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iShares S&P SmallCap 600 Index shares owned by Mather Group

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Mather Group from 13F filings

Historical chart of Mather Group investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Mather Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Mather Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5M 69k 108.25
2023-12-31 $7.7M 71k 108.25
2023-09-30 $7.0M 74k 94.33
2023-06-30 $8.0M 81k 99.65
2023-03-31 $8.1M 84k 96.70
2022-12-31 $8.2M 86k 94.64
2022-09-30 $7.5M 86k 87.19
2022-06-30 $7.7M 83k 92.41
2022-03-31 $7.4M 69k 107.89
2021-12-31 $7.4M 64k 114.50
2021-09-30 $7.0M 65k 109.18
2021-06-30 $9.1M 81k 112.98
2021-03-31 $9.8M 90k 108.53
2020-12-31 $8.6M 93k 91.90
2020-09-30 $6.6M 94k 70.23
2020-06-30 $384k 5.6k 68.32
2020-03-31 $240k 4.3k 56.10
2019-12-31 $414k 4.9k 83.86
2019-09-30 $331k 4.3k 77.74
2019-06-30 $430k 5.5k 78.31
2019-03-31 $299k 3.9k 77.16
2018-12-31 $261k 3.8k 69.45
2013-12-31 $227k 2.1k 109.34

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 S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index