Wharton Business Group »

Ishares High Dividend Equity F shares owned by Wharton Business Group

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Wharton Business Group from 13F filings

Historical chart of Wharton Business Group 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 Wharton Business Group 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 Wharton Business Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 198k 101.99
2023-09-30 $23M 232k 98.89
2023-06-30 $24M 236k 100.79
2023-03-31 $26M 258k 101.66
2022-12-31 $27M 256k 104.24
2022-09-30 $23M 256k 91.29
2022-06-30 $24M 243k 100.43
2022-03-31 $14M 134k 100.99
2021-12-31 $14M 134k 100.99
2021-09-30 $13M 134k 94.26
2021-06-30 $15M 158k 96.53
2021-03-31 $15M 161k 94.89
2020-12-31 $14M 161k 87.67
2020-09-30 $16M 199k 80.48
2020-06-30 $18M 218k 81.15
2020-03-31 $29M 399k 71.55
2019-12-31 $39M 398k 98.07
2019-09-30 $39M 410k 94.16
2019-06-30 $33M 353k 94.50
2019-03-31 $34M 360k 93.29
2018-12-31 $38M 444k 84.38
2018-09-30 $44M 485k 90.54
2018-06-30 $41M 487k 84.99
2018-03-31 $43M 510k 84.48
2017-12-31 $46M 511k 89.71
2017-09-30 $47M 573k 82.75
2017-06-30 $47M 560k 83.13
2017-03-31 $75M 888k 83.86
2016-12-31 $63M 763k 82.25
2016-09-30 $26M 323k 81.28
2016-06-30 $20M 241k 82.15
2016-03-31 $15M 187k 78.01
2015-12-31 $19M 252k 73.41
2015-09-30 $15M 215k 69.58
2015-03-31 $19M 249k 74.99

More positions owned by Wharton Business Group

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Tr Msci Usa Value (VLUE)
Ishares Msci Emerg Mrkt (EEMV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
JPMorgan Chase & Co. (JPM)

View all positions for Wharton Business Group

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services
Janney Montgomery Scott
Federated Investors
LBMC Investment Advisors
Raymond James Financial Services Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F