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

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$135.40
+1.31 (+0.98%)
(As of 05/9/2024 ET)
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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)
374
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$350.58M
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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
5/9/2024Picton Mahoney Asset Management1,600$211K0.0%+33.3%0.003%
5/9/2024Kingsview Wealth Management LLC8,609$1.14M0.0%-6.4%0.018%
5/9/2024Landaas & Co. WI ADV2,100$277K0.1%N/A0.004%
5/9/2024JBR Co Financial Management Inc13,909$1.84M1.5%-4.7%0.030%
5/9/2024SageView Advisory Group LLC6,746$890K0.0%N/A0.014%
5/9/2024Interchange Capital Partners LLC4,634$617K0.4%+10.0%0.010%
5/9/2024Pettyjohn Wood & White Inc.2,180$288K0.1%-4.4%0.005%
5/9/2024Koshinski Asset Management Inc.2,592$342K0.0%+50.3%0.006%
5/8/2024Sheets Smith Wealth Management14,132$1.86M0.2%N/A0.030%
5/8/2024Advisors Preferred LLC1,224$160K0.0%N/A0.003%
5/8/2024Great Diamond Partners LLC14,479$1.91M0.4%+8.3%0.031%
5/8/2024Avantax Advisory Services Inc.76,423$10.08M0.1%+12.9%0.163%
5/8/2024US Bancorp DE8,910$1.18M0.0%-23.4%0.019%
5/8/2024 Thoroughbred Financial Services LLC1,925$254K0.0%-20.3%0.004%
5/7/2024 Anson Capital Inc.1,745$230K0.3%-4.3%0.004%
5/7/2024 Sfmg LLC4,004$528K0.0%-16.0%0.009%
5/7/2024 WNY Asset Management LLC5,709$753K0.1%+18.0%0.012%
5/7/2024 Concurrent Investment Advisors LLC6,256$825K0.0%-41.0%0.013%
5/7/2024 PFG Advisors8,425$1.11M0.1%+1.0%0.018%
5/7/2024 Oppenheimer & Co. Inc.40,632$5.36M0.1%+7.0%0.086%
5/7/2024 Meixler Investment Management Ltd.7,322$966K0.7%-54.7%0.016%
5/7/2024 Wealthspire Advisors LLC3,735$493K0.0%+32.3%0.008%
5/7/2024 Insight Advisors LLC PA2,554$337K0.1%-5.3%0.005%
5/7/2024 SG Americas Securities LLC801$106K0.0%N/A0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.4,063$536K0.0%-42.1%0.009%
5/6/2024 Advisory Services Network LLC92,760$12.24M0.3%-0.2%0.197%
5/4/2024 SPC Financial Inc.137,080$18.09M1.7%+0.9%0.292%
5/4/2024 Geneos Wealth Management Inc.23,549$3.11M0.1%+4.5%0.050%
5/4/2024 Csenge Advisory Group2,408$318K0.0%-54.2%0.005%
5/4/2024 Joseph P. Lucia & Associates LLC3,140$414K0.2%-11.7%0.007%
5/3/2024 Clarity Capital Partners LLC13,613$1.80M1.2%+51.2%0.029%
5/3/2024 MRA Advisory Group35,261$4.65M2.8%+2.8%0.075%
5/3/2024 Etfidea LLC7,856$1.04M0.4%+28.9%0.017%
5/3/2024 Absolute Capital Management LLC8,027$1.06M0.7%-1.8%0.017%
5/3/2024 Patron Partners LLC3,191$421K0.3%-7.2%0.007%
5/2/2024 Salomon & Ludwin LLC7,070$933K0.1%-4.8%0.015%
5/2/2024 First Command Advisory Services Inc.2,933$387K0.0%N/A0.006%
5/2/2024 USAdvisors Wealth Management LLC14,268$1.88M0.7%-2.2%0.030%
5/2/2024 Elevate Wealth Advisory Inc.823$109K0.1%N/A0.002%
5/2/2024 Lincoln National Corp23,984$3.16M0.0%+2.7%0.051%
