ISHARES U.S. AEROSPACE & DEF (ITA) Institutional Shareholders
ISHARES U.S. AEROSPACE & DEF (ITA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.09B in ITA holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of ITA tracked by InsiderSet, reporting ownership valued at approximately $656.50M in its March 31, 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 $719.26M, representing an estimated gain of +9.56% 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 Morgan Stanley, Bank Of America Corp, 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
1,021
Total Reported Value
$6.09B
Largest Holder
Morgan Stanley
Largest Position
$656.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.04% | 3,001,157 | $656,503,371 | $719,257,287 | +$62,753,916 | +9.56% | |
| Bank Of America Corp | 0.05% | 2,997,974 | $655,806,778 | $718,494,449 | +$62,687,671 | +9.56% | |
| Lpl Financial Llc | 0.14% | 2,321,685 | $507,868,627 | $556,415,027 | +$48,546,400 | +9.56% | |
| Ubs Group Ag | 0.07% | 1,729,564 | $378,342,125 | $414,507,308 | +$36,165,183 | +9.56% | |
| Wells Fargo & Company/Mn | 0.06% | 1,364,622 | $298,510,965 | $327,045,309 | +$28,534,344 | +9.56% | |
| Ameriprise Financial Inc | 0.05% | 943,175 | $204,808,533 | $226,041,321 | +$21,232,788 | +10.37% | |
| Raymond James Financial Inc | 0.05% | 773,234 | $169,144,844 | $185,313,260 | +$16,168,416 | +9.56% | |
| Blackrock, Inc. | 0.00% | 718,807 | $157,238,969 | $172,269,286 | +$15,030,317 | +9.56% | |
| Envestnet Asset Management Inc | 0.04% | 697,903 | $152,666,273 | $167,259,433 | +$14,593,160 | +9.56% | |
| Royal Bank Of Canada | 0.02% | 559,124 | $122,308,000 | $133,999,658 | +$11,691,658 | +9.56% | |
| Northwestern Mutual Wealth Management Co | 0.07% | 531,976 | $116,369,854 | $127,493,368 | +$11,123,514 | +9.56% | |
| Osaic Holdings, Inc. | 0.16% | 499,791 | $109,379,391 | $119,779,911 | +$10,400,520 | +9.51% | |
| Cetera Investment Advisers | 0.09% | 381,674 | $83,491,221 | $91,471,991 | +$7,980,770 | +9.56% | |
| Commonwealth Equity Services, Llc | 0.10% | 343,700 | $83,319,639 | $82,371,142 | -$948,497 | -1.14% | |
| Mml Investors Services, Llc | 0.20% | 334,192 | $73,104,421 | $80,092,455 | +$6,988,034 | +9.56% | |
| Dynasty Wealth Management, Llc | 0.60% | 313,175 | $68,507,057 | $75,055,521 | +$6,548,464 | +9.56% | |
| Rockefeller Capital Management L.P. | 0.09% | 229,990 | $50,310,650 | $55,119,403 | +$4,808,753 | +9.56% | |
| Stifel Financial Corp | 0.04% | 215,949 | $47,245,578 | $51,754,337 | +$4,508,759 | +9.54% | |
| Truist Financial Corp | 0.06% | 193,637 | $46,941,516 | $46,407,043 | -$534,473 | -1.14% | |
| Jones Financial Companies Lllp | 0.02% | 215,251 | $46,502,916 | $51,587,055 | +$5,084,139 | +10.93% | |
| Hightower Advisors, Llc | 0.04% | 177,817 | $38,898,490 | $42,615,622 | +$3,717,132 | +9.56% | |
| Goldman Sachs Group Inc | 0.00% | 173,088 | $37,863,001 | $41,482,270 | +$3,619,269 | +9.56% | |
| Equitable Holdings, Inc. | 0.23% | 167,739 | $36,226,873 | $40,200,329 | +$3,973,456 | +10.97% | |
