Harel Insurance Investments & Financial Services Ltd.
InsurancePosition in IVZ — Invesco Ltd.
CIK 1429390
Ramat Gan, L3
Position in IVZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,551,386
+$6,683,793 QoQ
Shares Held
231,329
+23.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Harel Insurance Investments & Financial Services Ltd. holds $187,001,327 across 10 Asset Management names. IVZ ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSUS |
Pershing Square USA, Ltd.
|
3,600,000 | $134,568,000 | |
| 2 | PS |
Pershing Square Inc.
|
1,080,000 | $35,488,800 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
231,329 | $13,551,386 | |
| 4 | STT |
State Street Corp
|
37,311 | $2,000,242 | |
| 5 | BX |
Blackstone Inc.
|
5,550 | $653,068 | |
| 6 | BLK |
BlackRock, Inc.
|
593 | $570,205 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
1,800 | $72,414 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
1,035 | $44,080 |
No Holdings History
No holdings records found for this institution in IVZ.