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5/2/2024 Almanack Investment Partners LLC.3,277$432K0.1%+3.5%0.007%
5/2/2024 Bryn Mawr Capital Management LLC5,788$764K0.0%-60.7%0.012%
5/2/2024 Choreo LLC4,894$646K0.0%-44.0%0.010%
5/2/2024 Lewis Asset Management LLC2,737$361K0.3%-28.4%0.006%
5/2/2024 Hollencrest Capital Management333$44K0.0%-52.6%0.001%
5/1/2024 5th Street Advisors LLC35,666$4.71M2.7%+20.6%0.076%
5/1/2024 Janney Capital Management LLC126,165$16.65M1.1%-3.2%0.272%
5/1/2024 KFA Private Wealth Group LLC4,893$645K0.2%+11.1%0.011%
5/1/2024 Janney Montgomery Scott LLC65,790$8.68M0.0%+11.6%0.142%
5/1/2024 BNP Paribas Financial Markets100,773$13.30M0.0%-66.4%0.217%
5/1/2024 Concourse Financial Group Securities Inc.12,290$1.62M0.1%+3.9%0.027%
5/1/2024 Diversify Advisory Services LLC52,939$6.93M0.4%N/A0.114%
4/30/2024 Private Advisor Group LLC59,939$7.91M0.1%+3.9%0.129%
4/30/2024 J.W. Cole Advisors Inc.18,004$2.36M0.1%-59.3%0.039%
4/30/2024 Hartline Investment Corp8,777$1.16M0.2%N/A0.019%
4/30/2024 WealthBridge Capital Management LLC3,095$408K0.1%+6.7%0.007%
4/30/2024 Arkadios Wealth Advisors5,634$743K0.1%-12.3%0.012%
4/30/2024 Perigon Wealth Management LLC5,768$761K0.0%-92.7%0.012%
4/29/2024Commonwealth Equity Services LLC269,389$35.54M0.1%+2.0%0.581%
4/29/2024 Benjamin Edwards Inc.6,040$797K0.2%+2.4%0.013%
4/29/2024 Benjamin F. Edwards & Company Inc.86,379$11.40M0.2%+1.4%0.186%
4/29/2024 Crescent Grove Advisors LLC6,456$852K0.1%+17.3%0.014%
4/26/2024 McGuire Investment Group LLC8,917$1.18M0.2%+30.1%0.019%
4/26/2024 Cottonwood Capital Advisors LLC10,870$1.38M1.1%+13.2%0.023%
4/26/2024 Schmidt P J Investment Management Inc.3,480$459K0.1%+7.2%0.008%
4/26/2024 Meridian Wealth Management LLC2,925$386K0.1%-5.5%0.006%
4/25/2024 Lodestar Private Asset Management LLC12,409$1.64M0.2%-3.7%0.027%
4/25/2024 Capital Investment Advisory Services LLC2,699$356K0.0%+3.3%0.006%
4/25/2024 Triumph Capital Management5,679$743K0.3%-10.9%0.012%
4/25/2024 MFA Wealth Advisors LLC16,031$2.12M0.6%+1.1%0.035%
4/25/2024 Cambridge Investment Research Advisors Inc.137,777$18.18M0.1%-5.2%0.297%
4/24/2024 Private Trust Co. NA4,748$626K0.1%+5.7%0.010%
4/24/2024 Family Legacy Inc.11,952$1.58M0.6%-0.8%0.026%
4/24/2024 Newbridge Financial Services Group Inc.996$131K0.1%-49.3%0.002%
4/24/2024 Paragon Financial Partners Inc.30,258$3.99M3.3%+1.6%0.065%
4/24/2024 Smith Anglin Financial LLC15,495$2.04M0.2%-2.0%0.033%
4/24/2024 Spire Wealth Management16,691$2.20M0.1%+60.3%0.036%
4/24/2024 Essex Financial Services Inc.6,803$898K0.1%+1.6%0.015%
4/24/2024 Solstein Capital LLC574$76K0.1%+19.1%0.001%
4/23/2024 Milestone Asset Management LLC6,337$836K0.2%+223.0%0.014%
4/23/2024 Global Retirement Partners LLC5,966$787K0.0%-49.1%0.013%
4/23/2024 Mason & Associates Inc6,848$903K0.2%+12.1%0.015%
4/23/2024 Spectrum Asset Management Inc. NB CA 3,945$520K0.2%N/A0.009%
4/23/2024 Bluesphere Advisors LLC36,067$4.76M2.6%+2.8%0.078%
