IFRA — 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 (IFRA). 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 UNCHANGED 642 — 0% 0.00% $34K $52.27
2025 Q1 REDUCED 642 -4,144 -86.6% 0.00% $29K $44.25
2024 Q4 ADDED 4,786 +358 +8.1% 0.00% $222K $45.19
2024 Q3 ADDED 4,428 +1,825 +70.1% 0.00% $208K $45.63
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% of Fund (quarterly)    IFRA price (monthly, adj. close)

Other funds also holding IFRA

As of 2025 Q4 — sorted by position size

Touchstone Capital, Inc. 3Y 9.07% Laurel Wealth Planning LLC 3Y 5.59% Wharton Business Group, LLC 3Y 7Y 3.43% LANE BROTHERS & CO INC 2.69% HOGE FINANCIAL SERVICES, LLC 1.52% Consilium Wealth Advisory, LLC 3Y 1.48% Brio Consultants, LLC 3Y 7Y 1.29% Alpha Financial Partners, LLC 3Y 1.18% Silver Coast Investments LLC 1.16% Sound Financial Strategies Group, LLC 3Y 0.93%
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