EUSB — ISHARES TR

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES TR (EUSB). 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 Q3 REDUCED 22 -51 -69.9% 0.00% $966 $43.07
2025 Q1 ADDED 73 +36 +97.3% 0.00% $3K $41.67
2024 Q4 REDUCED 37 -30 -44.8% 0.00% $2K $40.60
2024 Q3 ADDED 67 +37 +123.3% 0.00% $3K $41.82
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EUSB price (monthly, adj. close)

Other funds also holding EUSB

As of 2025 Q4 — sorted by position size

IMPACTfolio, LLC 3Y 11.1% SEEDS INVESTOR LLC 3.03% Balanced Rock Investment Advisors LLC 2.23% Bond & Devick Financial Network, Inc. 3Y 1.59% Stewardship Advisors, LLC 3Y 0.84% SigFig Wealth Management, LLC 3Y 7Y 0.83% Skyline Advisors, Inc. 0.49% One Wealth Advisors, LLC 3Y 7Y 0.44% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 0.33% Sandbox Financial Partners, LLC 3Y 0.27%
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