Free Trial
→ 22x better than Bitcoin… WITHOUT crypto (From Brownstone Research) (Ad) Free ITA Stock Alerts

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

iShares U.S. Aerospace & Defense ETF logo
$157.36 +9.28 (+6.26%)
Closing price 03:59 PM Eastern
Extended Trading
$157.22 -0.13 (-0.08%)
As of 04:16 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
389
Total
Institutional Inflows
(last 12 months)
$533.55M
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$205.82M
Get ITA Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Aerospace & Defense ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ITA Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025Vicus Capital3,193$464K0.0%-3.8%0.007%
1/30/2025Banque Pictet & Cie SA30,750$4.47M0.0%+6.6%0.065%
1/30/2025Littlejohn Financial Services Inc.31,856$4.63M4.1%N/A0.068%
1/30/2025Vontobel Holding Ltd.11,425$1.66M0.0%-1.7%0.024%
1/30/2025Guardian Asset Advisors LLC3,617$526K0.3%+3.3%0.008%
1/30/2025Investment Partners Asset Management Inc.3,032$441K0.3%+13.9%0.006%
1/29/2025Hudock Inc.3,610$525K0.1%+3.3%0.008%
1/29/2025Beckerman Institutional LLC7,732$1.12M0.9%+3.1%0.016%
1/29/2025Raab & Moskowitz Asset Management LLC7,610$1.11M0.3%-8.9%0.016%
1/29/2025McClarren Financial Advisors Inc.820$119K0.3%N/A0.002%
1/29/2025Gladstone Institutional Advisory LLC8,943$1.30M0.1%+72.1%0.019%
1/29/2025Sovran Advisors LLC4,672$692K0.1%N/A0.010%
1/29/2025MADDEN SECURITIES Corp5,425$789K0.3%N/A0.012%
1/29/2025Ocean Park Asset Management LLC44,054$6.40M0.2%+1.9%0.094%
1/29/2025First National Corp MA ADV27,987$4.07M0.9%-57.6%0.060%
1/29/2025Bristlecone Advisors LLC22,236$3.23M0.3%-2.0%0.047%
1/29/2025Ferguson Wellman Capital Management Inc.84,927$12.34M0.2%-8.8%0.181%
1/29/2025Burns Matteson Capital Management LLC2,300$334K0.2%-8.4%0.005%
1/29/2025MFA Wealth Advisors LLC16,275$2.37M0.6%+7.6%0.035%
1/28/2025 Angeles Wealth Management LLC500$73K0.0%N/A0.001%
1/28/2025 Newbridge Financial Services Group Inc.558$81K0.0%N/A0.001%
1/28/2025 Kestra Private Wealth Services LLC18,617$2.71M0.0%+4.6%0.040%
1/28/2025 Stephens Inc. AR7,108$1.03M0.0%-3.9%0.015%
1/28/2025 Moloney Securities Asset Management LLC2,058$299K0.0%-13.2%0.004%
1/28/2025 Advisors Preferred LLC3,695$535K0.1%N/A0.008%
1/28/2025 Kingsview Wealth Management LLC40,581$5.90M0.1%+184.7%0.086%
1/28/2025 Apollon Wealth Management LLC12,465$1.81M0.0%+66.4%0.027%
1/28/2025 Apollon Financial LLC19,188$2.79M0.7%+10.0%0.041%
1/28/2025 Realta Investment Advisors5,294$774K0.3%-9.4%0.011%
1/28/2025 Golden State Wealth Management LLC338$49K0.0%N/A0.001%
1/28/2025 Lodestar Private Asset Management LLC11,889$1.73M0.2%-1.3%0.025%
1/28/2025 5th Street Advisors LLC35,857$5.21M2.7%-4.5%0.076%
1/28/2025 Ameliora Wealth Management Ltd.4,215$613K0.2%N/A0.009%
1/28/2025 Tandem Financial LLC14,926$2.17M2.3%N/A0.032%
1/28/2025 Spectrum Asset Management Inc. NB CA 14,968$2.18M1.0%+1.9%0.032%
1/27/2025 Financial Advocates Investment Management21,530$3.13M0.2%+40.4%0.046%
1/27/2025 YANKCOM Partnership2,600$378K0.2%N/A0.006%
1/27/2025 Onyx Bridge Wealth Group LLC4,682$681K0.1%+46.2%0.010%
1/27/2025 Choreo LLC8,119$1.18M0.0%-7.0%0.017%
1/27/2025 Nvwm LLC8,246$1.20M0.3%-4.7%0.018%
Better than Bitcoin – and potentially more profitable (Ad)

The world is obsessed with Bitcoin again... And for a good reason: It just soared beyond $100,000. Bitcoin Skimming allows you to “skim” cash into your account thanks to 2025’s surging Bitcoin market.

