Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,020,589
-$278,051,119 QoQ
Shares Held
99,459
-96.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $45,155,431 across 23 Asset Management names. IVZ ranks #1 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
99,459 | $13,020,589 | |
| 2 | BX |
Blackstone Inc.
|
49,489 | $5,823,370 | |
| 3 | BLK |
BlackRock, Inc.
|
4,706 | $4,525,100 | |
| 4 | STT |
State Street Corp
|
40,622 | $4,373,666 | |
| 5 | TROW |
Price T Rowe Group Inc
|
32,281 | $3,670,026 | |
| 6 | ARCC |
Ares Capital Corp
|
164,459 | $3,047,424 | |
| 7 | AMP |
Ameriprise Financial Inc
|
5,035 | $2,309,856 | |
| 8 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
271,050 | $2,027,454 |
All Filings in IVZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,583 | 19,575 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $412,394 | 16,978 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $432,088 | 16,448 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $375,826 | 16,383 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $255,110 | 16,177 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $170,131 | 11,215 | Shares | Sole | 2025-05-12 | |
| 2021-09-30 | $420,743 | 17,451 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $748,680 | 28,009 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,316,575 | 250,459 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||