iShares Intermediate MuniINMUETF

13F holders, Q2 2026 (June 30)
125holders +21
36new positions
13sold out
1famous investor
$24.25avg. 13F price*

At the end of Q2 2026, 125 institutions reported holding iShares Intermediate Muni Inc. (INMU) in their 13F filings, up 21 from Q1 2026. 36 opened new positions and 13 sold out. The largest holders were Dynasty Wealth Management, LLC ($95.1M), LPL Financial LLC ($70.3M) and JPMorgan Chase & Co. ($64.8M). 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 (Q2 2026)
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 2026 → Q2 2026

InstitutionsTotal Value
New Positions36$30.6M
Exits13$3.2M

All 13F filers, Q1 2026 → Q2 2026: 5,045,138 shares bought and 779,212 shares sold, net +4,265,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 125 holders

Dynasty Wealth Management, LLC 0.71% Add +19.2% 3,921,776 $95.1M
LPL Financial LLC 0.02% Add +14.6% 2,896,977 $70.3M
JPMorgan Chase & Co. 0.00% Add +16.6% 2,674,126 $64.8M
Arax Advisory Partners 0.40% Add +14.2% 2,463,671 $59.7M
Sagespring Wealth Partners, LLC 0.79% Add +13.8% 2,129,632 $51.6M
Vestmark Advisory Solutions, Inc. 0.42% Reduce -8.8% 1,861,458 $45.1M
OpenArc Corporate Advisory, LLC 0.39% Add +24.9% 1,354,996 $32.9M
Larson Financial Group LLC 0.72% Add +13.8% 1,132,001 $27.5M
Commonwealth Equity Services, LLC 0.03% Add +17.7% 965,914 $23.4M
Envestnet Asset Management Inc. 0.00% Reduce -16.3% 507,001 $12.3M
Merit Financial Group, LLC 0.07% Add +90.3% 481,235 $11.7M
Resonant Capital Advisors, LLC 0.45% Reduce -23.2% 391,176 $9.5M
Cetera Investment Advisers 0.01% Add +14.9% 387,172 $9.4M
Janney Montgomery Scott LLC 0.02% New 329,844 $8.0M
Osaic Holdings, Inc. 0.01% Add +34.3% 277,765 $6.7M
Unique Wealth, LLC 0.77% Add +62.3% 274,022 $6.6M
Keystone Financial Group, Inc. 3.11% Reduce -13.4% 244,206 $5.9M
Skyline Advisors, Inc. 1.77% Add +88.0% 232,920 $5.6M
Farther Finance Advisors, LLC 0.04% Add +22369.9% 232,339 $5.6M
Paulson Wealth Management Inc. 1.16% Reduce -1.7% 225,374 $5.5M
Advisory Resource Group 0.64% Add +8.4% 174,726 $4.2M
Forte Asset Management LLC 1.69% No change 170,000 $4.1M
Summit Financial, LLC 0.04% New 166,220 $4.0M
Archer Investment Management, LLC 1.21% Add +14.0% 145,722 $3.5M
McKinley Carter Wealth Services, Inc. 0.18% Add +1.7% 142,620 $3.5M
NewEdge Advisors, LLC 0.01% Add +152.1% 142,128 $3.4M
Frisch Financial Group, Inc. 0.54% Add +0.1% 129,128 $3.1M
Geneos Wealth Management Inc. 0.06% Add +1.2% 122,259 $3.0M
Centerline Wealth Advisors, LLC 0.88% Add +14.6% 115,952 $2.8M
TrustWell Financial Advisors, LLC 2.32% New 112,886 $2.7M
Mgo One Seven LLC 0.04% Add +21.5% 108,067 $2.6M
MML Investors Services, LLC 0.01% Add +31.1% 105,011 $2.5M
Cyndeo Wealth Partners, LLC 0.10% Add +3.4% 90,967 $2.2M
Jane Street Group, LLC 0.00% Reduce -66.2% 83,562 $2.0M
HighTower Advisors, LLC 0.00% Add +0.1% 83,177 $2.0M
Bank of New York Mellon Corp 0.00% Reduce -2.4% 80,965 $2.0M
IHT Wealth Management, LLC 0.04% Add +35.6% 80,637 $2.0M
Golden State Wealth Management, LLC 0.17% Add +1156.5% 75,367 $1.8M
Lansing Street Advisors 0.37% Add +3.2% 72,546 $1.8M
Strategies Wealth Advisors, LLC 0.15% Add +558.2% 66,878 $1.6M
Citadel Advisors 0.00% Reduce -7.5% 64,428 $1.6M
Apella Capital, LLC 0.02% Add +11.4% 63,485 $1.5M
Dynamic Advisor Solutions LLC 0.04% Add +9.8% 62,960 $1.5M
Intrua Financial, LLC 0.14% Add +10.2% 62,166 $1.5M
Novem Group 0.15% Add +218.5% 62,077 $1.5M
LongView Wealth Management 0.37% Add +1.3% 59,636 $1.4M
Diversify Advisory Services, LLC 0.02% New 59,241 $1.4M
Diversify Wealth Management, LLC 0.02% New 59,241 $1.4M
Goldman Sachs Group Inc. 0.00% New 50,807 $1.2M
Landmark Wealth Management, LLC 0.29% Add +0.0% 49,926 $1.2M
Compass Financial Group, INC 0.14% New 49,463 $1.2M
Rockefeller Capital Management L.P. 0.00% New 48,091 $1.2M
SimpliFi, Inc. 0.43% Add +0.8% 44,856 $1.1M
