HDV

Ishares Core High Dividend E

Latest period2024 - Q4Total superinvestors125

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 125 superinvestors own shares of Ishares Core High Dividend E (HDV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Core High Dividend E (HDV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Core High Dividend E (HDV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Core High Dividend E (HDV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -17.69%
0.01%
$360,691
3,213 shares@ 112.26 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -8.23%
0.01%
$347,509
3,096 shares@ 112.25 avg price
Andrew J. Swenson@Ars Wealth Advisors Group, Llc
Recent Activity
Decreased -0.27%
0.05%
$326,726
2,910 shares@ 112.28 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Decreased -3.09%
0.03%
$323,533
2,882 shares@ 112.26 avg price
Steven C. Merrell@Monterey Private Wealth, Inc.
Recent Activity
Decreased -3.16%
0.11%
$319,797
2,849 shares@ 112.25 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Decreased -2.6%
0.06%
$301,770
2,688 shares@ 112.27 avg price
Ryan Gough@Perfromance Wealth Partners, Llc
Recent Activity
Decreased -8.73%
0.01%
$288,620
2,571 shares@ 112.26 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -99.15%
0.03%
$267,506
2,382 shares@ 112.31 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Decreased -9.96%
0.01%
$259,770
2,314 shares@ 112.27 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
Decreased -1.87%
0.05%
$222,891
1,985 shares@ 112.29 avg price