iShares S&P 500 Index shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.9B | 3.9M | 477.63 |
| 2023-09-30 | $1.6B | 3.7M | 429.43 |
| 2023-06-30 | $1.6B | 3.6M | 445.71 |
| 2023-03-31 | $1.4B | 3.5M | 411.08 |
| 2022-12-31 | $1.3B | 3.4M | 384.21 |
| 2022-09-30 | $1.1B | 3.2M | 358.65 |
| 2022-06-30 | $1.2B | 3.1M | 379.15 |
| 2022-03-31 | $1.3B | 2.9M | 453.69 |
| 2021-12-31 | $1.3B | 2.8M | 476.99 |
| 2021-09-30 | $1.1B | 2.6M | 430.82 |
| 2021-06-30 | $1.0B | 2.4M | 429.92 |
| 2021-03-31 | $933M | 2.3M | 397.82 |
| 2020-12-31 | $877M | 2.3M | 375.39 |
| 2020-09-30 | $682M | 2.0M | 336.06 |
| 2020-06-30 | $666M | 2.1M | 309.69 |
| 2020-03-31 | $530M | 2.0M | 259.75 |
| 2019-12-31 | $588M | 1.8M | 323.24 |
| 2019-09-30 | $511M | 1.7M | 298.52 |
| 2019-06-30 | $507M | 1.7M | 294.75 |
| 2019-03-31 | $441M | 1.6M | 284.56 |
| 2018-12-31 | $350M | 1.4M | 251.75 |
| 2018-09-30 | $300M | 1.0M | 292.72 |
| 2018-06-30 | $268M | 981k | 273.05 |
| 2018-03-31 | $217M | 817k | 265.45 |
| 2017-12-31 | $220M | 819k | 268.85 |
| 2017-09-30 | $228M | 900k | 252.93 |
| 2017-06-30 | $213M | 876k | 243.42 |
| 2017-03-31 | $207M | 873k | 237.27 |
| 2016-12-31 | $186M | 828k | 224.99 |
| 2016-09-30 | $166M | 763k | 217.91 |
| 2016-06-30 | $151M | 719k | 210.53 |
| 2016-03-31 | $142M | 686k | 206.63 |
| 2015-12-31 | $141M | 688k | 204.84 |
| 2015-09-30 | $132M | 686k | 192.71 |
| 2015-06-30 | $96M | 461k | 207.23 |
| 2015-03-31 | $64M | 306k | 207.83 |
| 2014-12-31 | $48M | 233k | 206.87 |
| 2014-09-30 | $42M | 210k | 198.26 |
| 2014-06-30 | $41M | 209k | 197.00 |
| 2014-03-31 | $26M | 138k | 188.14 |
| 2013-12-31 | $21M | 115k | 185.65 |
| 2013-09-30 | $18M | 104k | 168.90 |
| 2013-06-30 | $10M | 63k | 160.88 |
| 2013-03-31 | $10M | 66k | 157.36 |
| 2012-12-31 | $7.4M | 52k | 143.14 |
| 2012-09-30 | $5.1M | 35k | 144.39 |
| 2012-06-30 | $4.1M | 30k | 136.76 |
| 2012-03-31 | $5.7M | 41k | 141.21 |
| 2011-12-31 | $4.0M | 32k | 125.97 |
| 2011-03-31 | $2.1M | 16k | 132.99 |
| 2010-12-31 | $750k | 5.9k | 126.24 |