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

iShares U.S. Aerospace & Defense ETF logo
$146.32 +2.01 (+1.39%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares U.S. Aerospace & Defense ETF (BATS:ITA)

Number of
Institutional Buyers
(last 12 months)
377
Total
Institutional Inflows
(last 12 months)
$604.95M
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$197.67M
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ITA Institutional Buying and Selling by Quarter

iShares U.S. Aerospace & Defense ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.20,466$3.07M0.1%-17.3%0.044%
12/10/2024 Birmingham Capital Management Co. Inc. AL2,000$299K0.1%-55.1%0.004%
11/27/2024 Franklin Resources Inc.492$76K0.0%+34.8%0.001%
11/25/2024 Synovus Financial Corp1,690$253K0.0%N/A0.004%
11/25/2024 Wilmington Savings Fund Society FSB2,754$412K0.0%N/A0.006%
11/25/2024 Sanctuary Advisors LLC22,695$3.51M0.0%-39.0%0.048%
11/21/2024 Tudor Financial Inc.19,046$2.85M1.8%N/A0.041%
11/19/2024 Barclays PLC7,602$1.14M0.0%-14.6%0.016%
11/18/2024 Virtue Capital Management LLC31,068$4.65M0.9%-8.3%0.066%
11/18/2024 Sunbelt Securities Inc.14,076$2.11M0.2%+61.3%0.030%
11/18/2024 JDM Financial Group LLC1,433$214K0.1%+5.7%0.003%
11/15/2024 Executive Wealth Management LLC3,689$552K0.0%N/A0.008%
11/15/2024 Barclays PLC7,602$1.14M0.0%-14.6%0.016%
11/15/2024 Raab & Moskowitz Asset Management LLC8,353$1.25M0.3%-6.7%0.018%
11/15/2024 MML Investors Services LLC256,236$38.34M0.1%+13.5%0.545%
11/15/2024 Orion Portfolio Solutions LLC3,035$454K0.0%-7.4%0.006%
11/15/2024 National Bank of Canada FI11,104$1.66M0.0%+6.6%0.024%
11/15/2024 Glen Eagle Advisors LLC1,378$206K0.0%-22.6%0.003%
11/15/2024 EP Wealth Advisors LLC15,288$2.29M0.0%-4.9%0.033%
11/15/2024 Weaver Consulting Group1,496$224K0.1%N/A0.003%
11/15/2024 Stifel Financial Corp305,078$45.66M0.0%+1.2%0.649%
11/15/2024 Swmg LLC1,425$222K0.1%-16.6%0.003%
11/15/2024 Safe Harbor Fiduciary LLC1,000$150K0.1%N/A0.002%
11/15/2024 Quantinno Capital Management LP2,455$367K0.0%N/A0.005%
11/15/2024 Polymer Capital Management HK LTD6,600$988K0.2%N/A0.014%
11/15/2024 IHT Wealth Management LLC3,420$513K0.0%+22.5%0.007%
11/15/2024 HighTower Advisors LLC70,217$10.47M0.0%-52.2%0.149%
11/15/2024 Hilltop Holdings Inc.4,787$716K0.0%+14.8%0.010%
11/15/2024 Arizona PSPRS Trust8,130$1.22M0.0%N/A0.017%
11/15/2024 Benjamin Edwards Inc.98,730$14.78M0.2%+1,568.6%0.210%
11/14/2024 Plotkin Financial Advisors LLC1,699$254K0.2%N/A0.004%
11/14/2024 Flow Traders U.S. LLC6,892$1.03M0.1%-64.8%0.015%
11/14/2024 Arete Wealth Advisors LLC3,552$531K0.0%-30.4%0.008%
11/14/2024 Captrust Financial Advisors6,369$953K0.0%+22.6%0.014%
11/14/2024 Icon Wealth Advisors LLC1,333$199K0.0%-39.5%0.003%
11/14/2024 Rockefeller Capital Management L.P.138,513$20.73M0.1%-11.0%0.295%
11/14/2024 RPg Family Wealth Advisory LLC8,563$1.28M0.4%+5.0%0.018%
