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iShares Defense Industrials Active ETF (IDEF) Institutional Ownership

iShares Defense Industrials Active ETF logo
$32.82 0.00 (0.00%)
As of 05/22/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Defense Industrials Active ETF (NASDAQ:IDEF)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$80.24M
Number of
Institutional Sellers
(last 12 months)
0
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IDEF Institutional Buying and Selling by Quarter

iShares Defense Industrials Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Arkadios Wealth Advisors17,462$571K0.0%N/A0.016%
5/18/2026 EverSource Wealth Advisors LLC7,300$239K0.0%N/A0.007%
5/7/2026 Vision Retirement LLC942$31K0.0%N/A0.001%
5/6/2026 Cornerstone Planning Group LLC55,505$1.84M0.3%N/A0.052%
5/5/2026 Beaumont Financial Advisors LLC228,745$7.49M0.5%N/A0.215%
5/5/2026 Bank of New York Mellon Corp2,034,240$66.56M0.0%N/A1.914%
4/29/2026 KERR FINANCIAL PLANNING Corp3,865$126K0.2%N/A0.004%
4/20/2026 Fifth Third Wealth Advisors LLC102,663$3.36M0.1%N/A0.098%
4/17/2026 AdvisorNet Financial Inc1,548$51K0.0%N/A0.001%


IDEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of iShares Defense Industrials Active ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($66.56M), Beaumont Financial Advisors LLC ($7.49M), Fifth Third Wealth Advisors LLC ($3.36M), Cornerstone Planning Group LLC ($1.84M), Arkadios Wealth Advisors ($571K), EverSource Wealth Advisors LLC ($239K), and KERR FINANCIAL PLANNING Corp ($126K).Learn more on iShares Defense Industrials Active ETF's institutional investors.

Of the 9 institutional investors that purchased iShares Defense Industrials Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($2.03M), Beaumont Financial Advisors LLC ($228.75K), Fifth Third Wealth Advisors LLC ($102.66K), Cornerstone Planning Group LLC ($55.51K), Arkadios Wealth Advisors ($17.46K), EverSource Wealth Advisors LLC ($7.30K), and KERR FINANCIAL PLANNING Corp ($3.87K).

Institutional investors have bought a total of 2,452,270 shares in the last 24 months. This purchase volume represents approximately $80.24M in transactions.



This page (NASDAQ:IDEF) was last updated on 5/25/2026 by MarketBeat.com Staff.
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