INMU Institutional Ownership
iShares Intermediate Muni Income Active ETF
1W: +0.4%
1M: -2.5%
3M: -5.4%
YTD: -4.3%
1Y: -3.3%
3Y: +9.5%
5Y: +1.3%
$22.92
-0.01 (-0.04%)
Weekly Expected Move ±0.8%
$23
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — INMU
139
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
647M
Total Invested
39
New Positions
58
Increased
34
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (146 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | 3,921,776 | 90M | +631,525 | +19.2% | 3Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,896,977 | 66M | +369,289 | +14.6% | 6Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 2,674,126 | 61M | +381,693 | +16.7% | 5Q | SEC ↗ |
| 4 | Arax Advisory Partners | 2,463,671 | 56M | +306,067 | +14.2% | 3Q | SEC ↗ |
| 5 | SAGESPRING WEALTH PARTNERS, LLC | 2,129,632 | 49M | +258,386 | +13.8% | 3Q | SEC ↗ |
| 6 | Vestmark Advisory Solutions, Inc. | 1,861,458 | 43M | -179,333 | -8.8% | 2Q | SEC ↗ |
| 7 | OpenArc Corporate Advisory, LLC | 1,354,996 | 31M | +270,567 | +25.0% | 3Q | SEC ↗ |
| 8 | Larson Financial Group LLC | 1,132,001 | 26M | +137,249 | +13.8% | 6Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 965,914 | 22M | +145,564 | +17.7% | 4Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 507,001 | 12M | -98,562 | -16.3% | 7Q | SEC ↗ |
| 11 | Merit Financial Group, LLC | 481,235 | 11M | +228,297 | +90.3% | 3Q | SEC ↗ |
| 12 | Resonant Capital Advisors, LLC | 391,176 | 9M | -118,165 | -23.2% | 2Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 387,172 | 9M | +50,359 | +15.0% | 10Q | SEC ↗ |
| 14 | Janney Montgomery Scott LLC NEW | 329,844 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 277,765 | 6M | +70,931 | +34.3% | 18Q | SEC ↗ |
| 16 | UNIQUE WEALTH, LLC | 274,022 | 6M | +105,142 | +62.3% | 3Q | SEC ↗ |
| 17 | Keystone Financial Group, Inc. | 244,206 | 6M | -37,676 | -13.4% | 7Q | SEC ↗ |
| 18 | Skyline Advisors, Inc. | 232,920 | 5M | +108,997 | +88.0% | 3Q | SEC ↗ |
| 19 | Farther Finance Advisors, LLC | 232,339 | 5M | +231,305 | +22369.9% | 3Q | SEC ↗ |
| 20 | Paulson Wealth Management Inc. | 225,374 | 5M | -3,990 | -1.7% | 5Q | SEC ↗ |
| 21 | Advisory Resource Group | 174,726 | 4M | +13,498 | +8.4% | 5Q | SEC ↗ |
| 22 | FORTE ASSET MANAGEMENT LLC | 170,000 | 4M | — | +0.0% | 8Q | SEC ↗ |
| 23 | Summit Financial, LLC NEW | 166,220 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Archer Investment Management, LLC | 145,722 | 3M | +17,887 | +14.0% | 3Q | SEC ↗ |
| 25 | McKinley Carter Wealth Services, Inc. | 142,620 | 3M | +2,351 | +1.7% | 6Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC | 142,128 | 3M | +85,750 | +152.1% | 15Q | SEC ↗ |
| 27 | Frisch Financial Group, Inc. | 129,128 | 3M | +132 | +0.1% | 3Q | SEC ↗ |
| 28 | Geneos Wealth Management Inc. | 122,259 | 3M | +1,433 | +1.2% | 2Q | SEC ↗ |
| 29 | Centerline Wealth Advisors, LLC | 115,952 | 3M | +14,738 | +14.6% | 3Q | SEC ↗ |
