iShares Intermediate MuniINMUETF

13F holders, Q2 2025 (June 30)
51holders +12
16new positions
4sold out
$23.42avg. 13F price*

At the end of Q2 2025, 51 institutions reported holding iShares Intermediate Muni Inc. (INMU) in their 13F filings, up 12 from Q1 2025. 16 opened new positions and 4 sold out. The largest holders were Larson Financial Group LLC ($15.4M), LPL Financial LLC ($7.7M) and Keystone Financial Group, Inc. ($5.7M).

Company
iShares Intermediate Muni Inc.
Filed as
BLACKROCK ETF TRUST II (Q2 2025)
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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions16$10.3M
Exits4$4.0M

All 13F filers, Q1 2025 → Q2 2025: 1,653,331 shares bought and 182,511 shares sold, net +1,470,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

Larson Financial Group LLC 0.62% Add +2787.3% 659,187 $15.4M
LPL Financial LLC 0.00% Add +57.8% 326,795 $7.7M
Keystone Financial Group, Inc. 3.65% Add +75.4% 246,121 $5.7M
Cetera Investment Advisers 0.01% Add +110.7% 202,692 $4.7M
Paulson Wealth Management Inc. 0.91% New 150,386 $3.5M
Forte Asset Management LLC 1.79% No change 150,000 $3.5M
Envestnet Asset Management Inc. 0.00% Add +413.7% 147,823 $3.5M
Advisory Resource Group 0.49% New 108,825 $2.6M
HighTower Advisors, LLC 0.00% Add +3.4% 101,092 $2.4M
Susquehanna International Group, LLP 0.00% New 82,835 $1.9M
McKinley Carter Wealth Services, Inc. 0.10% Reduce -7.7% 76,608 $1.8M
Jane Street Group, LLC 0.00% Add +242.5% 69,963 $1.6M
NewEdge Advisors, LLC 0.01% Add +26.2% 66,619 $1.6M
Landmark Wealth Management, LLC 0.46% Add +76.0% 45,676 $1.1M
SimpliFi, Inc. 0.47% No change 45,041 $1.1M
Intrua Financial, LLC 0.13% Add +258.7% 37,559 $880K
Cambridge Investment Research Advisors, Inc. 0.00% Add +19.7% 34,955 $819K
&partners 0.01% Add +0.9% 32,784 $768K
Novem Group 0.10% Reduce -2.5% 32,027 $751K
NorthCoast Asset Management LLC 0.00% No change 30,498 $715K
Cwm, LLC 0.00% Add +21.6% 24,342 $570K
Goldman Sachs Group Inc. 0.00% New 23,492 $551K
Belpointe Asset Management LLC 0.02% Reduce -9.3% 22,925 $537K
MML Investors Services, LLC 0.00% New 22,595 $529K
Osaic Holdings, Inc. 0.00% Add +16.4% 22,389 $525K
StoneCrest Wealth Management, Inc. 0.25% No change 22,300 $523K
Syverson Strege & Co 0.11% No change 19,822 $465K
Mattern Capital Management, LLC 0.05% Reduce -3.0% 16,537 $388K
Truist Financial Corp. 0.00% Add +0.6% 15,695 $368K
Good Life Advisors, LLC 0.02% New 14,514 $340K
Focus Partners Wealth 0.00% New 12,422 $291K
MAI Capital Management 0.00% No change 11,352 $266K
Kingsview Wealth Management, LLC 0.00% New 10,535 $247K
Apollon Wealth Management, LLC 0.00% Reduce -1.0% 9,900 $232K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -6.7% 9,600 $225K
Palo Alto Wealth Advisors, LLC 0.08% Add +0.3% 8,872 $208K
Fidelis Capital Partners, LLC 0.02% No change 8,865 $208K
JPMorgan Chase & Co. 0.00% New 6,608 $155K
Capital Advisors, Ltd. LLC 0.01% No change 4,302 $101K
Crews Bank & Trust 0.02% No change 4,300 $101K
Ameritas Advisory Services, LLC 0.00% New 2,188 $51K
BlackRock, Inc. 0.00% New 1,983 $46K
Logan Capital Management Inc. 0.00% Add +0.9% 1,947 $46K
Principal Securities, Inc. 0.00% New 1,370 $32K
Pinnacle Bancorp, Inc. 0.01% No change 699 $16K
Park Place Capital Corp 0.00% New 558 $13K
Creative Financial Designs Inc. 0.00% Reduce -49.0% 442 $10K
Aptus Capital Advisors, LLC 0.00% New 214 $5K
Capital Analysts, LLC 0.00% New 150 $4K
UBS Group AG 0.00% New 12 $281
Morgan Stanley 0.00% No change 1 $33

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