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Ishares High Dividend Equity F shares owned by Holistic Planning

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $287k 2.6k 110.21

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Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Morgan Stanley
Meiji Yasuda Life Insurance Company
LPL Financial
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co
Advantus Capital Management
Citadel Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Envestnet Asset Management
M^T Bank Corporation
Janney Montgomery Scott

View all funds holding Ishares High Dividend Equity F