Evelyn Partners Investment Management »

Ishares High Dividend Equity F shares owned by Evelyn Partners Investment Management

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Evelyn Partners Investment Management from 13F filings

Historical chart of Evelyn Partners Investment Management investment in Ishares High Dividend Equity F

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Evelyn Partners Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares High Dividend Equity F by Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8k 80 122.45

More positions owned by Evelyn Partners Investment Management

Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
CRH Ord (CRH)
Visa Com Cl A (V)
Apple (AAPL)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
Booking Holdings (BKNG)
Meta Platforms Cl A (META)
Chubb (CB)
Coca-Cola Company (KO)

View all positions for Evelyn Partners Investment Management

Top funds holding Ishares High Dividend Equity F

Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Janney Montgomery Scott
Advantus Capital Management
Jones Financial Companies, L.L
Envestnet Asset Management
Ameriprise Financial
Citadel Advisors
M^T Bank Corporation
BlackRock

View all funds holding Ishares High Dividend Equity F