DVY — ISHARES TR

Ownership history in Hoffman, Alan N Investment Management  ·  21 quarters on record

This page tracks every 13F SEC filing in which Hoffman, Alan N Investment Management reported a position in ISHARES TR (DVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.25% (2022 Q4)
Avg. % of fund
0.18%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 2,134 — 0% 0.17% $301K $141.14
2025 Q3 UNCHANGED 2,134 — 0% 0.13% $303K $140.51
2025 Q2 UNCHANGED 2,134 — 0% 0.14% $283K $130.17
2025 Q1 UNCHANGED 2,134 — 0% 0.15% $287K $130.38
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DVY price (monthly, adj. close)

Other funds also holding DVY

As of 2025 Q4 — sorted by position size

Northside Capital Management, LLC 3Y 7Y 8.02% CABANA LLC 3Y 7Y 7.21% Powell Investment Advisors, LLC 3Y 4.76% Ellis Investment Partners, LLC 3Y 7Y 4.69% Florin Court Capital LLP 3Y 7Y 4.11% Eagle Bay Advisors LLC 3Y 3.99% Sankala Group LLC 3.81% SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3Y 3.45% REDMONT WEALTH ADVISORS LLC 3Y 3.02% Gallagher Capital Advisors, LLC 2.9%
← Back to Hoffman, Alan N Investment Management Holdings