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Ishares Tr shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $450k 20k 22.65

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Micron Technology (MU)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Mariner Wealth Advisors

Top funds holding Ishares Tr

LPL Financial
Morgan Stanley
Cowa
LBMC Investment Advisors
Straightline Group
Wells Fargo & Company
Federation des caisses Desjardins du Quebec
Bank of America Corporation
Raymond James Financial
Ruggaard & Associates
Citadel Advisors
Baltimore-Washington Financial Advisors
Mid-American Wealth Advisory Group
Cornerstone Planning
Cetera Investment Advisers

View all funds holding Ishares Tr