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

iShares U.S. Aerospace & Defense ETF logo
$141.37 -6.71 (-4.53%)
As of 10:04 AM 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)
426
Total
Institutional Inflows
(last 12 months)
$647.83M
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$278.36M
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ITA Institutional Buying and Selling by Quarter

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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
4/2/2025Kera Capital Partners Inc.1,366$209K0.1%N/A0.003%
3/27/2025Milestone Asset Management Group LLC1,928$280K0.3%N/A0.005%
3/17/2025Wealth Enhancement Advisory Services LLC121,859$17.71M0.0%+23.6%0.297%
3/12/2025Centaurus Financial Inc.2,044$297K0.0%+22.9%0.005%
3/6/2025Wood Tarver Financial Group LLC199$28K0.0%N/A0.000%
3/4/2025Birmingham Capital Management Co. Inc. AL5,675$825K0.3%+183.8%0.014%
2/28/2025Park Square Financial Group LLC1,140$166K0.1%N/A0.003%
2/28/2025Total Wealth Planning & Management Inc.5,581$811K0.7%N/A0.013%
2/27/2025Landaas & Co. WI ADV3,980$578K0.2%+22.5%0.010%
2/27/2025Bernard Wealth Management Corp.325$47K0.0%N/A0.001%
2/25/2025Leigh Baldwin & CO. LLC9,078$1.32M0.7%N/A0.019%
2/25/2025Integrated Advisors Network LLC4,400$639K0.0%-16.0%0.009%
2/24/2025Cypress Asset Management Inc. TX4,033$601K0.1%N/A0.009%
2/24/2025Ameriflex Group Inc.1,860$291K0.1%N/A0.004%
2/21/2025WNY Asset Management LLC4,388$638K0.1%-14.0%0.009%
2/21/2025Vermillion Wealth Management Inc.3,050$443K0.2%N/A0.006%
2/18/2025Sunbelt Securities Inc.15,029$2.19M0.2%+6.8%0.032%
2/18/2025JT Stratford LLC3,328$484K0.1%-26.9%0.007%
2/18/2025Cornerstone Advisory LLC8,200$1.26M0.1%+17.1%0.017%
2/18/2025JDM Financial Group LLC1,526$222K0.1%+6.5%0.003%
2/18/202510Elms LLP1,100$160K0.2%N/A0.002%
2/18/2025Castleark Management LLC35,260$5.13M0.2%N/A0.075%
2/17/2025Waverly Advisors LLC17,407$2.53M0.0%+6.2%0.037%
2/17/2025Vident Advisory LLC1,932$281K0.0%N/A0.004%
2/17/2025Visionary Wealth Advisors3,443$500K0.0%-5.4%0.007%
2/17/2025Two Sigma Investments LP268,400$39.01M0.1%N/A0.571%
2/17/2025TrinityPoint Wealth LLC2,056$299K0.0%-8.6%0.004%
2/17/2025Snowden Capital Advisors LLC9,784$1.42M0.0%-1.5%0.021%
2/17/2025Royal Bank of Canada413,083$60.04M0.0%-6.0%0.879%
2/17/2025Quantinno Capital Management LP1,673$243K0.0%-31.9%0.004%
2/17/2025Global Assets Advisory LLC6,472$937K0.5%-8.8%0.014%
2/17/2025Focus Partners Wealth24,131$3.55M0.0%+65.8%0.051%
2/17/2025D. E. Shaw & Co. Inc.13,196$1.92M0.0%N/A0.028%
2/17/2025EP Wealth Advisors LLC15,878$2.31M0.0%+3.9%0.034%
2/17/2025EPG Wealth Management LLC5,699$828K0.2%-21.7%0.012%
2/17/2025Cresset Asset Management LLC5,879$854K0.0%-24.0%0.013%
2/17/2025Cetera Investment Advisers227,226$33.03M0.1%-7.1%0.483%
2/17/2025Bramshill Investments LLC3,390$493K0.1%+21.5%0.007%
2/17/2025Cahill Financial Advisors Inc.2,861$416K0.1%-16.9%0.006%
2/17/2025Captrust Financial Advisors5,612$816K0.0%-11.9%0.012%
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2/17/2025Cary Street Partners Financial LLC4,002$582K0.0%N/A0.009%
2/17/2025Baird Financial Group Inc.107,500$15.63M0.0%+7.6%0.229%
2/17/2025Benjamin Edwards Inc.98,260$14.28M0.2%-0.5%0.209%
2/17/2025BNP Paribas Financial Markets7,921$1.15M0.0%-94.7%0.017%
2/17/2025Ameriprise Financial Inc.776,525$112.88M0.0%+3.4%1.652%
2/17/2025Alteri Wealth LLC1,833$266K0.1%N/A0.004%
2/17/2025Aptus Capital Advisors LLC797$116K0.0%-98.9%0.002%
2/17/2025Adapt Wealth Advisors LLC3,762$547K0.3%N/A0.008%
2/14/2025Mercer Global Advisors Inc. ADV58,220$8.46M0.0%-10.1%0.124%
2/14/2025Keel Point LLC1,739$253K0.0%-33.2%0.004%
2/14/2025Rehmann Capital Advisory Group5,478$796K0.1%+16.1%0.012%
2/14/2025Comerica Bank7,151$1.04M0.0%-5.0%0.015%
2/14/2025Lido Advisors LLC20,905$3.04M0.0%+4.4%0.044%
2/14/2025Northern Trust Corp4,028$585K0.0%N/A0.009%
2/14/2025Bellwether Advisors LLC400$58K0.0%N/A0.001%
2/14/2025Beacon Pointe Advisors LLC6,311$917K0.0%+32.5%0.013%
2/14/2025Marshall & Sterling Wealth Advisors Inc.11,775$1.71M1.2%N/A0.025%
2/14/2025Gerber Kawasaki Wealth & Investment Management16,361$2.38M0.1%+0.9%0.035%
2/14/2025Coldstream Capital Management Inc.6,594$958K0.0%-2.5%0.014%
2/14/2025Integrated Wealth Concepts LLC16,089$2.34M0.0%+1.2%0.034%
2/14/2025Syon Capital LLC2,648$385K0.0%N/A0.006%
2/14/2025MGO One Seven LLC8,073$1.17M0.0%-1.2%0.017%
2/14/2025IHT Wealth Management LLC5,866$853K0.0%+71.5%0.012%
2/14/2025OneDigital Investment Advisors LLC5,097$741K0.0%-55.9%0.011%
2/14/2025Stifel Financial Corp297,177$43.20M0.0%-2.6%0.632%
2/14/2025TD Waterhouse Canada Inc.1,476$214K0.0%-93.1%0.003%
2/14/2025Tower Research Capital LLC TRC 17,899$2.60M0.1%-23.4%0.038%
2/14/2025Tradition Wealth Management LLC4,330$629K0.1%-7.3%0.009%
2/14/2025Sharpepoint LLC16,265$2.36M2.1%N/A0.035%
2/14/2025MML Investors Services LLC245,361$35.66M0.1%-4.2%0.522%
2/14/2025Commerce Bank4,878$709K0.0%-2.9%0.010%
2/14/2025Concourse Financial Group Securities Inc.5,847$910K0.1%+14.0%0.012%
2/13/2025NewEdge Advisors LLC26,610$3.87M0.0%+12.0%0.057%
2/13/2025Insigneo Advisory Services LLC8,573$1.25M0.1%+21.6%0.018%
2/13/2025Main Street Financial Solutions LLC19,689$2.86M0.3%-3.9%0.042%
2/13/2025United Capital Financial Advisors LLC2,101$305K0.0%+33.3%0.004%
2/13/2025Belpointe Asset Management LLC11,223$1.66M0.1%+2.3%0.024%
2/13/2025CreativeOne Wealth LLC3,111$452K0.0%+78.9%0.007%
2/13/2025Mariner LLC38,227$5.56M0.0%-16.0%0.081%
2/13/2025Synovus Financial Corp1,881$274K0.0%+11.3%0.004%
2/13/2025Townsquare Capital LLC1,406$204K0.0%N/A0.003%
2/13/2025Philadelphia Trust Co.19,401$2.82M0.2%-4.7%0.041%
2/13/2025Rockefeller Capital Management L.P.146,931$21.36M0.1%+6.1%0.313%
2/13/2025Concorde Asset Management LLC1,395$203K0.1%-17.4%0.003%
2/13/2025Prepared Retirement Institute LLC2,457$357K0.2%N/A0.005%
2/13/2025Redwood Park Advisors LLC290$42K0.0%N/A0.001%
2/13/2025Scotia Capital Inc.24,320$3.54M0.0%+3.6%0.052%
2/13/2025Phoenix Financial Ltd.38,093$5.54M0.1%-1.5%0.081%
2/13/2025Kraft Davis & Associates LLC8,799$1.38M0.4%-7.6%0.019%
2/13/2025DRW Securities LLC2,911$423K0.0%-30.7%0.006%
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2/13/2025ELCO Management Co. LLC2,050$298K0.2%-14.6%0.004%
2/13/2025Advisory Services Network LLC92,199$13.40M0.2%+1.6%0.196%
2/13/2025Bernard Wealth Management Corp.748$109K0.1%N/A0.002%
2/13/2025Bank of Montreal Can10,064$1.46M0.0%-58.3%0.021%
2/13/2025Cerity Partners LLC23,439$3.41M0.0%+11.5%0.050%
2/13/2025Aster Capital Management DIFC Ltd6,400$930K0.4%-22.9%0.014%
2/13/2025Darden Wealth Group Inc1,615$235K0.2%+14.5%0.003%
2/13/2025Envestnet Asset Management Inc.161,306$23.45M0.0%-44.6%0.343%
2/13/2025Wells Fargo & Company MN827,272$120.24M0.0%+14.9%1.760%
2/13/2025Prudential PLC14,230$2.07M0.0%-38.6%0.030%
(Data available from 1/1/2016 forward)

