Position in IVZ
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$25,067,909
+$416,540 QoQ
Shares Held
460,768
+3.1% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026McIlrath & Eck, LLC holds $31,739,089 across 36 Asset Management names. IVZ ranks #1 (79.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
460,768 | $25,067,909 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
137,968 | $4,889,585 | |
| 3 | OXLC |
Oxford Lane Capital Corp.
|
42,263 | $413,332 | |
| 4 | VCTR |
Victory Capital Holdings, Inc.
|
3,369 | $220,602 | |
| 5 | BLK |
BlackRock, Inc.
|
213 | $204,844 | |
| 6 | STT |
State Street Corp
|
2,929 | $149,235 | |
| 7 | OXSQ |
Oxford Square Capital Corp.
|
65,375 | $115,713 | |
| 8 | AMP |
Ameriprise Financial Inc
|
255 | $113,322 |
All Filings in IVZ
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 | $18,121 | 1,032 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $15,438 | 1,032 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,120 | 1,032 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $14,984 | 1,032 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $17,347 | 1,032 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $23,517 | 1,434 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $25,797 | 1,434 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $19,645 | 1,434 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $23,130 | 1,434 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $33,068 | 1,434 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $29,465 | 1,280 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $30,860 | 1,280 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,531 | 394 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||