Ticker: INMU CUSIP: 092528207 Class: ISHARES INTERMED
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Centerline Wealth Advisors, LLC | 123,503 | $2,969 |
| Skyline Advisors, Inc. | 94,614 | $2,275 |
| SAGESPRING WEALTH PARTNERS, LLC | 1,182,559 | $28,429 |
| UNIQUE WEALTH, LLC | 172,440 | $4,145 |
| Dynasty Wealth Management, LLC | 1,744,800 | $41,945 |
| PUREfi Wealth, LLC | 24,064 | $578 |
| LongView Wealth Management | 58,000 | $1,404 |
| Frisch Financial Group, Inc. | 57,806 | $1,390 |
| MMA ASSET MANAGEMENT LLC | 36,706 | $882 |
| Archer Investment Management, LLC | 21,152 | $508 |
| Magnolia Private Wealth, LLC | 13,013 | $313 |
| Cyndeo Wealth Partners, LLC | 84,482 | $2,031 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 10,758 | $259 |
| Apeiron RIA LLC | 11,559 | $281 |
| Fairvoy Private Wealth, LLC | 9,072 | $218 |
| Merit Financial Group, LLC | 114,085 | $2,743 |
| Beacon Capital Management, LLC | 8,378 | $201 |
| SRS Capital Advisors, Inc. | 32,767 | $788 |
| Financial Connections Group, Inc. | 6,587 | $0 |
| Cornerstone Wealth Management, LLC | 8,355 | $201 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Keystone Financial Group, Inc. | 247,921 | 267,005 | +19,084 (+7.7%) |
| Larson Financial Group LLC | 811,812 | 900,674 | +88,862 (+10.9%) |
| Advisory Resource Group | 113,109 | 131,752 | +18,643 (+16.5%) |
| Lansing Street Advisors | 28,269 | 39,470 | +11,201 (+39.6%) |
| MGO ONE SEVEN LLC | 20,744 | 62,643 | +41,899 (+202.0%) |
| Dynamic Advisor Solutions LLC | 20,780 | 48,840 | +28,060 (+135.0%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 62,364 | 493,058 | +430,694 (+690.6%) |
| Intrua Financial, LLC | 45,197 | 51,530 | +6,333 (+14.0%) |
| JPMORGAN CHASE & CO | 68,973 | 1,628,368 | +1,559,395 (+2260.9%) |
| LPL Financial LLC | 1,347,808 | 1,584,106 | +236,298 (+17.5%) |
| Landmark Wealth Management, LLC | 41,197 | 41,708 | +511 (+1.2%) |
| McKinley Carter Wealth Services, Inc. | 131,890 | 135,054 | +3,164 (+2.4%) |
| Tennessee Valley Asset Management Partners | 19,257 | 20,871 | +1,614 (+8.4%) |
| Focus Partners Wealth | 12,531 | 45,172 | +32,641 (+260.5%) |
| HighTower Advisors, LLC | 84,410 | 114,285 | +29,875 (+35.4%) |
| JANE STREET GROUP, LLC | 37,280 | 67,452 | +30,172 (+80.9%) |
| OSAIC HOLDINGS, INC. | 26,113 | 44,280 | +18,167 (+69.6%) |
| Cetera Investment Advisers | 254,537 | 272,253 | +17,716 (+7.0%) |
| TRUIST FINANCIAL CORP | 17,270 | 32,626 | +15,356 (+88.9%) |
| &PARTNERS | 32,992 | 38,758 | +5,766 (+17.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Paulson Wealth Management Inc. | 204,724 | 200,971 | -3,753 (-1.8%) |
| NOVEM GROUP | 28,056 | 17,942 | -10,114 (-36.0%) |
| SimpliFi, Inc. | 45,436 | 44,259 | -1,177 (-2.6%) |
| Elequin Capital, LP | 33,715 | 22,316 | -11,399 (-33.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 915,238 | 329,925 | -585,313 (-64.0%) |
| MML INVESTORS SERVICES, LLC | 118,036 | 49,445 | -68,591 (-58.1%) |
| Smartleaf Asset Management LLC | 1,779 | 8 | -1,771 (-99.6%) |
| Belpointe Asset Management LLC | 11,330 | 10,430 | -900 (-7.9%) |
| BlackRock, Inc. | 4,600 | 3,689 | -911 (-19.8%) |
| Aptus Capital Advisors, LLC | 1,351 | 701 | -650 (-48.1%) |
| MATTERN CAPITAL MANAGEMENT, LLC | 16,157 | 15,964 | -193 (-1.2%) |
| Park Place Capital Corp | 1,683 | 1,526 | -157 (-9.3%) |
| Cornerstone Planning Group LLC | 324 | 145 | -179 (-55.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Invst, LLC | 15,223 | $364 |
| LGT Financial Advisors LLC | 777 | $19 |
| Magnus Financial Group LLC | 11,273 | $270 |
| Kovitz Investment Group Partners, LLC | 31,488 | $754 |
| PARK AVENUE SECURITIES LLC | 79,121 | $2 |
| CITADEL ADVISORS LLC | 92,240 | $2,208 |
| Envestnet Portfolio Solutions, Inc. | 12,308 | $295 |
| LOGAN CAPITAL MANAGEMENT INC | 2,025 | $48 |
| Advisory Services Network, LLC | 1,827 | $44 |
| PRINCIPAL SECURITIES, INC. | 1,370 | $33 |
| UBS Group AG | 46 | $1 |
| Capital Analysts, LLC | 150 | $0 |