ISHARES U.S. AEROSPACE & DEF ITA
$248.19
+1.8% 52w: $197.96 – $250.24
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data197.96224.10250.24
Oct 17, 2025 Jul 2, 2026
Institutional holders
1.0K
+42 QoQ
13F value
$6.36B
-14.6% QoQ
Smart-money holders
35
signal tier ≥ 2
New smart buyers
17
Q1 2026
Options barometer
0.9×
$147.6M calls / $165.6M puts
Institutional value by quarter
Number of holders
Who owns ITA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.0M | $656.5M | 0.0% | +0.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.0M | $655.8M | 0.0% | +3.6% |
| LPL Financial LLC | Bank broker | 2.3M | $507.9M | 0.1% | -26.4% |
| UBS Group AG | Bank broker | 1.7M | $378.3M | 0.1% | +168.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.4M | $298.5M | 0.1% | +7.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 943.2K | $204.8M | 0.0% | +22.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 773.2K | $169.1M | 0.1% | +7.7% |
| BlackRock, Inc. | Index provider | 718.8K | $157.2M | 0.0% | +55.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 697.9K | $152.7M | 0.0% | -85.2% |
| ROYAL BANK OF CANADA | Bank broker | 559.1K | $122.3M | 0.0% | +11.9% |
| JPMORGAN CHASE & CO | Bank broker | 578.0K | $121.8M | 0.0% | -15.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 532.0K | $116.4M | 0.1% | +23.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 499.8K | $109.4M | 0.2% | +18.6% |
| Cetera Investment Advisers | Wealth advisor | 381.7K | $83.5M | 0.1% | -39.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 334.2K | $73.1M | 0.2% | -53.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 333.7K | $73.0M | 0.1% | -21.7% |
| Dynasty Wealth Management, LLC | Wealth advisor | 313.2K | $68.5M | 0.6% | +40.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 230.0K | $50.3M | 0.1% | +21.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 215.9K | $47.2M | 0.0% | -33.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 215.3K | $46.5M | 0.0% | +64.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 188.2K | $41.2M | — | -33.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 186.1K | $40.7M | 0.1% | -20.1% |
| HighTower Advisors, LLC | Diversified mechanical | 177.8K | $38.9M | 0.0% | +1.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 173.1K | $37.9M | 0.0% | -12.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 167.9K | $36.7M | 0.1% | -0.1% |
| Equitable Holdings, Inc. | Wealth advisor | 167.7K | $36.2M | 0.2% | +73.2% |
| BANK OF MONTREAL /CAN/ | Bank broker | 148.5K | $32.5M | 0.0% | +8.1% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 146.5K | $32.1M | 0.6% | +43.8% |
| Qube Research & Technologies Ltd | Quant stat arb | 145.3K | $31.8M | — | +1432.3% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 140.9K | $30.0M | 0.5% | +1136.4% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 136.3K | $29.8M | 0.4% | +20.3% |
| AlphaCore Capital LLC | Wealth advisor | 134.4K | $29.4M | 0.7% | -6.3% |
| MinichMacGregor Wealth Management, LLC | Wealth advisor | 128.6K | $28.1M | 5.0% | +22.6% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 127.8K | $27.9M | 0.0% | New |
| CITIGROUP INC | Bank broker | 114.8K | $25.1M | 0.0% | -34.2% |
| IFP Advisors, Inc | Wealth advisor | 107.4K | $23.5M | 0.5% | -5.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 105.1K | $23.0M | 0.0% | +5.1% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 94.1K | $21.0M | 0.1% | +13.7% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 93.2K | $20.4M | 0.2% | +25.5% |
| Mariner, LLC | Diversified mechanical | 89.7K | $19.6M | 0.0% | +4.6% |
| Cadent Capital Advisors, LLC | Wealth advisor | 85.7K | $18.8M | 5.0% | -11.0% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 85.1K | $18.6M | — | -82.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 82.8K | $18.4M | — | -45.6% |
| Thrivent Financial for Lutherans | Diversified mechanical | 79.3K | $17.3M | 0.0% | -12.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 76.9K | $16.8M | 0.1% | +9.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 75.8K | $16.6M | 0.1% | -16.4% |
| BARCLAYS PLC | Bank broker | 75.2K | $16.5M | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 74.8K | $16.4M | 0.0% | +43.7% |
| Chicago Wealth Management, Inc. | Wealth advisor | 74.3K | $16.3M | 6.5% | -1.2% |
| POTOMAC FUND MANAGEMENT INC /ADV | Wealth advisor | 70.9K | $15.5M | — | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.