11/14/2024 CreativeOne Wealth LLC1,739$260K0.0%N/A0.004%
11/13/2024 WorthPointe LLC6,843$1.02M0.4%N/A0.015%
11/13/2024 Glenmede Trust Co. NA1,950$292K0.0%+427.0%0.004%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
11/13/2024 Freedom Investment Management Inc.16,083$2.41M0.2%N/A0.034%
11/13/2024 BNP Paribas Financial Markets150,127$22.47M0.0%+0.0%0.319%
11/13/2024 FMR LLC13,276$1.99M0.0%+23.2%0.028%
11/13/2024 D.A. Davidson & CO.12,908$1.93M0.0%-60.7%0.027%
11/13/2024 Bank of Montreal Can24,132$3.58M0.0%-4.1%0.051%
11/13/2024 Private Trust Co. NA3,598$538K0.1%+10.3%0.008%
11/13/2024 DRW Securities LLC4,198$628K0.0%+133.5%0.009%
11/13/2024 Bedell Frazier Investment Counselling LLC19,166$2.87M0.7%-48.6%0.041%
11/13/2024Fisher Asset Management LLC14,471$2.17M0.0%-9.8%0.031%
11/12/2024 Marco Investment Management LLC1,800$269K0.0%N/A0.004%
11/12/2024 Pekin Hardy Strauss Inc.4,169$624K0.1%+5.3%0.009%
11/12/2024 Cahill Financial Advisors Inc.3,442$515K0.1%-10.1%0.007%
11/12/2024 Centaurus Financial Inc.1,663$249K0.0%-90.6%0.004%
11/12/2024 WESPAC Advisors LLC18,199$2.72M2.0%+7.2%0.039%
11/12/2024 KKM Financial LLC5,108$764K0.4%+3.4%0.011%
11/12/2024 Kingsview Wealth Management LLC14,253$2.13M0.0%+150.8%0.030%
11/12/2024 Cerity Partners LLC21,014$3.15M0.0%-1.2%0.045%
11/12/2024 Great Valley Advisor Group Inc.3,521$527K0.0%+7.2%0.007%
11/12/2024 Certified Advisory Corp2,782$416K0.0%N/A0.006%
11/12/2024 Nwam LLC1,352$202K0.0%N/A0.003%
11/12/2024 Meridian Wealth Management LLC2,217$332K0.0%N/A0.005%
11/12/2024 Icon Wealth Advisors LLC509$76K0.0%-76.9%0.001%
11/12/2024 Allen Capital Group LLC5,703$853K0.1%+6.5%0.012%
11/12/2024 Citigroup Inc.76,156$11.40M0.0%-1.8%0.162%
11/12/2024 Concorde Asset Management LLC1,688$253K0.1%N/A0.004%
11/12/2024 Darden Wealth Group Inc1,410$211K0.2%N/A0.003%
11/9/2024 LPL Financial LLC973,776$145.72M0.1%+7.6%2.072%
11/8/2024 Moors & Cabot Inc.4,010$600K0.0%+4.6%0.009%
11/8/2024 Darwin Wealth Management LLC200$30K0.0%N/A0.000%
11/8/2024 Etfidea LLC8,574$1.28M0.4%-2.4%0.018%
11/8/2024 Commerce Bank5,024$752K0.0%-5.6%0.011%
11/8/2024 MWA Asset Management1,462$219K0.1%-16.9%0.003%
11/8/2024 Kraft Davis & Associates LLC9,525$1.38M0.4%-7.0%0.020%
11/8/2024 Avior Wealth Management LLC3,355$502K0.0%+13.2%0.007%
11/7/2024 Prospera Financial Services Inc48,740$7.29M0.2%+12.0%0.104%
11/7/2024 Belmont Capital LLC13,205$1.98M0.3%N/A0.028%
11/7/2024 Caprock Group LLC7,157$1.07M0.0%-2.9%0.015%
11/7/2024 Tidemark LLC1,592$238K0.1%+24.9%0.003%
11/7/2024 TrinityPoint Wealth LLC2,249$337K0.0%-32.8%0.005%
11/7/2024 Thrivent Financial for Lutherans33,242$4.97M0.0%-2.5%0.071%
11/6/2024 Heritage Investment Group Inc.1,870$280K0.1%N/A0.004%
11/6/2024 Evolution Wealth Advisors LLC18,333$2.74M0.5%-4.3%0.039%
11/6/2024 Signature Estate & Investment Advisors LLC4,395$658K0.0%-5.5%0.009%
