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Ishares High Dividend Equity F shares owned by HCR Wealth Advisors

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

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

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All positions including Ishares High Dividend Equity F held by HCR 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $493k 4.1k 121.61
2025-09-30 $497k 4.1k 121.88
2025-06-30 $478k 4.1k 117.17
2025-03-31 $515k 4.3k 121.12
2024-12-31 $515k 4.6k 112.26
2024-09-30 $539k 4.6k 117.62
2024-06-30 $314k 2.9k 108.70
2024-03-31 $318k 2.9k 110.21
2023-12-31 $396k 3.9k 101.99
2023-09-30 $400k 4.0k 98.89
2023-06-30 $407k 4.0k 100.79
2023-03-31 $411k 4.0k 101.66
2022-12-31 $421k 4.0k 104.24
2022-09-30 $369k 4.0k 91.34
2022-06-30 $406k 4.0k 100.50
2022-03-31 $437k 4.1k 106.92
2021-12-31 $413k 4.1k 101.05
2021-09-30 $385k 4.1k 94.32
2021-06-30 $394k 4.1k 96.52
2021-03-31 $387k 4.1k 94.81
2020-12-31 $386k 4.4k 87.59
2020-09-30 $355k 4.4k 80.55
2020-06-30 $356k 4.4k 80.96
2020-03-31 $318k 4.4k 71.54
2019-12-31 $554k 5.6k 98.14
2019-09-30 $458k 4.9k 94.24
2019-06-30 $628k 6.6k 94.51
2019-03-31 $718k 7.7k 93.31
2018-12-31 $841k 10k 84.35
2018-09-30 $967k 11k 88.63
2018-06-30 $943k 11k 85.03
2018-03-31 $1.1M 13k 84.46
2017-12-31 $1.2M 13k 90.13
2017-09-30 $1.1M 13k 85.92
2017-06-30 $1.2M 14k 83.14
2017-03-31 $1.2M 15k 83.89
2016-12-31 $1.5M 18k 82.25

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
Vanguard Extended Market ETF S &P Compl Common Stock (VXF)
iShares Core S&P 500 ETF Etf (IVV)
Alphabet Common Stock (GOOGL)
Microsoft Common Stock (MSFT)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core MSCI Emerging ETF Etf (IEMG)
Ametek Common Stock (AME)
iShares Core S&P Small-Cap ETF Etf (IJR)
Meta Platforms Common Stock (META)
Palo Alto Networks Common Stock (PANW)
Amazon.Com Common Stock (AMZN)

View all positions for HCR Wealth Advisors

Top funds holding Ishares High Dividend Equity F

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

View all funds holding Ishares High Dividend Equity F