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Equibles

MERCER GLOBAL ADVISORS INC /ADV

Position in IVZ — Invesco Ltd.

CIK 853758 DENVER, CO
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$184,932,467
+$39,895,130 QoQ
Shares Held
5,016,280
+15.1% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $623,746,330 across 121 Asset Management names. IVZ ranks #1 (29.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		5,016,280 $184,932,467
2 RJF
Raymond James Financial Inc
 720,078 $109,473,458
3 STT
State Street Corp
 1,479,150 $107,699,006
4 BLK
BlackRock, Inc.
 39,459 $28,266,725
5 AMP
Ameriprise Financial Inc
 34,541 $15,846,029
6 BX
Blackstone Inc.
 124,804 $14,685,686
7 FHI
Federated Hermes, Inc.
 250,866 $13,852,820
8 NTRS
Northern Trust Corp
 72,801 $12,655,725

All Filings in IVZ

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,781,362 219,074
2026-03-31 $4,734,825 194,929
2025-12-31 $4,387,589 167,019
2025-09-30 $3,670,124 159,988
2025-06-30 $1,744,808 110,641
2025-03-31 $1,242,635 81,914
2024-12-31 $1,333,356 76,279
2024-09-30 $1,164,807 66,333
2024-06-30 $928,986 62,098
2024-03-31 $998,070 60,161
2023-12-31 $1,548,636 86,807
2023-09-30 $1,055,386 72,685
2023-06-30 $791,835 47,105
2023-03-31 $657,148 40,070
2022-12-31 $822,808 45,737
2022-09-30 $520,298 37,978
2022-06-30 $612,843 37,994
2022-03-31 $837,470 36,317
2021-12-31 $806,758 35,046
2021-09-30 $852,047 35,340
2021-06-30 $1,053,482 39,412
2021-03-31 $960,049 38,067
2020-12-31 $692,110 39,708
2020-09-30 $679,545 59,557
2020-03-31 $127,020 13,989