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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +3,636 | +13.1% | 31,448 | $7.62M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +32,848 | +43.9% | 107,690 | $26.11M | Q2 2026 | Sep 02, 2026 |
| 1607 Capital Partners, Llc | Sell | -1,000 | -17.7% | 4,645 | $1.13M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +2,345 | +7.1% | 35,171 | $8.53M | Q2 2026 | Aug 27, 2026 |
| Envision Financial Transparency, Llc | Buy | +3,719 | — | 3,719 | $471.34K | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Buy | +1 | +0.0% | 5,109 | $1.24M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +4,145 | +6.1% | 71,785 | $17.40M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +802 | +9.2% | 9,567 | $2.32M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Buy | +130 | +9.8% | 1,457 | $353.21K | Q2 2026 | Aug 19, 2026 |
| Fox Hill Wealth Management | Buy | +40 | +1.5% | 2,754 | $667.67K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3,522 | +12.8% | 30,951 | $7.50M | Q2 2026 | Aug 18, 2026 |
| Concorde Asset Management, Llc | Buy | +1,900 | — | 1,900 | $460.60K | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +1,496 | — | 1,496 | $362.74K | Q2 2026 | Aug 18, 2026 |
| Copia Wealth Management | Buy | +6 | +2.4% | 257 | $62.30K | Q2 2026 | Aug 18, 2026 |
| Wny Asset Management, Llc | Buy | +35,997 | — | 35,997 | $8.73M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +34,716 | +20.7% | 202,455 | $49.08M | Q2 2026 | Aug 17, 2026 |
| Km Capital Management Ltd. | Buy | +12,702 | — | 12,702 | $3.08M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -1,150 | -24.9% | 3,477 | $843.36K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +297 | +28.5% | 1,338 | $324.43K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -227 | -6.8% | 3,107 | $753.00K | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Sell | -31 | -1.8% | 1,667 | $404.17K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,132,506 | — | 1,132,506 | $274.56M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +192,977 | +111.5% | 366,065 | $88.74M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Sell | -106,344 | -83.2% | 21,430 | $5.20M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Sell | -101,740 | -70.0% | 43,602 | $10.57M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +92,923 | +6.8% | 1,457,545 | $353.34M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +58,525 | +10.5% | 617,649 | $149.73M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +56,466 | +26.2% | 271,717 | $64.34M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +33,242 | +6.7% | 533,033 | $129.29M | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Sell | -24,223 | -67.4% | 11,730 | $2.84M | Q2 2026 | Aug 14, 2026 |
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.