Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,518,599
-$22,211 QoQ
Shares Held
72,091
-3.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026Clear Harbor Asset Management, LLC holds $31,720,613 across 17 Asset Management names. IVZ ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
7,788 | $7,488,629 | |
| 2 | TPG |
TPG Inc.
|
135,976 | $5,513,826 | |
| 3 | BX |
Blackstone Inc.
|
42,105 | $4,954,495 | |
| 4 | SLRC |
SLR Investment Corp.
|
339,975 | $4,205,490 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
72,091 | $1,518,599 | |
| 6 | EIC |
Eagle Point Income Co
|
104,060 | $1,047,884 | |
| 7 | KKR |
KKR & Co. Inc.
|
11,229 | $1,030,597 | |
| 8 | STT |
State Street Corp
|
13,736 | $1,011,283 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-09-30 | $2,282 | 200 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||