ISHARES INTERMEDIATE MUNI IN (INMU) Institutional Shareholders
ISHARES INTERMEDIATE MUNI IN (INMU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $653.04M in INMU holdings during the latest filing period.
Dynasty Wealth Management, Llc is currently the largest disclosed institutional shareholder of INMU tracked by InsiderSet, reporting ownership valued at approximately $95.10M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $91.18M, representing an estimated loss of -4.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed INMU value among the investors covered in this analysis. Major shareholders include Dynasty Wealth Management, Llc, Lpl Financial Llc, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in ISHARES INTERMEDIATE MUNI IN (INMU).
This page ranks the largest institutional INMU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
124
Total Reported Value
$653.04M
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$95.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
143
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, Llc | 0.71% | 3,921,776 | $95,103,056 | $91,181,292 | -$3,921,764 | -4.12% | |
| Lpl Financial Llc | 0.02% | 2,896,977 | $70,251,686 | $67,354,715 | -$2,896,971 | -4.12% | |
| Jpmorgan Chase & Co | 0.00% | 2,674,126 | $64,847,578 | $62,173,430 | -$2,674,149 | -4.12% | |
| Arax Advisory Partners | 0.40% | 2,463,671 | $59,744,016 | $57,280,351 | -$2,463,665 | -4.12% | |
| Sagespring Wealth Partners, Llc | 0.79% | 2,129,632 | $51,643,570 | $49,513,944 | -$2,129,626 | -4.12% | |
| Vestmark Advisory Solutions, Inc. | 0.42% | 1,861,458 | $45,140,346 | $43,278,899 | -$1,861,448 | -4.12% | |
| Openarc Corporate Advisory, Llc | 0.39% | 1,354,996 | $32,858,653 | $31,503,657 | -$1,354,996 | -4.12% | |
| Larson Financial Group Llc | 0.72% | 1,132,001 | $27,451,031 | $26,319,023 | -$1,132,008 | -4.12% | |
| Commonwealth Equity Services, Llc | 0.03% | 965,914 | $23,423,420 | $22,457,501 | -$965,920 | -4.12% | |
| Envestnet Asset Management Inc | 0.00% | 507,001 | $12,294,776 | $11,787,773 | -$507,003 | -4.12% | |
| Merit Financial Group, Llc | 0.07% | 481,235 | $11,669,956 | $11,188,714 | -$481,242 | -4.12% | |
| Resonant Capital Advisors, Llc | 0.45% | 391,176 | $9,486,008 | $9,094,842 | -$391,166 | -4.12% | |
| Cetera Investment Advisers | 0.01% | 387,172 | $9,388,931 | $9,001,749 | -$387,182 | -4.12% | |
| Janney Montgomery Scott Llc | 0.02% | 329,844 | $7,999,000 | $7,668,873 | -$330,127 | -4.13% | |
| Osaic Holdings, Inc. | 0.01% | 277,765 | $6,735,819 | $6,458,036 | -$277,783 | -4.12% | |
| Unique Wealth, Llc | 0.77% | 274,022 | $6,645,044 | $6,371,012 | -$274,033 | -4.12% | |
| Keystone Financial Group, Inc. | 3.11% | 244,206 | $5,920,904 | $5,677,790 | -$243,115 | -4.11% | |
| Skyline Advisors, Inc. | 1.77% | 232,920 | $5,648,310 | $5,415,390 | -$232,920 | -4.12% | |
| Farther Finance Advisors, Llc | 0.04% | 232,339 | $5,634,221 | $5,401,882 | -$232,339 | -4.12% | |
| Paulson Wealth Management Inc. | 1.16% | 225,374 | $5,465,320 | $5,239,946 | -$225,375 | -4.12% | |
| Advisory Resource Group | 0.64% | 174,726 | $4,237,106 | $4,062,380 | -$174,727 | -4.12% | |
