Position in IVZ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$61,943
-$14,192,957 QoQ
Shares Held
197,417
+51.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
21 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, 2026JTC Employer Solutions Trustee Ltd holds $1,583,883 across 11 Asset Management names. IVZ ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
6,657 | $610,979 | |
| 2 | BX |
Blackstone Inc.
|
1,960 | $230,633 | |
| 3 | EMD |
Western Asset Emerging Markets Debt Fund Inc.
|
16,138 | $173,322 | |
| 4 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
4,000 | $156,200 | |
| 5 | STT |
State Street Corp
|
2,317 | $124,214 | |
| 6 | TDF |
Templeton Dragon Fund Inc
|
7,007 | $76,306 | |
| 7 | HLNE |
Hamilton Lane INC
|
955 | $75,282 | |
| 8 | IVZ |
Invesco Ltd.
This page
|
197,417 | $61,943 |
No Holdings History
No holdings records found for this institution in IVZ.