Ishares Tr shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (SVAL) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 33k | 33.51 |
| 2025-06-30 | $924k | 30k | 31.05 |
| 2025-03-31 | $745k | 25k | 30.01 |
| 2024-12-31 | $700k | 22k | 32.48 |
| 2024-09-30 | $610k | 19k | 32.20 |
| 2024-06-30 | $551k | 19k | 29.20 |
| 2024-03-31 | $506k | 17k | 30.62 |
| 2023-12-31 | $522k | 17k | 30.80 |
| 2023-09-30 | $258k | 9.8k | 26.40 |
| 2023-06-30 | $249k | 9.3k | 26.69 |
| 2023-03-31 | $246k | 9.2k | 26.62 |
| 2022-12-31 | $260k | 9.2k | 28.13 |
| 2022-09-30 | $251k | 9.8k | 25.65 |