iShares Intermediate MuniINMUETF
13F holders, Q1 2026 (March 31)104holders +23
31new positions
3sold out
1famous investor
$23.91avg. 13F price*
At the end of Q1 2026, 104 institutions reported holding iShares Intermediate Muni Inc. (INMU) in their 13F filings, up 23 from Q4 2025. 31 opened new positions and 3 sold out. The largest holders were Dynasty Wealth Management, LLC ($78.7M), LPL Financial LLC ($60.4M) and JPMorgan Chase & Co. ($54.7M). 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 (Q1 2026)
- CUSIP
- 092528207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $78.9M |
| Exits | 3 | $951K |
All 13F filers, Q4 2025 → Q1 2026: 11,565,493 shares bought and 129,282 shares sold, net +11,436,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Dynasty Wealth Management, LLC | 0.69% | Add +88.6% | 3,290,251 | $78.7M |
| LPL Financial LLC | 0.02% | Add +59.6% | 2,527,688 | $60.4M |
| JPMorgan Chase & Co. | 0.00% | Add +40.8% | 2,292,433 | $54.7M |
| Arax Advisory Partners | 1.46% | Add +6484.7% | 2,157,604 | $51.6M |
| Vestmark Advisory Solutions, Inc. | 0.54% | New | 2,040,791 | $48.8M |
| Sagespring Wealth Partners, LLC | 0.82% | Add +58.2% | 1,871,246 | $44.7M |
| OpenArc Corporate Advisory, LLC | 0.37% | Add +99.1% | 1,084,429 | $25.9M |
| Larson Financial Group LLC | 0.76% | Add +10.4% | 994,752 | $23.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +66.4% | 820,350 | $19.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +83.5% | 605,563 | $14.5M |
| Resonant Capital Advisors, LLC | 0.64% | New | 509,341 | $12.2M |
| Cetera Investment Advisers | 0.01% | Add +23.7% | 336,813 | $8.1M |
| Keystone Financial Group, Inc. | 3.50% | Add +5.6% | 281,882 | $6.7M |
| Merit Financial Group, LLC | 0.04% | Add +121.7% | 252,938 | $6.0M |
| Jane Street Group, LLC | 0.01% | Add +266.5% | 247,216 | $5.9M |
| Paulson Wealth Management Inc. | 1.29% | Add +14.1% | 229,364 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Add +367.1% | 206,834 | $4.9M |
| Forte Asset Management LLC | 1.78% | Add +13.3% | 170,000 | $4.1M |
| Unique Wealth, LLC | 0.56% | Reduce -2.1% | 168,880 | $4.0M |
| Advisory Resource Group | 0.66% | Add +22.4% | 161,228 | $3.9M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Add +3.9% | 140,269 | $3.4M |
| Frisch Financial Group, Inc. | 0.64% | Add +123.2% | 128,996 | $3.1M |
| Archer Investment Management, LLC | 1.29% | Add +504.4% | 127,835 | $3.1M |
| Skyline Advisors, Inc. | 1.03% | Add +31.0% | 123,923 | $3.0M |
| Geneos Wealth Management Inc. | 0.07% | New | 120,826 | $2.9M |
| Centerline Wealth Advisors, LLC | 0.87% | Reduce -18.1% | 101,214 | $2.4M |
| Mgo One Seven LLC | 0.04% | Add +42.0% | 88,948 | $2.1M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +4.1% | 87,949 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -27.3% | 83,094 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | New | 82,956 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +62.0% | 80,113 | $1.9M |
| Lansing Street Advisors | 0.42% | Add +78.1% | 70,290 | $1.7M |
| Citadel Advisors | 0.00% | New | 69,634 | $1.7M |
| Independent Advisor Alliance | 0.02% | New | 68,395 | $1.6M |
| IHT Wealth Management, LLC | 0.03% | New | 59,454 | $1.4M |
| LongView Wealth Management | 0.36% | Add +1.6% | 58,898 | $1.4M |
| Apella Capital, LLC | 0.02% | New | 56,978 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +17.4% | 57,330 | $1.4M |
| Intrua Financial, LLC | 0.14% | Add +9.4% | 56,397 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 56,378 | $1.3M |
| Financial Connections Group, Inc. | 0.42% | Add +667.5% | 50,552 | $1.2M |
| Landmark Wealth Management, LLC | 0.32% | Add +19.7% | 49,906 | $1.2M |
| Cwm, LLC | 0.00% | Add +34.5% | 46,795 | $1.1M |
| SimpliFi, Inc. | 0.45% | Add +0.5% | 44,487 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 43,176 | $1.0M |
| &partners | 0.01% | Add +11.4% | 43,160 | $1.0M |
| Mma Asset Management LLC | 0.35% | Add +13.0% | 41,467 | $991K |
| Silverlake Wealth Management LLC | 0.20% | New | 39,745 | $950K |
| Contango Wealth Management LLC | 0.90% | New | 32,214 | $770K |
| Focus Partners Wealth | 0.00% | Reduce -33.6% | 30,009 | $718K |
| Truist Financial Corp. | 0.00% | Reduce -10.2% | 29,312 | $701K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.6% | 28,853 | $690K |
| Evergreen Wealth Partners LLC | 0.49% | Add +2.6% | 26,581 | $636K |
| Magnolia Private Wealth, LLC | 0.41% | Add +96.6% | 25,583 | $612K |
| Beto Financial Group, LLC | 0.35% | Add +162.4% | 24,860 | $599K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -4.4% | 19,961 | $477K |
| Syverson Strege & Co | 0.11% | No change | 19,822 | $474K |
| Novem Group | 0.05% | Add +8.6% | 19,490 | $466K |
| Wealth Alliance, LLC | 0.04% | New | 17,252 | $412K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 17,034 | $407K |
| Gateway Wealth Partners, LLC | 0.01% | New | 15,572 | $372K |
| Mattern Capital Management, LLC | 0.04% | Reduce -2.8% | 15,518 | $371K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 15,065 | $360K |
| Objective Capital Management, LLC | 0.36% | New | 15,000 | $359K |
| Sigma Planning Corp | 0.01% | New | 13,756 | $329K |
| Kingsview Wealth Management, LLC | 0.00% | Add +16.1% | 12,849 | $307K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.1% | 12,406 | $297K |
| Viawealth, LLC | 0.16% | New | 12,134 | $290K |
| Apeiron RIA LLC | 0.06% | No change | 11,559 | $276K |
| Principal Securities, Inc. | 0.00% | New | 11,213 | $268K |
| Liberty Square Wealth Partners LLC | 0.07% | No change | 10,758 | $257K |
| Belpointe Asset Management LLC | 0.01% | No change | 10,430 | $249K |
| Strategies Wealth Advisors, LLC | 0.02% | New | 10,161 | $243K |
| DAVENPORT & Co LLC | 0.00% | Add +2.6% | 9,806 | $234K |
| World Investment Advisors | 0.00% | New | 9,495 | $227K |
| Chatterton & Associates Inc. | 0.15% | No change | 9,115 | $219K |
| Financial Partners Group, Inc | 0.03% | New | 9,138 | $218K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,086 | $217K |
| Security Financial Services, INC. | 0.03% | New | 8,993 | $215K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 8,865 | $212K |
| Fairvoy Private Wealth, LLC | 0.05% | Reduce -7.6% | 8,379 | $200K |
| Golden State Wealth Management, LLC | 0.02% | New | 5,998 | $143K |
| Private Trust Co. NA | 0.01% | Reduce -1.2% | 4,778 | $114K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 4,302 | $103K |
| Crews Bank & Trust | 0.01% | No change | 4,300 | $103K |
| US Bancorp \de | 0.00% | New | 3,699 | $88K |
| BlackRock, Inc. | 0.00% | Reduce -5.3% | 3,492 | $83K |
| MAI Capital Management | 0.00% | No change | 3,342 | $80K |
| Blue Trust, Inc. | 0.00% | Reduce -21.9% | 2,885 | $69K |
| Park Place Capital Corp | 0.01% | Reduce -1.1% | 1,510 | $36K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -9.9% | 1,498 | $36K |
| Advisory Services Network, LLC | 0.00% | New | 1,425 | $34K |
| Aptus Capital Advisors, LLC | 0.00% | Add +54.8% | 1,085 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -61.8% | 1,034 | $25K |
| Intentional Wealth Strategies, LLC | 0.02% | — | 986 | $24K |
| Rossby Financial, LCC | 0.00% | New | 942 | $23K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 601 | $14K |
| Capital Analysts, LLC | 0.00% | No change | 150 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.7% | 146 | $4K |
| Signature Equity Partners, LLC | 0.00% | New | 115 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.6% | 112 | $3K |
| UBS Group AG | 0.00% | New | 14 | $335 |
| Smartleaf Asset Management LLC | 0.00% | No change | 8 | $191 |
| Harbour Investments, Inc. | 0.00% | New | 4 | $96 |
"% of holder's portfolio" is INMU's weight in each manager's 13F, not the share of iShares Intermediate Muni Inc. the manager owns.