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

iShares U.S. Aerospace & Defense ETF logo
$195.75 +47.67 (+32.19%)
Closing price 08/22/2025 03:59 PM Eastern
Extended Trading
$195.41 -0.34 (-0.17%)
As of 08/22/2025 07:57 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.
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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)
528
Total
Institutional Inflows
(last 12 months)
$903.89M
Number of
Institutional Sellers
(last 12 months)
339
Total
Institutional Outflows
(last 12 months)
$348.12M
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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
8/22/2025 Carter Financial Group INC.1,508$284K0.2%N/A0.003%
8/20/2025 Coppell Advisory Solutions LLC1,866$350K0.0%N/A0.004%
8/19/2025 B. Riley Wealth Advisors Inc.4,975$939K0.0%N/A0.011%
8/19/2025 Advisory Services Network LLC77,182$15.17M0.2%-18.3%0.175%
8/18/2025 Tyler Stone Wealth Management3,041$574K0.1%+59.2%0.007%
8/18/2025 Geneos Wealth Management Inc.26,326$4.97M0.1%-4.6%0.060%
8/18/2025 Hollencrest Capital Management423$80K0.0%+64.0%0.001%
8/18/2025 Kestra Investment Management LLC1,328$250K0.0%N/A0.003%
8/15/2025 Tower Research Capital LLC TRC 27,560$5.20M0.1%+1,437.1%0.063%
8/15/2025 Corient Private Wealth LLC5,984$1.13M0.0%-42.9%0.014%
8/15/2025 Equitable Holdings Inc.37,354$7.05M0.1%+30.8%0.085%
8/15/2025 Florida Financial Advisors LLC3,960$747K0.2%+64.3%0.009%
8/15/2025 Captrust Financial Advisors7,727$1.46M0.0%+13.1%0.018%
8/15/2025 WFA of San Diego LLC466$88K0.1%N/A0.001%
8/15/2025 Visionary Wealth Advisors1,557$294K0.0%+4.0%0.004%
8/15/2025 Snowden Capital Advisors LLC9,832$1.86M0.1%+1.4%0.022%
8/15/2025 Orion Porfolio Solutions LLC19,531$3.68M0.0%+392.0%0.044%
8/15/2025 MML Investors Services LLC275,758$52.02M0.2%+27.1%0.627%
8/15/2025 Modern Wealth Management LLC1,823$344K0.0%N/A0.004%
8/15/2025 IHT Wealth Management LLC5,842$1.10M0.0%-6.1%0.013%
8/15/2025 Great Valley Advisor Group Inc.3,408$643K0.0%+8.2%0.008%
8/15/2025 Group One Trading LLC1,937$365K0.0%+118.6%0.004%
8/15/2025 EP Wealth Advisors LLC14,940$2.82M0.0%-4.9%0.034%
8/15/2025 Benjamin Edwards Inc.7,903$1.49M0.0%-3.5%0.018%
8/15/2025 BNP Paribas Financial Markets609,728$115.02M0.1%+283.3%1.386%
8/15/2025 Brevan Howard Capital Management LP1,250$236K0.0%N/A0.003%
8/15/2025 Bank of America Corp DE3,001,848$566.27M0.0%-7.4%6.822%
8/15/2025 Ameriprise Financial Inc.777,666$146.73M0.0%+7.4%1.767%
8/14/2025 Florida Financial Advisors LLC4,477$849K0.6%+85.8%0.010%
8/14/2025 MGB Wealth Management LLC3,524$664K0.2%-18.1%0.008%
8/14/2025 Jupiter Wealth Management LLC11,749$2.31M1.3%+1.7%0.027%
8/14/2025 Ausdal Financial Partners Inc.10,314$1.95M0.1%+23.0%0.023%
8/14/2025 Raymond James Financial Inc.523,826$98.81M0.0%+16.2%1.191%
8/14/2025 Darwin Wealth Management LLC9,671$1.82M0.6%N/A0.022%
8/14/2025 Chicago Wealth Management Inc.75,455$14.23M6.8%-0.6%0.171%
8/14/2025 Quantinno Capital Management LP1,912$361K0.0%N/A0.004%
