Invesco Ltd (IVZ) Ownership

17.69 ↓0.15 (-0.84%)
As of Market Close on May 16th, 2022.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Invesco Ltd (IVZ), owning a total of 45.7 million shares. Combined, the top 84 institutional holders of IVZ own 173.31% of the company with a total of 799.1 million shares.

In the latest ownership report, the top 84 institutional holders have increased their combined ownership of IVZ by 6.7 million shares, a 0.83% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.923%3.580%45,720,4181,580,1282021-12-31
Trian Fund Management LP9.870%23.719%45,473,8598,718,0842021-12-31
Vanguard Group Inc9.571%0.389%44,140,290171,0352021-09-30
Vanguard Group Inc9.530%0.462%43,969,255202,2672021-06-30
Vanguard Group Inc9.485%1.460%43,766,988629,6012021-03-31
BlackRock Inc8.595%0.281%39,657,790111,0402021-06-30
BlackRock Inc8.570%11.269%39,546,7504,005,3192021-03-31
Trian Fund Management LP7.970%0.000%36,755,77502021-09-30
Trian Fund Management LP7.966%0.039%36,755,77514,2362021-06-30
Trian Fund Management LP7.962%0.006%36,741,5392,1962021-03-31
BlackRock Inc7.745%-7.354%35,682,983-2,832,5702021-12-31
State Street Corporation4.433%3.416%20,452,011675,4642021-06-30
State Street Corporation4.286%-1.006%19,776,547-200,8692021-03-31
State Street Corporation3.708%1.519%17,085,466255,6342021-12-31
State Street Corporation3.649%-17.711%16,829,832-3,622,1792021-09-30
Dimensional Fund Advisors, Inc.2.098%-4.672%9,681,545-474,5202021-03-31
Dimensional Fund Advisors, Inc.1.972%-6.010%9,099,732-581,8132021-06-30
Dimensional Fund Advisors, Inc.1.964%0.660%8,935,37658,5902022-03-31
Dimensional Fund Advisors, Inc.1.953%-1.005%9,008,297-91,4352021-09-30
Dimensional Fund Advisors, Inc.1.927%-1.460%8,876,786-131,5112021-12-31
Geode Capital Management, LLC1.712%-1.444%7,901,241-115,7402020-12-31
Massachusetts Financial Services Company1.703%24.779%7,844,7541,557,8292021-12-31
Geode Capital Management, LLC1.528%-10.767%7,050,497-850,7442021-06-30
Massachusetts Financial Services Company1.513%-12.225%6,885,735-959,0192022-03-31
Geode Capital Management, LLC1.423%0.044%6,554,5862,8542021-12-31
Geode Capital Management, LLC1.421%-7.074%6,551,732-498,7652021-09-30
Massachusetts Financial Services Company1.363%129.418%6,286,9253,546,5472021-09-30
Bank of New York Mellon Corp1.300%-0.216%5,998,836-13,0052021-03-31
JPMorgan Chase & Co1.107%36.658%5,099,7921,367,9962021-12-31
FMR Inc1.004%8.172%4,627,736349,6232021-12-31
Northern Trust Corp0.935%-0.059%4,313,398-2,5492021-03-31
FMR Inc0.928%10.476%4,278,113405,6872021-09-30
Mellon Investments Corporation0.914%1.589%4,218,12865,9642021-03-31
Morgan Stanley - Brokerage Accounts0.909%-35.041%4,193,895-2,262,2982021-03-31
Millennium Management LLC0.904%53.482%4,169,5511,452,9172021-03-31
Northern Trust Corp0.893%-4.497%4,119,438-193,9602021-06-30
Northern Trust Corp0.880%-1.479%4,058,504-60,9342021-09-30
NORGES BANK0.844%1.160%3,896,72144,6662020-12-31
FMR Inc0.839%8.490%3,872,426303,0412021-06-30
Kiltearn Partners LLP0.836%-2.556%3,857,977-101,2002021-03-31
JPMorgan Chase & Co0.809%4.408%3,731,796157,5412021-09-30
Northern Trust Corp0.805%-8.561%3,711,060-347,4442021-12-31
Bank of New York Mellon Corp0.782%-6.857%3,602,448-265,1912021-12-31
JPMorgan Chase & Co0.775%16.806%3,574,255514,2732021-06-30
FMR Inc0.774%8.625%3,569,385283,4012021-03-31
Parametric Portfolio Associates LLC0.758%0.197%3,498,4996,8712021-06-30
Parametric Portfolio Associates LLC0.757%-0.598%3,491,628-21,0172021-03-31
Two Sigma Advisers, LLC0.753%72.354%3,471,2001,457,2002021-12-31
