IXN — 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 (IXN). 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 783 — 0% 0.00% $81K $102.28
2025 Q1 UNCHANGED 783 — 0% 0.00% $59K $74.92
2024 Q4 UNCHANGED 783 — 0% 0.00% $66K $83.83
2024 Q3 REDUCED 783 -96 -10.9% 0.00% $65K $81.45
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% of Fund (quarterly)    IXN price (monthly, adj. close)

Other funds also holding IXN

As of 2025 Q4 — sorted by position size

Portfolio Strategies, Inc. 3Y 7Y 11.38% VAUGHAN & Co SECURITIES, INC. 3Y 4.96% PATTEN & PATTEN INC/TN 3Y 7Y 3.36% New Insight Wealth Advisors 3.34% Shira Ridge Wealth Management 3Y 2.99% Summit Wealth Group, LLC 3Y 2.38% DEFINED WEALTH MANAGEMENT, LLC 3Y 2.11% Flagship Private Wealth, LLC 3Y 2.08% Vickerman Investment Advisors, Inc. 3Y 2.07% Cardinal Strategic Wealth Guidance 3Y 2.05%
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