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

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$129.42
+0.92 (+0.72%)
(As of 04/23/2024 ET)
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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)
391
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
233
Total
Institutional Outflows
(last 12 months)
$310.13M
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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
4/23/2024Spectrum Asset Management Inc. NB CA 3,945$520K0.2%N/A0.009%
4/23/2024Bluesphere Advisors LLC36,067$4.76M2.6%+2.8%0.078%
4/23/2024Warner Financial Inc.5,373$709K0.4%+26.6%0.012%
4/23/2024Principle Wealth Partners LLC25,354$3.35M0.3%+1.3%0.055%
4/23/2024Genesee Capital Advisors LLC5,880$776K0.4%+9.0%0.013%
4/23/2024Wealth Effects LLC1,849$244K0.1%N/A0.004%
4/23/2024Herbst Group LLC38,627$5.10M3.2%-9.2%0.083%
4/23/2024Raymond James Financial Services Advisors Inc.161,900$21.36M0.0%-8.4%0.349%
4/22/2024Bristlecone Advisors LLC22,203$2.93M0.3%+6.2%0.048%
4/22/2024Confluence Wealth Services Inc.2,334$308K0.0%N/A0.005%
4/22/2024Greystone Financial Group LLC6,615$873K0.2%+3.3%0.014%
4/22/2024PFG Investments LLC5,967$787K0.0%+22.7%0.013%
4/22/2024Raymond James & Associates219,129$28.91M0.0%+17.0%0.473%
4/19/2024Accel Wealth Management14,746$1.95M0.8%+16.0%0.032%
4/19/2024Cornerstone Wealth Management LLC5,957$786K0.1%+11.1%0.013%
4/19/2024Advisor Resource Council6,020$762K0.3%N/A0.013%
4/19/2024Kovack Advisors Inc.2,182$288K0.0%-3.9%0.005%
4/19/2024Massachusetts Wealth Management4,687$618K0.4%+23.5%0.010%
4/19/2024Evolution Wealth Advisors LLC19,083$2.52M0.5%-75.7%0.041%
4/18/2024Silverlake Wealth Management LLC4,846$639K0.3%+5.0%0.010%
4/18/2024SeaCrest Wealth Management LLC7,003$924K0.1%-35.0%0.015%
4/18/2024Quattro Financial Advisors LLC5,000$660K0.2%+3,837.0%0.011%
4/18/2024Capital Advisors Ltd. LLC18,974$2.50M0.3%-1.9%0.041%
4/18/2024Steele Capital Management Inc.4,086$539K0.0%+24.3%0.009%
4/18/2024WESPAC Advisors SoCal LLC18,390$2.43M0.6%-6.7%0.040%
4/18/2024Miracle Mile Advisors LLC2,194$289K0.0%-14.5%0.005%
4/18/2024Fifth Third Securities Inc.32,179$4.25M0.4%-34.0%0.069%
4/18/2024Mayfair Advisory Group LLC1,892$250K0.2%-19.1%0.004%
4/17/2024Founders Financial Securities LLC1,881$248K0.0%N/A0.004%
4/17/2024Brown Miller Wealth Management LLC3,181$419K0.2%+2.6%0.007%
4/17/2024Vicus Capital3,774$498K0.0%-2.4%0.008%
4/17/2024Burns J W & Co. Inc. NY8,622$1.14M0.2%-1.0%0.019%
4/16/2024Calton & Associates Inc.8,286$1.09M0.5%-2.5%0.018%
4/16/2024Wealth Enhancement Advisory Services LLC17,535$2.31M0.0%+57.3%0.038%
4/15/2024WealthCare Investment Partners LLC37,288$4.92M2.4%+3.5%0.080%
4/15/2024Future Financial Wealth Managment LLC554$73K0.1%N/A0.001%
4/15/2024Brookstone Capital Management5,521$728K0.0%-5.9%0.011%
4/15/2024Ehrlich Financial Group2,769$365K0.3%-8.3%0.006%
4/15/2024CIC Wealth LLC5,273$696K0.2%+3.9%0.011%
4/15/2024Kingswood Wealth Advisors LLC2,639$348K0.0%+38.5%0.005%
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4/15/2024Ayalon Insurance Comp Ltd.14,983$1.98M0.7%+7.2%0.031%
4/12/2024 Dynamic Advisor Solutions LLC23,215$3.06M0.1%+11.8%0.048%
4/12/2024 Ignite Planners LLC10,985$1.44M0.4%-9.7%0.023%
4/12/2024 Global Assets Advisory LLC843,655$111.30M0.4%N/A1.734%
4/12/2024 Global Trust Asset Management LLC360$47K0.0%-61.7%0.001%
4/12/2024 Game Plan Financial Advisors LLC16,425$2.17M1.1%-2.4%0.034%
4/12/2024 Purus Wealth Management LLC4,994$659K0.3%-2.4%0.010%
