Ownership history in Mariner, LLC · 57 quarters on record
This page tracks every 13F SEC filing in which Mariner, LLC reported a position in ISHARES TR INDEX S&P MIDCAP 400 (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 15,042,290 | +685,469 | +4.8% | 1.18% | $992.8M | $65.85 |
| 2025 Q3 | ADDED | 14,356,821 | +395,341 | +2.8% | 1.21% | $936.9M | $64.79 |
| 2025 Q2 | ADDED | 13,961,480 | +282,615 | +2.1% | 1.25% | $865.9M | $61.37 |
| 2025 Q1 | ADDED | 13,678,865 | +854,607 | +6.7% | 1.33% | $798.1M | $57.56 |
| 2024 Q4 | ADDED | 12,824,258 | +413,557 | +3.3% | 1.34% | $799.1M | $61.30 |
| 2024 Q3 | ADDED | 12,410,701 | +460,761 | +3.9% | 1.37% | $773.4M | $61.06 |
| 2024 Q2 | ADDED | 11,949,940 | +264,511 | +2.3% | 1.36% | $699.3M | $57.11 |
| 2024 Q1 | ADDED | 11,685,429 | +9,433,797 | +419.0% | 1.47% | $709.8M | $59.12 |
| 2023 Q4 | ADDED | 2,251,632 | +79,673 | +3.7% | 1.48% | $624.0M | $53.81 |
| 2023 Q3 | ADDED | 2,171,959 | +109,562 | +5.3% | 1.45% | $541.6M | $48.20 |
As of 2025 Q4 — sorted by position size