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iShares Morningstar Large Value shares owned by Mather Group

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Mather Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Value by Mather Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 38k 70.62
2023-12-31 $2.7M 38k 70.62
2023-09-30 $2.4M 38k 64.77
2023-06-30 $2.5M 38k 66.52
2023-03-31 $2.5M 39k 63.90
2022-12-31 $2.4M 39k 63.23
2022-09-30 $1.7M 31k 56.45
2022-06-30 $1.8M 30k 60.38
2022-03-31 $890k 13k 68.60

More positions owned by Mather Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Mather Group

Top funds holding iShares Morningstar Large Value

Matrix Trust
Steele Capital Management
Bank of America Corporation
Bank of New York Mellon
UBS Group
Raymond James & Associates
SPC Financial
Royal Bank of Canada
H D Vest Advisory Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Lauer Wealth
CI Private Wealth
Jpmorgan Chase & Co

View all funds holding iShares Morningstar Large Value