Advisor OS »

Ishares High Dividend Equity F shares owned by Advisor OS

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS 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 Advisor OS 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 Advisor OS

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.0M 49k 101.99
2023-09-30 $4.4M 44k 98.89
2023-06-30 $4.0M 39k 100.79

More positions owned by Advisor OS

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Northrop Grumman Corporation (NOC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vaneck Etf Trust Ig Floating Rate (FLTR)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Advisor OS

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