Position in IVZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,175,559
+$195,603 QoQ
Shares Held
7,544
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $5,255,269 across 19 Asset Management names. IVZ ranks #3 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,686 | $1,621,189 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
31,442 | $1,339,114 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
7,544 | $1,175,559 | |
| 4 | BX |
Blackstone Inc.
|
2,591 | $304,882 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
4,360 | $195,546 | |
| 6 | AMP |
Ameriprise Financial Inc
|
420 | $192,679 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
2,600 | $104,598 | |
| 8 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
2,965 | $65,348 |
No Holdings History
No holdings records found for this institution in IVZ.