iShares S&P 500 Value Index shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230M | 1.1M | 206.49 |
| 2025-06-30 | $218M | 1.1M | 195.39 |
| 2025-03-31 | $209M | 1.1M | 190.52 |
| 2024-12-31 | $211M | 1.1M | 190.88 |
| 2024-09-30 | $218M | 1.1M | 197.17 |
| 2024-06-30 | $203M | 1.1M | 182.01 |
| 2024-03-31 | $211M | 1.1M | 186.81 |
| 2023-12-31 | $191M | 1.1M | 173.89 |
| 2023-09-30 | $168M | 1.1M | 153.84 |
| 2023-06-30 | $173M | 1.1M | 161.18 |
| 2023-03-31 | $171M | 1.1M | 151.76 |
| 2022-12-31 | $166M | 1.1M | 145.07 |
| 2022-09-30 | $143M | 1.1M | 128.52 |
| 2022-06-30 | $156M | 1.1M | 137.46 |
| 2022-03-31 | $173M | 1.1M | 155.72 |
| 2021-12-31 | $149M | 949k | 156.63 |
| 2021-09-30 | $118M | 814k | 145.42 |
| 2021-06-30 | $62M | 418k | 147.64 |
| 2021-03-31 | $57M | 401k | 141.24 |
| 2020-12-31 | $50M | 393k | 128.02 |
| 2020-09-30 | $44M | 392k | 112.45 |
| 2020-06-30 | $42M | 392k | 108.21 |
| 2020-03-31 | $37M | 381k | 96.58 |
| 2019-12-31 | $62M | 477k | 130.09 |
| 2019-09-30 | $54M | 452k | 119.14 |
| 2019-06-30 | $47M | 404k | 116.57 |
| 2019-03-31 | $35M | 314k | 112.74 |
| 2018-12-31 | $31M | 303k | 101.16 |
| 2018-09-30 | $24M | 207k | 115.84 |
| 2018-06-30 | $21M | 194k | 110.13 |
| 2018-03-31 | $20M | 181k | 109.42 |
| 2017-12-31 | $20M | 179k | 114.24 |
| 2017-09-30 | $18M | 167k | 107.91 |
| 2017-06-30 | $17M | 162k | 104.92 |
| 2017-03-31 | $20M | 187k | 104.02 |
| 2016-12-31 | $25M | 248k | 101.34 |
| 2016-09-30 | $26M | 275k | 93.46 |
| 2016-06-30 | $25M | 268k | 92.88 |
| 2016-03-31 | $21M | 236k | 89.92 |
| 2015-12-31 | $14M | 158k | 88.35 |
| 2015-09-30 | $7.4M | 88k | 84.11 |
| 2015-06-30 | $6.8M | 74k | 92.22 |
| 2015-03-31 | $5.1M | 55k | 92.56 |
| 2014-12-31 | $9.1M | 97k | 93.77 |
| 2014-09-30 | $7.4M | 82k | 90.07 |
| 2014-06-30 | $6.8M | 76k | 90.28 |
| 2014-03-31 | $1.6M | 19k | 86.89 |
| 2012-03-31 | $7.0k | 104 | 67.31 |