| Bank Of Montreal | 0.01% | 148,508 | $32,486,171 | $35,591,427 | +$3,105,256 | +9.56% | |
| Sagespring Wealth Partners, Llc | 0.58% | 146,539 | $32,055,451 | $35,119,537 | +$3,064,086 | +9.56% | |
| Qube Research & Technologies Ltd | 0.05% | 145,342 | $31,793,563 | $34,832,664 | +$3,039,101 | +9.56% | |
| Openarc Corporate Advisory, Llc | 0.43% | 136,311 | $29,818,036 | $32,668,294 | +$2,850,258 | +9.56% | |
| Alphacore Capital Llc | 0.70% | 134,383 | $29,396,280 | $32,206,230 | +$2,809,950 | +9.56% | |
| D. E. Shaw & Co., Inc. | 0.02% | 127,774 | $27,940,341 | $30,622,317 | +$2,681,976 | +9.60% | |
| Ifp Advisors, Inc | 0.48% | 109,759 | $26,607,777 | $26,304,842 | -$302,935 | -1.14% | |
| Citigroup Inc | 0.02% | 114,778 | $25,107,580 | $27,507,695 | +$2,400,115 | +9.56% | |
| Baird Financial Group, Inc. | 0.04% | 105,077 | $22,985,594 | $25,182,754 | +$2,197,160 | +9.56% | |
| Cadent Capital Advisors, Llc | 4.59% | 91,179 | $22,103,652 | $21,851,959 | -$251,693 | -1.14% | |
| Meitav Investment House Ltd | 0.15% | 90,081 | $21,837,436 | $21,588,812 | -$248,624 | -1.14% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 89,817 | $21,471,677 | $21,525,542 | +$53,865 | +0.25% | |
| Stratos Wealth Partners, Ltd. | 0.23% | 93,217 | $20,391,356 | $22,340,386 | +$1,949,030 | +9.56% | |
| Mariner, Llc | 0.02% | 89,697 | $19,620,096 | $21,496,783 | +$1,876,687 | +9.57% | |
| Private Advisor Group, Llc | 0.09% | 79,250 | $19,211,756 | $18,993,055 | -$218,701 | -1.14% | |
| Prospera Financial Services Inc | 0.26% | 72,809 | $17,655,964 | $17,449,405 | -$206,559 | -1.17% | |
| Kestra Advisory Services, Llc | 0.06% | 72,782 | $17,643,844 | $17,442,934 | -$200,910 | -1.14% | |
| Minichmacgregor Wealth Management, Llc | 2.53% | 68,882 | $16,698,488 | $16,508,260 | -$190,228 | -1.14% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 75,819 | $16,585,391 | $18,170,782 | +$1,585,391 | +9.56% | |
| Barclays Plc | 0.01% | 75,209 | $16,451,968 | $18,024,589 | +$1,572,621 | +9.56% | |
| Citadel Advisors Llc | 0.01% | 74,842 | $16,371,688 | $17,936,634 | +$1,564,946 | +9.56% | |
| Chicago Wealth Management, Inc. | 6.49% | 74,340 | $16,261,972 | $17,816,324 | +$1,554,352 | +9.56% | |
| Diversify Wealth Management, Llc | 0.27% | 66,670 | $16,261,519 | $15,978,132 | -$283,387 | -1.74% | |
| Ferguson Wellman Capital Management, Inc | 0.20% | 66,008 | $16,001,580 | $15,819,477 | -$182,103 | -1.14% | |
| Potomac Fund Management Inc | 0.54% | 70,900 | $15,509,375 | $16,991,894 | +$1,482,519 | +9.56% | |
| Prudential Plc | 0.09% | 68,083 | $14,893,156 | $16,316,772 | +$1,423,616 | +9.56% | |
| Mercer Global Advisors Inc | 0.02% | 67,640 | $14,796,153 | $16,210,602 | +$1,414,449 | +9.56% |
Frequently asked questions about ITA
Who owns the most ITA stock?
The largest holders of ITA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES U.S. AEROSPACE & DEF (ITA).
Is ITA widely held by superinvestors?
Many widely followed stocks like ITA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ITA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.