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

iShares U.S. Aerospace & Defense ETF logo
$68.11 -2.84 (-4.00%)
Closing price 05:29 PM Eastern
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$67.78 -0.33 (-0.49%)
As of 08:00 PM Eastern
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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)
658
Total
Institutional Inflows
(last 12 months)
$615.05M
Number of
Institutional Sellers
(last 12 months)
329
Total
Institutional Outflows
(last 12 months)
$369.68M
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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
11/5/2026Stephen J. Garry & Associates LLC8,371$1.73M1.4%+4.1%0.019%
11/5/2026Silver Grove Financial Group Inc.327$68K0.0%+303.7%0.001%
11/5/2026Philadelphia Trust Co.18,055$3.74M0.2%-89.2%0.041%
11/5/2026 Lido Advisors LLC20,986$4.35M0.0%-2.7%0.048%
11/5/2026 Cornerstone Wealth Management LLC11,350$2.35M0.1%+4.8%0.026%
11/5/2026 Csenge Advisory Group14,640$3.03M0.1%-8.5%0.033%
11/4/2026 New York Life Investment Management LLC33,150$6.87M0.0%+195.1%0.075%
11/4/2026 Gen Wealth Partners Inc4,661$966K0.3%+6.3%0.011%
11/4/2026 Simplex Trading LLC5,892$1.22M0.0%-100.6%0.013%
11/4/2026 Kestra Investment Management LLC1,017$211K0.0%-27.7%0.002%
11/4/2026 AlphaCore Capital LLC95,499$19.79M0.3%-24.7%0.217%
11/4/2026 Clear Wave Wealth Management LLC45,259$9.38M1.6%+5.2%0.103%
11/4/2026 Allspring Global Investments Holdings LLC3,124$650K0.0%+10.3%0.007%
11/4/2026 Missouri Trust & Investment Co7,605$1.58M0.4%-1.3%0.017%
11/4/2026 5th Street Advisors LLC24,547$5.09M2.1%+9.0%0.056%
11/4/2026 Bryn Mawr Trust Advisors LLC7,106$1.47M0.1%-16.6%0.016%
11/4/2026 Almanack Investment Partners LLC.5,492$1.14M0.1%-24.2%0.012%
11/4/2026 M Holdings Securities Inc.1,355$291K0.0%N/A0.003%
11/3/2026 StoneX Group Inc.4,708$976K0.0%+39.9%0.011%
11/3/2026 Parallel Advisors LLC15,841$3.28M0.0%+9.9%0.036%
11/3/2026 LiftPoint Family Wealth Advisors LLC5,147$1.07M0.7%+15.1%0.012%
11/3/2026 Ashton Thomas Private Wealth LLC8,155$1.69M0.0%+17.1%0.019%
11/3/2026 Asset One Wealth Management LLC17,692$3.67M0.3%+135.1%0.040%
11/3/2026 International Assets Investment Management LLC4,975$1.04M0.0%+6.9%0.011%
11/3/2026 Calamos Wealth Management LLC5,931$1.23M0.0%-99.7%0.013%
11/2/2026 Steele Capital Management Inc.26,171$5.42M0.2%+11.5%0.059%
11/2/2026 Principle Wealth Partners LLC26,324$5.45M0.3%-3.6%0.060%
11/2/2026 Kestra Advisory Services LLC89,277$18.50M0.1%+22.7%0.203%
11/2/2026 Quadcap Wealth Management LLC4,735$981K0.1%-4.8%0.011%
11/2/2026 Commonwealth Equity Services LLC352,477$73.03M0.1%+2.6%0.801%
10/31/2026 Arrien Investments Inc.19,876$4.12M2.1%-38.4%0.045%
10/31/2026 Chicago Partners Investment Group LLC5,032$1.02M0.0%-10.8%0.011%
10/31/2026 Verity Asset Management Inc.1,504$311K0.1%-9.1%0.003%
10/30/2026 Compass Financial Management LLC543$113K0.0%-21.5%0.001%
10/30/2026 Provenance Wealth Advisors LLC3,770$781K0.0%+63.1%0.009%
