iShares Intermediate MuniINMUETF

13F holders, Q3 2025 (September 30)
62holders +11
18new positions
6sold out
1famous investor
$23.93avg. 13F price*

At the end of Q3 2025, 62 institutions reported holding iShares Intermediate Muni Inc. (INMU) in their 13F filings, up 11 from Q2 2025. 18 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($32.3M), Envestnet Asset Management Inc. ($21.9M) and Larson Financial Group LLC ($19.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Intermediate Muni Inc.
Filed as
BLACKROCK ETF TRUST II (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions18$10.1M
Exits6$3.3M

All 13F filers, Q2 2025 → Q3 2025: 2,720,745 shares bought and 231,970 shares sold, net +2,488,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

LPL Financial LLC 0.01% Add +312.4% 1,347,808 $32.3M
Envestnet Asset Management Inc. 0.01% Add +519.1% 915,238 $21.9M
Larson Financial Group LLC 0.68% Add +23.1% 811,812 $19.4M
Cetera Investment Advisers 0.01% Add +25.6% 254,537 $6.1M
Keystone Financial Group, Inc. 3.34% Add +0.7% 247,921 $5.9M
Paulson Wealth Management Inc. 1.16% Add +36.1% 204,724 $4.9M
Forte Asset Management LLC 1.73% No change 150,000 $3.6M
McKinley Carter Wealth Services, Inc. 0.17% Add +72.2% 131,890 $3.2M
MML Investors Services, LLC 0.01% Add +422.4% 118,036 $2.8M
Advisory Resource Group 0.49% Add +3.9% 113,109 $2.7M
Citadel Advisors 0.00% New 92,240 $2.2M
HighTower Advisors, LLC 0.00% Reduce -16.5% 84,410 $2.0M
Park Avenue Securities LLC 0.01% New 79,121 $1.9M
JPMorgan Chase & Co. 0.00% Add +943.8% 68,973 $1.7M
Commonwealth Equity Services, LLC 0.00% New 62,364 $1.5M
NewEdge Advisors, LLC 0.01% Reduce -19.4% 53,707 $1.3M
SimpliFi, Inc. 0.47% Add +0.9% 45,436 $1.1M
Intrua Financial, LLC 0.13% Add +20.3% 45,197 $1.1M
Landmark Wealth Management, LLC 0.39% Reduce -9.8% 41,197 $986K
Jane Street Group, LLC 0.00% Reduce -46.7% 37,280 $892K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.5% 36,511 $874K
Cwm, LLC 0.00% Add +39.5% 33,953 $813K
Elequin Capital, LP 0.07% New 33,715 $807K
&partners 0.01% Add +0.6% 32,992 $790K
NorthCoast Asset Management LLC 0.00% Add +3.3% 31,488 $754K
Lansing Street Advisors 0.18% New 28,269 $677K
Novem Group 0.08% Reduce -12.4% 28,056 $672K
Osaic Holdings, Inc. 0.00% Add +16.6% 26,113 $623K
Dynamic Advisor Solutions LLC 0.01% New 20,780 $497K
Mgo One Seven LLC 0.01% New 20,744 $497K
Syverson Strege & Co 0.11% No change 19,822 $474K
Tennessee Valley Asset Management Partners 0.06% New 19,257 $461K
Truist Financial Corp. 0.00% Add +10.0% 17,270 $413K
Mattern Capital Management, LLC 0.05% Reduce -2.3% 16,157 $387K
Invst, LLC 0.04% New 15,223 $364K
Wells Fargo & Company 0.00% New 13,015 $312K
Focus Partners Wealth 0.00% Add +0.9% 12,531 $300K
Envestnet Portfolio Solutions, Inc. 0.00% New 12,308 $295K
Belpointe Asset Management LLC 0.01% Reduce -50.6% 11,330 $271K
Magnus Financial Group LLC 0.02% New 11,273 $270K
Kingsview Wealth Management, LLC 0.00% No change 10,535 $252K
Apollon Wealth Management, LLC 0.00% No change 9,900 $237K
DAVENPORT & Co LLC 0.00% New 9,201 $220K
Fidelis Capital Partners, LLC 0.02% No change 8,865 $212K
Palo Alto Wealth Advisors, LLC 0.06% Reduce -1.7% 8,725 $211K
BlackRock, Inc. 0.00% Add +132.0% 4,600 $110K
Capital Advisors, Ltd. LLC 0.01% No change 4,302 $103K
Crews Bank & Trust 0.02% No change 4,300 $103K
MAI Capital Management 0.00% Reduce -70.6% 3,342 $80K
Logan Capital Management Inc. 0.00% Add +4.0% 2,025 $48K
Advisory Services Network, LLC 0.00% New 1,827 $44K
Smartleaf Asset Management LLC 0.00% New 1,779 $43K
Park Place Capital Corp 0.01% Add +201.6% 1,683 $40K
Principal Securities, Inc. 0.00% No change 1,370 $33K
Aptus Capital Advisors, LLC 0.00% Add +531.3% 1,351 $32K
Global Retirement Partners, LLC 0.00% New 1,323 $32K
LGT Financial Advisors LLC 0.04% New 777 $19K
Pinnacle Bancorp, Inc. 0.00% Reduce -36.3% 445 $11K
Cornerstone Planning Group LLC 0.00% New 324 $8K
Capital Analysts, LLC 0.00% No change 150 $4K
UBS Group AG 0.00% Add +283.3% 46 $1K
Morgan Stanley 0.00% No change 1 $31

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