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

iShares U.S. Aerospace & Defense ETF logo
$223.53 -2.08 (-0.92%)
Closing price 09/8/2026 04:10 PM Eastern
Extended Trading
$223.60 +0.07 (+0.03%)
As of 09/8/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares U.S. Aerospace & Defense ETF (BATS:ITA)

Number of
Institutional Buyers
(last 12 months)
690
Total
Institutional Inflows
(last 12 months)
$3.09B
Number of
Institutional Sellers
(last 12 months)
318
Total
Institutional Outflows
(last 12 months)
$624.21M
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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
9/9/2026 RFG Advisory LLC1,698$412K0.0%-12.7%0.004%
9/9/2026 NewEdge Advisors LLC58,393$14.16M0.0%+27.0%0.133%
9/9/2026 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD44,300$10.74M1.3%N/A0.101%
9/9/2026 Ehrenkranz Partners L.P.9,100$2.21M1.3%N/A0.021%
9/9/2026 IFP Advisors Inc110,807$27.06M0.5%+3.2%0.252%
9/9/2026 Roble Belko & Company Inc36,119$8.76M1.0%N/A0.082%
9/9/2026 Baird Financial Group Inc.111,570$27.05M0.0%+6.2%0.254%
9/9/2026 Performa Ltd US LLC2,500$606K0.1%N/A0.006%
9/9/2026 Arcus Capital Partners LLC23,199$5.62M2.4%N/A0.053%
9/9/2026 Beacon Investment Advisory Services Inc.2,983$723K0.0%+35.2%0.007%
9/9/2026 Centerline Wealth Advisors LLC9,510$2.31M0.7%+1.0%0.022%
9/9/2026 XY Planning Network Inc.6,565$1.59M0.2%N/A0.015%
9/8/2026 Allworth Financial LP11,718$2.84M0.0%+28.4%0.027%
9/8/2026 Waverly Advisors LLC164,982$40.00M0.2%+792.3%0.375%
9/4/2026 Parkside Financial Bank & Trust923$224K0.0%+84.6%0.002%
9/2/2026 1607 Capital Partners LLC4,645$1.13M0.1%-17.7%0.011%
8/31/2026 Alternative Investment Advisors LLC.832$202K0.1%N/A0.002%
8/27/2026 Corient Private Wealth LP251,407$60.95M0.1%+665.9%0.571%
8/26/2026 HighTower Advisors LLC177,711$43.08M0.0%-0.1%0.404%
8/25/2026 Kingsbury Capital Investment Advisors LLC1,210$293K0.2%-63.7%0.003%
8/23/2026 Ameritas Advisory Services LLC10,183$2.47M0.0%+145.6%0.023%
8/23/2026 Kintra Wealth LLC5,514$1.38M0.1%-1.0%0.013%
8/23/2026 PCG Wealth Advisors LLC2,434$590K0.1%+30.9%0.006%
8/23/2026 Anson Capital Inc.1,658$402K0.3%-6.5%0.004%
8/23/2026 Endeavor Private Wealth Inc.1,524$369K0.1%-39.7%0.003%
8/23/2026 SFG Wealth Management LLC.1,179$286K0.1%+9.3%0.003%
8/23/2026 Unique Wealth LLC13,934$3.38M0.4%+12.5%0.032%
8/22/2026 Schuylkill Financial LLC3,967$962K0.9%N/A0.009%
8/22/2026 Compass Financial Management LLC692$168K0.0%N/A0.002%
8/22/2026 William John Sempolinski19,893$4.82M1.9%N/A0.045%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC5,029$1.22M0.4%N/A0.011%
8/22/2026 Markowski Investments280$68K0.0%N/A0.001%
8/22/2026 Old Mission Investment Co LLC2,800$679K0.1%N/A0.006%
8/22/2026 Blalock Williams LLC1,127$273K0.2%N/A0.003%
8/22/2026 SMART Wealth LLC2,676$649K0.1%N/A0.006%
8/22/2026 Retirement Wealth Solutions LLC3,662$888K0.5%+22.8%0.008%
8/22/2026 Tudor Financial Inc.16,835$4.08M1.8%-54.7%0.038%
8/22/2026 NWF Advisory Services Inc.5,649$1.37M0.1%-8.3%0.013%
8/22/2026 TD Waterhouse Canada Inc.48,878$11.91M0.0%-48.1%0.111%
8/22/2026 Concurrent Investment Advisors LLC52,866$12.82M0.1%+10.0%0.120%
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8/21/2026 High Net Worth Advisory Group LLC1,486$360K0.1%-35.8%0.003%
8/21/2026 Continuum Advisory LLC108$26K0.0%N/A0.000%
8/21/2026 Safeguard Investment Advisory Group LLC1,208$293K0.1%N/A0.003%
8/21/2026 Round Rock Advisors LLC2,584$626K0.1%-34.6%0.006%
8/21/2026 Tsfg LLC32,979$8.00M1.0%+133.8%0.075%
8/21/2026 Symphony Financial Ltd. Co.3,554$850K0.1%+17.3%0.008%
8/21/2026 Secure Asset Management LLC4,656$1.13M0.2%-1.6%0.011%
8/21/2026 Rinkey Investments1,412$342K0.1%N/A0.003%
8/21/2026 Financial Life Advisors20,433$4.95M1.4%+3.5%0.046%
8/20/2026 Nwam LLC3,458$838K0.0%+277.1%0.008%
8/20/2026 RPg Family Wealth Advisory LLC18,058$4.38M0.7%+6.9%0.041%
8/20/2026 Risk Paradigm Group LLC18,058$4.38M2.9%+6.9%0.041%
8/20/2026 Ancora Advisors LLC1,081$262K0.0%-6.7%0.002%
8/20/2026 Sigma Planning Corp23,273$5.64M0.1%+18.6%0.053%
8/20/2026 Benjamin Edwards Inc.10,304$2.50M0.0%+3.4%0.023%
8/20/2026 Northwestern Mutual Wealth Management Co.616,653$149.49M0.1%+15.9%1.401%
8/20/2026 Rational Advisors Inc.4,172$1.01M0.1%-21.0%0.009%
8/20/2026 Sheets Smith Wealth Management10,270$2.49M0.2%+1.3%0.023%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,424$588K0.0%-23.1%0.006%
8/19/2026 Ferguson Wellman Capital Management Inc.66,008$16.00M0.2%-1.0%0.150%
8/19/2026 Hsbc Holdings PLC6,134$1.48M0.0%-71.1%0.014%
8/17/2026 Birmingham Capital Management Co. Inc. AL8,650$2.10M0.8%N/A0.020%
8/12/2026 Compass Financial Management LLC692$168K0.0%N/A0.002%
8/7/2026 Trust Co. of Vermont893$216K0.0%N/A0.002%
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%
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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%


ITA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,018 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 925 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. ($694.06K), Raymond James Financial Inc. ($544.02K), JPMorgan Chase & Co. ($541.96K), LPL Financial LLC ($534.20K), and Park Avenue Securities LLC ($478.15K).

Institutional investors have bought a total of 14,356,813 shares in the last 24 months. This purchase volume represents approximately $3.05B in transactions.

Of the 318 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), Cetera Investment Advisers ($251.95K), Bank of America Corp DE ($243.37K), 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 2,889,286 shares in the last 24 months. This volume of shares sold represents approximately $624.15M in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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