10/30/2026 Integrity Alliance LLC.3,734$774K0.0%-15.8%0.008%
10/30/2026 Integrity Advisory Solutions LLC984$204K0.0%N/A0.002%
10/30/2026 IPG Investment Advisors LLC1,225$254K0.0%-10.5%0.003%
10/30/2026 Gerber Kawasaki Wealth & Investment Management14,376$2.98M0.1%+0.9%0.033%
10/30/2026 Next Level Wealth Planning LLC428$89K0.0%N/A0.001%
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10/30/2026 Blue Bell Private Wealth Management LLC323$67K0.0%+162.6%0.001%
10/30/2026 Keeler Thomas Management LLC1,300$269K0.1%N/A0.003%
10/30/2026 XML Financial LLC2,584$535K0.0%N/A0.006%
10/29/2026 Landaas & Co. WI ADV7,216$1.50M0.2%+9.5%0.016%
10/29/2026 Certified Advisory Corp17,564$3.64M0.3%+12.6%0.040%
10/29/2026 Mirae Asset Global Investments Co. Ltd.15,000$3.11M0.0%N/A0.034%
10/29/2026 Pilgrim Partners Asia Pte Ltd10,450$2.17M0.4%N/A0.024%
10/29/2026 Stevens Capital Partners1,027$213K0.0%-17.1%0.002%
10/29/2026 Vise Technologies Inc.5,208$1.08M0.0%-71.4%0.012%
10/29/2026 Global Assets Advisory LLC9,211$1.91M0.4%+1.8%0.021%
10/29/2026 MGO One Seven LLC11,603$2.40M0.0%-7.9%0.026%
10/28/2026 International Assets Investment Management LLC13,830$2.87M0.0%+197.2%0.031%
10/28/2026 Global View Capital Management LLC1,328$275K0.1%-70.3%0.003%
10/28/2026 Partners Wealth Management LLC4,666$967K0.1%+143.9%0.011%
10/28/2026 Founders Financial Securities LLC37,626$7.80M0.4%+8.5%0.086%
10/28/2026 Choreo LLC4,558$944K0.0%+6.0%0.010%
10/28/2026 D.A. Davidson & CO.19,704$4.08M0.0%+7.3%0.045%
10/28/2026 DecisionPoint Financial LLC241$50K0.0%N/A0.001%
10/28/2026 VestGen Advisors LLC1,978$410K0.0%-89.9%0.004%
10/27/2026 Latitude Advisors LLC219$45K0.0%N/A0.000%
10/27/2026 Balance Wealth Partners LLC367$76K0.0%N/A0.001%
10/27/2026 Lodestar Private Asset Management LLC8,711$1.81M0.2%-1.0%0.020%
10/26/2026 Oppenheimer & Co. Inc.36,750$7.61M0.1%-3.2%0.084%
10/26/2026 Park Avenue Securities LLC82,887$17.17M0.1%-2.2%0.188%
10/26/2026 Odyssey Capital Advisors Inc.7,146$1.48M1.1%-3.2%0.016%
10/26/2026 Flagship Harbor Advisors LLC6,816$1.41M0.1%-9.3%0.015%
10/26/2026 Patton Albertson Miller Group LLC9,995$2.07M0.2%+1.8%0.023%
10/24/2026 Apollon Wealth Management LLC17,676$3.66M0.0%-3.1%0.040%
10/24/2026 Kingswood Wealth Advisors LLC8,685$1.80M0.1%+54.8%0.020%
10/24/2026 Sigma Planning Corp24,355$5.05M0.1%+4.6%0.055%
10/24/2026 Total Wealth Planning & Management Inc.6,831$1.42M0.9%-1.4%0.016%
10/23/2026 Signaturefd LLC702$145K0.0%-11.8%0.002%
10/23/2026 Sowell Financial Services LLC8,693$1.80M0.1%-47.7%0.020%
10/23/2026 One Wealth Capital Management LLC2,338$484K0.2%-16.0%0.005%
10/23/2026 Winthrop Advisory Group LLC2,340$485K0.0%-7.1%0.005%
10/23/2026 Beaumont Financial Advisors LLC2,991$620K0.0%+16.0%0.007%
10/23/2026 Fifth Third Wealth Advisors LLC4,835$1.00M0.0%-25.2%0.011%
10/22/2026 Visionary Horizons LLC6,209$1.29M0.5%+2.8%0.014%
10/22/2026 Brookstone Capital Management11,812$2.45M0.0%+3.2%0.027%
