Mariner Wealth Advisors »

ISHARES TR MSCI Small Cap msci small cap shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 352k 61.90
2023-09-30 $8.5M 150k 56.47
2023-06-30 $8.9M 151k 58.98
2023-03-31 $21M 344k 59.51
2022-12-31 $8.9M 158k 56.48
2022-09-30 $9.0M 185k 48.78
2022-06-30 $11M 196k 54.59
2022-03-31 $12M 182k 66.34
2021-12-31 $12M 165k 73.09
2021-09-30 $11M 147k 74.41
2021-06-30 $7.5M 101k 74.16
2021-03-31 $6.8M 95k 71.84
2020-12-31 $5.6M 82k 68.35
2020-09-30 $4.2M 71k 58.99
2020-06-30 $3.9M 72k 53.63
2020-03-31 $3.4M 76k 45.38
2019-12-31 $4.8M 77k 62.28
2019-09-30 $4.2M 73k 57.23
2019-06-30 $3.8M 67k 57.39
2019-03-31 $3.5M 60k 57.45
2018-12-31 $3.0M 58k 51.79
2018-09-30 $2.9M 46k 62.30
2018-06-30 $2.7M 43k 62.72
2018-03-31 $2.4M 37k 65.21
2017-12-31 $2.0M 32k 64.48
2017-09-30 $4.2M 68k 61.99
2017-06-30 $2.7M 48k 57.85
2017-03-31 $1.4M 25k 54.14
2016-12-31 $1.1M 23k 49.78
2016-09-30 $637k 12k 52.43
2016-06-30 $404k 8.4k 48.24
2016-03-31 $376k 7.6k 49.76
2015-12-31 $296k 5.9k 50.03
2015-09-30 $595k 13k 47.73
2015-06-30 $3.1M 61k 51.02
2015-03-31 $2.6M 53k 49.46
2014-12-31 $2.4M 51k 46.70
2014-09-30 $2.5M 51k 48.51
2014-06-30 $2.7M 51k 52.91
2014-03-31 $2.6M 51k 52.20

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Mariner Wealth Advisors

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
HighTower Advisors

View all funds holding ISHARES TR MSCI Small Cap msci small cap