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Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES TR

COMMONWEALTH EQUITY SERVICES, LLC holds 3.2M shares of HDV (ISHARES TR), worth $87.1M as of 2026-Q2. The position was increased (+407.7% shares). HDV represents 0.1% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$87.1M

Current Shares

3.2M

Total Value Change

-$6.5M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.2M
+407.7%
$87.1M0.1%$27.23
58
2026-Q1
Decreased
625,989
-2.8%
$85M0.1%$26.78
0
2025-Q4
Decreased
643,678
-1.5%
$78.3M0.1%$23.85
0
2025-Q3
Decreased
653,287
-22.0%
$80M0.1%$23.77
0
2025-Q2
Increased
837,859
+5.9%
$98.2M0.1%$22.57
38
2025-Q1
Increased
791,445
+5.2%
$95.9M0.1%$23.15
38
2024-Q4
Decreased
752,558
-5.5%
$84.5M0.1%$21.32
0
2024-Q3
Increased
795,914
+0.9%
$93.6M0.1%$22.11
36

Other major holders of HDV: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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