4/11/2024 City Holding Co.3,875$511K0.1%-2.5%0.008%
4/11/2024 International Assets Investment Management LLC3,944$516K0.0%-4.6%0.008%
4/11/2024 FOCUS Wealth Advisors LLC36,084$4.76M2.5%+4.1%0.074%
4/11/2024 Rockland Trust Co.1,543$204K0.0%N/A0.003%
4/11/2024 RFG Advisory LLC1,661$219K0.0%-6.3%0.003%
4/11/2024 Cadent Capital Advisors LLC96,660$12.75M5.1%+198.3%0.199%
4/10/2024 Inscription Capital LLC4,399$570K0.2%-23.0%0.009%
4/10/2024 Park Avenue Securities LLC18,116$2.39M0.0%-20.2%0.037%
4/9/2024 Ferguson Wellman Capital Management Inc.99,724$13.16M0.3%-40.7%0.205%
4/3/2024 Duncan Williams Asset Management LLC2,774$366K0.3%N/A0.006%
4/1/2024 Confluence Investment Management LLC37,144$4.90M0.1%N/A0.076%
3/22/2024PNC Financial Services Group Inc.6,108$773K0.0%-2.3%0.013%
3/15/2024B. Riley Wealth Advisors Inc.22,576$2.86M0.1%+4.1%0.046%
3/14/2024Muirfield Wealth Advisors LLC6,531$827K0.9%N/A0.013%
3/5/2024Fisher Asset Management LLC18,306$2.32M0.0%+86.2%0.038%
3/1/2024Creekmur Asset Management LLC1,237$157K0.0%N/A0.003%
2/29/2024Tortoise Investment Management LLC238$30K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC17,287$2.19M0.0%-3.5%0.036%
2/21/2024WNY Asset Management LLC4,838$613K0.1%+7.0%0.010%
2/20/2024Clarity Capital Partners LLC9,004$1.14M0.8%N/A0.019%
2/20/2024Birmingham Capital Management Co. Inc. AL4,300$544K0.2%+87.0%0.009%
2/15/2024Comerica Bank9,897$1.25M0.0%-4.8%0.020%
2/14/2024LM Advisors LLC3,083$390K0.1%N/A0.006%
2/14/2024Chicago Wealth Management Inc.70,421$8.92M6.1%-0.8%0.145%
2/14/2024Greystone Financial Group LLC6,406$811K0.2%-4.2%0.013%
2/14/2024Traction Financial Partners LLC2,356$298K0.2%N/A0.005%
2/14/2024Wealth Quarterback LLC7,245$917K0.6%N/A0.015%
2/14/2024Stonehage Fleming Financial Services Holdings Ltd1,000$127K0.0%+47.1%0.002%
2/13/2024Envestnet Asset Management Inc.478,181$60.54M0.0%+63.1%0.983%
2/13/2024Stephens Inc. AR11,264$1.43M0.0%+41.3%0.023%
2/13/2024Cetera Advisor Networks LLC133,788$16.94M0.1%+5.7%0.275%
2/13/2024Oppenheimer & Co. Inc.37,990$4.81M0.1%+23.5%0.078%
2/13/2024Bedell Frazier Investment Counselling LLC40,201$5.09M1.4%-2.7%0.083%
2/13/2024Tower Research Capital LLC TRC 28,135$3.56M0.0%+170.3%0.058%
2/13/2024CIBC Private Wealth Group LLC8,058$1.02M0.0%-11.0%0.017%
2/13/2024Intrepid Financial Planning Group LLC10,687$1.35M0.6%-2.4%0.022%
2/13/2024Cornerstone Advisory LLC7,600$962K0.2%+4.8%0.016%
2/13/2024CWA Asset Management Group LLC12,375$1.57M0.1%N/A0.025%
2/13/2024Anson Capital Inc.1,824$231K0.4%N/A0.004%
2/13/2024Jones Financial Companies Lllp2,032$257K0.0%+1,781.5%0.004%
2/13/2024FinTrust Capital Advisors LLC700$89K0.0%+16.7%0.001%
2/12/2024Tradition Wealth Management LLC4,669$591K0.1%-9.6%0.010%
2/12/2024Brown Brothers Harriman & Co.425$54K0.0%-19.2%0.001%
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2/12/2024Scotia Capital Inc.22,360$2.83M0.0%+3.3%0.046%
2/12/20245th Street Advisors LLC29,570$3.74M2.3%+7.8%0.061%
2/12/2024Journey Advisory Group LLC1,800$228K0.0%-5.3%0.004%
2/12/2024Focus Financial Network Inc. ADV8,445$1.07M0.0%N/A0.017%
2/12/2024Stifel Financial Corp285,114$36.10M0.0%+7.2%0.586%
2/12/2024Steward Partners Investment Advisory LLC18,531$2.35M0.0%-15.4%0.038%
2/12/2024Somerset Group LLC7,106$900K0.8%+3.3%0.015%
2/12/2024Hilltop Holdings Inc.4,066$515K0.1%+12.0%0.008%
2/9/2024Nations Financial Group Inc. IA ADV8,168$1.03M0.1%-41.3%0.017%
2/9/2024Advisory Services Network LLC92,985$11.77M0.3%+14.2%0.191%
(Data available from 1/1/2016 forward)

