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

iShares U.S. Aerospace & Defense ETF logo
$152.87 +4.79 (+3.23%)
As of 04/24/2025 03:53 PM 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)
434
Total
Institutional Inflows
(last 12 months)
$555.54M
Number of
Institutional Sellers
(last 12 months)
278
Total
Institutional Outflows
(last 12 months)
$272.36M
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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
4/24/2025Sunbelt Securities Inc.14,536$2.23M0.2%-3.3%0.036%
4/24/2025Tepp RIA LLC2,263$346K0.5%-29.2%0.006%
4/24/2025Total Wealth Planning & Management Inc.5,749$880K0.8%+3.0%0.014%
4/24/2025Kraft Davis & Associates LLC8,577$1.25M0.4%-2.5%0.021%
4/23/2025 Cottonwood Capital Advisors LLC22,760$3.49M2.6%+11.0%0.056%
4/23/2025 Western Wealth Management LLC9,756$1.49M0.1%-0.9%0.024%
4/23/2025 Sequoia Financial Advisors LLC3,167$485K0.0%+25.0%0.008%
4/23/2025 Wealth Effects LLC1,857$284K0.1%-13.9%0.005%
4/23/2025 Perigon Wealth Management LLC1,368$209K0.0%-37.8%0.003%
4/23/2025 TigerOak Management L.L.C.18,848$2.89M1.1%-1.8%0.046%
4/23/2025 Golden State Wealth Management LLC658$101K0.0%+94.7%0.002%
4/23/2025 Aurora Private Wealth Inc.124,481$19.06M0.5%+3,944.2%0.305%
4/23/2025 Spire Wealth Management19,937$3.05M0.1%-4.4%0.049%
4/23/2025 Mission Hills Financial Advisory LLC3,777$578K0.4%-1.8%0.009%
4/23/2025 Global Assets Advisory LLC22,664$3.34M0.6%+250.2%0.056%
4/23/2025 International Assets Investment Management LLC5,222$799K0.0%-17.5%0.013%
4/23/2025 Bluesphere Advisors LLC32,901$5.04M2.9%-0.3%0.081%
4/23/2025 Family Legacy Inc.11,699$1.79M0.6%-6.8%0.029%
4/23/2025 Oppenheimer & Co. Inc.38,867$5.95M0.1%-4.3%0.095%
4/22/2025 Centerpoint Advisory Group1,348$206K0.2%N/A0.003%
4/22/2025 Flagship Harbor Advisors LLC3,594$550K0.0%-21.3%0.009%
4/22/2025 Prairie Wealth Advisors Inc.10,850$1.66M0.8%-2.1%0.027%
4/22/2025 Cambridge Investment Research Advisors Inc.104,852$16.05M0.1%+17.6%0.257%
4/22/2025 WealthCare Investment Partners LLC46,288$6.78M2.8%+7.3%0.113%
4/22/2025 Genesee Capital Advisors LLC5,501$842K0.4%-29.4%0.013%
4/22/2025 Ellis Investment Partners LLC4,779$732K0.2%-4.8%0.012%
4/22/2025 MinichMacGregor Wealth Management LLC83,256$12.75M2.8%+11.3%0.204%
4/22/2025 Inlight Wealth Management LLC394$60K0.0%N/A0.001%
4/22/2025 Garde Capital Inc.562$86K0.0%N/A0.001%
4/22/2025 Register Financial Advisors LLC1,727$264K0.1%-4.1%0.004%
4/22/2025 PFG Investments LLC7,194$1.10M0.1%+8.1%0.018%
4/21/2025 Avior Wealth Management LLC3,864$592K0.0%+6.7%0.009%
4/21/2025 ORG Partners LLC1,380$213K0.1%+338.1%0.003%
4/21/2025 Means Investment CO. Inc.2,285$350K0.0%-22.4%0.006%
4/21/2025 Blue Trust Inc.837$128K0.0%+2,162.2%0.002%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,826$1.97M0.3%+0.7%0.031%
4/21/2025 ORG Wealth Partners LLC1,015$157K0.1%N/A0.002%
4/21/2025 HCR Wealth Advisors2,218$340K0.0%-3.1%0.005%
4/21/2025 Envestnet Portfolio Solutions Inc.3,456$529K0.0%+79.2%0.008%
4/21/2025 Well Done LLC33,296$4.84M0.9%+3.7%0.082%
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4/21/2025 Janney Capital Management LLC111,528$17.08M1.2%-2.0%0.273%
4/21/2025 Cadent Capital Advisors LLC107,111$16.40M5.8%-2.4%0.263%
4/21/2025 MFA Wealth Advisors LLC16,073$2.46M0.6%-1.2%0.039%
4/21/2025 Kingswood Wealth Advisors LLC3,952$605K0.0%-41.9%0.010%
4/18/2025 Mayfair Advisory Group LLC1,784$273K0.2%-5.1%0.004%
4/18/2025 Lion Street Advisors LLC2,860$438K0.1%+8.1%0.007%
4/18/2025 San Luis Wealth Advisors LLC2,956$453K0.1%-93.3%0.007%
4/18/2025 Global Trust Asset Management LLC1,170$179K0.1%+23.8%0.003%
4/18/2025 Insigneo Advisory Services LLC7,736$1.18M0.1%-9.8%0.019%
4/17/2025 Vivid Wealth Management LLC18,873$2.89M1.4%-3.3%0.046%
4/17/2025 Vicus Capital3,055$468K0.0%-4.3%0.007%
4/17/2025 Inscription Capital LLC4,399$673K0.1%N/A0.011%
4/17/2025 Sowell Financial Services LLC7,636$1.17M0.1%N/A0.019%
