Position in IVZ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,172,526
-$89,694 QoQ
Shares Held
48,272
+0.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Jackson Creek Investment Advisors LLC holds $6,486,616 across 6 Asset Management names. IVZ ranks #4 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEN |
Franklin Resources Inc
|
76,834 | $1,814,819 | |
| 2 | PAX |
Patria Investments Ltd
|
111,728 | $1,407,772 | |
| 3 | NTRS |
Northern Trust Corp
|
9,567 | $1,335,266 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
48,272 | $1,172,526 | |
| 5 | WT |
WisdomTree, Inc.
|
32,840 | $478,150 | |
| 6 | AMG |
Affiliated Managers Group, Inc.
|
1,005 | $278,083 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,172,526 | 48,272 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,262,220 | 48,048 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,130,047 | 49,261 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||