650K0.1%-12.1%0.002%
11/13/2026Essex Financial Services Inc.8,953$1.86M0.1%+26.9%0.005%
11/13/2026Smith Moore & CO.2,078$431K0.0%+56.0%0.001%
11/12/2026Benjamin Edwards Inc.9,701$2.01M0.0%-5.9%0.006%
11/12/2026Whittier Trust Co.12,264$2.53M0.0%-3.8%0.007%
11/11/2026 Group One Trading LLC12,580$2.61M0.0%-101.4%0.007%
11/11/2026 Private Advisor Group LLC82,795$17.15M0.1%+4.5%0.049%
11/11/2026 Tyche Wealth Partners LLC1,174$243K0.0%N/A0.001%
11/11/2026 Maxele Advisors LLC12,845$2.66M1.9%-3.5%0.008%
11/11/2026 Ieq Capital LLC7,026$1.46M0.0%+3.9%0.004%
11/11/2026 Focus Advisor Solutions LLC1,173$243K0.0%N/A0.001%
11/11/2026 360 Financial Inc.1,058$219K0.1%-98.4%0.001%
11/11/2026 Independent Advisor Alliance15,078$3.12M0.1%+178.9%0.009%
11/10/2026 Beckerman Institutional LLC7,722$1.60M0.8%-6.3%0.005%
11/10/2026 Global Retirement Partners LLC20,272$4.20M0.1%-3.6%0.012%
11/10/2026 BCGM Wealth Management LLC1,928$399K0.1%+46.3%0.001%
11/10/2026 Rothschild Investment LLC465$96K0.0%-53.0%0.000%
11/10/2026 Cibc World Market Inc.12,143$2.52M0.0%+11.6%0.007%
11/10/2026 Edgestream Partners L.P.1,665$345K0.0%N/A0.001%
11/10/2026 HighTower Advisors LLC155,746$32.27M0.0%-12.4%0.091%
11/10/2026 BCS Private Wealth Management Inc.27,432$5.68M1.6%-2.4%0.016%
11/10/2026 Western Wealth Management LLC22,483$4.66M0.1%-0.7%0.013%
11/9/2026 Harbour Investments Inc.43,133$8.94M0.1%+14.5%0.025%
11/9/2026 IFG Advisory LLC6,209$1.29M0.0%-48.7%0.004%
11/9/2026 Phoenix Financial Ltd.1,077,293$223.19M1.5%-15.8%0.632%
11/7/2026 Ibex Wealth Advisors4,409$913K0.1%-13.2%0.010%
11/7/2026 Diversified Trust Co1,052$218K0.0%-14.5%0.002%
11/6/2026 Moors & Cabot Inc.10,529$2.18M0.1%+5.7%0.024%
11/6/2026 Money Concepts Capital Corp2,726$565K0.0%-47.5%0.006%
11/6/2026 Allworth Financial LP8,277$1.72M0.0%-29.4%0.019%
11/6/2026 Russell Investments Group Ltd.826$171K0.0%-35.2%0.002%
11/6/2026 Everest Financial Group LLC1,200$249K0.0%N/A0.003%
11/6/2026 Fifth Third Bancorp6,748$1.40M0.0%-95.5%0.015%
11/6/2026 Winthrop Capital Management LLC10,672$2.21M0.5%-3.6%0.024%
11/5/2026 Stephen J. Garry & Associates LLC8,371$1.73M1.4%+4.1%0.019%
11/5/2026 Silver Grove Financial Group Inc.327$68K0.0%+303.7%0.001%
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11/5/2026 Philadelphia Trust Co.18,055$3.74M0.2%-89.2%0.041%
11/5/2026 Lido Advisors LLC20,986$4.35M0.0%-2.7%0.048%
11/5/2026 Cornerstone Wealth Management LLC11,350$2.35M0.1%+4.8%0.026%
11/5/2026 Csenge Advisory Group14,640$3.03M0.1%-8.5%0.033%
11/4/2026 New York Life Investment Management LLC33,150$6.87M0.0%+195.1%0.075%
11/4/2026 Gen Wealth Partners Inc4,661$966K0.3%+6.3%0.011%
11/4/2026 Simplex Trading LLC5,892$1.22M0.0%-100.6%0.013%
11/4/2026 Kestra Investment Management LLC1,017$211K0.0%-27.7%0.002%
11/4/2026 AlphaCore Capital LLC95,499$19.79M0.3%-24.7%0.217%
11/4/2026 Clear Wave Wealth Management LLC45,259$9.38M1.6%+5.2%0.103%
11/4/2026 Allspring Global Investments Holdings LLC3,124$650K0.0%+10.3%0.007%
11/4/2026 Missouri Trust & Investment Co7,605$1.58M0.4%-1.3%0.017%
11/4/2026 5th Street Advisors LLC24,547$5.09M2.1%+9.0%0.056%
11/4/2026 Bryn Mawr Trust Advisors LLC7,106$1.47M0.1%-16.6%0.016%
11/4/2026 Almanack Investment Partners LLC.5,492$1.14M0.1%-24.2%0.012%
11/4/2026 M Holdings Securities Inc.1,355$291K0.0%N/A0.003%
11/3/2026 StoneX Group Inc.4,708$976K0.0%+39.9%0.011%
11/3/2026 Parallel Advisors LLC15,841$3.28M0.0%+9.9%0.036%
11/3/2026 LiftPoint Family Wealth Advisors LLC5,147$1.07M0.7%+15.1%0.012%
11/3/2026 Ashton Thomas Private Wealth LLC8,155$1.69M0.0%+17.1%0.019%
11/3/2026 Asset One Wealth Management LLC17,692$3.67M0.3%+135.1%0.040%
11/3/2026 International Assets Investment Management LLC4,975$1.04M0.0%+6.9%0.011%
11/3/2026 Calamos Wealth Management LLC5,931$1.23M0.0%-99.7%0.013%
11/2/2026 Steele Capital Management Inc.26,171$5.42M0.2%+11.5%0.059%
