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Public ownership evidence

iShares U.S. Aerospace & Defense ETF (ITA) Ownership Disclosures

Read ITA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2918,449$2,824,469None
Corient Private Wealth LP2026-06-302026-08-2835,171$8,525,899None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28125$30,303None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28132$28,875None
AFFINITY WEALTH LLC2025-06-302026-08-2726$4,905None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2721,058$4,606,438None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2719,515$4,189,675None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2618,584$3,989,902None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-261,155$280,101None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-263,334$729,290None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-261,210$293,448None
CARLSON FINANCIAL, INC.2026-06-302026-08-251,882$455,791None
CARLSON FINANCIAL, INC.2026-03-312026-08-251,879$411,013None
CARLSON FINANCIAL, INC.2025-12-312026-08-251,913$410,633None
Envision Financial Transparency, LLC2026-06-302026-08-223,719$471,338None
Bernard Wealth Management Corp.2026-06-302026-08-22325$78,787None
Rehmann Capital Advisory Group2026-06-302026-08-215,109$1,238,682None
Financial Avengers, Inc.2026-06-302026-08-20100$24,275None
Kingsview Wealth Management, LLC2026-06-302026-08-209,567$2,319,253None
Fox Hill Wealth Management2026-06-302026-08-202,754$667,674None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-201,105$241,719None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-201,457$353,207None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2071,785$17,402,180None
Beacon Pointe Advisors, LLC2026-06-302026-08-1930,951$7,503,189None
Copia Wealth Management2026-06-302026-08-19257$62,302None
JDM Financial Group LLC2026-06-302026-08-191,496$362,742None
Orion Capital Management LLC2026-06-302026-08-192$485None
Concorde Asset Management, LLC2026-06-302026-08-191,900$460,603None
Maxele Advisors, LLC2026-06-302026-08-1813,310$3,226,626None
WNY Asset Management, LLC2026-06-302026-08-1835,997$8,726,351None
Coastal Bridge Advisors, LLC2026-06-302026-08-181,667$404,168None
KM Capital Management Ltd.2026-06-302026-08-1812,702$3,079,219None
Corient Private Wealth LP2026-06-302026-08-1832,188$7,802,819None
Pure Financial Advisors, LLC2026-06-302026-08-181,338$324,429None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,477$843,356None
Equitable Holdings, Inc.2026-06-302026-08-18202,455$49,079,015None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,107$753,000None
Thompson David Blair2026-06-302026-08-151,716$415,993None
Thompson David Blair2026-03-312026-08-151,355$296,406None
Wellington Grp LLC2026-06-302026-08-15188$41,125None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-15997$241,693None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-151,804$437,287None
EFG International AG2026-06-302026-08-15200$48,484None
EFG International AG2026-06-302026-08-15235$56,969None
EFG International AG2026-06-302026-08-152,042$495,022None
EFG International AG2026-06-302026-08-1528,258$6,862,738None
AMERIFLEX GROUP, INC.2026-06-302026-08-15166$40,193None
10Elms LLP2026-06-302026-08-153,459$838,640None
Synergy Investment Management, LLC2026-06-302026-08-151,116$270,541None
TORONTO DOMINION BANK2026-06-302026-08-1512,500$3,030,250Put

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗WILLIAM JOHN SEMPOLINSKI ↗WILLIAM JOHN SEMPOLINSKI ↗MLG Wealth Management DBA Pine Grove Financial Group ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Kingsbury Capital Investment Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.