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

iShares U.S. Aerospace & Defense ETF logo
$223.49 +0.98 (+0.44%)
As of 05/8/2026 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)
743
Total
Institutional Inflows
(last 12 months)
$3.22B
Number of
Institutional Sellers
(last 12 months)
346
Total
Institutional Outflows
(last 12 months)
$648.60M
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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
5/8/2026 PNC Financial Services Group Inc.5,622$1.23M0.0%+2.1%0.013%
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%
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%
4/30/2026 Hsbc Holdings PLC21,261$4.62M0.0%N/A0.048%
4/30/2026 Winch Advisory Services LLC1,310$287K0.1%+42.2%0.003%
4/30/2026 Mason & Associates Inc1,122$236K0.0%N/A0.003%
4/30/2026 Griffin Asset Management Inc.2,026$443K0.0%-5.7%0.005%
4/30/2026 First Horizon Corp754$165K0.0%-25.0%0.002%
4/30/2026 Ibex Wealth Advisors4,992$1.09M0.1%N/A0.011%
4/30/2026 Kestra Advisory Services LLC76,937$16.83M0.1%+9.8%0.175%
4/30/2026 Base Wealth Management LLC9,504$2.08M1.2%N/A0.022%
4/30/2026 Quantum Portfolio Management LLC2,330$510K0.0%+3.1%0.005%
4/29/2026 Financial Life Advisors19,746$4.32M1.3%+6.3%0.045%
4/29/2026 Richmond Investment Services LLC1,018$223K0.0%-47.2%0.002%
4/29/2026 Cvfg LLC1,405$307K0.0%+12.0%0.003%
4/29/2026 Centerpoint Advisory Group2,210$483K0.4%+5.6%0.005%
4/29/2026 Integrated Advisors Network LLC3,014$659K0.0%-2.8%0.007%
4/29/2026 Interactive Financial Advisors Inc.11,398$2.49M1.6%-3.1%0.026%
4/29/2026 Dumont & Blake Investment Advisors LLC9,897$2.17M0.5%-4.7%0.022%
4/28/2026 Bogart Wealth LLC115$25K0.0%+447.6%0.000%
4/28/2026 Ascentis Independent Advisors5,681$1.24M0.1%+239.2%0.013%
4/28/2026 Stephens Inc. AR7,164$1.57M0.0%-0.8%0.016%
4/28/2026 Bravias Capital Group LLC937$205K0.1%N/A0.002%
4/28/2026 QRG Capital Management Inc.1,268$277K0.0%N/A0.003%
4/27/2026 Apeiron RIA LLC3,493$764K0.2%-67.4%0.008%
4/27/2026 HB Wealth Management LLC2,537$555K0.0%+42.3%0.006%
4/27/2026 Arrien Investments Inc.33,061$7.23M3.9%-0.3%0.075%
4/27/2026 PFG Investments LLC10,285$2.25M0.1%+5.3%0.023%
4/27/2026 World Investment Advisors21,667$4.74M0.1%-9.9%0.049%
4/27/2026 Y Intercept Hong Kong Ltd20,095$4.40M0.1%N/A0.046%
4/27/2026 Elevation Point Wealth Partners LLC6,687$1.46M0.0%+12.0%0.015%
4/27/2026 Sound Income Strategies LLC1,326$296K0.0%-14.1%0.003%
4/25/2026 Blue Capital Inc.3,520$770K0.5%+1.7%0.008%
4/25/2026 Axis Wealth Partners LLC1,914$419K0.2%+5.8%0.004%
4/25/2026 Keybank National Association OH4,448$973K0.0%+11.0%0.010%
4/25/2026 Stevens Capital Partners1,021$223K0.1%N/A0.002%
4/25/2026 Able Wealth Management LLC6,968$1.52M0.4%+531.7%0.016%
4/24/2026 Essex Financial Services Inc.7,595$1.66M0.1%+0.9%0.017%
4/24/2026 Partners Wealth Management LLC2,220$486K0.5%-3.8%0.005%
4/24/2026 Global Trust Asset Management LLC1,044$228K0.1%+16.6%0.002%
4/24/2026 Harbor Investment Advisory LLC1,915$419K0.0%+11.5%0.004%
4/23/2026 Powell Investment Advisors LLC4,881$1.07M0.4%+71.6%0.011%


ITA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,014 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), Morgan Stanley ($642.67M), Bank of America Corp DE ($577.24M), 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 922 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 15,559,137 shares in the last 24 months. This purchase volume represents approximately $3.22B in transactions.

Of the 346 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), Aptus Capital Advisors LLC ($138.66K), Bank of New York Mellon Corp ($124.29K), Goldman Sachs Group Inc. ($102.76K), Janney Montgomery Scott LLC ($95.33K), and Benjamin Edwards Inc. ($90.36K).

Institutional investors have sold a total of 3,171,863 shares in the last 24 months. This volume of shares sold represents approximately $648.60M in transactions.


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This page (BATS:ITA) was last updated on 5/10/2026 by MarketBeat.com Staff.
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