ITA Institutional Ownership & Shareholders
ISHARES U.S. AEROSPACE & DEF (ITA) is currently held by 1,006 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.87B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of ITA tracked by InsiderSet, reporting ownership valued at approximately $731.40M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $632.80M, representing an estimated loss of -13.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed ITA value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES U.S. AEROSPACE & DEF (ITA).
This page ranks the largest institutional ITA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,006
Total Reported Value
$6.87B
Largest Holder
Bank Of America Corp
Largest Position
$731.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.05% | 3,017,072 | $731,398,585 | $632,800,681 | -$98,597,904 | -13.48% | |
| Morgan Stanley | 0.03% | 2,648,724 | $642,103,825 | $555,543,372 | -$86,560,453 | -13.48% | |
| Lpl Financial Llc | 0.13% | 2,318,935 | $562,156,218 | $486,373,427 | -$75,782,791 | -13.48% | |
| Wells Fargo & Company/Mn | 0.06% | 1,457,545 | $353,338,098 | $305,705,488 | -$47,632,610 | -13.48% | |
| Phoenix Financial Ltd. | 2.12% | 1,278,993 | $310,052,572 | $268,255,992 | -$41,796,580 | -13.48% | |
| Ameriprise Financial Inc | 0.06% | 1,132,506 | $274,558,805 | $237,531,808 | -$37,026,997 | -13.49% | |
| Peakshares Llc | 0.20% | 1,100 | $266,662,000 | $230,714 | -$266,431,286 | -99.91% | |
| Blackrock, Inc. | 0.00% | 786,640 | $190,697,199 | $164,989,874 | -$25,707,325 | -13.48% | |
| Raymond James Financial Inc | 0.05% | 765,331 | $185,531,524 | $160,520,524 | -$25,011,000 | -13.48% | |
| Envestnet Asset Management Inc | 0.04% | 655,978 | $159,022,227 | $137,584,826 | -$21,437,401 | -13.48% | |
| Royal Bank Of Canada | 0.03% | 617,649 | $149,730,000 | $129,545,701 | -$20,184,299 | -13.48% | |
| Ubs Group Ag | 0.02% | 592,720 | $143,687,183 | $124,317,093 | -$19,370,090 | -13.48% | |
| Jpmorgan Chase & Co | 0.01% | 560,045 | $133,923,894 | $117,463,838 | -$16,460,056 | -12.29% | |
| Osaic Holdings, Inc. | 0.15% | 533,033 | $129,287,743 | $111,798,341 | -$17,489,402 | -13.53% | |
| Mml Investors Services, Llc | 0.20% | 403,807 | $97,890,921 | $84,694,480 | -$13,196,441 | -13.48% | |
| Cetera Investment Advisers | 0.09% | 398,559 | $96,618,834 | $83,593,765 | -$13,025,069 | -13.48% | |
| Goldman Sachs Group Inc | 0.01% | 366,065 | $88,741,478 | $76,778,473 | -$11,963,005 | -13.48% | |
| Dynasty Wealth Management, Llc | 0.63% | 348,483 | $84,479,163 | $73,090,824 | -$11,388,339 | -13.48% | |
| Commonwealth Equity Services, Llc | 0.09% | 352,477 | $73,026,137 | $73,928,526 | +$902,389 | +1.24% | |
| Jones Financial Companies Lllp | 0.03% | 271,717 | $64,337,156 | $56,989,924 | -$7,347,232 | -11.42% | |
| Stifel Financial Corp | 0.04% | 218,958 | $53,087,497 | $45,924,251 | -$7,163,246 | -13.49% | |
| Rockefeller Capital Management L.P. | 0.08% | 214,403 | $51,975,928 | $44,968,885 | -$7,007,043 | -13.48% | |
| Bnp Paribas Financial Markets | 0.03% | 207,319 | $50,258,272 | $43,483,087 | -$6,775,185 | -13.48% | |
| Equitable Holdings, Inc. | 0.29% | 202,455 | $49,079,015 | $42,462,912 | -$6,616,103 | -13.48% | |
| Janney Montgomery Scott Llc | 0.09% | 188,688 | $45,742,000 | $39,575,421 | -$6,166,579 | -13.48% | |
| Truist Financial Corp | 0.05% | 200,236 | $41,484,792 | $41,997,499 | +$512,707 | +1.24% | |
| Sagespring Wealth Partners, Llc | 0.53% | 171,716 | $35,576,071 | $36,015,714 | +$439,643 | +1.24% | |
| Openarc Corporate Advisory, Llc | 0.39% | 165,632 | $34,315,666 | $34,739,656 | +$423,990 | +1.24% | |
