iShares Intermediate MuniINMUETF
13F holders, Q3 2024 (September 30)24holders +5
7new positions
2sold out
$24.08avg. 13F price*
At the end of Q3 2024, 24 institutions reported holding iShares Intermediate Muni Inc. (INMU) in their 13F filings, up 5 from Q2 2024. 7 opened new positions and 2 sold out. The largest holders were Forte Asset Management LLC ($3.0M), HighTower Advisors, LLC ($2.7M) and StoneCrest Wealth Management, Inc. ($1.6M).
- Company
- iShares Intermediate Muni Inc.
- Filed as
- BLACKROCK ETF TRUST II (Q3 2024)
- CUSIP
- 092528207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $8.0M |
| Exits | 2 | $202 |
All 13F filers, Q2 2024 → Q3 2024: 369,132 shares bought and 9,493 shares sold, net +359,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Forte Asset Management LLC | 1.61% | New | 125,000 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 111,982 | $2.7M |
| StoneCrest Wealth Management, Inc. | 1.13% | New | 64,531 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 59,700 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.6% | 51,818 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +42.5% | 48,191 | $1.2M |
| SimpliFi, Inc. | 0.48% | No change | 45,041 | $1.1M |
| Cyr Financial Inc. | 0.89% | Add +23.5% | 39,395 | $949K |
| Belpointe Asset Management LLC | 0.06% | New | 38,375 | $924K |
| Savvy Advisors, Inc. | 0.17% | Add +4.4% | 35,168 | $847K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -2.3% | 32,498 | $783K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +56.9% | 29,211 | $703K |
| &partners | 0.01% | New | 28,448 | $685K |
| Landmark Wealth Management, LLC | 0.22% | Reduce -10.0% | 20,701 | $498K |
| Cwm, LLC | 0.00% | No change | 20,019 | $482K |
| Syverson Strege & Co | 0.16% | No change | 19,822 | $477K |
| Mattern Capital Management, LLC | 0.06% | Reduce -1.9% | 18,305 | $441K |
| Truist Financial Corp. | 0.00% | Reduce -6.8% | 15,022 | $362K |
| Carmichael Hill & Associates, Inc. | 0.09% | Add +19.4% | 10,648 | $256K |
| Palo Alto Wealth Advisors, LLC | 0.09% | New | 8,665 | $207K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 8,112 | $195K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -35.3% | 7,672 | $185K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 6,262 | $151K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 852 | $21K |
"% of holder's portfolio" is INMU's weight in each manager's 13F, not the share of iShares Intermediate Muni Inc. the manager owns.