ITA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ITA shares?

During the previous two years, 611 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were B. Riley Wealth Management Inc. ($431.18M), Bank of America Corp DE ($217.57M), JPMorgan Chase & Co. ($130.97M), Global Assets Advisory LLC ($111.30M), LPL Financial LLC ($101.21M), Wells Fargo & Company MN ($90.80M), and Ameriprise Financial Inc. ($86.16M).Learn more on ITA's institutional investors.

Which institutional investors have been buying iShares U.S. Aerospace & Defense ETF stock?

Of the 553 institutional investors that purchased iShares U.S. Aerospace & Defense ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Picton Mahoney Asset Management ($4.36M), Migdal Insurance & Financial Holdings Ltd. ($1.61M), JPMorgan Chase & Co. ($1.59M), Global Assets Advisory LLC ($843.66K), Bank of America Corp DE ($795.67K), Richard Bernstein Advisors LLC ($628.60K), and International Assets Investment Management LLC ($603.32K).

How much institutional buying is happening at iShares U.S. Aerospace & Defense ETF?

Institutional investors have bought a total of 21,082,920 shares in the last 24 months. This purchase volume represents approximately $2.34B in transactions.

Which iShares U.S. Aerospace & Defense ETF major shareholders have been selling company stock?

Of the 302 institutional investors that sold iShares U.S. Aerospace & Defense ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Migdal Insurance & Financial Holdings Ltd. ($1.96M), Twin Tree Management LP ($288.00K), Raymond James Financial Services Advisors Inc. ($267.26K), Envestnet Asset Management Inc. ($157.96K), UBS Group AG ($135.48K), Ameriprise Financial Inc. ($135.30K), and Evolution Wealth Advisors LLC ($113.49K).

How much institutional selling is happening at iShares U.S. Aerospace & Defense ETF?

Institutional investors have sold a total of 5,087,551 shares in the last 24 months. This volume of shares sold represents approximately $554.38M in transactions.


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This page (BATS:ITA) was last updated on 4/23/2024 by MarketBeat.com Staff

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