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ISHARES TR MSCI Small Cap msci small cap shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap 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 MSCI Small Cap msci small cap by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 378k 67.70
2024-06-30 $9.5M 155k 61.64
2024-03-31 $9.7M 153k 63.33
2023-12-31 $22M 352k 61.90
2023-09-30 $8.5M 150k 56.47
2023-06-30 $8.9M 151k 58.98
2023-03-31 $21M 344k 59.51
2022-12-31 $8.9M 158k 56.48
2022-09-30 $9.0M 185k 48.78
2022-06-30 $11M 196k 54.59
2022-03-31 $12M 182k 66.34
2021-12-31 $12M 165k 73.09
2021-09-30 $11M 147k 74.41
2021-06-30 $7.5M 101k 74.16
2021-03-31 $6.8M 95k 71.84
2020-12-31 $5.6M 82k 68.35
2020-09-30 $4.2M 71k 58.99
2020-06-30 $3.9M 72k 53.63
2020-03-31 $3.4M 76k 45.38
2019-12-31 $4.8M 77k 62.28
2019-09-30 $4.2M 73k 57.23
2019-06-30 $3.8M 67k 57.39
2019-03-31 $3.5M 60k 57.45
2018-12-31 $3.0M 58k 51.79
2018-09-30 $2.9M 46k 62.30
2018-06-30 $2.7M 43k 62.72
2018-03-31 $2.4M 37k 65.21
2017-12-31 $2.0M 32k 64.48
2017-09-30 $4.2M 68k 61.99
2017-06-30 $2.7M 48k 57.85
2017-03-31 $1.4M 25k 54.14
2016-12-31 $1.1M 23k 49.78
2016-09-30 $637k 12k 52.43
2016-06-30 $404k 8.4k 48.24
2016-03-31 $376k 7.6k 49.76
2015-12-31 $296k 5.9k 50.03
2015-09-30 $595k 13k 47.73
2015-06-30 $3.1M 61k 51.02
2015-03-31 $2.6M 53k 49.46
2014-12-31 $2.4M 51k 46.70
2014-09-30 $2.5M 51k 48.51
2014-06-30 $2.7M 51k 52.91
2014-03-31 $2.6M 51k 52.20

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)

View all positions for Mariner Wealth Advisors

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
Tiaa Trust, National Association
Creative Planning
Bank of New York Mellon
Goldman Sachs Group
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
Morgan Stanley
Modera Wealth Management
Bank of America Corporation
Pnc Financial Services
Jpmorgan Chase & Co
Envestnet Asset Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap