HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IVZ Share Count | ||||
| Simplex Trading LLC | 9,040 | 47,718 | +38,678 | +427.85% |
| Venturi Wealth Management LLC | 160 | 583 | +423 | +264.38% |
| Cambridge Investment Research Advisors Inc. | 34,409 | 72,075 | +37,666 | +109.47% |
| Raymond James Financial Services Advisors Inc. | 22,023 | 39,988 | +17,965 | +81.57% |
| CWM LLC | 6,260 | 10,335 | +4,075 | +65.10% |
| AdvisorNet Financial Inc | 56 | 91 | +35 | +62.50% |
| Hennion & Walsh Asset Management Inc. | 35,484 | 54,426 | +18,942 | +53.38% |
| Robeco Institutional Asset Management B.V. | 252,953 | 320,896 | +67,943 | +26.86% |
| NBC Securities Inc. | 15,235 | 17,170 | +1,935 | +12.70% |
| CENTRAL TRUST Co | 1,000 | 1,123 | +123 | +12.30% |
| DekaBank Deutsche Girozentrale | 8,461 | 9,471 | +1,010 | +11.94% |
| SJS Investment Consulting Inc. | 86 | 95 | +9 | +10.47% |
| Wealthcare Advisory Partners LLC | 34,957 | 38,284 | +3,327 | +9.52% |
| Iron Financial LLC | 11,103 | 12,116 | +1,013 | +9.12% |
| Alaska Permanent Fund Corp | 145,267 | 155,635 | +10,368 | +7.14% |
| Amalgamated Bank | 123,976 | 131,032 | +7,056 | +5.69% |
| Live Oak Private Wealth LLC | 306,183 | 319,199 | +13,016 | +4.25% |
| Massmutual Trust Co. FSB ADV | 1,198 | 1,246 | +48 | +4.01% |
| GAMMA Investing LLC | 4,611 | 4,796 | +185 | +4.01% |
| Fifth Third Bancorp | 15,133 | 15,659 | +526 | +3.48% |
| Aviance Capital Partners LLC | 63,102 | 64,931 | +1,829 | +2.90% |
| Insight Folios Inc | 382,501 | 390,278 | +7,777 | +2.03% |
| MCF Advisors LLC | 6,182 | 6,306 | +124 | +2.01% |
| Cooper Financial Group | 10,923 | 11,069 | +146 | +1.34% |
| Unison Advisors LLC | 23,715 | 23,975 | +260 | +1.10% |
| ARGA Investment Management LP | 107,164 | 108,269 | +1,105 | +1.03% |
| Tennessee Valley Asset Management Partners | 32,798 | 33,074 | +276 | +0.84% |
| Wedmont Private Capital | 14,026 | 14,131 | +105 | +0.75% |
| Czech National Bank | 78,736 | 79,115 | +379 | +0.48% |
| State of Alaska Department of Revenue | 48,546 | 48,771 | +225 | +0.46% |
| Investors Asset Management of Georgia Inc. GA ADV | 12,065 | 12,084 | +19 | +0.16% |
| State of Michigan Retirement System | 123,098 | 123,198 | +100 | +0.08% |
| 13F Filers Reporting New Positions In IVZ | ||||
| Los Angeles Capital Management & Equity Research Inc. | 0 | 124,503 | +124,503 | +100% |
| Northwest Investment Counselors LLC | 0 | 757 | +757 | +100% |
| Exchange Traded Concepts LLC | 0 | 252 | +252 | +100% |
| Harbor Investment Advisory LLC | 0 | 74 | +74 | +100% |
| Sumitomo Mitsui Trust Holdings Inc. | 0 | 10,167 | +10,167 | +100% |
| Krane Funds Advisors LLC | 0 | 29,501 | +29,501 | +100% |
| Capital Advisors Ltd. LLC | 0 | 36 | +36 | +100% |
| Lloyd Advisory Services LLC. | 0 | 47,320 | +47,320 | +100% |
| Norden Group LLC | 0 | 27,108 | +27,108 | +100% |
| Bruce G. Allen Investments LLC | 0 | 17 | +17 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Valley National Advisers Inc. | 1,045 | 1,045 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 750 | 750 | UNCH | 0.00% |
| Denali Advisors LLC | 1,337 | 1,337 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 247 | 247 | UNCH | 0.00% |
| Private Trust Co. NA | 1,353 | 1,353 | UNCH | 0.00% |
| Asset Dedication LLC | 1,900 | 1,900 | UNCH | 0.00% |
| JJJ Advisors Inc. | 169 | 169 | UNCH | 0.00% |
| Private Ocean LLC | 134 | 134 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 949 | 949 | UNCH | 0.00% |
| MV Capital Management Inc. | 66 | 66 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 50 | 50 | UNCH | 0.00% |
| Pinnacle Bank | 2,000 | 2,000 | UNCH | 0.00% |
| Sound Income Strategies LLC | 144 | 144 | UNCH | 0.00% |
| Versant Capital Management Inc | 219 | 219 | UNCH | 0.00% |
| Avondale Wealth Management | 1,050 | 1,050 | UNCH | 0.00% |
| Pflug Koory LLC | 450 | 450 | UNCH | 0.00% |
| Wesleyan Assurance Society | 404,237 | 404,237 | UNCH | 0.00% |
| Maryland State Retirement & Pension System | 28,738 | 28,738 | UNCH | 0.00% |
| CVA Family Office LLC | 40 | 40 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 950 | 950 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 193 | 193 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 7 | 7 | UNCH | 0.00% |
| Spire Wealth Management | 45 | 45 | UNCH | 0.00% |
| Red Tortoise LLC | 446 | 446 | UNCH | 0.00% |
| City State Bank | 50 | 50 | UNCH | 0.00% |
| Eagle Rock Investment Company LLC | 15,175 | 15,175 | UNCH | 0.00% |
| V Square Quantitative Management LLC | 11,772 | 11,772 | UNCH | 0.00% |
| Fortitude Family Office LLC | 407 | 407 | UNCH | 0.00% |
| CGC Financial Services LLC | 1,155 | 1,155 | UNCH | 0.00% |
| 13F Filers Decreasing IVZ Share Count | ||||
| Oak Thistle LLC | 65,346 | 13,049 | -52,297 | -80.03% |
| Global Retirement Partners LLC | 494 | 210 | -284 | -57.49% |
| Handelsinvest Investeringsforvaltning | 25,187 | 16,580 | -8,607 | -34.17% |
| Optimum Investment Advisors | 5,300 | 3,500 | -1,800 | -33.96% |
| Natixis Advisors L.P. | 15,849 | 12,101 | -3,748 | -23.65% |
| New York State Teachers Retirement System | 451,739 | 380,292 | -71,447 | -15.82% |
| Gradient Investments LLC | 265 | 232 | -33 | -12.45% |
| Allworth Financial LP | 711 | 623 | -88 | -12.38% |
| Allspring Global Investments Holdings LLC | 40,942 | 37,142 | -3,800 | -9.28% |
| Raymond James & Associates | 73,021 | 66,490 | -6,531 | -8.94% |
| Zurcher Kantonalbank Zurich Cantonalbank | 67,277 | 61,559 | -5,718 | -8.50% |
| Strategic Advisors LLC | 48,500 | 44,500 | -4,000 | -8.25% |
| DGS Capital Management LLC | 16,208 | 15,326 | -882 | -5.44% |
| Hartford Investment Management Co. | 30,178 | 28,610 | -1,568 | -5.20% |
| Bank of New York Mellon Corp | 2,590,316 | 2,459,372 | -130,944 | -5.06% |
| New Mexico Educational Retirement Board | 23,814 | 22,614 | -1,200 | -5.04% |
| Centennial Wealth Advisory LLC | 18,521 | 17,610 | -911 | -4.92% |
| Louisiana State Employees Retirement System | 27,200 | 26,200 | -1,000 | -3.68% |
| Olstein Capital Management L.P. | 532,946 | 514,946 | -18,000 | -3.38% |
| Wealthfront Advisers LLC | 94,009 | 91,944 | -2,065 | -2.20% |
| NorthCrest Asset Manangement LLC | 20,360 | 20,010 | -350 | -1.72% |
| Lindbrook Capital LLC | 953 | 943 | -10 | -1.05% |
| Veriti Management LLC | 20,092 | 20,006 | -86 | -0.43% |
| Mather Group LLC. | 23,576 | 23,482 | -94 | -0.40% |
| Kinneret Advisory LLC | 29,864 | 29,771 | -93 | -0.31% |
| Cacti Asset Management LLC | 198,350 | 198,100 | -250 | -0.13% |
| 13F Filers Exiting IVZ | ||||
| Lecap Asset Management Ltd. | 50,591 | 0 | -50,591 | -100.00% |
| Peterson Financial Group Inc. | 24,435 | 0 | -24,435 | -100.00% |
| Purus Wealth Management LLC | 17,306 | 0 | -17,306 | -100.00% |
| International Assets Investment Management LLC | 16,594 | 0 | -16,594 | -100.00% |
| Trilogy Capital Inc. | 177,538 | 0 | -177,538 | -100.00% |
| Verdence Capital Advisors LLC | 10,761 | 0 | -10,761 | -100.00% |
| Oakworth Capital Inc. | 48 | 0 | -48 | -100.00% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund | 12,026 | 0 | -12,026 | -100.00% |
| Cutler Group LP | 5,512 | 0 | -5,512 | -100.00% |
| Diversified Trust Co | 24,282 | 0 | -24,282 | -100.00% |
| Weiss Multi Strategy Advisers LLC | 480,814 | 0 | -480,814 | -100.00% |
| CHURCHILL MANAGEMENT Corp | 519,024 | 0 | -519,024 | -100.00% |
See Summary: Institutional Holders of IVZ
See Details: Top 10 Hedge Funds Holding IVZ
Also See: IVZ Insider Buying