| Forte Asset Management Llc | 1.69% | 170,000 | $4,122,500 | $3,952,500 | -$170,000 | -4.12% | |
| Summit Financial, Llc | 0.04% | 166,220 | $4,030,835 | $3,864,615 | -$166,220 | -4.12% | |
| Archer Investment Management, Llc | 1.21% | 145,722 | $3,533,759 | $3,388,037 | -$145,723 | -4.12% | |
| Mckinley Carter Wealth Services, Inc. | 0.18% | 142,620 | $3,458,532 | $3,315,915 | -$142,617 | -4.12% | |
| Newedge Advisors, Llc | 0.01% | 142,128 | $3,446,615 | $3,304,476 | -$142,139 | -4.12% | |
| Frisch Financial Group, Inc. | 0.54% | 129,128 | $3,131,354 | $3,002,226 | -$129,128 | -4.12% | |
| Geneos Wealth Management Inc. | 0.06% | 122,259 | $2,964,787 | $2,842,522 | -$122,265 | -4.12% | |
| Centerline Wealth Advisors, Llc | 0.88% | 115,952 | $2,811,836 | $2,695,884 | -$115,952 | -4.12% | |
| Trustwell Financial Advisors, Llc | 2.32% | 112,886 | $2,737,486 | $2,624,600 | -$112,887 | -4.12% | |
| Mgo One Seven Llc | 0.04% | 108,067 | $2,620,625 | $2,512,558 | -$108,067 | -4.12% | |
| Mml Investors Services, Llc | 0.01% | 105,011 | $2,546,513 | $2,441,506 | -$105,007 | -4.12% | |
| Cyndeo Wealth Partners, Llc | 0.10% | 90,967 | $2,205,940 | $2,114,983 | -$90,957 | -4.12% | |
| Jane Street Group, Llc | 0.00% | 83,562 | $2,026,378 | $1,942,817 | -$83,562 | -4.12% | |
| Bank Of New York Mellon Corp | 0.00% | 80,965 | $1,963,387 | $1,882,436 | -$80,951 | -4.12% | |
| Iht Wealth Management, Llc | 0.04% | 80,637 | $1,955,436 | $1,874,810 | -$80,626 | -4.12% | |
| Golden State Wealth Management, Llc | 0.17% | 75,367 | $1,827,678 | $1,752,283 | -$75,395 | -4.13% | |
| Strategies Wealth Advisors, Llc | 0.15% | 66,878 | $1,621,793 | $1,554,914 | -$66,880 | -4.12% | |
| Citadel Advisors Llc | 0.00% | 64,428 | $1,562,379 | $1,497,951 | -$64,428 | -4.12% | |
| Apella Capital, Llc | 0.02% | 63,485 | $1,534,432 | $1,476,026 | -$58,406 | -3.81% | |
| Dynamic Advisor Solutions Llc | 0.04% | 62,960 | $1,526,780 | $1,463,820 | -$62,960 | -4.12% | |
| Intrua Financial, Llc | 0.14% | 62,166 | $1,507,517 | $1,445,360 | -$62,158 | -4.12% | |
| Novem Group | 0.15% | 62,077 | $1,505,374 | $1,443,290 | -$62,084 | -4.12% | |
| Longview Wealth Management | 0.37% | 59,636 | $1,446,173 | $1,386,537 | -$59,636 | -4.12% | |
| Diversify Advisory Services, Llc | 0.02% | 59,241 | $1,412,304 | $1,377,353 | -$34,951 | -2.47% | |
| Diversify Wealth Management, Llc | 0.02% | 59,241 | $1,412,304 | $1,377,353 | -$34,951 | -2.47% | |
| Goldman Sachs Group Inc | 0.00% | 50,807 | $1,232,070 | $1,181,263 | -$50,807 | -4.12% | |
| Landmark Wealth Management, Llc | 0.29% | 49,926 | $1,210,717 | $1,160,780 | -$49,938 | -4.12% | |
| Financial Connections Group, Inc. | 0.42% | 50,552 | $1,208,000 | $1,175,334 | -$32,666 | -2.70% | |
| Compass Financial Group, Inc/Sd | 0.14% | 49,463 | $1,199,478 | $1,150,015 | -$49,463 | -4.12% |
Frequently asked questions about INMU
Who owns the most INMU stock?
The largest holders of INMU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES INTERMEDIATE MUNI IN (INMU).
Is INMU widely held by superinvestors?
Many widely followed stocks like INMU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly INMU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.