ISCV — ISHARES TR

Ownership history in MATHER GROUP, LLC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES TR (ISCV). 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 287 -540 -65.3% 0.00% $19K $65.92
2025 Q1 ADDED 827 +607 +275.9% 0.00% $49K $58.05
2024 Q4 ADDED 220 +24 +12.2% 0.00% $14K $61.82
2024 Q3 INITIATED 196 — — 0.00% $12K $61.53
% of Fund (quarterly)    ISCV price (monthly, adj. close)

Other funds also holding ISCV

As of 2025 Q4 — sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 10.66% MB Generational Wealth, LLC 3.19% Viewpoint Capital Management LLC 3Y 1.35% Steele Capital Management, Inc. 0.55% PANORAMIC INVESTMENT ADVISORS, LLC 3Y 0.5% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.47% SGL Investment Advisors, Inc. 0.4% JIM SAULNIER & ASSOCIATES, LLC 0.36% Northwest Wealth Advisors, LLC 0.35% Black Diamond Financial, LLC 3Y 7Y 0.33%
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