ETF Holdings Breakdown of HRB

HRB institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	55,508	USD 2,919,166
2025-10-17	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	572	USD 30,081
2025-10-17	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	956	USD 50,276
2025-10-17	IE000D8XC064 (iShares World Equity Enhanced Active UCITS ETF USD (Acc))	6	USD 316
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	92,204	USD 4,849,008 2.6%
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	677	USD 35,603 2.6%
Total =		149,923	USD 7,884,450

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with HRB

Head to Head Contrast: H&R Block (NYSE:HRB) versus Cimpress (NASDAQ:CMPR)

H&R Block (NYSE:HRB – Get Free Report) and Cimpress (NASDAQ:CMPR – Get Free Report) are both consumer discretionary companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, risk, valuation, profitability, earnings, institutional ownership and dividends. Volatility and Risk H&R Block has a beta […] - 2025-09-05 02:36:55

H&R Block (NYSE:HRB) Sets New 12-Month Low Following Weak Earnings

H&R Block, Inc. (NYSE:HRB – Get Free Report)’s stock price reached a new 52-week low on Wednesday following a dissappointing earnings announcement. The company traded as low as $47.78 and last traded at $47.35, with a volume of 785445 shares changing hands. The stock had previously closed at $51.50. The company reported $2.27 EPS for […] - 2025-08-15 02:34:50

Charles Schwab Investment Management Inc. Sells 3,530,711 Shares of H&R Block, Inc. (NYSE:HRB)

Charles Schwab Investment Management Inc. lessened its position in H&R Block, Inc. (NYSE:HRB – Free Report) by 67.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,688,751 shares of the company’s stock after selling 3,530,711 shares during the quarter. […] - 2025-08-13 05:43:04

H&R Block, Inc. (NYSE:HRB) Stock Holdings Lowered by Vanguard Group Inc.

Vanguard Group Inc. reduced its holdings in H&R Block, Inc. (NYSE:HRB – Free Report) by 0.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,168,986 shares of the company’s stock after selling 84,290 shares during the quarter. Vanguard Group Inc. owned 0.11% […] - 2025-08-13 05:00:55

PNC Financial Services Group Inc. Sells 1,765 Shares of H&R Block, Inc. (NYSE:HRB)

PNC Financial Services Group Inc. lessened its stake in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 8.7% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,431 shares of the company’s stock after selling 1,765 shares during the period. PNC Financial […] - 2025-08-11 05:47:07

Choreo LLC Has $816,000 Stock Holdings in H&R Block, Inc. (NYSE:HRB)

Choreo LLC cut its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 28.1% during the first quarter, HoldingsChannel reports. The fund owned 14,758 shares of the company’s stock after selling 5,769 shares during the quarter. Choreo LLC’s holdings in H&R Block were worth $816,000 as of its most recent SEC filing. A number […] - 2025-07-27 07:12:57

HighPoint Advisor Group LLC Purchases New Shares in H&R Block, Inc. (NYSE:HRB)

HighPoint Advisor Group LLC purchased a new stake in H&R Block, Inc. (NYSE:HRB – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,580 shares of the company’s stock, valued at approximately $218,000. A number of other institutional investors and […] - 2025-07-25 06:37:00

Signaturefd LLC Sells 1,950 Shares of H&R Block, Inc. (NYSE:HRB)

Signaturefd LLC trimmed its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 80.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 465 shares of the company’s stock after selling 1,950 shares during the quarter. Signaturefd LLC’s holdings in H&R Block were […] - 2025-07-24 04:49:06

Csenge Advisory Group Lowers Stock Holdings in H&R Block, Inc. (NYSE:HRB)

Csenge Advisory Group lowered its holdings in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 6.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,813 shares of the company’s stock after selling 397 shares during the quarter. Csenge Advisory Group’s holdings […] - 2025-07-23 06:29:06

New York State Common Retirement Fund Lowers Stock Holdings in H&R Block, Inc. (NYSE:HRB)

New York State Common Retirement Fund lowered its stake in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 7.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 83,979 shares of the company’s stock after selling 6,800 shares during the […] - 2025-07-22 07:10:54

Mutual of America Capital Management LLC Sells 3,503 Shares of H&R Block, Inc. (NYSE:HRB)

Mutual of America Capital Management LLC lowered its position in H&R Block, Inc. (NYSE:HRB – Free Report) by 4.8% in the first quarter, Holdings Channel.com reports. The institutional investor owned 68,891 shares of the company’s stock after selling 3,503 shares during the period. Mutual of America Capital Management LLC’s holdings in H&R Block were worth […] - 2025-07-18 06:20:45

H&R Block, Inc. (NYSE:HRB) Holdings Lowered by Arizona State Retirement System

Arizona State Retirement System cut its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 3.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 39,311 shares of the company’s stock after selling 1,201 shares during the period. Arizona […] - 2025-07-18 05:14:49

Cerity Partners LLC Decreases Stock Position in H&R Block, Inc. (NYSE:HRB)

Cerity Partners LLC cut its holdings in H&R Block, Inc. (NYSE:HRB – Free Report) by 17.5% during the 1st quarter, HoldingsChannel.com reports. The fund owned 95,441 shares of the company’s stock after selling 20,196 shares during the period. Cerity Partners LLC’s holdings in H&R Block were worth $5,241,000 as of its most recent SEC filing. […] - 2025-07-17 06:25:04

Xponance Inc. Has $991,000 Holdings in H&R Block, Inc. (NYSE:HRB)