&partners 0.00% Reduce -0.1% 43,113 $1.0M
Magnolia Private Wealth, LLC 0.54% Add +58.1% 40,454 $981K
Silverlake Wealth Management LLC 0.18% Reduce -0.4% 39,580 $960K
Mma Asset Management LLC 0.30% Reduce -6.5% 38,780 $940K
Redhawk Wealth Advisors, Inc. 0.09% New 37,932 $920K
Beto Financial Group, LLC 0.48% Add +52.6% 37,937 $911K
IMA Advisory Services, Inc. 0.05% New 35,653 $865K
Cambridge Investment Research Advisors, Inc. 0.00% Add +20.8% 34,848 $845K
Private Advisor Group, LLC 0.00% New 34,083 $827K
Park Avenue Securities LLC 0.00% Reduce -31.4% 29,630 $719K
Focus Partners Wealth 0.00% Reduce -3.1% 29,086 $705K
Sigma Planning Corp 0.02% Add +109.4% 28,810 $699K
Parsons Capital Management Inc. 0.03% New 25,754 $625K
Wealth Alliance, LLC 0.05% Add +46.7% 25,311 $614K
Boyum Wealth Architects LLC 0.24% New 25,132 $606K
Wealthspire Retirement, LLC 0.03% New 24,793 $597K
Atwater Malick LLC 0.11% New 21,337 $517K
Evergreen Wealth Partners LLC 0.30% Reduce -21.7% 20,804 $505K
Tennessee Valley Asset Management Partners 0.05% Add +0.2% 19,993 $485K
Syverson Strege & Co 0.10% No change 19,822 $481K
Truist Financial Corp. 0.00% Reduce -40.7% 17,388 $422K
AdvisorNet Financial, Inc 0.02% Add +1042.8% 17,119 $415K
Mattern Capital Management, LLC 0.04% Reduce -0.6% 15,418 $374K
Objective Capital Management, LLC 0.33% Add +2.0% 15,300 $371K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -2.7% 14,661 $356K
Apollon Wealth Management, LLC 0.00% Add +17.7% 14,606 $354K
Kingsview Wealth Management, LLC 0.00% Add +0.6% 12,930 $314K
Wells Fargo & Company 0.00% New 12,684 $308K
Quantinno Capital Management LP 0.00% New 12,523 $304K
Viawealth, LLC 0.15% Add +0.8% 12,234 $297K
Equitable Holdings, Inc. 0.00% New 12,198 $296K
Trajan Wealth LLC 0.01% New 12,030 $292K
Principal Securities, Inc. 0.00% Add +5.7% 11,855 $287K
Daviman Financial, LLC 0.15% New 11,284 $274K
Concurrent Investment Advisors, LLC 0.00% New 11,260 $273K
Private Trust Co. NA 0.02% Add +131.5% 11,062 $268K
Northwestern Mutual Wealth Management Co. 0.00% New 10,969 $266K
CFO4Life Group, LLC 0.04% New 10,783 $261K
Liberty Square Wealth Partners LLC 0.06% No change 10,758 $261K
Financial Partners Group, Inc 0.03% Add +16.8% 10,671 $259K
Belpointe Asset Management LLC 0.01% No change 10,430 $253K
Charis Legacy Partners, LLC 0.31% New 10,406 $252K
DAVENPORT & Co LLC 0.00% Add +0.9% 9,895 $240K
Wealth Enhancement Advisory Services, LLC 0.00% New 9,399 $227K
ERn Financial, LLC 0.04% New 9,200 $223K
Chatterton & Associates Inc. 0.13% No change 9,115 $220K
Marino, Stram & Associates LLC 0.03% New 9,000 $218K
Fidelis Capital Partners, LLC 0.01% No change 8,865 $215K
Kestra Advisory Services, LLC 0.00% New 8,693 $211K
Fairvoy Private Wealth, LLC 0.04% Add +1.0% 8,461 $205K
Apollon Financial, LLC 0.02% New 8,460 $205K
Cornerstone Wealth Management, LLC 0.01% New 8,355 $203K
Parallel Advisors, LLC 0.00% New 7,475 $181K
PlanVest Financial, Inc 0.11% New 6,855 $166K
Elequin Capital, LP 0.02% New 5,425 $132K
Tower Research Capital LLC (TRC) 0.00% Add +4373.2% 5,010 $121K
US Bancorp \de 0.00% Add +35.3% 5,004 $121K
Crews Bank & Trust 0.01% No change 4,300 $104K
PNC Financial Services Group, Inc. 0.00% New 3,517 $85K
BlackRock, Inc. 0.00% Reduce -3.7% 3,362 $82K
Blue Trust, Inc. 0.00% Reduce -8.7% 2,633 $64K
Logan Capital Management Inc. 0.00% — 2,139 $52K
Fifth Third Bancorp 0.00% New 1,956 $47K
Park Place Capital Corp 0.01% Add +5.3% 1,590 $39K
IFG Advisory, LLC 0.00% New 1,515 $37K
Pinnacle Bancorp, Inc. 0.01% Add +133.3% 1,402 $34K
Global Retirement Partners, LLC 0.00% — 845 $20K
Aptus Capital Advisors, LLC 0.00% Reduce -35.4% 701 $17K
Capital Analysts, LLC 0.00% Add +93.3% 290 $7K
Signature Equity Partners, LLC 0.00% Reduce -33.9% 76 $2K
Harbour Investments, Inc. 0.00% Add +175.0% 11 $267
Smartleaf Asset Management LLC 0.00% No change 8 $194

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