4/17/2025 Janney Montgomery Scott LLC52,191$7.99M0.0%-13.7%0.127%
4/17/2025 Partners Wealth Management LLC2,392$366K0.4%-3.6%0.006%
4/17/2025 Massachusetts Wealth Management7,627$1.17M0.8%-4.6%0.019%
4/16/2025 CRA Financial Services LLC3,731$571K0.1%-9.7%0.009%
4/16/2025 Wealth Enhancement Advisory Services LLC133,627$20.46M0.0%+9.7%0.325%
4/16/2025 BigSur Wealth Management LLC28,753$4.40M1.2%-0.5%0.070%
4/16/2025 Ferguson Wellman Capital Management Inc.82,699$12.66M0.2%-2.6%0.201%
4/15/2025 Axecap Investments LLC3,332$510K0.4%N/A0.008%
4/15/2025 Capital Advisors Ltd. LLC14,157$2.17M0.3%-22.7%0.034%
4/15/2025 Traction Financial Partners LLC2,150$329K0.3%-5.0%0.005%
4/15/2025 Redhawk Wealth Advisors Inc.1,340$205K0.0%N/A0.003%
4/15/2025 CX Institutional2,870$439K0.0%+2,799.0%0.007%
4/15/2025 Integrated Advisors Network LLC3,995$612K0.0%-9.2%0.010%
4/15/2025 BFI Infinity Ltd.2,987$459K0.5%+120.4%0.007%
4/15/2025 SJS Investment Consulting Inc.760$116K0.0%N/A0.002%
4/15/2025 Ameliora Wealth Management Ltd.4,110$629K0.2%-2.5%0.010%
4/15/2025 Wealthcare Advisory Partners LLC4,402$674K0.0%-3.8%0.011%
4/14/2025 Muirfield Wealth Advisors LLC4,138$633K0.5%-32.4%0.010%
4/14/2025 Farther Finance Advisors LLC1,556$240K0.0%-28.3%0.004%
4/14/2025 City Holding Co.3,765$576K0.1%-8.5%0.009%
4/14/2025 Park Avenue Securities LLC19,654$3.01M0.0%-11.8%0.048%
4/14/2025 SOA Wealth Advisors LLC.32,265$4.94M0.6%+3,020.4%0.078%
4/14/2025 Miracle Mile Advisors LLC2,427$372K0.0%-18.9%0.006%
4/14/2025 Patriot Financial Group Insurance Agency LLC2,297$352K0.0%-3.2%0.006%
4/14/2025 Charter Oak Capital Management LLC4,465$684K0.1%+1.7%0.011%
4/11/2025 City State Bank915$140K0.0%+22.8%0.002%
4/11/2025 First National Corp MA ADV12,086$1.85M0.4%-56.8%0.029%
4/11/2025 Littlejohn Financial Services Inc.31,739$4.86M3.8%-0.4%0.077%
4/11/2025 Magnus Financial Group LLC1,537$235K0.0%-14.9%0.004%
4/11/2025 Herbst Group LLC16,313$2.50M1.8%-47.6%0.040%
4/11/2025 MRA Advisory Group34,303$5.25M2.8%+6.3%0.083%
4/10/2025 Lake Street Private Wealth LLC3,530$540K0.1%+10.1%0.009%
4/10/2025 Secure Asset Management LLC9,448$1.45M0.3%-2.5%0.023%
4/10/2025 Arrien Investments Inc.46,327$7.09M5.1%-1.4%0.113%
4/10/2025 Cathy Pareto & Associates Inc.2,093$321K0.3%-12.1%0.005%
4/10/2025 Accel Wealth Management18,083$2.77M1.0%+4.1%0.044%
4/10/2025 TrueWealth Advisors LLC1,700$260K0.1%-36.3%0.004%
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4/9/2025 RFG Advisory LLC1,405$215K0.0%-10.5%0.003%
4/9/2025 Swisher Financial Concepts Inc.1,662$254K0.2%N/A0.004%
4/9/2025 Merit Financial Group LLC25,582$3.92M0.1%+19.1%0.062%
4/9/2025 Roxbury Financial LLC4,162$644K0.7%+1.9%0.010%
4/9/2025 Milestone Asset Management LLC3,944$604K0.1%+1.9%0.010%
4/9/2025 NBC Securities Inc.867$132K0.0%N/A0.002%
4/8/2025 Fifth Third Wealth Advisors LLC2,145$328K0.0%N/A0.005%
4/8/2025 Dumont & Blake Investment Advisors LLC10,845$1.66M0.5%-0.7%0.026%
4/8/2025 Avondale Wealth Management6,400$980K0.6%-9.2%0.016%
4/8/2025 Burns J W & Co. Inc. NY8,012$1.23M0.2%-2.0%0.019%
(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, 720 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 633 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 ($861.14K), 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 15,289,521 shares in the last 24 months. This purchase volume represents approximately $1.86B in transactions.

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

Of the 385 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 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 4,609,343 shares in the last 24 months. This volume of shares sold represents approximately $583.43M in transactions.


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This page (BATS:ITA) was last updated on 4/25/2025 by MarketBeat.com Staff
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