iShares S&P 1500 Index Fund shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Mariner Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $139M | 1.1M | 125.62 |
2024-06-30 | $130M | 1.1M | 118.78 |
2024-03-31 | $126M | 1.1M | 115.30 |
2023-12-31 | $110M | 1.0M | 105.23 |
2023-09-30 | $111M | 1.2M | 94.19 |
2023-06-30 | $132M | 1.3M | 97.82 |
2023-03-31 | $119M | 1.3M | 90.55 |
2022-12-31 | $109M | 1.3M | 84.80 |
2022-09-30 | $84M | 1.1M | 79.55 |
2022-06-30 | $76M | 905k | 83.78 |
2022-03-31 | $86M | 856k | 101.04 |
2021-12-31 | $86M | 802k | 106.98 |
2021-09-30 | $75M | 763k | 98.38 |
2021-06-30 | $36M | 362k | 98.76 |
2021-03-31 | $31M | 337k | 91.60 |
2020-12-31 | $30M | 349k | 86.22 |
2020-09-30 | $24M | 314k | 75.49 |
2020-06-30 | $22M | 316k | 69.44 |
2020-03-31 | $17M | 304k | 57.21 |
2019-12-31 | $19M | 263k | 72.69 |
2019-09-30 | $17M | 250k | 67.07 |
2019-06-30 | $16M | 235k | 66.63 |
2019-03-31 | $2.4M | 217k | 10.84 |
2018-12-31 | $2.0M | 36k | 56.77 |
2018-09-30 | $565k | 8.5k | 66.63 |
2018-06-30 | $380k | 6.1k | 62.51 |
2018-03-31 | $378k | 6.3k | 60.44 |
2017-12-31 | $309k | 5.1k | 61.06 |
2016-09-30 | $45k | 1.1k | 42.86 |
2015-09-30 | $263k | 3.0k | 87.67 |