11/6/2024 OneDigital Investment Advisors LLC11,556$1.73M0.0%+90.6%0.025%
11/6/2024 Ferguson Wellman Capital Management Inc.93,147$13.94M0.3%-3.7%0.198%
11/6/2024 Oppenheimer & Co. Inc.40,002$5.99M0.1%+0.3%0.085%
11/5/2024 Aptus Capital Advisors LLC73,829$11.05M0.2%+11,712.6%0.157%
11/5/2024 Prime Capital Investment Advisors LLC26,437$3.96M0.1%+0.3%0.056%
11/5/2024 Ashton Thomas Private Wealth LLC2,870$429K0.0%-27.8%0.006%
11/5/2024 Intrepid Financial Planning Group LLC10,517$1.57M0.7%-1.6%0.022%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
11/5/2024 OVERSEA CHINESE BANKING Corp Ltd6,276$939K0.0%+24.7%0.013%
11/5/2024 Harbour Investments Inc.21,785$3.26M0.1%-2.8%0.046%
11/5/2024 Nations Financial Group Inc. IA ADV8,589$1.29M0.1%+8.3%0.018%
11/4/2024 Jupiter Wealth Management LLC12,840$1.92M1.0%+10.3%0.027%
11/4/2024 Cottonwood Capital Advisors LLC18,656$2.79M2.0%+54.1%0.040%
11/4/2024 Meixler Investment Management Ltd.2,177$326K0.2%-27.2%0.005%
11/4/2024 Patten & Patten Inc. TN5,197$778K0.1%+5.1%0.011%
11/4/2024 Advantage Trust Co1,578$236K0.2%+30.4%0.003%
11/4/2024 Tyler Stone Wealth Management2,691$403K0.1%+100.1%0.006%
11/4/2024 Axxcess Wealth Management LLC3,531$528K0.0%-3.9%0.008%
(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, 651 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were LPL Financial LLC ($145.72M), JPMorgan Chase & Co. ($130.97M), Wells Fargo & Company MN ($90.80M), Ameriprise Financial Inc. ($86.16M), UBS Group AG ($75.70M), Richard Bernstein Advisors LLC ($64.78M), and Royal Bank of Canada ($48.49M).Learn more on ITA's institutional investors.

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

Of the 572 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), Global Assets Advisory LLC ($844.95K), Migdal Insurance & Financial Holdings Ltd. ($605K), International Assets Investment Management LLC ($603.32K), Modera Wealth Management LLC ($356.14K), LPL Financial LLC ($347.07K), and Envestnet Asset Management Inc. ($344.34K).

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

Institutional investors have bought a total of 16,050,166 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

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

Of the 334 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. ($1.40M), Twin Tree Management LP ($205.52K), BNP Paribas Financial Markets ($199.28K), Envestnet Asset Management Inc. ($166.55K), Ameriprise Financial Inc. ($135.30K), UBS Group AG ($123.34K), and Ferguson Wellman Capital Management Inc. ($117.88K).

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

Institutional investors have sold a total of 4,619,254 shares in the last 24 months. This volume of shares sold represents approximately $553.25M in transactions.



This page (BATS:ITA) was last updated on 12/22/2024 by MarketBeat.com Staff
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