SUSC — 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 (SUSC). 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 ADDED 959 +418 +77.3% 0.00% $23K $23.05
2025 Q1 REDUCED 541 -9 -1.6% 0.00% $12K $22.07
2024 Q4 ADDED 550 +123 +28.8% 0.00% $12K $21.58
2024 Q3 ADDED 427 +275 +180.9% 0.00% $10K $22.27
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SUSC price (monthly, adj. close)

Other funds also holding SUSC

As of 2025 Q4 — sorted by position size

IMPACTfolio, LLC 3Y 5.63% Invera Wealth Advisors, LLC 3.49% Colorado Capital Management, Inc. 3Y 7Y 1.71% Topel & Distasi Wealth Management, LLC 3Y 1.02% Wells Financial Advisors INC 3Y 0.99% One Wealth Advisors, LLC 3Y 7Y 0.9% Rossby Financial, LCC 0.86% Midwest Financial Partners Investments, Inc. 0.79% Oregon Pacific Wealth Management, LLC 0.76% Horst & Graben Wealth Management LLC 3Y 0.71%
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