iShares Intermediate MuniINMUETF
13F holders, Q1 2025 (March 31)39holders +5
7new positions
2sold out
$23.62avg. 13F price*
At the end of Q1 2025, 39 institutions reported holding iShares Intermediate Muni Inc. (INMU) in their 13F filings, up 5 from Q4 2024. 7 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($4.9M), Forte Asset Management LLC ($3.5M) and Keystone Financial Group, Inc. ($3.3M).
- Company
- iShares Intermediate Muni Inc.
- Filed as
- BLACKROCK ETF TRUST II (Q1 2025)
- CUSIP
- 092528207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $8.1M |
| Exits | 2 | $283K |
All 13F filers, Q4 2024 → Q1 2025: 541,331 shares bought and 302,982 shares sold, net +238,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| LPL Financial LLC | 0.00% | New | 207,065 | $4.9M |
| Forte Asset Management LLC | 1.79% | No change | 150,000 | $3.5M |
| Keystone Financial Group, Inc. | 2.31% | Add +873.7% | 140,309 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 97,734 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +65.8% | 96,197 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -72.1% | 89,759 | $2.1M |
| McKinley Carter Wealth Services, Inc. | 0.12% | New | 83,013 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +2.5% | 52,790 | $1.2M |
| SimpliFi, Inc. | 0.49% | No change | 45,041 | $1.1M |
| Novem Group | 0.11% | Add +77.8% | 32,860 | $777K |
| &partners | 0.01% | Add +0.2% | 32,475 | $767K |
| Savvy Advisors, Inc. | 0.08% | No change | 32,140 | $760K |
| NorthCoast Asset Management LLC | 0.00% | No change | 30,498 | $721K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 29,211 | $691K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 28,774 | $681K |
| Cyr Financial Inc. | 0.58% | Reduce -18.7% | 27,448 | $649K |
| Landmark Wealth Management, LLC | 0.27% | Add +45.7% | 25,949 | $614K |
| Belpointe Asset Management LLC | 0.03% | Reduce -34.1% | 25,275 | $598K |
| Larson Financial Group LLC | 0.03% | New | 22,831 | $540K |
| StoneCrest Wealth Management, Inc. | 0.34% | No change | 22,300 | $528K |
| Corient Private Wealth LP | 0.00% | No change | 21,852 | $517K |
| Jane Street Group, LLC | 0.00% | Reduce -59.5% | 20,429 | $483K |
| Cwm, LLC | 0.00% | No change | 20,019 | $474K |
| Syverson Strege & Co | 0.15% | No change | 19,822 | $469K |
| Osaic Holdings, Inc. | 0.00% | Add +119.6% | 19,239 | $455K |
| Mattern Capital Management, LLC | 0.05% | Reduce -4.6% | 17,043 | $403K |
| Truist Financial Corp. | 0.00% | Add +1.3% | 15,600 | $369K |
| MAI Capital Management | 0.00% | No change | 11,352 | $269K |
| Intrua Financial, LLC | 0.04% | New | 10,471 | $248K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +3.0% | 10,293 | $243K |
| Apollon Wealth Management, LLC | 0.01% | New | 10,000 | $237K |
| Palo Alto Wealth Advisors, LLC | 0.08% | Add +1.2% | 8,844 | $207K |
| Fidelis Capital Partners, LLC | 0.02% | New | 8,865 | $206K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -43.9% | 4,302 | $102K |
| Crews Bank & Trust | 0.02% | No change | 4,300 | $102K |
| Logan Capital Management Inc. | 0.00% | Add +2.7% | 1,930 | $45K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 867 | $21K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 699 | $17K |
| Morgan Stanley | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is INMU's weight in each manager's 13F, not the share of iShares Intermediate Muni Inc. the manager owns.