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Ishares High Dividend Equity F shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $416k 3.1k 135.72

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Ishares U S Etf Tr Short Duration B (NEAR)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Wisdomtree Tr Floatng Rat Trea (USFR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Spdr Series Trust State Street Spd (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Optivise Advisory Services

Top funds holding Ishares High Dividend Equity F

LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Envestnet Asset Management
Janney Montgomery Scott
Jones Financial Companies, L.L
Ameriprise Financial
Advantus Capital Management
M^T Bank Corporation
BlackRock
Commonwealth Equity Services
Bnp Paribas Arbitrage, Snc
Branch Banking & Trust Company
Cetera Investment Advisers

View all funds holding Ishares High Dividend Equity F