iShares U.S. Aerospace & DefITAETF
13F holders, Q1 2025 (March 31)699holders +2
65new positions
59sold out
8famous investors
$152.82avg. 13F price*
At the end of Q1 2025, 699 institutions reported holding iShares U.S. Aerospace & Def (ITA) in their 13F filings, up 2 from Q4 2024. 65 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($496.5M), Morgan Stanley ($273.9M) and LPL Financial LLC ($170.1M). 8 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares U.S. Aerospace & Def
- CUSIP
- 464288760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $51.9M |
| Exits | 59 | $88.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,504,849 shares bought and 2,521,381 shares sold, net −1,016,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 699 holders
| Bank of America Corp. | 0.04% | Reduce -20.8% | 3,242,692 | $496.5M |
| Morgan Stanley | 0.02% | Reduce -6.6% | 1,789,148 | $273.9M |
| LPL Financial LLC | 0.07% | Reduce -0.2% | 1,111,205 | $170.1M |
| Wells Fargo & Company | 0.03% | Add +1.4% | 839,283 | $128.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -6.8% | 723,956 | $110.9M |
| UBS Group AG | 0.02% | Add +10.2% | 605,993 | $92.8M |
| Raymond James Financial Inc. | 0.03% | Reduce -4.3% | 450,709 | $69.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +55.6% | 424,645 | $65.0M |
| Royal Bank of Canada | 0.01% | Reduce -8.2% | 379,424 | $58.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -4.4% | 297,302 | $45.5M |
| Osaic Holdings, Inc. | 0.10% | Add +7.0% | 279,711 | $42.8M |
| Cetera Investment Advisers | 0.07% | Add +10.1% | 250,167 | $38.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +40.9% | 227,195 | $34.8M |
| MML Investors Services, LLC | 0.11% | Reduce -11.6% | 216,988 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.0% | 202,983 | $31.1M |
| HighTower Advisors, LLC | 0.04% | Add +21.3% | 179,543 | $27.5M |
| Stifel Financial Corp. | 0.03% | Reduce -41.3% | 174,358 | $26.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +17.7% | 172,946 | $26.5M |
| Truist Financial Corp. | 0.04% | Add +1.8% | 159,700 | $24.5M |
| BNP Paribas Financial Markets | 0.02% | Add +1908.3% | 159,076 | $24.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.2% | 140,045 | $21.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +9.7% | 133,627 | $20.5M |
| SPC Financial, Inc. | 1.76% | Reduce -0.7% | 130,969 | $20.1M |
| Janney Capital Management LLC | 1.17% | Reduce -2.0% | 111,528 | $17.1M |
| Cadent Capital Advisors, LLC | 6.23% | Reduce -2.4% | 107,111 | $16.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +17.6% | 104,852 | $16.1M |
| Advisory Services Network, LLC | 0.28% | Add +2.5% | 94,460 | $14.5M |
| Baird Financial Group, Inc. | 0.02% | Reduce -21.9% | 83,946 | $12.9M |
| MinichMacGregor Wealth Management, LLC | 2.86% | Add +11.3% | 83,256 | $12.7M |
| Ferguson Wellman Capital Management, Inc. | 0.25% | Reduce -2.6% | 82,699 | $12.7M |
| Marks Wealth, LLC | 4.60% | New | 81,901 | $12.5M |
| Diversify Advisory Services, LLC | 0.75% | Add +2.7% | 76,837 | $12.0M |
| Susquehanna International Group, LLP | 0.02% | Add +1205.9% | 77,492 | $11.9M |
| Chicago Wealth Management, Inc. | 6.09% | Add +1.7% | 75,890 | $11.6M |
| Prospera Financial Services Inc | 0.23% | Add +7.5% | 65,086 | $10.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +86.0% | 60,676 | $9.4M |
| Jones Financial Companies LLLP | 0.01% | Add +48.2% | 60,865 | $9.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.7% | 58,597 | $9.0M |
| Founders Financial Securities LLC | 0.70% | Add +166.2% | 53,258 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -13.7% | 52,191 | $8.0M |
| Independent Financial Group, LLC | 0.27% | Reduce -30.6% | 51,396 | $7.9M |
| Ocean Park Asset Management, LLC | 0.27% | Add +13.9% | 50,177 | $7.7M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -38.4% | 49,800 | $7.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +10.0% | 49,071 | $7.5M |