Click here to watch now, while you still can.
1/27/2025 Money Concepts Capital Corp2,431$353K0.0%+5.6%0.005%
1/27/2025 Massachusetts Wealth Management7,992$1.16M0.7%+19.6%0.017%
1/27/2025 Lion Street Advisors LLC2,645$384K0.1%-10.2%0.006%
1/27/2025 Hager Investment Management Services LLC277$40K0.0%N/A0.001%
1/27/2025 Alexander Labrunerie & CO. Inc.2,076$302K0.1%N/A0.004%
1/27/2025 Stratos Wealth Partners LTD.17,382$2.53M0.0%+1.6%0.037%
1/27/2025 Silverlake Wealth Management LLC4,281$622K0.2%-4.1%0.009%
1/27/2025 Avitas Wealth Management LLC1,799$261K0.0%-6.0%0.004%
1/27/2025 Mather Group LLC.328$48K0.0%N/A0.001%
1/27/2025 Brown Lisle Cummings Inc.410$60K0.0%N/A0.001%
1/24/2025 Muirfield Wealth Advisors LLC6,123$890K0.7%-7.0%0.013%
1/24/2025 Financial Partners Group Inc23,123$3.36M0.5%+0.5%0.049%
1/24/2025 HHM Wealth Advisors LLC224$33K0.0%+273.3%0.000%
1/24/2025 GPS Wealth Strategies Group LLC1,167$170K0.0%+39.3%0.002%
1/24/2025 U.S. Capital Wealth Advisors LLC1,631$237K0.0%-19.3%0.003%
1/24/2025 Spire Wealth Management20,855$3.03M0.1%+9.8%0.044%
1/24/2025 Bluesphere Advisors LLC33,001$4.80M2.3%-12.9%0.070%
1/24/2025 DAVENPORT & Co LLC7,883$1.15M0.0%-42.2%0.017%
1/24/2025 Symphony Financial Ltd. Co.2,385$373K0.1%-5.7%0.005%
1/23/2025 Custom Index Systems LLC1,881$273K0.1%N/A0.004%
1/23/2025 New Wave Wealth Advisors LLC3,973$577K0.2%N/A0.008%
1/23/2025 Calton & Associates Inc.8,056$1.17M0.5%+36.5%0.017%
1/23/2025 Fifth Third Securities Inc.30,711$4.46M0.4%+3.8%0.065%
1/23/2025 Dumont & Blake Investment Advisors LLC10,920$1.59M0.4%-0.9%0.023%
1/23/2025 Capital Investment Advisory Services LLC2,668$388K0.0%+3.4%0.006%
1/23/2025 Lewis Asset Management LLC2,892$420K0.3%+5.5%0.006%
1/23/2025 Milestone Asset Management LLC3,871$563K0.1%-22.4%0.008%
1/23/2025 Ibex Wealth Advisors10,965$1.59M0.2%N/A0.023%
1/23/2025 Allen Capital Group LLC5,364$780K0.1%-5.9%0.011%
1/22/2025 Genesee Capital Advisors LLC7,797$1.13M0.5%+4.1%0.017%
1/22/2025 Wealth Effects LLC2,157$314K0.1%+18.5%0.005%
1/22/2025 Perigon Wealth Management LLC2,201$331K0.0%-43.8%0.005%
1/22/2025 Griffin Asset Management Inc.2,183$317K0.0%+17.1%0.005%
1/22/2025 Fortitude Advisory Group L.L.C.1,905$277K0.2%N/A0.004%
1/22/2025 Joseph P. Lucia & Associates LLC5,073$737K0.3%+5.5%0.011%
1/22/2025 Aurora Private Wealth Inc.3,078$447K0.3%+82.9%0.007%
1/22/2025 Union Bancaire Privee UBP SA1,588$231K0.0%N/A0.003%
1/22/2025 Cathy Pareto & Associates Inc.2,380$346K0.3%N/A0.005%
1/22/2025 Kingswood Wealth Advisors LLC6,806$989K0.1%+75.3%0.014%
1/22/2025 PFG Investments LLC6,655$967K0.1%+8.8%0.014%
1/21/2025 Crescent Grove Advisors LLC5,904$858K0.1%+2.8%0.013%
1/21/2025 Duncan Williams Asset Management LLC2,532$368K0.1%-8.1%0.005%
1/21/2025 Flagship Harbor Advisors LLC4,568$664K0.0%-180.2%0.010%
1/21/2025 Geneos Wealth Management Inc.5,567$809K0.0%-77.2%0.012%
1/21/2025 Dynamic Advisor Solutions LLC14,933$2.17M0.1%-32.2%0.032%
1/21/2025 Accel Wealth Management17,363$2.52M1.0%+2.9%0.037%
1/21/2025 Cottonwood Capital Advisors LLC20,497$2.98M2.1%+9.9%0.044%
1/21/2025 McGuire Investment Group LLC7,502$1.09M0.2%-18.2%0.016%
1/21/2025 Patriot Investment Management Group Inc.4,543$660K0.0%-13.6%0.010%
1/21/2025 RFG Advisory LLC1,570$228K0.0%-7.5%0.003%
Urgent Bitcoin alert for RIGHT NOW (Ad)

