ISHARES U.S. AEROSPACE & DEF (ITA) Institutional Ownership Changes & 13F Activity

ISHARES U.S. AEROSPACE & DEF (ITA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Goldman Sachs Group Inc, D. E. Shaw & Co., Inc., Qube Research & Technologies Ltd, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+3,636+13.1%31,448$7.62MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+32,848+43.9%107,690$26.11MQ2 2026Sep 02, 2026
1607 Capital Partners, LlcSell-1,000-17.7%4,645$1.13MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+2,345+7.1%35,171$8.53MQ2 2026Aug 27, 2026
Envision Financial Transparency, LlcBuy+3,7193,719$471.34KQ2 2026Aug 21, 2026
Rehmann Capital Advisory GroupBuy+1+0.0%5,109$1.24MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+4,145+6.1%71,785$17.40MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+802+9.2%9,567$2.32MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+130+9.8%1,457$353.21KQ2 2026Aug 19, 2026
Fox Hill Wealth ManagementBuy+40+1.5%2,754$667.67KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+3,522+12.8%30,951$7.50MQ2 2026Aug 18, 2026
Concorde Asset Management, LlcBuy+1,9001,900$460.60KQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+1,4961,496$362.74KQ2 2026Aug 18, 2026
Copia Wealth ManagementBuy+6+2.4%257$62.30KQ2 2026Aug 18, 2026
Wny Asset Management, LlcBuy+35,99735,997$8.73MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+34,716+20.7%202,455$49.08MQ2 2026Aug 17, 2026
Km Capital Management Ltd.Buy+12,70212,702$3.08MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-1,150-24.9%3,477$843.36KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+297+28.5%1,338$324.43KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-227-6.8%3,107$753.00KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-31-1.8%1,667$404.17KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,132,5061,132,506$274.56MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+192,977+111.5%366,065$88.74MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-106,344-83.2%21,430$5.20MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-101,740-70.0%43,602$10.57MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+92,923+6.8%1,457,545$353.34MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+58,525+10.5%617,649$149.73MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+56,466+26.2%271,717$64.34MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+33,242+6.7%533,033$129.29MQ2 2026Aug 14, 2026
Squarepoint Ops LlcSell-24,223-67.4%11,730$2.84MQ2 2026Aug 14, 2026
Showing 30 of 917

Frequently asked questions about ITA activity

  • Which institutional owners are buying ITA?

    Institutional owners buying ITA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ITA activity?

    "Buy" means an investor increased their reported position in ITA compared to the prior reporting period. This reflects growing exposure to ISHARES U.S. AEROSPACE & DEF (ITA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ITA increasing?

    Institutional interest in ITA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.