IBTF ISHARES TR

Ownership history in Mariner, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Mariner, LLC reported a position in ISHARES TR (IBTF). 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
0.03% (2023 Q4)
Avg. % of fund
0.01%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 226,003 +22,972 +11.3% 0.01% $5.3M $23.13
2025 Q2 ADDED 203,031 +43,976 +27.6% 0.01% $4.7M $22.88
2025 Q1 ADDED 159,055 +13,967 +9.6% 0.01% $3.7M $22.65
2024 Q4 ADDED 145,088 +4,001 +2.8% 0.01% $3.4M $22.44
2024 Q3 REDUCED 141,087 -480,297 -77.3% 0.01% $3.3M $22.22
2024 Q2 REDUCED 621,384 -15,433 -2.4% 0.03% $14.4M $21.79
2024 Q1 ADDED 636,817 +42,604 +7.2% 0.03% $14.8M $21.56
2023 Q4 ADDED 594,213 +430,733 +263.5% 0.03% $13.8M $21.46
2023 Q3 ADDED 163,480 +7,268 +4.7% 0.01% $3.8M $20.97
2023 Q2 ADDED 156,212 +8,861 +6.0% 0.01% $3.6M $20.81
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% of Fund (quarterly)    IBTF price (monthly, adj. close)
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