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Ishares High Dividend Equity F shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 17k 121.61
2025-09-30 $2.1M 17k 122.45
2025-06-30 $2.0M 17k 117.17
2025-03-31 $2.1M 17k 121.12
2024-12-31 $1.9M 17k 112.26
2024-09-30 $2.0M 17k 117.62
2024-06-30 $1.8M 17k 108.70
2024-03-31 $1.8M 17k 110.21
2023-12-31 $1.8M 18k 101.99
2023-09-30 $1.8M 18k 98.89
2023-06-30 $1.9M 19k 100.79
2023-03-31 $1.9M 19k 101.66
2022-12-31 $1.8M 17k 104.24
2022-06-30 $1.7M 17k 100.41
2022-03-31 $1.8M 17k 106.92
2021-12-31 $1.7M 17k 101.01
2021-09-30 $1.6M 17k 94.27
2021-06-30 $1.7M 17k 96.51
2021-03-31 $1.8M 19k 94.92
2020-12-31 $1.7M 20k 87.69
2020-09-30 $1.6M 20k 80.47
2020-06-30 $1.6M 20k 81.17
2019-12-31 $9.8M 100k 98.07
2019-09-30 $15M 155k 94.16
2019-06-30 $16M 167k 94.50
2019-03-31 $15M 161k 93.29
2018-12-31 $5.3M 63k 84.39
2018-09-30 $6.1M 67k 90.54
2018-06-30 $6.6M 77k 85.00
2018-03-31 $6.8M 80k 84.48
2017-12-31 $7.1M 79k 90.14
2017-09-30 $5.8M 67k 85.95
2017-06-30 $9.1M 109k 83.13
2017-03-31 $7.9M 94k 83.86
2016-12-31 $11M 129k 82.25
2016-09-30 $11M 131k 81.28
2016-06-30 $3.9M 47k 82.14
2016-03-31 $6.0M 78k 78.01
2015-12-31 $5.2M 71k 73.41
2015-09-30 $10M 147k 69.58
2015-06-30 $6.7M 92k 73.56

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust State Street Spd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Ishares High Dividend Equity F

LPL Financial
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Janney Montgomery Scott
Advantus Capital Management
Jones Financial Companies, L.L
Envestnet Asset Management
Ameriprise Financial
Citadel Advisors
M^T Bank Corporation
BlackRock
Commonwealth Equity Services

View all funds holding Ishares High Dividend Equity F