8/14/2025 Diversify Advisory Services LLC80,487$15.96M0.6%+4.8%0.183%
8/14/2025 Peapack Gladstone Financial Corp1,155$218K0.0%N/A0.003%
8/14/2025 Main Street Financial Solutions LLC20,537$3.87M0.3%+4.2%0.047%
8/14/2025 NewEdge Advisors LLC28,137$5.31M0.0%+5.8%0.064%
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8/14/2025 BCS Private Wealth Management Inc.25,720$4.85M1.8%N/A0.058%
8/14/2025 Tandem Financial LLC13,540$2.55M2.4%-1.4%0.031%
8/14/2025 Gerber Kawasaki Wealth & Investment Management16,898$3.19M0.1%+0.3%0.038%
8/14/2025 BlackDiamond Wealth Management LLC1,116$206K0.1%-18.5%0.003%
8/14/2025 Cary Street Partners Financial LLC27,795$5.24M0.1%+901.6%0.063%
8/14/2025 Cerity Partners LLC24,844$4.69M0.0%+7.3%0.056%
8/13/2025 Rockport Wealth LLC1,337$252K0.1%N/A0.003%
8/13/2025 Quantum Portfolio Management LLC1,621$306K0.1%-13.8%0.004%
8/13/2025 StoneX Group Inc.5,103$963K0.0%+19.0%0.012%
8/13/2025 Cheviot Value Management LLC2,649$520K0.1%+7.1%0.006%
8/13/2025 Brown Advisory Inc.8,825$1.67M0.0%+12.5%0.020%
8/13/2025 Great Diamond Partners LLC13,059$2.46M0.5%-6.6%0.030%
8/13/2025 Walleye Capital LLC6,010$1.13M0.0%N/A0.014%
8/13/2025 Philadelphia Trust Co.18,424$3.48M0.3%-0.3%0.042%
8/13/2025 Baird Financial Group Inc.87,525$16.51M0.0%+4.3%0.199%
8/13/2025 Dynamic Wealth Strategies LLC2,187$413K0.3%+3.5%0.005%
8/13/2025 JBR Co Financial Management Inc11,407$2.15M1.1%-9.0%0.026%
8/13/2025 Raab & Moskowitz Asset Management LLC6,804$1.28M0.3%-3.5%0.015%
8/13/2025 Kilter Group LLC300$57K0.0%N/A0.001%
8/13/2025 Plan Group Financial LLC2,703$510K0.2%N/A0.006%
8/13/2025 JT Stratford LLC2,649$500K0.1%-19.4%0.006%
8/13/2025 RPg Family Wealth Advisory LLC13,729$2.59M0.7%+0.4%0.031%
8/13/2025 WCG Wealth Advisors LLC19,921$3.76M0.2%-3.1%0.045%
8/13/2025 Beacon Pointe Advisors LLC6,326$1.19M0.0%+1.2%0.014%
8/13/2025 Quantbot Technologies LP1,904$359K0.0%N/A0.004%
8/13/2025 Fisher Asset Management LLC11,586$2.19M0.0%-12.4%0.026%
8/13/2025 VestGen Advisors LLC15,081$2.85M0.1%+22.2%0.034%
8/13/2025 Lido Advisors LLC20,951$3.95M0.0%-1.4%0.048%
8/13/2025 Rinkey Investments1,149$217K0.1%N/A0.003%
8/13/2025 Virtue Capital Management LLC1,395$263K0.0%N/A0.003%
8/13/2025 Scotia Capital Inc.22,835$4.31M0.0%-1.7%0.052%
8/13/2025 Level Four Advisory Services LLC2,776$524K0.0%+11.5%0.006%
8/13/2025 Northwestern Mutual Wealth Management Co.145,756$27.50M0.0%+4.1%0.331%
8/13/2025 Mayfair Advisory Group LLC1,980$389K0.2%+11.0%0.005%
8/13/2025 Safe Harbor Fiduciary LLC4,267$805K0.8%+320.0%0.010%
8/13/2025 Choreo LLC7,526$1.42M0.0%+4.0%0.017%
8/13/2025 Russell Investments Group Ltd.626$118K0.0%+298.7%0.001%
8/13/2025 Consultiva Wealth Management CORP.400$75K0.2%-20.0%0.001%
8/12/2025 J.W. Cole Advisors Inc.43,331$8.17M0.2%+513.5%0.098%
8/12/2025 Financial Advocates Investment Management20,354$3.84M0.3%+1.7%0.046%
8/12/2025 Steward Partners Investment Advisory LLC56,243$10.61M0.1%+55.7%0.128%
8/12/2025 Jaffetilchin Investment Partners LLC1,112$210K0.0%N/A0.003%
8/12/2025 Quadcap Wealth Management LLC5,550$1.05M0.1%-1.5%0.013%
