MATHER GROUP, LLC. HSCZ — ISHARES TR

Ownership history in MATHER GROUP, LLC.  ·  3 quarters on record

AI Ownership Summary

MATHER GROUP, LLC. reported ISHARES TR (HSCZ) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. The latest visible filing shows HSCZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HSCZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MATHER GROUP, LLC.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

HSCZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MATHER GROUP, LLC. held HSCZ — position size vs. price
% of Fund (quarterly)    HSCZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 775 +545 +237.0% 0.00% $34K 2026-10-14 $43.10
2026 Q2 REDUCED 81.3% +2.8% ❌ 230 -1,000 -81.3% 0.00% $10K 2026-07-27 $43.15
2026 Q1 INITIATED — — — 1,230 — — 0.00% $49K 2026-04-13 $41.20

FAQ About MATHER GROUP, LLC. and HSCZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has MATHER GROUP, LLC. reported owning HSCZ?

MATHER GROUP, LLC. reported HSCZ across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported HSCZ position in MATHER GROUP, LLC.'s portfolio?

The largest reported portfolio weight for HSCZ was 0.00% in 2026 Q1.

What is the latest reported HSCZ position on this page?

The most recent filing on this page is 2026 Q3, when MATHER GROUP, LLC. reported 775 shares, equal to 0.00% of portfolio, with an estimated market value of $34K.

What does the chart on this HSCZ ownership page compare?

The chart compares MATHER GROUP, LLC.'s quarterly HSCZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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