10/22/2026 Root Financial Partners LLC131$27K0.0%N/A0.000%
10/22/2026 Cadinha & Co. LLC2,079$431K0.1%-93.6%0.005%
10/22/2026 Cypress Wealth Services LLC1,557$324K0.0%-32.7%0.004%
10/22/2026 Crescent Grove Advisors LLC6,794$1.41M0.1%+2.9%0.015%
10/22/2026 Massachusetts Wealth Management8,353$1.73M0.7%+4.3%0.019%
10/21/2026 AFG Fiduciary Services Limited Partnership3,656$746K0.6%+20.3%0.008%
10/21/2026 Grantvest Financial Group LLC2,229$462K0.3%-6.9%0.005%
10/21/2026 Axxcess Wealth Management LLC974$202K0.0%-90.8%0.002%
10/21/2026 Kraft Davis & Associates LLC38,606$8.05M1.7%-2.4%0.088%
10/21/2026 Schuylkill Financial LLC4,245$879K0.9%+7.0%0.010%
10/21/2026 Ellis Investment Partners LLC3,178$658K0.1%-10.2%0.007%
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10/21/2026 Fifth Third Securities Inc.25,108$5.20M0.3%-7.3%0.057%
10/21/2026 Sowell Financial Services LLC8,693$1.80M0.0%-47.7%0.020%
10/21/2026 City State Bank1,009$209K0.0%+7.3%0.002%
10/21/2026 Cottonwood Capital Advisors LLC32,499$6.73M4.1%+2.3%0.074%
10/21/2026 Physician Wealth Advisors Inc.191$40K0.0%+59.2%0.000%
10/21/2026 Pinnacle Associates Ltd.3,037$629K0.0%+20.6%0.007%
10/21/2026 Zullo Investment Group Inc.1,408$292K0.1%+12.2%0.003%
10/21/2026 Diversify Advisory Services LLC70,630$14.62M0.2%+5.9%0.161%
10/20/2026 Prime Capital Investment Advisors LLC48,156$9.98M0.1%+9.7%0.109%
10/20/2026 Genesee Capital Advisors LLC5,128$1.06M0.3%-2.1%0.012%


ITA Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,054 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were LPL Financial LLC ($676.79M), Bank of America Corp DE ($655.81M), Morgan Stanley ($642.67M), Wells Fargo & Company MN ($272.78M), Envestnet Asset Management Inc. ($198.93M), 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 948 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. ($4.67M), Simplex Trading LLC ($1.01M), BNP Paribas Financial Markets ($753.49K), Northwestern Mutual Wealth Management Co. ($694.06K), Raymond James Financial Inc. ($544.02K), JPMorgan Chase & Co. ($541.96K), and LPL Financial LLC ($534.20K).

Institutional investors have bought a total of 8,560,500 shares in the last 24 months. This purchase volume represents approximately $615.05M in transactions.

Of the 328 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: Calamos Wealth Management LLC ($1.93M), BNP Paribas Financial Markets ($649.80K), Cetera Investment Advisers ($251.95K), Bank of America Corp DE ($243.37K), Philadelphia Trust Co. ($149.03K), Aptus Capital Advisors LLC ($138.66K), and Bank of New York Mellon Corp ($124.29K).

Institutional investors have sold a total of 5,230,263 shares in the last 24 months. This volume of shares sold represents approximately $369.68M in transactions.


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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 11/5/2026. New 13F filings are added each quarter as they're published.
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