CUSIP 092528207ISHARES INTERMEDINMUQ4 2025
Aggregate 13F value by quarter
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80 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | 1.74M | $41.94M | +1.74M | New |
| 2 | Jpmorgan Chase & Co | 1.63M | $39.15M | +1.56M | Added |
| 3 | Lpl Financial LLC | 1.58M | $38.08M | +236.3K | Added |
| 4 | Sagespring Wealth Partners, LLC | 1.18M | $28.43M |
| +1.18M |
| New |
| 5 | Larson Financial Group LLC | 900.7K | $21.65M | +88.9K | Added |
| 6 | Openarc Corporate Advisory, LLC | 544.7K | $13.10M | +544.7K | New Position |
| 7 | Commonwealth Equity Services, LLC | 493.1K | $11.85M | +430.7K | Added |
| 8 | Envestnet Asset Management Inc | 329.9K | $7.93M | −585.3K | Reduced |
| 9 | Cetera Investment Advisers | 272.3K | $6.54M | +17.7K | Added |
| 10 | Keystone Financial Group, Inc. | 267.0K | $6.42M | +19.1K | Added |
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