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iShares Dow Jones US Aerospace & Def.ETF shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Aerospace & Def.ETF (ITA) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in iShares Dow Jones US Aerospace & Def.ETF

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All positions including iShares Dow Jones US Aerospace & Def.ETF held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Aerospace & Def.ETF by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $308k 1.4k 214.69

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View all positions for Capital Planning Advisors

Top funds holding iShares Dow Jones US Aerospace & Def.ETF

Envestnet Asset Management
LPL Financial
Barometer Capital Management
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Mml Investors Services
UBS Group
Cetera Investment Advisers
Royal Bank of Canada
Jpmorgan Chase & Co
Park Avenue Securities
BlackRock
CWM
Northwestern Mutual Wealth Management Company

View all funds holding iShares Dow Jones US Aerospace & Def.ETF