ILCB — 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 (ILCB). 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 993 — 0% 0.00% $92K $91.91
2025 Q1 UNCHANGED 993 — 0% 0.00% $77K $76.40
2024 Q4 UNCHANGED 993 — 0% 0.00% $81K $80.00
2024 Q3 REDUCED 993 -169 -14.5% 0.00% $79K $77.85
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% of Fund (quarterly)    ILCB price (monthly, adj. close)

Other funds also holding ILCB

As of 2025 Q4 — sorted by position size

Wealth Forward, LLC 5.24% JIM SAULNIER & ASSOCIATES, LLC 1.75% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1.1% Brand Asset Management Group, Inc. 3Y 7Y 1.05% Dentgroup LLC 3Y 0.92% Portland Financial Advisors Inc 0.8% Commonwealth Financial Services, LLC 3Y 7Y 0.67% New Century Financial Group, LLC 0.44% Bawa N Mallick Trust 0.44% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.37%
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