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ITA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ITA shares?

During the previous two years, 722 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were LPL Financial LLC ($161.90M), Wells Fargo & Company MN ($120.24M), Ameriprise Financial Inc. ($112.88M), UBS Group AG ($75.70M), Raymond James Financial Inc. ($68.45M), Royal Bank of Canada ($60.04M), and Commonwealth Equity Services LLC ($45.22M).Learn more on ITA's institutional investors.

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

Of the 635 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 ($533.93K), Raymond James Financial Inc. ($470.90K), Modera Wealth Management LLC ($356.14K), and LPL Financial LLC ($321.42K).

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

Institutional investors have bought a total of 15,599,921 shares in the last 24 months. This purchase volume represents approximately $1.89B in transactions.

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

Of the 365 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. ($605K), BNP Paribas Financial Markets ($341.49K), Envestnet Asset Management Inc. ($296.16K), Twin Tree Management LP ($205.52K), Aptus Capital Advisors LLC ($143.40K), Ameriprise Financial Inc. ($135.30K), and Ferguson Wellman Capital Management Inc. ($126.10K).

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

Institutional investors have sold a total of 4,515,357 shares in the last 24 months. This volume of shares sold represents approximately $567.99M in transactions.


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This page (BATS:ITA) was last updated on 4/4/2025 by MarketBeat.com Staff
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