iShares Intermediate MuniINMUETF

13F holders, Q4 2025 (December 31)
81holders +19
27new positions
11sold out
$24.04avg. 13F price*

At the end of Q4 2025, 81 institutions reported holding iShares Intermediate Muni Inc. (INMU) in their 13F filings, up 19 from Q3 2025. 27 opened new positions and 11 sold out. The largest holders were Dynasty Wealth Management, LLC ($41.9M), JPMorgan Chase & Co. ($39.1M) and LPL Financial LLC ($38.1M).

Company
iShares Intermediate Muni Inc.
Filed as
BLACKROCK ETF TRUST II (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions27$92.3M
Exits11$5.9M

All 13F filers, Q3 2025 → Q4 2025: 6,442,154 shares bought and 932,806 shares sold, net +5,509,348 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Dynasty Wealth Management, LLC 0.41% New 1,744,800 $41.9M
JPMorgan Chase & Co. 0.00% Add +2260.9% 1,628,368 $39.1M
LPL Financial LLC 0.01% Add +17.5% 1,584,106 $38.1M
Sagespring Wealth Partners, LLC 0.52% New 1,182,559 $28.4M
Larson Financial Group LLC 0.72% Add +10.9% 900,674 $21.7M
OpenArc Corporate Advisory, LLC 0.22% — 544,745 $13.1M
Commonwealth Equity Services, LLC 0.02% Add +690.6% 493,058 $11.9M
Envestnet Asset Management Inc. 0.00% Reduce -64.0% 329,925 $7.9M
Cetera Investment Advisers 0.01% Add +7.0% 272,253 $6.5M
Keystone Financial Group, Inc. 3.36% Add +7.7% 267,005 $6.4M
Paulson Wealth Management Inc. 1.12% Reduce -1.8% 200,971 $4.8M
Unique Wealth, LLC 0.58% New 172,440 $4.1M
Forte Asset Management LLC 1.64% No change 150,000 $3.6M
McKinley Carter Wealth Services, Inc. 0.18% Add +2.4% 135,054 $3.2M
Advisory Resource Group 0.56% Add +16.5% 131,752 $3.2M
Centerline Wealth Advisors, LLC 1.07% New 123,503 $3.0M
HighTower Advisors, LLC 0.00% Add +35.4% 114,285 $2.7M
Merit Financial Group, LLC 0.02% New 114,085 $2.7M
Skyline Advisors, Inc. 0.76% New 94,614 $2.3M
Cyndeo Wealth Partners, LLC 0.11% New 84,482 $2.0M
Jane Street Group, LLC 0.00% Add +80.9% 67,452 $1.6M
Mgo One Seven LLC 0.03% Add +202.0% 62,643 $1.5M
LongView Wealth Management 0.34% New 58,000 $1.4M
Frisch Financial Group, Inc. 0.31% New 57,806 $1.4M
NewEdge Advisors, LLC 0.00% Add +4.9% 56,361 $1.4M
Intrua Financial, LLC 0.14% Add +14.0% 51,530 $1.2M
MML Investors Services, LLC 0.00% Reduce -58.1% 49,445 $1.2M
Dynamic Advisor Solutions LLC 0.04% Add +135.0% 48,840 $1.2M
Focus Partners Wealth 0.00% Add +260.5% 45,172 $1.1M
Osaic Holdings, Inc. 0.00% Add +69.6% 44,280 $1.1M
SimpliFi, Inc. 0.45% Reduce -2.6% 44,259 $1.1M
Landmark Wealth Management, LLC 0.38% Add +1.2% 41,708 $1.0M
Lansing Street Advisors 0.24% Add +39.6% 39,470 $949K
&partners 0.00% Add +17.5% 38,758 $932K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.4% 37,741 $907K
Mma Asset Management LLC 0.31% New 36,706 $882K
Cwm, LLC 0.00% Add +2.5% 34,785 $836K
Arax Advisory Partners 0.02% New 32,767 $788K
Truist Financial Corp. 0.00% Add +88.9% 32,626 $784K
Evergreen Wealth Partners LLC 0.52% — 25,908 $623K
PUREfi Wealth, LLC 0.44% New 24,064 $578K
Elequin Capital, LP 0.08% Reduce -33.8% 22,316 $536K
Archer Investment Management, LLC 0.27% New 21,152 $508K
Tennessee Valley Asset Management Partners 0.07% Add +8.4% 20,871 $502K
Syverson Strege & Co 0.11% No change 19,822 $477K
Novem Group 0.05% Reduce -36.0% 17,942 $431K
Mattern Capital Management, LLC 0.05% Reduce -1.2% 15,964 $384K
Wells Fargo & Company 0.00% No change 13,015 $313K
Magnolia Private Wealth, LLC 0.22% New 13,013 $313K
Apollon Wealth Management, LLC 0.01% Add +25.3% 12,400 $298K
Apeiron RIA LLC 0.06% New 11,559 $281K
Kingsview Wealth Management, LLC 0.00% Add +5.0% 11,065 $266K
Liberty Square Wealth Partners LLC 0.07% New 10,758 $259K
Belpointe Asset Management LLC 0.01% Reduce -7.9% 10,430 $251K
Beto Financial Group, LLC 0.16% — 9,473 $230K
DAVENPORT & Co LLC 0.00% Add +3.9% 9,556 $230K
Chatterton & Associates Inc. 0.19% — 9,115 $219K
Fairvoy Private Wealth, LLC 0.05% New 9,072 $218K
Goldman Sachs Group Inc. 0.00% New 8,890 $214K
Fidelis Capital Partners, LLC 0.02% No change 8,865 $213K
Beacon Capital Management, LLC 0.03% New 8,378 $201K
Cornerstone Wealth Management, LLC 0.01% New 8,355 $201K
Financial Connections Group, Inc. 0.05% New 6,587 $158K
Private Trust Co. NA 0.01% New 4,838 $116K
Crews Bank & Trust 0.01% No change 4,300 $103K
Capital Advisors, Ltd. LLC 0.01% No change 4,302 $103K
Blue Trust, Inc. 0.00% New 3,692 $89K
BlackRock, Inc. 0.00% Reduce -19.8% 3,689 $89K
MAI Capital Management 0.00% No change 3,342 $80K
Farther Finance Advisors, LLC 0.00% New 2,709 $65K
AdvisorNet Financial, Inc 0.00% New 1,663 $40K
Park Place Capital Corp 0.01% Reduce -9.3% 1,526 $37K
Kestra Advisory Services, LLC 0.00% New 1,495 $36K
Global Retirement Partners, LLC 0.00% No change 1,323 $32K
Aptus Capital Advisors, LLC 0.00% Reduce -48.1% 701 $17K
Pinnacle Bancorp, Inc. 0.00% Add +35.1% 601 $14K
Tower Research Capital LLC (TRC) 0.00% New 459 $11K
Capital Analysts, LLC 0.00% No change 150 $4K
Cornerstone Planning Group LLC 0.00% Reduce -55.3% 145 $4K
Smartleaf Asset Management LLC 0.00% Reduce -99.5% 8 $192
Morgan Stanley 0.00% No change 1 $32

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