LRGF — ISHARES TR

Ownership history in MATHER GROUP, LLC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ISHARES TR (LRGF). 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.

Peak position
0.02% (2022 Q4)
Avg. % of fund
0.01%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 766 +1 +0.1% 0.00% $53K $68.65
2025 Q1 UNCHANGED 765 — 0% 0.00% $44K $57.18
2024 Q4 REDUCED 765 -278 -26.7% 0.00% $46K $59.45
2024 Q3 REDUCED 1,043 -773 -42.6% 0.00% $61K $57.71
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LRGF price (monthly, adj. close)

Other funds also holding LRGF

As of 2025 Q4 — sorted by position size

Tolleson Wealth Management, Inc. 3Y 23.52% CORA CAPITAL ADVISORS LLC 3Y 14.01% Strategic Financial Services, Inc. 3Y 7Y 12.58% EWA, LLC 12.35% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 11.73% Ullmann Wealth Partners Group, LLC 3Y 7Y 8.88% Obsido Oy 6.82% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 6.47% Pettinga Financial Advisors LLC 3Y 7Y 6.39% Clearwater Capital Advisors, LLC 3Y 7Y 6.18%
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