| Richard Bernstein Advisors LLC | 0.17% | Reduce -9.5% | 47,180 | $7.2M |
| Arrien Investments, Inc. | 5.09% | Reduce -1.4% | 46,327 | $7.1M |
| Barclays PLC | 0.00% | Add +486.7% | 44,600 | $6.8M |
| WealthCare Investment Partners, LLC | 2.87% | Add +7.3% | 46,288 | $6.8M |
| Arkadios Wealth Advisors | 0.24% | Add +40.9% | 41,144 | $6.3M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -4.3% | 38,867 | $6.0M |
| Mariner, LLC | 0.01% | Reduce -0.4% | 38,089 | $5.8M |
| Atria Investments, Inc | 0.07% | Add +52.2% | 37,094 | $5.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -37.5% | 36,478 | $5.6M |
| FOCUS Wealth Advisors, LLC | 3.08% | Reduce -2.2% | 36,390 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +3.2% | 36,113 | $5.5M |
| 5th Street Advisors, LLC | 2.66% | Add +0.3% | 35,984 | $5.5M |
| Castleark Management LLC | 0.19% | No change | 35,260 | $5.4M |
| Waverly Advisors, LLC | 0.07% | Add +100.8% | 34,962 | $5.4M |
| MRA Advisory Group | 2.80% | Add +6.3% | 34,303 | $5.3M |
| Creative Planning | 0.00% | Add +2.3% | 34,300 | $5.3M |
| IFP Advisors, Inc | 0.16% | Add +658.7% | 33,830 | $5.2M |
| Bluesphere Advisors LLC | 2.88% | Reduce -0.3% | 32,901 | $5.0M |
| D. E. Shaw & Co. | 0.01% | Add +145.2% | 32,350 | $5.0M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -19.1% | 32,184 | $4.9M |
| Littlejohn Financial Services, Inc. | 3.84% | Reduce -0.4% | 31,739 | $4.9M |
| Well Done, LLC | 0.88% | Add +3.7% | 33,296 | $4.8M |
| Banque Pictet & Cie SA | 0.05% | Reduce -0.7% | 30,535 | $4.7M |
| Yarbrough Capital, LLC | 0.20% | No change | 30,393 | $4.7M |
| Flow Traders U.S. LLC | 0.20% | New | 30,359 | $4.6M |
| BigSur Wealth Management LLC | 1.19% | Reduce -0.5% | 28,753 | $4.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +10.2% | 28,703 | $4.4M |
| Phoenix Financial Ltd. | 0.07% | Reduce -24.9% | 28,593 | $4.4M |
| Equitable Holdings, Inc. | 0.04% | Add +12.6% | 28,562 | $4.4M |
| Paragon Financial Partners, Inc. | 3.38% | Add +0.1% | 28,223 | $4.3M |
| Quantitative Investment Management, LLC | 0.39% | Add +1.8% | 27,816 | $4.3M |
| Geneos Wealth Management Inc. | 0.14% | Add +395.9% | 27,605 | $4.2M |
| Citigroup Inc. | 0.00% | Add +23.5% | 27,479 | $4.2M |
| Principle Wealth Partners LLC | 0.30% | Reduce -1.2% | 27,330 | $4.2M |
| NewEdge Wealth, LLC | 0.08% | Reduce -9.3% | 27,170 | $4.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +1729.7% | 27,006 | $4.1M |
| Cwm, LLC | 0.02% | Add +0.9% | 26,974 | $4.1M |
| Fifth Third Securities, Inc. | 0.35% | Reduce -12.5% | 26,885 | $4.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.1% | 26,585 | $4.1M |
| Merit Financial Group, LLC | 0.06% | Add +19.1% | 25,582 | $3.9M |
| Bristlecone Advisors, LLC | 0.30% | Add +8.2% | 24,066 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +37.4% | 23,888 | $3.7M |
| Scotia Capital Inc. | 0.02% | Reduce -4.5% | 23,228 | $3.6M |
| Ignite Planners, LLC | 0.69% | Add +62.5% | 22,387 | $3.5M |
| Cerity Partners LLC | 0.01% | Reduce -1.2% | 23,156 | $3.5M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +28.6% | 23,024 | $3.5M |
| Cottonwood Capital Advisors, LLC | 2.56% | Add +11.0% | 22,760 | $3.5M |
| Focus Partners Wealth | 0.01% | Reduce -7.7% | 22,546 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -2.7% | 21,984 | $3.4M |
| Global Assets Advisory, LLC | 0.63% | Add +250.2% | 22,664 | $3.3M |
| Financial Partners Group, Inc | 0.51% | Reduce -5.9% | 21,750 | $3.3M |
| Capstone Wealth Management Group LLC | 2.66% | Reduce -3.6% | 21,739 | $3.3M |
| Lido Advisors, LLC | 0.02% | Add +1.7% | 21,256 | $3.3M |
| Harbour Investments, Inc. | 0.09% | Reduce -10.2% | 21,140 | $3.2M |
| WNY Asset Management, LLC | 0.38% | Add +372.9% | 20,750 | $3.2M |
| WCG Wealth Advisors LLC | 0.24% | New | 20,561 | $3.1M |
"% of holder's portfolio" is ITA's weight in each manager's 13F, not the share of iShares U.S. Aerospace & Def the manager owns.