IBMN ISHARES TR

Ownership history in Mariner, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Mariner, LLC reported a position in ISHARES TR (IBMN). 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
0.01% (2020 Q3)
Avg. % of fund
0.0%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 45,472 -5,987 -11.6% 0.00% $1.2M $26.63
2025 Q2 REDUCED 51,459 -349 -0.7% 0.00% $1.4M $26.46
2025 Q1 REDUCED 51,808 -8,406 -14.0% 0.00% $1.4M $26.30
2024 Q4 REDUCED 60,214 -3,333 -5.2% 0.00% $1.6M $26.08
2024 Q3 REDUCED 63,547 -7,063 -10.0% 0.00% $1.7M $25.95
2024 Q2 REDUCED 70,610 -626 -0.9% 0.00% $1.9M $25.65
2024 Q1 REDUCED 71,236 -9,576 -11.8% 0.00% $1.9M $25.49
2023 Q4 ADDED 80,812 +26,031 +47.5% 0.01% $2.1M $25.49
2023 Q3 ADDED 54,781 +884 +1.6% 0.00% $1.4M $24.88
2023 Q2 REDUCED 53,897 -2,203 -3.9% 0.00% $1.4M $25.02
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBMN price (monthly, adj. close)

Other funds also holding IBMN

As of 2025 Q4 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.01% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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