Former billion-dollar hedge fund manager Larry Benedict has released the most incredible presentation of his 40-year career. During the presentation, Larry reveals a strategy every trader and investor needs to understand. He calls it “Bitcoin Skimming.”

So please… click here to watch now.
1/21/2025 Cornerstone Wealth Management LLC7,729$1.12M0.1%+15.0%0.016%
1/17/2025 Apeiron RIA LLC4,187$609K0.2%+3.9%0.009%
1/17/2025 Secure Asset Management LLC9,690$1.41M0.2%-10.2%0.021%
1/17/2025 Avior Wealth Management LLC3,623$527K0.0%+8.0%0.008%
1/17/2025 Beacon Investment Advisory Services Inc.2,206$321K0.0%N/A0.005%
1/17/2025 MinichMacGregor Wealth Management LLC74,815$10.87M2.3%-0.9%0.159%
1/17/2025 Raleigh Capital Management Inc.247$36K0.0%-97.1%0.001%
1/17/2025 Independent Wealth Network Inc.6,646$966K0.4%+6.4%0.014%
1/17/2025 Janney Montgomery Scott LLC60,479$8.79M0.0%+2.0%0.129%
1/17/2025 Paragon Financial Partners Inc.28,180$4.10M3.1%+0.7%0.060%
(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, 669 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), Wells Fargo & Company MN ($90.80M), Ameriprise Financial Inc. ($86.16M), UBS Group AG ($75.70M), Richard Bernstein Advisors LLC ($64.78M), Royal Bank of Canada ($48.49M), and Stifel Financial Corp ($45.66M).Learn more on ITA's institutional investors.

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

Of the 590 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 ($571.79K), 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 15,764,660 shares in the last 24 months. This purchase volume represents approximately $1.85B in transactions.

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

Of the 344 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), Twin Tree Management LP ($205.52K), BNP Paribas Financial Markets ($199.28K), Envestnet Asset Management Inc. ($166.55K), Ameriprise Financial Inc. ($135.30K), Ferguson Wellman Capital Management Inc. ($126.10K), and UBS Group AG ($123.34K).

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

Institutional investors have sold a total of 3,886,059 shares in the last 24 months. This volume of shares sold represents approximately $475.50M in transactions.


Related Companies

This page (BATS:ITA) was last updated on 1/30/2025 by MarketBeat.com Staff
From Our Partners
Texas approves new currency
Rural Texas Town Ramps Up Global Currency War A small town has joined a radical $1.9 trillion attack on the...
Stansberry Research | Sponsored
We recommended Palantir in 2021, now we’re recommending this...
I believe it could offer you a MAJOR boost to your retirement. And it pays huge dividends to give you a nic...
Behind the Markets | Sponsored
This Crypto Is Set to Explode in January
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Will DeepSeek pop the AI bubble?
An overseas AI rival sent shockwaves through the U.S. tech market last week... Leaving millions of investor...
Chaikin Analytics | Sponsored
Is Big Tech dead?
China just threw a “$5.5 million” curveball called Deep Seek to Silicon Valley and the timing of it is no coin...
Brownstone Research | Sponsored
Alert: DOGE goes live
"It's Elon's world, and the rest of us live in it." Every investor in America is trying to figure out what ...
Altimetry | Sponsored
Donald Trump is about to free crypto from its chains …
On October 25th, Juan said Bitcoin would cross $100,000 before the inauguration. Now he thinks it could rea...
Weiss Ratings | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored