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

iShares U.S. Aerospace & Defense ETF logo
$144.76
+0.22 (+0.15%)
(As of 11/4/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
361
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
230
Total
Institutional Outflows
(last 12 months)
$215.90M
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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
11/5/2024OVERSEA CHINESE BANKING Corp Ltd6,276$939K0.0%+24.7%0.013%
11/5/2024Harbour Investments Inc.21,785$3.26M0.1%-2.8%0.046%
11/5/2024Nations Financial Group Inc. IA ADV8,589$1.29M0.1%+8.3%0.018%
11/4/2024Jupiter Wealth Management LLC12,840$1.92M1.0%+10.3%0.027%
11/4/2024Cottonwood Capital Advisors LLC18,656$2.79M2.0%+54.1%0.040%
11/4/2024Meixler Investment Management Ltd.2,177$326K0.2%-27.2%0.005%
11/4/2024Patten & Patten Inc. TN5,197$778K0.1%+5.1%0.011%
11/4/2024Advantage Trust Co1,578$236K0.2%+30.4%0.003%
11/4/2024Tyler Stone Wealth Management2,691$403K0.1%+100.1%0.006%
11/4/2024Axxcess Wealth Management LLC3,531$528K0.0%-3.9%0.008%
11/4/2024Sigma Planning Corp14,064$2.11M0.1%+1.5%0.030%
11/2/2024 Mesirow Financial Investment Management Inc.1,490$223K0.0%N/A0.003%
11/1/2024 Sheets Smith Wealth Management9,687$1.45M0.2%-31.8%0.021%
11/1/2024 Atria Investments Inc21,007$3.14M0.0%-8.4%0.045%
11/1/2024 5th Street Advisors LLC37,564$5.62M2.7%+3.4%0.080%
11/1/2024 Wealth Quarterback LLC10,181$1.52M0.8%-57.2%0.022%
11/1/2024 Assetmark Inc.517$77K0.0%+114.5%0.001%
11/1/2024 Beckerman Institutional LLC7,498$1.12M0.9%N/A0.016%
11/1/2024 Hollencrest Capital Management333$50K0.0%+29.1%0.001%
11/1/2024 Heritage Wealth Management Inc.1,505$225K0.1%N/A0.003%
10/31/2024 Confluence Investment Management LLC40,460$6.06M0.1%+2.6%0.086%
10/31/2024 Jmac Enterprises LLC23,680$3.54M0.6%-0.4%0.050%
10/31/2024 Cozad Asset Management Inc.1,344$201K0.0%N/A0.003%
10/31/2024 Advisor Resource Council8,020$1.20M0.5%N/A0.017%
10/31/2024 Concurrent Investment Advisors LLC9,612$1.44M0.0%+21.7%0.020%
10/30/2024 MinichMacGregor Wealth Management LLC75,463$11.29M2.4%-2.7%0.161%
10/30/2024 ASB Consultores LLC37,062$5.55M2.2%-2.7%0.079%
10/30/2024 Clarity Capital Partners LLC17,567$2.63M1.6%+3.2%0.037%
10/30/2024 Rational Advisors LLC9,536$1.43M0.1%N/A0.020%
10/30/2024 QRG Capital Management Inc.2,648$396K0.0%N/A0.006%
10/29/2024 TrueWealth Advisors LLC1,374$206K0.1%N/A0.003%
10/29/2024 Nvwm LLC8,651$1.30M0.3%-2.6%0.018%
10/29/2024 Janney Montgomery Scott LLC59,310$8.88M0.0%+6.3%0.126%
10/29/2024 Janney Capital Management LLC117,226$17.54M1.2%-5.2%0.249%
10/29/2024 Realta Investment Advisors5,843$898K0.4%-17.7%0.012%
10/29/2024 Vigilare Wealth Management2,289$343K0.1%+11.2%0.005%
10/29/2024 Farther Finance Advisors LLC1,995$299K0.0%+11.3%0.004%
10/28/2024 Gladstone Institutional Advisory LLC5,197$778K0.0%+13.9%0.011%
10/28/2024 Interchange Capital Partners LLC3,055$457K0.2%-34.0%0.007%
10/28/2024 Focus Financial Network Inc.7,961$1.19M0.0%-2.5%0.017%
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10/28/2024 US Bancorp DE9,945$1.49M0.0%+13.2%0.021%
10/25/2024 Financial Advocates Investment Management15,339$2.30M0.1%-6.7%0.033%
10/25/2024 Highline Wealth Partners LLC1,040$156K0.1%N/A0.002%
10/25/2024 Great Diamond Partners LLC13,620$2.04M0.5%+1.3%0.029%
10/25/2024 Lodestar Private Asset Management LLC12,048$1.80M0.2%-1.3%0.026%
10/25/2024 Ramsay Stattman Vela & Price Inc.1,400$209K0.0%N/A0.003%
10/25/2024 Diversify Advisory Services LLC71,491$10.76M0.6%+8.5%0.152%
10/25/2024 Integrated Advisors Network LLC5,235$783K0.0%-8.0%0.011%
10/24/2024 Vivid Wealth Management LLC19,544$2.93M1.5%+6.1%0.042%
10/24/2024 Inscription Capital LLC3,507$525K0.1%-5.5%0.007%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors10,699$1.60M0.2%+14.4%0.023%
10/24/2024 J.W. Cole Advisors Inc.20,108$3.01M0.1%+16.7%0.043%
10/24/2024 Ellis Investment Partners LLC5,051$756K0.1%+1.5%0.011%
10/24/2024 Capital Advisors Ltd. LLC18,310$2.74M0.3%-3.0%0.039%
10/24/2024 Wealth Enhancement Advisory Services LLC98,619$14.76M0.0%+96.9%0.210%
10/24/2024 PFG Investments LLC6,119$916K0.1%+5.1%0.013%
10/24/2024 Arkadios Wealth Advisors29,461$4.41M0.2%-4.5%0.063%
10/23/2024 Mirae Asset Global Investments Co. Ltd.740$110K0.0%N/A0.002%
10/23/2024 Massachusetts Wealth Management6,682$1M0.6%+13.9%0.014%
10/23/2024 Dumont & Blake Investment Advisors LLC11,014$1.65M0.4%-50.3%0.023%
10/23/2024 Global Trust Asset Management LLC1,040$156K0.1%+46.5%0.002%
10/23/2024 Mason & Associates Inc5,749$860K0.2%-12.1%0.012%
10/23/2024 DORCHESTER WEALTH MANAGEMENT Co9,270$1.39M0.2%N/A0.020%
10/23/2024 Greystone Financial Group LLC5,608$839K0.1%+9.4%0.012%
10/23/2024 Global Assets Advisory LLC7,099$1.07M0.6%+22.4%0.015%
10/23/2024 Spectrum Asset Management Inc. NB CA14,692$2.20M0.9%-1.6%0.031%
10/22/2024 MFA Wealth Advisors LLC15,124$2.26M0.5%-6.3%0.032%
10/22/2024 Lake Street Private Wealth LLC1,419$212K0.0%-9.2%0.003%
10/22/2024 Private Advisor Group LLC65,143$9.75M0.1%+1.0%0.139%
10/22/2024 Sequoia Financial Advisors LLC2,517$377K0.0%-4.7%0.005%
10/21/2024 Vicus Capital3,320$497K0.0%-12.2%0.007%
10/21/2024 Fortis Group Advisors LLC3,340$500K0.1%N/A0.007%
10/21/2024 Calton & Associates Inc.5,900$883K0.3%-29.3%0.013%
10/21/2024 Raleigh Capital Management Inc.8,666$1.30M0.5%+3,408.5%0.018%
10/21/2024 Whittier Trust Co.12,679$1.90M0.0%+0.7%0.027%
10/21/2024 Genesee Capital Advisors LLC7,489$1.12M0.5%+26.1%0.016%
10/21/2024 Bluesphere Advisors LLC37,872$5.67M2.8%+3.1%0.081%
10/21/2024 Castleview Partners LLC2,165$324K0.2%-11.6%0.005%
10/21/2024 Trilogy Capital Inc.1,394$209K0.0%N/A0.003%
10/21/2024 McElhenny Sheffield Capital Management LLC110,341$16.51M5.4%N/A0.235%
10/18/2024Cadent Capital Advisors LLC103,385$15.47M4.8%+4.7%0.220%
10/18/2024Ferguson Wellman Capital Management Inc.91,211$13.65M0.3%-5.7%0.194%
10/18/2024Commonwealth Equity Services LLC285,836$42.77M0.1%+2.7%0.608%
10/18/2024Raymond James & Associates267,921$40.09M0.0%+8.8%0.570%
10/18/2024Blue Trust Inc.660$99K0.0%+140.9%0.001%
10/18/2024Capital Investment Advisors LLC1,955$293K0.0%+9.5%0.004%
10/17/2024Well Done LLC32,116$4.81M0.9%+0.4%0.068%
10/17/2024LexAurum Advisors LLC6,504$973K0.2%-1.8%0.014%
10/16/2024 Secure Asset Management LLC10,789$1.62M0.3%-1.1%0.023%
10/16/2024 Global Retirement Partners LLC8,570$1.28M0.0%-7.4%0.018%
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10/16/2024 Good Life Advisors LLC5,326$797K0.0%+99.6%0.011%
10/16/2024 Gruss & Co. LLC1,500$224K1.8%N/A0.003%
10/16/2024 Cornerstone Wealth Management LLC6,721$1.01M0.1%+1.3%0.014%
10/16/2024 SPC Financial Inc.130,621$19.55M1.7%-5.3%0.278%
10/16/2024 Vontobel Holding Ltd.11,628$1.74M0.0%-7.5%0.025%
10/16/2024 SeaCrest Wealth Management LLC7,021$1.05M0.1%+1.0%0.015%
10/16/2024 Griffin Asset Management Inc.1,865$279K0.0%-4.2%0.004%
10/15/2024 Paragon Financial Partners Inc.27,971$4.19M3.1%-7.2%0.060%
10/15/2024 NBC Securities Inc.910$136K0.0%+12.3%0.002%
10/11/2024 Creative Planning32,480$4.86M0.0%-1.1%0.069%
(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, 634 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($130.97M), LPL Financial LLC ($119.46M), 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 557 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), Envestnet Asset Management Inc. ($344.34K), and JPMorgan Chase & Co. ($290.12K).

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

Institutional investors have bought a total of 15,948,572 shares in the last 24 months. This purchase volume represents approximately $1.84B in transactions.

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

Of the 332 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. ($167.92K), Ameriprise Financial Inc. ($135.30K), UBS Group AG ($123.34K), and Ferguson Wellman Capital Management Inc. ($114.32K).

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

Institutional investors have sold a total of 4,505,796 shares in the last 24 months. This volume of shares sold represents approximately $530.75M in transactions.


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This page (BATS:ITA) was last updated on 11/5/2024 by MarketBeat.com Staff
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