Position in IVZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$814,809
-$15,656 QoQ
Shares Held
65,253
-1.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $8,488,067 across 20 Asset Management names. IVZ ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TY |
TRI-CONTINENTAL Corp
|
90,360 | $3,110,191 | |
| 2 | BX |
Blackstone Inc.
|
8,070 | $949,596 | |
| 3 | FHI |
Federated Hermes, Inc.
|
17,183 | $948,845 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
65,253 | $814,809 | |
| 5 | TYG |
Tortoise Energy Infrastructure Corp
|
18,700 | $801,669 | |
| 6 | ARCC |
Ares Capital Corp
|
37,166 | $688,685 | |
| 7 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
11,911 | $465,124 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
23,628 | $372,613 |
All Filings in IVZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,111 | 80 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,943 | 80 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,101 | 80 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,835 | 80 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,261 | 80 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,213 | 80 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,398 | 80 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||