| 30 | TrustWell Financial Advisors, LLC NEW | 112,886 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 31 | MGO ONE SEVEN LLC | 108,067 | 2M | +19,119 | +21.5% | 4Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 105,011 | 2M | +24,898 | +31.1% | 5Q | SEC ↗ |
| 33 | Cyndeo Wealth Partners, LLC | 90,967 | 2M | +3,018 | +3.4% | 3Q | SEC ↗ |
| 34 | JANE STREET GROUP, LLC | 83,562 | 2M | -163,654 | -66.2% | 8Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 83,177 | 2M | +83 | +0.1% | 19Q | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 80,965 | 2M | -1,991 | -2.4% | 2Q | SEC ↗ |
| 37 | IHT Wealth Management, LLC | 80,637 | 2M | +21,183 | +35.6% | 2Q | SEC ↗ |
| 38 | Golden State Wealth Management, LLC | 75,367 | 2M | +69,369 | +1156.5% | 2Q | SEC ↗ |
| 39 | Lansing Street Advisors | 72,546 | 2M | +2,256 | +3.2% | 4Q | SEC ↗ |
| 40 | Strategies Wealth Advisors, LLC | 66,878 | 2M | +56,717 | +558.2% | 2Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC | 64,428 | 1M | -5,206 | -7.5% | 2Q | SEC ↗ |
| 42 | Apella Capital, LLC | 63,485 | 1M | +6,507 | +11.4% | 2Q | SEC ↗ |
| 43 | Dynamic Advisor Solutions LLC | 62,960 | 1M | +5,630 | +9.8% | 4Q | SEC ↗ |
| 44 | Intrua Financial, LLC | 62,166 | 1M | +5,769 | +10.2% | 6Q | SEC ↗ |
| 45 | NOVEM GROUP | 62,077 | 1M | +42,587 | +218.5% | 7Q | SEC ↗ |
| 46 | LongView Wealth Management | 59,636 | 1M | +738 | +1.3% | 3Q | SEC ↗ |
| 47 | DIVERSIFY WEALTH MANAGEMENT, LLC NEW | 59,241 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Diversify Advisory Services, LLC NEW | 59,241 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 49 | GOLDMAN SACHS GROUP INC NEW | 50,807 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Financial Connections Group, Inc. | 50,552 | 1M | +43,965 | +667.5% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 329,844 | 8M |
| Summit Financial, LLC | 166,220 | 4M |
| TrustWell Financial Advisors, LLC | 112,886 | 3M |
| Diversify Advisory Services, LLC | 59,241 | 1M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 59,241 | 1M |
| GOLDMAN SACHS GROUP INC | 50,807 | 1M |
| Compass Financial Group, INC/SD | 49,463 | 1M |
| Rockefeller Capital Management L.P. | 48,091 | 1M |
| Redhawk Wealth Advisors, Inc. | 37,932 | 869K |
| IMA Advisory Services, Inc. | 35,653 | 817K |
| Private Advisor Group, LLC | 34,083 | 781K |
| Contango Wealth Management LLC | 32,214 | 738K |
| PARSONS CAPITAL MANAGEMENT INC/RI | 25,754 | 590K |
| BOYUM WEALTH ARCHITECTS LLC | 25,132 | 576K |
| Wealthspire Retirement, LLC | 24,793 | 568K |
| Atwater Malick LLC | 21,337 | 489K |
| U.S. Capital Wealth Advisors, LLC | 17,034 | 390K |
| WELLS FARGO & COMPANY/MN | 12,684 | 291K |
| Quantinno Capital Management LP | 12,523 | 287K |
| Equitable Holdings, Inc. | 12,198 | 280K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 68,395 | 2M |
| PUREfi Wealth, LLC | 24,064 | 552K |
| Gateway Wealth Partners, LLC | 15,572 | 357K |
| Apeiron RIA LLC | 11,559 | 265K |
