iShares Intermediate MuniINMUETF

13F holders, Q4 2024 (December 31)
34holders +10
7new positions
0sold out
$23.61avg. 13F price*

At the end of Q4 2024, 34 institutions reported holding iShares Intermediate Muni Inc. (INMU) in their 13F filings, up 10 from Q3 2024. 7 opened new positions and 0 sold out. The largest holders were Mariner, LLC ($7.6M), Forte Asset Management LLC ($3.5M) and HighTower Advisors, LLC ($2.4M).

Company
iShares Intermediate Muni Inc.
Filed as
BLACKROCK ETF TRUST II (Q4 2024)
CUSIP
092528207
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 18Q1 2024Q2 2024: 19Q2 2024Q3 2024: 24Q3 2024Q4 2024: 34Q4 2024Q1 2025: 39Q1 2025Q2 2025: 51Q2 2025Q3 2025: 62Q3 2025Q4 2025: 81Q4 2025Q1 2026: 104Q1 2026Q2 2026: 125Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions7$9.1M
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 431,133 shares bought and 75,099 shares sold, net +356,034 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders

Mariner, LLC 0.01% New 321,219 $7.6M
Forte Asset Management LLC 1.88% Add +20.0% 150,000 $3.5M
HighTower Advisors, LLC 0.00% Reduce -8.3% 102,700 $2.4M
Cetera Investment Advisers 0.00% Add +20.4% 58,012 $1.4M
NewEdge Advisors, LLC 0.01% Reduce -0.6% 51,510 $1.2M
Jane Street Group, LLC 0.00% Reduce -15.6% 50,410 $1.2M
SimpliFi, Inc. 0.49% No change 45,041 $1.1M
Belpointe Asset Management LLC 0.06% No change 38,375 $919K
Cyr Financial Inc. 0.73% Reduce -14.3% 33,762 $797K
&partners 0.01% Add +13.9% 32,408 $767K
Savvy Advisors, Inc. 0.09% Reduce -8.6% 32,140 $759K
NorthCoast Asset Management LLC 0.00% Reduce -6.2% 30,498 $720K
Envestnet Asset Management Inc. 0.00% New 29,763 $702K
Cambridge Investment Research Advisors, Inc. 0.00% No change 29,211 $689K
StoneCrest Wealth Management, Inc. 0.34% Reduce -65.4% 22,300 $526K
Corient Private Wealth LP 0.00% New 21,852 $516K
Cwm, LLC 0.00% No change 20,019 $472K
Syverson Strege & Co 0.16% No change 19,822 $468K
Novem Group 0.06% — 18,484 $436K
Mattern Capital Management, LLC 0.05% Reduce -2.4% 17,864 $422K
Landmark Wealth Management, LLC 0.19% Reduce -13.9% 17,815 $420K
Truist Financial Corp. 0.00% Add +2.5% 15,396 $363K
Keystone Financial Group, Inc. 0.28% — 14,410 $340K
MAI Capital Management 0.00% New 11,352 $268K
Victory Financial Group, LLC 0.07% — 11,230 $265K
MassMutual Private Wealth & Trust, FSB 0.01% Add +23.1% 9,989 $236K
Osaic Holdings, Inc. 0.00% Add +39.9% 8,761 $207K
Palo Alto Wealth Advisors, LLC 0.07% Add +0.9% 8,741 $206K
Capital Advisors, Ltd. LLC 0.02% No change 7,672 $181K
Crews Bank & Trust 0.02% — 4,300 $101K
Logan Capital Management Inc. 0.00% New 1,880 $44K
Creative Financial Designs Inc. 0.00% Add +1.2% 862 $20K
UBS Group AG 0.00% New 751 $18K
Pinnacle Bancorp, Inc. 0.01% New 699 $16K

"% of holder's portfolio" is INMU's weight in each manager's 13F, not the share of iShares Intermediate Muni Inc. the manager owns.