11/2/2026 Principle Wealth Partners LLC26,324$5.45M0.3%-3.6%0.060%
11/2/2026 Kestra Advisory Services LLC89,277$18.50M0.1%+22.7%0.203%
11/2/2026 Quadcap Wealth Management LLC4,735$981K0.1%-4.8%0.011%
11/2/2026 Commonwealth Equity Services LLC352,477$73.03M0.1%+2.6%0.801%
10/31/2026 Arrien Investments Inc.19,876$4.12M2.1%-38.4%0.045%
10/31/2026 Chicago Partners Investment Group LLC5,032$1.02M0.0%-10.8%0.011%
10/31/2026 Verity Asset Management Inc.1,504$311K0.1%-9.1%0.003%
10/30/2026 Compass Financial Management LLC543$113K0.0%-21.5%0.001%
10/30/2026 Provenance Wealth Advisors LLC3,770$781K0.0%+63.1%0.009%
10/30/2026 Integrity Alliance LLC.3,734$774K0.0%-15.8%0.008%
10/30/2026 Integrity Advisory Solutions LLC984$204K0.0%N/A0.002%
10/30/2026 IPG Investment Advisors LLC1,225$254K0.0%-10.5%0.003%
10/30/2026 Gerber Kawasaki Wealth & Investment Management14,376$2.98M0.1%+0.9%0.033%
10/30/2026 Next Level Wealth Planning LLC428$89K0.0%N/A0.001%
10/30/2026 Blue Bell Private Wealth Management LLC323$67K0.0%+162.6%0.001%
10/30/2026 Keeler Thomas Management LLC1,300$269K0.1%N/A0.003%
10/30/2026 XML Financial LLC2,584$535K0.0%N/A0.006%
10/29/2026 Landaas & Co. WI ADV7,216$1.50M0.2%+9.5%0.016%
10/29/2026 Certified Advisory Corp17,564$3.64M0.3%+12.6%0.040%
10/29/2026 Mirae Asset Global Investments Co. Ltd.15,000$3.11M0.0%N/A0.034%
10/29/2026 Pilgrim Partners Asia Pte Ltd10,450$2.17M0.4%N/A0.024%
10/29/2026 Stevens Capital Partners1,027$213K0.0%-17.1%0.002%
10/29/2026 Vise Technologies Inc.5,208$1.08M0.0%-71.4%0.012%
10/29/2026 Global Assets Advisory LLC9,211$1.91M0.4%+1.8%0.021%
10/29/2026 MGO One Seven LLC11,603$2.40M0.0%-7.9%0.026%
10/28/2026 International Assets Investment Management LLC13,830$2.87M0.0%+197.2%0.031%
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10/28/2026 Global View Capital Management LLC1,328$275K0.1%-70.3%0.003%
10/28/2026 Partners Wealth Management LLC4,666$967K0.1%+143.9%0.011%
10/28/2026 Founders Financial Securities LLC37,626$7.80M0.4%+8.5%0.086%
10/28/2026 Choreo LLC4,558$944K0.0%+6.0%0.010%
10/28/2026 D.A. Davidson & CO.19,704$4.08M0.0%+7.3%0.045%
10/28/2026 DecisionPoint Financial LLC241$50K0.0%N/A0.001%
10/28/2026 VestGen Advisors LLC1,978$410K0.0%-89.9%0.004%
10/27/2026 Latitude Advisors LLC219$45K0.0%N/A0.000%
10/27/2026 Balance Wealth Partners LLC367$76K0.0%N/A0.001%
10/27/2026 Lodestar Private Asset Management LLC8,711$1.81M0.2%-1.0%0.020%


ITA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,057 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), Phoenix Financial Ltd. ($223.19M), Envestnet Asset Management Inc. ($198.93M), and Ameriprise Financial Inc. ($183.68M).Learn more on iShares U.S. Aerospace & Defense ETF's institutional investors.

Of the 948 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), Simplex Trading LLC ($1.01M), Group One Trading LLC ($929.28K), BNP Paribas Financial Markets ($753.49K), Northwestern Mutual Wealth Management Co. ($694.06K), Raymond James Financial Inc. ($544.02K), and JPMorgan Chase & Co. ($541.96K).

Institutional investors have bought a total of 7,972,379 shares in the last 24 months. This purchase volume represents approximately $573.29M in transactions.

Of the 325 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: Calamos Wealth Management LLC ($1.93M), BNP Paribas Financial Markets ($649.80K), Cetera Investment Advisers ($251.95K), Bank of America Corp DE ($243.37K), Phoenix Financial Ltd. ($201.70K), Philadelphia Trust Co. ($149.03K), and Fifth Third Bancorp ($144.23K).

Institutional investors have sold a total of 5,568,604 shares in the last 24 months. This volume of shares sold represents approximately $392.96M in transactions.



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 11/13/2026. New 13F filings are added each quarter as they're published.
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