| Bank Of Montreal | 0.01% | 127,944 | $31,016,323 | $26,834,975 | -$4,181,348 | -13.48% | |
| Alphacore Capital Llc | 0.57% | 126,827 | $30,745,361 | $26,600,695 | -$4,144,666 | -13.48% | |
| Citigroup Inc | 0.01% | 119,943 | $29,076,491 | $25,156,845 | -$3,919,646 | -13.48% | |
| Citadel Advisors Llc | 0.01% | 107,690 | $26,106,210 | $22,586,901 | -$3,519,309 | -13.48% | |
| Stratos Wealth Partners, Ltd. | 0.24% | 98,679 | $23,921,908 | $20,696,933 | -$3,224,975 | -13.48% | |
| Ifp Advisors, Inc | 0.38% | 108,334 | $22,444,638 | $22,721,973 | +$277,335 | +1.24% | |
| Baird Financial Group, Inc. | 0.03% | 90,461 | $21,929,556 | $18,973,290 | -$2,956,266 | -13.48% | |
| Barclays Plc | 0.01% | 88,191 | $21,379,263 | $18,497,180 | -$2,882,083 | -13.48% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 98,998 | $20,282,757 | $20,763,841 | +$481,084 | +2.37% | |
| Private Advisor Group, Llc | 0.09% | 79,250 | $19,211,756 | $16,621,895 | -$2,589,861 | -13.48% | |
| Kestra Advisory Services, Llc | 0.05% | 89,277 | $18,496,510 | $18,724,958 | +$228,448 | +1.24% | |
| Prospera Financial Services Inc | 0.26% | 72,809 | $17,655,964 | $15,270,960 | -$2,385,004 | -13.51% | |
| Mercer Global Advisors Inc | 0.02% | 71,785 | $17,402,180 | $15,056,186 | -$2,345,994 | -13.48% | |
| Vestor Capital, Llc | 1.09% | 191,220 | $17,325,000 | $40,106,483 | +$22,781,483 | +131.49% | |
| Meitav Investment House Ltd | 0.11% | 80,532 | $16,684,620 | $16,890,782 | +$206,162 | +1.24% | |
| 360 Financial, Inc. | 4.19% | 68,015 | $16,488,252 | $14,265,466 | -$2,222,786 | -13.48% | |
| Thrivent Financial For Lutherans | 0.03% | 66,922 | $16,220,000 | $14,036,220 | -$2,183,780 | -13.46% | |
| Advisory Services Network, Llc | 0.18% | 64,909 | $15,735,270 | $13,614,014 | -$2,121,256 | -13.48% | |
| Diversify Advisory Services, Llc | 0.22% | 70,630 | $14,614,745 | $14,813,936 | +$199,191 | +1.36% | |
| Diversify Wealth Management, Llc | 0.22% | 70,630 | $14,614,745 | $14,813,936 | +$199,191 | +1.36% | |
| Steward Partners Investment Advisory, Llc | 0.07% | 59,421 | $14,404,949 | $12,462,961 | -$1,941,988 | -13.48% | |
| Arkadios Wealth Advisors | 0.21% | 55,500 | $13,454,499 | $11,640,570 | -$1,813,929 | -13.48% |
Frequently asked questions about ITA
Who are the largest institutional holders of ITA?
The largest institutional holders of ITA reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and Phoenix Financial Ltd.. InsiderSet ranks institutional holders by their latest reported ITA position.
What is ITA institutional ownership?
This page tracks ITA positions reported by institutional investment managers through SEC Form 13F. ISHARES U.S. AEROSPACE & DEF (ITA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ITA?
InsiderSet currently tracks 1,006 institutional managers reporting ITA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ITA shareholders.
How much ITA stock do institutions own?
Institutional investment managers disclosed approximately $6.87B in ITA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ITA institutional ownership last updated?
The latest ITA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ITA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ITA position after the reporting date.
Are institutions buying or selling ITA?
Institutional buying and selling can be analyzed by comparing ITA positions across consecutive 13F reporting periods. InsiderSet's ITA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ITA ownership changes.
How has ITA institutional ownership changed over time?
InsiderSet tracks ITA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.