4/23/2024 Warner Financial Inc.5,373$709K0.4%+26.6%0.012%
4/23/2024 Principle Wealth Partners LLC25,354$3.35M0.3%+1.3%0.055%
4/23/2024 Genesee Capital Advisors LLC5,880$776K0.4%+9.0%0.013%
4/23/2024 Wealth Effects LLC1,849$244K0.1%N/A0.004%
4/23/2024 Herbst Group LLC38,627$5.10M3.2%-9.2%0.083%
4/23/2024 Raymond James Financial Services Advisors Inc.161,900$21.36M0.0%-8.4%0.349%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
4/22/2024 Bristlecone Advisors LLC22,203$2.93M0.3%+6.2%0.048%
4/22/2024 Confluence Wealth Services Inc.2,334$308K0.0%N/A0.005%
4/22/2024 Greystone Financial Group LLC6,615$873K0.2%+3.3%0.014%
4/22/2024 PFG Investments LLC5,967$787K0.0%+22.7%0.013%
4/22/2024 Raymond James & Associates219,129$28.91M0.0%+17.0%0.473%
4/19/2024 Accel Wealth Management14,746$1.95M0.8%+16.0%0.032%
4/19/2024 Cornerstone Wealth Management LLC5,957$786K0.1%+11.1%0.013%
4/19/2024 Advisor Resource Council6,020$762K0.3%N/A0.013%
4/19/2024 Kovack Advisors Inc.2,182$288K0.0%-3.9%0.005%
4/19/2024 Massachusetts Wealth Management4,687$618K0.4%+23.5%0.010%
(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, 615 institutional investors and hedge funds held shares of iShares U.S. Aerospace & Defense ETF. The most heavily invested institutionals were B. Riley Wealth Management Inc. ($431.18M), Bank of America Corp DE ($217.57M), JPMorgan Chase & Co. ($130.97M), Global Assets Advisory LLC ($111.30M), LPL Financial LLC ($101.21M), Wells Fargo & Company MN ($90.80M), and Ameriprise Financial Inc. ($86.16M).Learn more on ITA's institutional investors.

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

Of the 553 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), JPMorgan Chase & Co. ($1.59M), Global Assets Advisory LLC ($843.66K), Bank of America Corp DE ($795.67K), Richard Bernstein Advisors LLC ($628.60K), Migdal Insurance & Financial Holdings Ltd. ($605K), and International Assets Investment Management LLC ($603.32K).

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

Institutional investors have bought a total of 19,775,275 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

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

Of the 313 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. ($1.96M), Twin Tree Management LP ($288.00K), Raymond James Financial Services Advisors Inc. ($267.26K), BNP Paribas Financial Markets ($199.28K), Envestnet Asset Management Inc. ($157.96K), UBS Group AG ($135.48K), and Ameriprise Financial Inc. ($135.30K).

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

Institutional investors have sold a total of 5,369,625 shares in the last 24 months. This volume of shares sold represents approximately $593.24M in transactions.


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This page (BATS:ITA) was last updated on 5/9/2024 by MarketBeat.com Staff

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