Xponance Inc. lessened its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 8.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 18,050 shares of the company’s stock after selling 1,605 shares during the quarter. Xponance Inc.’s holdings in H&R Block were worth $991,000 as of its most recent filing […] - 2025-07-17 05:33:10

Allworth Financial LP Sells 946 Shares of H&R Block, Inc. (NYSE:HRB)

Allworth Financial LP lowered its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 23.8% during the 1st quarter, HoldingsChannel.com reports. The fund owned 3,022 shares of the company’s stock after selling 946 shares during the quarter. Allworth Financial LP’s holdings in H&R Block were worth $178,000 at the end of the most recent […] - 2025-07-16 05:19:17

Teacher Retirement System of Texas Lowers Stock Holdings in H&R Block, Inc. (NYSE:HRB)

Teacher Retirement System of Texas trimmed its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 69.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 38,903 shares of the company’s stock after selling 86,437 shares during the quarter. Teacher Retirement […] - 2025-07-11 05:19:04

Mirae Asset Global Investments Co. Ltd. Decreases Position in H&R Block, Inc. (NYSE:HRB)

Mirae Asset Global Investments Co. Ltd. reduced its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 99.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,013 shares of the company’s stock after selling 100,787 shares […] - 2025-07-08 05:02:45

H&R Block, Inc. (NYSE:HRB) Shares Purchased by Cambridge Investment Research Advisors Inc.

Cambridge Investment Research Advisors Inc. boosted its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 7.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,328 shares of the company’s stock after buying an additional 1,100 shares during the quarter. Cambridge […] - 2025-07-07 04:34:56

Bessemer Group Inc. Sells 378 Shares of H&R Block, Inc. (NYSE:HRB)

Bessemer Group Inc. lessened its holdings in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 14.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 2,228 shares of the company’s stock after selling 378 shares during the period. Bessemer Group Inc.’s holdings in H&R Block were worth $122,000 at the end of […] - 2025-07-04 04:38:55

23,987 Shares in H&R Block, Inc. (NYSE:HRB) Acquired by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. acquired a new stake in H&R Block, Inc. (NYSE:HRB – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 23,987 shares of the company’s stock, valued at approximately $1,317,000. Several other hedge funds and other institutional investors have […] - 2025-07-01 05:02:59

Illinois Municipal Retirement Fund Acquires 13,447 Shares of H&R Block, Inc. (NYSE:HRB)

Illinois Municipal Retirement Fund lifted its holdings in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 32.2% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 55,248 shares of the company’s stock after buying an additional 13,447 shares during the period. Illinois Municipal Retirement […] - 2025-06-30 05:59:03

Retirement Systems of Alabama Trims Position in H&R Block, Inc. (NYSE:HRB)

Retirement Systems of Alabama decreased its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 1.0% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 380,298 shares of the company’s stock after selling 3,728 shares during the quarter. Retirement Systems of Alabama’s holdings in H&R Block were worth $20,882,000 at the […] - 2025-06-22 06:04:49

Blue Trust Inc. Boosts Position in H&R Block, Inc. (NYSE:HRB)

Blue Trust Inc. increased its holdings in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 18.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,013 shares of the company’s stock after purchasing an additional 1,221 shares during […] - 2025-06-22 05:22:54

H&R Block, Inc. (NYSE:HRB) Shares Bought by Fifth Third Bancorp

Fifth Third Bancorp increased its stake in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 3.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,864 shares of the company’s stock after purchasing an additional 405 shares during the […] - 2025-06-18 04:50:48

Park Avenue Securities LLC Has $1.21 Million Holdings in H&R Block, Inc. (NYSE:HRB)

Park Avenue Securities LLC boosted its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 29.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,985 shares of the company’s stock after buying an additional 4,987 shares during the […] - 2025-06-12 05:50:52

UMB Bank n.a. Raises Stake in H&R Block, Inc. (NYSE:HRB)

UMB Bank n.a. boosted its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 16.9% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,480 shares of the company’s stock after acquiring an additional 794 shares during the quarter. UMB […] - 2025-06-11 07:10:44

GAMMA Investing LLC Grows Position in H&R Block, Inc. (NYSE:HRB)

GAMMA Investing LLC increased its position in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 12,484.2% during the first quarter, HoldingsChannel reports. The institutional investor owned 82,804 shares of the company’s stock after buying an additional 82,146 shares during the quarter. GAMMA Investing LLC’s holdings in H&R Block were worth $4,547,000 as of […] - 2025-06-11 04:56:56

H&R Block, Inc. (NYSE:HRB) Shares Sold by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC decreased its stake in H&R Block, Inc. (NYSE:HRB – Free Report) by 16.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 21,338 shares of the company’s stock after selling 4,303 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in H&R Block were worth $1,128,000 as of […] - 2025-06-09 04:42:56

Ex-Dividend Reminder: H & R Block, Pjt Partners and Analog Devices

Looking at the universe of stocks we cover at Dividend Channel, on 6/4/25, H & R Block, Inc. (Symbol: HRB), Pjt Partners Inc Class A (Symbol: PJT), and Analog Devices Inc (Symbol: ADI) will all trade ex-dividend for their respective upcoming dividends. H & R Block, Inc. - 2025-06-02 10:59:13

ProShare Advisors LLC Buys 327 Shares of H&R Block, Inc. (NYSE:HRB)

ProShare Advisors LLC raised its stake in shares of H&R Block, Inc. (NYSE:HRB – Free Report) by 5.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,412 shares of the company’s stock after buying an additional 327 shares during the quarter. ProShare Advisors […] - 2025-05-29 05:05:00

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