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Ishares High Dividend Equity F shares owned by Independent Wealth Advisors

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

Historical chart of Independent Wealth Advisors 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 Independent 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 Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 12k 135.72
2025-12-31 $1.4M 12k 121.61

More positions owned by Independent Wealth Advisors

Spdr Gold Tr Gold Shs (GLD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Gold Tr Ishares New (IAU)
Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
Ishares Silver Tr Ishares (SLV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth Advisors

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Ameriprise Financial
Janney Montgomery Scott
Jones Financial Companies, L.L
Citadel Advisors
Advantus Capital Management
BlackRock

View all funds holding Ishares High Dividend Equity F