HDV — ISHARES TR

Ownership history in Forefront Analytics, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Forefront Analytics, LLC reported a position in ISHARES TR (HDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.44% (2025 Q4)
Avg. % of fund
4.7%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 69,308 +29,419 +73.8% 7.44% $8.4M $120.86
2025 Q3 REDUCED 39,889 -3,219 -7.5% 4.70% $4.9M $120.46
2025 Q1 ADDED 43,108 +8,670 +25.2% 6.01% $5.2M $117.31
2024 Q4 REDUCED 34,438 -11,177 -24.5% 1.80% $3.9M $108.01
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HDV price (monthly, adj. close)

Other funds also holding HDV

As of 2025 Q4 — sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 11.7% REGIMEN WEALTH, LLC 3Y 8.14% SWEENEY & MICHEL, LLC 6.27% Kapstone Financial Advisors LLC 3Y 6.0% Atwater Malick LLC 3Y 7Y 4.09% SECURIAN ASSET MANAGEMENT, INC 3Y 7Y 3.48% Townsend & Associates, Inc 3Y 7Y 3.45% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 3.42% Blake Schutter Theil Wealth Advisors, LLC 3.4% Gray Private Wealth, LLC 3.1%
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