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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

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
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