8/12/2025 Insigneo Advisory Services LLC8,030$1.52M0.1%+3.8%0.018%
8/12/2025 CreativeOne Wealth LLC3,607$680K0.0%+6.2%0.008%
8/12/2025 Global Retirement Partners LLC10,727$2.02M0.1%N/A0.024%
8/12/2025 Coldstream Capital Management Inc.6,425$1.21M0.0%-2.6%0.015%
8/12/2025 Pettyjohn Wood & White Inc.2,535$478K0.1%+17.6%0.006%
8/12/2025 Guerra Pan Advisors LLC1,184$223K0.1%N/A0.003%
8/12/2025 Franklin Resources Inc.1,389$262K0.0%+86.7%0.003%
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8/12/2025 MAI Capital Management7,043$1.33M0.0%+1.2%0.016%
8/12/2025 JPMorgan Chase & Co.164,352$31.00M0.0%-19.0%0.374%
8/12/2025 Prudential PLC82,300$15.53M0.1%N/A0.187%
8/12/2025 Wisconsin Wealth Advisors LLC4,702$887K1.0%-12.9%0.011%
8/12/2025 Absolute Capital Management LLC7,518$1.42M0.7%-32.0%0.017%
8/12/2025 Weaver Consulting Group1,307$247K0.1%-9.4%0.003%
8/11/2025 ARS Investment Partners LLC16,666$3.14M0.2%-10.4%0.038%
8/11/2025 Intrepid Financial Planning Group LLC9,798$1.85M0.8%+0.8%0.022%
8/11/2025 Alteri Wealth LLC1,411$266K0.1%-8.0%0.003%
8/11/2025 TD Waterhouse Canada Inc.25,414$4.69M0.0%-5.9%0.058%
(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, 777 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were Bank of America Corp DE ($566.27M), LPL Financial LLC ($170.13M), Ameriprise Financial Inc. ($146.73M), Wells Fargo & Company MN ($120.24M), BNP Paribas Financial Markets ($115.02M), Raymond James Financial Inc. ($98.81M), and UBS Group AG ($75.70M).Learn more on iShares U.S. Aerospace & Defense ETF's institutional investors.

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

Of the 680 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: Picton Mahoney Asset Management ($4.36M), Global Assets Advisory LLC ($861.14K), BNP Paribas Financial Markets ($701.54K), Raymond James Financial Inc. ($544.02K), International Assets Investment Management LLC ($534.03K), Modera Wealth Management LLC ($356.14K), and Envestnet Asset Management Inc. ($293.07K).

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

Institutional investors have bought a total of 5,618,542 shares in the last 24 months. This purchase volume represents approximately $903.89M in transactions.

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

Of the 339 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: Bank of America Corp DE ($240.84K), BNP Paribas Financial Markets ($142.21K), Envestnet Asset Management Inc. ($129.61K), JPMorgan Chase & Co. ($118.62K), Benjamin Edwards Inc. ($90.83K), HighTower Advisors LLC ($76.81K), and Aptus Capital Advisors LLC ($73.03K).

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

Institutional investors have sold a total of 2,197,417 shares in the last 24 months. This volume of shares sold represents approximately $348.12M in transactions.


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This page (BATS:ITA) was last updated on 8/24/2025 by MarketBeat.com Staff
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