Position in IVZ
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,844,013
-$310,245 QoQ
Shares Held
158,255
+0.1% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Financial Sense Advisors, Inc. holds $18,464,594 across 4 Asset Management names. IVZ ranks #2 (20.8% of the industry book) .
All Filings in IVZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,844,013 | 158,255 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,154,258 | 158,137 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,586,554 | 156,345 | Shares | Sole | 2025-11-14 | |
| 2020-03-31 | $745,250 | 82,076 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||