CS
ITA icon

Credit Suisse’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Credit Suisse’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-60,000
Closed -$5.19M – 4062
2018
Q4 		$5.19M Buy
+60,000
New +$5.78M 0.01% 1548

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Credit Suisse's ITA Position: Q4 2023 in Review

Credit Suisse sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2023, closing a stake of 5,642 shares — an estimated $598K sold.

Credit Suisse first reported a position in ITA in Q1 2014 and held it in 26 quarters. The position peaked at $15.6M in Q2 2018. 626 funds tracked by Wall St. Rank hold ITA as of Q4 2023.

  • Credit Suisse reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2023 after selling out during the quarter.
  • Credit Suisse sold 5,642 iShares US Aerospace & Defense ETF shares in Q4 2023, an estimated $598K.
  • Credit Suisse first reported a position in iShares US Aerospace & Defense ETF in Q1 2014 and held it in 26 quarters.
  • Credit Suisse's iShares US Aerospace & Defense ETF position peaked at $15.6M in Q2 2018.
  • 626 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2023.

Based on Credit Suisse's 13F filing for Q4 2023, filed 8 Feb 2024.