IVV ISHARES TR S&P 500 INDEX

Ownership history in Mariner, LLC  ·  62 quarters on record

This page tracks every 13F SEC filing in which Mariner, LLC reported a position in ISHARES TR S&P 500 INDEX (IVV). 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.

Peak position
10.29% (2017 Q3)
Avg. % of fund
4.84%
First filed
2009 Q1
Last filed
2025 Q4
Quarters held
62
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,428,997 +288,310 +5.6% 4.43% $3.72B $683.12
2025 Q3 ADDED 5,140,687 +181,656 +3.7% 4.45% $3.44B $665.17
2025 Q2 ADDED 4,959,031 +186,841 +3.9% 4.44% $3.08B $615.21
2025 Q1 ADDED 4,772,190 +235,264 +5.2% 4.46% $2.68B $555.02
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% of Fund (quarterly)    IVV price (monthly, adj. close)
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