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Ishares Tr shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBTQ) 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 $1.8M 73k 25.09

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

Confluence Investment Management
Stifel Financial
Golub Group
Benjamin Edwards
Union Bankshares
LPL Financial
Morgan Stanley
Probity Advisors
Ameriprise Financial
Accretive Wealth Partners
UBS Group
Envestnet Asset Management
United Capital Financial Advisers
Mariner Wealth Advisors
Atlantic Private Wealth

View all funds holding Ishares Tr