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iShares Intermediate Muni Income Active ETF (INMU) Institutional Ownership

$23.10 +0.15 (+0.65%)
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Institutional Ownership Changes (13F Filings) for iShares Intermediate Muni Income Active ETF (NYSEARCA:INMU)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$43.71M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$5.27M
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INMU Institutional Buying and Selling by Quarter

iShares Intermediate Muni Income Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2026Capital Planning LLC32,046$734K0.2%N/A0.112%
10/8/2026Farther Finance Advisors LLC3,412$78K0.0%-98.5%0.012%
10/5/2026MassMutual Private Wealth & Trust FSB13,299$304K0.0%-9.3%0.047%
5/5/2026Bank of New York Mellon Corp82,956$1.98M0.0%N/A0.437%
2/11/2026JPMorgan Chase & Co.1,628,368$39.15M0.0%+2,260.9%11.549%
2/6/2026Magnolia Private Wealth LLC13,013$313K0.2%N/A0.092%
1/26/2026Private Trust Co. NA4,838$116K0.0%N/A0.038%
1/23/2026Farther Finance Advisors LLC2,709$65K0.0%N/A0.022%
1/1/2026JPMorgan Chase & Co.68,973$1.65M0.0%+943.8%0.802%
11/7/2025JPMorgan Chase & Co.68,973$1.65M0.0%+943.8%0.802%
10/22/2025Park Place Capital Corp1,683$40K0.0%+201.6%0.020%
8/12/2025JPMorgan Chase & Co.6,608$155K0.0%N/A0.132%
7/9/2025MassMutual Private Wealth & Trust FSB9,600$225K0.0%-6.7%0.223%
2/18/2025Novem Group18,484$436K0.1%N/A0.924%
1/23/2025Crews Bank & Trust4,300$101K0.0%N/A0.538%
1/16/2025MassMutual Private Wealth & Trust FSB9,989$236K0.0%+23.1%1.249%
10/8/2024StoneCrest Wealth Management Inc.64,531$1.55M1.1%N/A8.066%
10/2/2024Massmutual Trust Co. FSB ADV8,112$195K0.0%N/A1.014%
8/21/2024Truist Financial Corp16,114$379K0.0%+8.4%2.014%
8/16/2024NewEdge Advisors LLC52,633$1.24M0.0%+10.1%6.579%
7/25/2024SimpliFi Inc.45,041$1.06M0.5%N/A5.630%
7/10/2024Cyr Financial Inc.31,889$751K0.8%N/A3.986%
7/10/2024CWM LLC20,019$471K0.0%+1,508.0%2.502%
5/14/2024Mattern Capital Management LLC18,509$440K0.1%-2.4%2.314%
4/24/2024Landmark Wealth Management LLC25,554$607K0.3%-2.5%3.194%
2/1/2024Telemus Capital LLC33,251$790K0.1%-20.7%3.023%
2/1/2024CWM LLC1,245$30K0.0%-93.8%0.113%
1/22/2024Landmark Wealth Management LLC26,210$623K0.3%-27.3%2.383%
11/8/2023HighTower Advisors LLC136,241$3.08M0.0%-14.3%12.386%
10/30/2023Carmichael Hill & Associates Inc.9,648$218K0.1%-8.8%0.877%
10/25/2023Telemus Capital LLC41,954$947K0.1%-19.1%3.814%
10/13/2023Landmark Wealth Management LLC36,065$814K0.5%N/A3.279%
10/11/2023MBL Wealth LLC23,500$530K0.1%+4.4%2.136%
8/10/2023Cetera Advisor Networks LLC38,264$898K0.0%+14.4%3.479%
8/9/2023Flow Traders U.S. LLC45,414$1.07M0.0%+4.6%4.129%
8/8/2023Mattern Capital Management LLC17,449$410K0.1%-3.9%1.586%
8/4/2023Syverson Strege & Co19,822$465K0.2%-41.2%1.802%
8/2/2023Bank of Montreal Can4,405$103K0.0%N/A0.400%
7/17/2023MBL Wealth LLC22,500$528K0.1%+33.1%2.045%
7/10/2023Telemus Capital LLC51,870$1.22M0.1%+4.5%4.323%
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5/12/2023HighTower Advisors LLC159,661$3.77M0.0%-1.4%13.305%
4/25/2023Wealth Enhancement Advisory Services LLC11,778$278K0.0%N/A0.982%
4/17/2023Landmark Wealth Management LLC28,513$673K0.4%+22.4%2.376%
4/12/2023MBL Wealth LLC16,900$399K0.1%+11.9%1.408%
4/11/2023Telemus Capital LLC49,615$1.17M0.1%-54.2%4.135%
4/5/2023Carmichael Hill & Associates Inc.10,582$250K0.1%-8.4%0.814%
3/6/2023OLD Mission Capital LLC1,895$44K0.0%N/A0.146%
2/10/2023Guardian Wealth Management Inc.2,191$51K0.1%N/A0.169%
2/9/2023HighTower Advisors LLC161,940$3.75M0.0%-7.0%12.457%
2/7/2023Capital Advisors Ltd. LLC11,860$274K0.0%N/A0.912%
2/7/2023Syverson Strege & Co33,699$779K0.4%N/A2.592%
2/6/2023Mattern Capital Management LLC17,829$412K0.1%+21.5%1.371%
2/1/2023CWM LLC19,938$461K0.0%-4.4%1.534%
1/20/2023Landmark Wealth Management LLC23,294$539K0.4%N/A1.226%
1/12/2023MBL Wealth LLC15,100$349K0.1%N/A0.795%
1/11/2023Telemus Capital LLC108,410$2.54M0.2%+563.6%5.706%
11/15/2022Flow Traders U.S. LLC40,835$930K0.0%+7.4%2.917%
11/10/2022Hedeker Wealth LLC40,576$924K0.4%-10.0%2.898%
11/8/2022Mattern Capital Management LLC14,673$334K0.1%-3.0%0.978%
10/27/2022CWM LLC20,863$475K0.0%-2.9%1.391%
8/13/2022Flow Traders U.S. LLC38,035$900K0.0%N/A2.717%
8/11/2022Beacon Pointe Advisors LLC76,570$1.81M0.0%N/A5.469%
8/5/2022Carmichael Hill & Associates Inc.20,447$484K0.3%N/A1.461%
7/28/2022CWM LLC21,478$508K0.0%N/A1.534%


INMU Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of iShares Intermediate Muni Income Active ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($39.15M), Bank of New York Mellon Corp ($1.98M), Capital Planning LLC ($734K), Novem Group ($436K), Magnolia Private Wealth LLC ($313K), MassMutual Private Wealth & Trust FSB ($304K), and Private Trust Co. NA ($116K).Learn more on iShares Intermediate Muni Income Active ETF's institutional investors.

Of the 10 institutional investors that purchased iShares Intermediate Muni Income Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($1.69M), Bank of New York Mellon Corp ($82.96K), Capital Planning LLC ($32.05K), Novem Group ($18.48K), Magnolia Private Wealth LLC ($13.01K), Private Trust Co. NA ($4.84K), and Crews Bank & Trust ($4.30K).

Institutional investors have bought a total of 1,820,812 shares in the last 24 months. This purchase volume represents approximately $43.71M in transactions.

The following institutional investors have sold iShares Intermediate Muni Income Active ETF stock in the last 24 months: Farther Finance Advisors LLC ($228.93K), and MassMutual Private Wealth & Trust FSB ($1.36K).

Institutional investors have sold a total of 230,289 shares in the last 24 months. This volume of shares sold represents approximately $5.27M in transactions.



Institutional ownership data for NYSEARCA:INMU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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