| World Investment Advisors | 9,495 | 218K |
| Envestnet Portfolio Solutions, Inc. | 9,086 | 208K |
| Security Financial Services, INC. | 8,993 | 206K |
| Beacon Capital Management, LLC | 8,378 | 192K |
| Capital Advisors, Ltd. LLC | 4,302 | 99K |
| MAI Capital Management | 3,342 | 77K |
| Advisory Services Network, LLC | 1,425 | 33K |
| Intentional Wealth Strategies, LLC | 986 | 23K |
| Rossby Financial, LCC | 942 | 22K |
| Cornerstone Planning Group LLC | 146 | 3K |
| UBS Group AG | 14 | 0K |
| MORGAN STANLEY | 1 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Dynasty Wealth Management, LLC | +631,525 | +19.2% | 3,921,776 |
| JPMORGAN CHASE & CO | +381,693 | +16.7% | 2,674,126 |
| LPL Financial LLC | +369,289 | +14.6% | 2,896,977 |
| Arax Advisory Partners | +306,067 | +14.2% | 2,463,671 |
| OpenArc Corporate Advisory, LLC | +270,567 | +25.0% | 1,354,996 |
| SAGESPRING WEALTH PARTNERS, LLC | +258,386 | +13.8% | 2,129,632 |
| Farther Finance Advisors, LLC | +231,305 | +22369.9% | 232,339 |
| Merit Financial Group, LLC | +228,297 | +90.3% | 481,235 |
| COMMONWEALTH EQUITY SERVICES, LLC | +145,564 | +17.7% | 965,914 |
| Larson Financial Group LLC | +137,249 | +13.8% | 1,132,001 |
| Skyline Advisors, Inc. | +108,997 | +88.0% | 232,920 |
| UNIQUE WEALTH, LLC | +105,142 | +62.3% | 274,022 |
| NewEdge Advisors, LLC | +85,750 | +152.1% | 142,128 |
| OSAIC HOLDINGS, INC. | +70,931 | +34.3% | 277,765 |
| Golden State Wealth Management, LLC | +69,369 | +1156.5% | 75,367 |
| Strategies Wealth Advisors, LLC | +56,717 | +558.2% | 66,878 |
| Cetera Investment Advisers | +50,359 | +15.0% | 387,172 |
| Financial Connections Group, Inc. | +43,965 | +667.5% | 50,552 |
| NOVEM GROUP | +42,587 | +218.5% | 62,077 |
| MML INVESTORS SERVICES, LLC | +24,898 | +31.1% | 105,011 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | -179,333 | -8.8% | 1,861,458 |
| JANE STREET GROUP, LLC | -163,654 | -66.2% | 83,562 |
| Resonant Capital Advisors, LLC | -118,165 | -23.2% | 391,176 |
| ENVESTNET ASSET MANAGEMENT INC | -98,562 | -16.3% | 507,001 |
| Keystone Financial Group, Inc. | -37,676 | -13.4% | 244,206 |
| PARK AVENUE SECURITIES LLC | -13,546 | -31.4% | 29,630 |
| TRUIST FINANCIAL CORP | -11,924 | -40.7% | 17,388 |
| Evergreen Wealth Partners LLC | -5,777 | -21.7% | 20,804 |
| CITADEL ADVISORS LLC | -5,206 | -7.5% | 64,428 |
| Paulson Wealth Management Inc. | -3,990 | -1.7% | 225,374 |
| MMA ASSET MANAGEMENT LLC | -2,687 | -6.5% | 38,780 |
| Bank of New York Mellon Corp | -1,991 | -2.4% | 80,965 |
| Focus Partners Wealth | -923 | -3.1% | 29,086 |
| MassMutual Private Wealth & Trust, | -404 | -2.7% | 14,661 |
| Aptus Capital Advisors, LLC | -384 | -35.4% | 701 |
| Blue Trust, Inc. | -252 | -8.7% | 2,633 |
| SILVERLAKE WEALTH MANAGEMENT LLC | -165 | -0.4% | 39,580 |
| BlackRock, Inc. | -130 | -3.7% | 3,362 |
| MATTERN CAPITAL MANAGEMENT, LLC | -100 | -0.6% | 15,418 |
| &PARTNERS | -47 | -0.1% | 43,113 |