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

iShares U.S. Aerospace & Defense ETF logo
$236.26 -8.72 (-3.56%)
As of 07/29/2026 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)
718
Total
Institutional Inflows
(last 12 months)
$3.16B
Number of
Institutional Sellers
(last 12 months)
334
Total
Institutional Outflows
(last 12 months)
$675.16M
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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
7/25/2026 BridgePort Financial Solutions LLC7,393$1.79M0.5%+34.6%0.017%
7/25/2026 Xcel Wealth Management LLC1,880$456K0.1%+31.0%0.004%
7/25/2026 WealthBridge Capital Management LLC3,817$925K0.2%-3.0%0.009%
7/25/2026 CRA Financial Services LLC3,958$959K0.1%+8.3%0.009%
7/25/2026 Investment Partners Asset Management Inc.1,983$481K0.3%-21.5%0.005%
7/24/2026 Avidian Wealth Enterprises LLC3,452$837K0.0%+2.3%0.008%
7/24/2026 D.A. Davidson & CO.18,369$4.45M0.0%-10.1%0.042%
7/24/2026 Benjamin Edwards Inc.10,304$2.50M0.0%+3.4%0.023%
7/24/2026 Surience Private Wealth LLC19,487$4.72M4.2%N/A0.044%
7/24/2026 Provenance Wealth Advisors LLC2,311$560K0.1%+6.9%0.005%
7/24/2026 EverSource Wealth Advisors LLC2,676$649K0.0%+3.2%0.006%
7/24/2026 Signaturefd LLC796$193K0.0%+141.9%0.002%
7/24/2026 Ignite Planners LLC38,600$9.36M1.3%-0.8%0.088%
7/24/2026 Dynamic Wealth Strategies LLC285$69K0.0%-73.2%0.001%
7/23/2026 Kesler Norman & Wride LLC986$239K0.0%-61.6%0.002%
7/23/2026 BankChampaign National Association1,385$336K0.3%-51.0%0.003%
7/23/2026 PFG Investments LLC10,972$2.66M0.1%+6.7%0.025%
7/23/2026 Nations Financial Group Inc. IA ADV15,205$3.69M0.2%-3.5%0.035%
7/23/2026 Capital Investment Advisory Services LLC5,356$1.30M0.1%+5.0%0.012%
7/23/2026 Mosley Wealth Management23,205$5.63M1.8%+1,951.7%0.053%
7/23/2026 Financial Partners Group Inc20,594$4.99M0.5%-5.7%0.047%
7/23/2026 Apollon Financial LLC23,157$5.61M0.7%-0.9%0.053%
7/23/2026 SBI Securities Co. Ltd.1,307$317K0.0%+20.5%0.003%
7/23/2026 Atlatl Advisers LLC1,772$430K0.1%+15.7%0.004%
7/23/2026 Confluence Wealth Services Inc.2,150$521K0.0%N/A0.005%
7/22/2026 Owen LaRue LLC7,888$1.91M0.7%-3.7%0.018%
7/22/2026 Monument Capital Management22,661$5.49M1.1%+4.6%0.052%
7/22/2026 Patton Albertson Miller Group LLC9,816$2.38M0.2%+1.6%0.022%
7/22/2026 Aurora Private Wealth Inc.1,785$433K0.3%-7.0%0.004%
7/22/2026 JM2 Capital Inc.2,912$706K0.5%+1.5%0.007%
7/22/2026 Laurel Oak Wealth Management LLC4,563$1.11M0.2%+2.8%0.010%
7/21/2026 Unique Wealth LLC13,934$3.38M0.4%+12.5%0.032%
7/21/2026 Scarborough Advisors LLC968$226K0.0%-19.9%0.002%
7/21/2026 SOA Wealth Advisors LLC.1,244$302K0.0%+17.1%0.003%
7/21/2026 IFP Advisors Inc109,759$26.61M0.5%+2.2%0.249%
7/21/2026 Merit Financial Group LLC42,992$10.42M0.0%-0.4%0.098%
7/20/2026 Global Financial Private Client LLC11,047$2.68M0.7%+6.2%0.025%
7/20/2026 Venturi Wealth Management LLC2,959$717K0.0%+1.5%0.007%
7/20/2026 Selective Wealth Management Inc.909$210K0.1%N/A0.002%
7/20/2026 Fortitude Family Office LLC200$48K0.0%N/A0.000%
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7/20/2026 Titleist Asset Management LLC1,769$429K0.0%+31.6%0.004%
7/20/2026 Sowell Financial Services LLC16,624$4.03M0.1%+84.5%0.038%
7/10/2026 Accel Wealth Management30,190$7.32M1.6%+4.8%0.069%
7/10/2026 JFS Wealth Advisors LLC441$107K0.0%-25.5%0.001%
7/10/2026 Magnolia Capital Management Ltd.3,015$731K0.5%-22.0%0.007%
7/10/2026 City Holding Co.2,280$553K0.1%-8.6%0.005%
7/10/2026 Redhawk Wealth Advisors Inc.2,621$635K0.1%-27.2%0.006%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,499$1.09M0.1%-2.5%0.010%
7/10/2026 Community Financial Services Group LLC250$61K0.0%+142.7%0.001%
7/10/2026 Wealthcare Advisory Partners LLC6,674$1.62M0.0%-6.1%0.015%
7/9/2026 Kraft Davis & Associates LLC39,541$9.46M2.0%+4.0%0.090%
7/9/2026 Financial Management Professionals Inc.2,249$545K0.1%-72.1%0.005%
7/9/2026 Centurion Wealth Management LLC3,109$754K0.2%-19.4%0.007%
7/9/2026 Wealthcare Capital Partners LLC1,221$296K0.1%+16.0%0.003%
7/9/2026 AFG Fiduciary Services Limited Partnership3,040$755K0.6%N/A0.007%
7/9/2026 World Equity Group Inc.2,960$718K0.2%+52.9%0.007%
7/9/2026 Focus Financial Network Inc.10,938$2.65M0.1%-3.5%0.025%
7/9/2026 Herbst Group LLC19,140$4.64M2.5%+3.1%0.044%
7/9/2026 Tactive Advisors LLC1,550$376K0.1%-22.5%0.004%
7/9/2026 Sax 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%
6/9/2026 Rathbones Group PLC4,236$927K0.0%+10.6%0.010%
6/8/2026 Pine 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%
6/1/2026 Foguth 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%
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5/22/2026Wellington Grp LLC188$41K0.0%N/A0.000%
5/22/2026Verus Capital Partners LLC3,002$657K0.0%-18.9%0.007%
5/21/2026 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%
5/20/2026Arete 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%
5/19/2026 Royal Fund Management LLC59,202$12.95M1.2%N/A0.135%


ITA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,012 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 924 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 15,065,797 shares in the last 24 months. This purchase volume represents approximately $3.16B in transactions.

Of the 333 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 3,186,383 shares in the last 24 months. This volume of shares sold represents approximately $675.16M in transactions.


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This page (BATS:ITA) was last updated on 7/30/2026 by MarketBeat.com Staff.
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