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Ishares High Dividend Equity F shares owned by West Branch Capital

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by West Branch Capital 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 West Branch Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.2k 38 135.74

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Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Ameriprise Financial
Janney Montgomery Scott
Jones Financial Companies, L.L
Citadel Advisors
Advantus Capital Management
BlackRock

View all funds holding Ishares High Dividend Equity F