Kiltearn Partners LLP0.750%-10.358%3,458,377-399,6002021-06-30
Kiltearn Partners LLP0.736%-1.874%3,393,577-64,8002021-09-30
Bank of America Corp0.712%68.050%3,281,2791,328,7182021-09-30
Bank of New York Mellon Corp0.696%-46.435%3,213,301-2,785,5352021-06-30
Parametric Portfolio Associates LLC0.680%-10.311%3,137,780-360,7192021-09-30
Parametric Portfolio Associates LLC0.669%-1.789%3,081,642-56,1382021-12-31
JPMorgan Chase & Co0.663%-23.594%3,059,982-944,9062021-03-31
Letko, Brosseau & Associates Inc0.657%-14.814%3,030,424-527,0002021-03-31
Millennium Management LLC0.649%-28.223%2,992,784-1,176,7672021-06-30
Millennium Management LLC0.639%89.269%2,945,2071,389,1142021-12-31
Fiera Capital Corporation0.633%59.923%2,917,7591,093,2822021-09-30
Charles Schwab Investment Management Inc0.618%0.884%2,849,72124,9802021-03-31
Charles Schwab Investment Management Inc0.612%-0.840%2,825,780-23,9412021-06-30
Goldman Sachs Group Inc0.596%65.373%2,749,9171,087,0572021-09-30
Massachusetts Financial Services Company0.594%0.292%2,740,3787,9822021-06-30
Pzena Investment Management, LLC0.593%-25.807%2,736,002-951,6772021-03-31
Pzena Investment Management, LLC0.593%-0.038%2,734,970-1,0322021-06-30
Massachusetts Financial Services Company0.592%67.581%2,732,3961,101,9012021-03-31
Kiltearn Partners LLP0.586%-20.412%2,700,877-692,7002021-12-31
Pzena Investment Management, LLC0.583%-1.633%2,690,315-44,6552021-09-30
Pzena Investment Management, LLC0.583%-0.187%2,685,284-5,0312021-12-31
Charles Schwab Investment Management Inc0.574%2.163%2,643,80355,9642021-12-31
Nomura Holdings Inc0.569%41.679%2,625,430772,3422021-09-30
Charles Schwab Investment Management Inc0.561%-8.420%2,587,839-237,9412021-09-30
Mitsubishi UFJ Securities International PLC0.558%47.143%2,575,000825,0002021-06-30
T. Rowe Price Associates, Inc.0.543%108.359%2,500,9741,300,6562021-12-31
Kiltearn Partners LLP0.536%-9.715%2,438,477-262,4002022-03-31
Fiera Capital Corporation0.519%-18.073%2,390,438-527,3212021-12-31
Letko, Brosseau & Associates Inc0.503%-23.441%2,320,075-710,3492021-06-30
Deutsche Bank AG0.494%37.067%2,278,432616,1602021-09-30
Two Sigma Investments LLC0.493%166.992%2,269,1161,419,2352021-12-31
Bank of America Corp0.452%-83.241%2,086,112-10,361,5042021-03-31
Letko, Brosseau & Associates Inc0.443%-11.987%2,041,968-278,1072021-09-30
Two Sigma Advisers, LLC0.437%647.587%2,014,0001,744,6002021-09-30
UBS Asset Mgmt Americas Inc0.435%7.862%2,005,906146,2112021-06-30
Bank of America Corp0.423%-6.402%1,952,561-133,5512021-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Invesco Ltd (IVZ), owning a total of 13.3 million shares. Combined, the top 207 mutual fund holders of IVZ own 188.65% of the company with a total of 868 million shares.

In the latest ownership report, the top 207 mutual funds have increased their combined ownership of IVZ by 12.8 million shares, a 1.45% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.934%3.283%13,347,050424,2522022-03-31
Vanguard Total Stock Mkt Idx Inv2.805%8.557%12,922,7981,018,5912022-02-28
Vanguard Total Stock Mkt Idx Inv2.584%0.865%11,904,207102,1272022-01-31
Vanguard Total Stock Mkt Idx Inv2.559%0.639%11,802,08074,8882021-12-31
Vanguard Total Stock Mkt Idx Inv2.548%0.166%11,757,53219,4682021-07-31
Vanguard Total Stock Mkt Idx Inv2.545%-0.130%11,742,267-15,2652021-08-31
Vanguard Total Stock Mkt Idx Inv2.544%-0.065%11,738,064-7,5922021-06-30
Vanguard Total Stock Mkt Idx Inv2.543%0.243%11,727,19228,4192021-11-30
Vanguard Small Cap Index2.538%10.738%11,545,5071,119,5812022-03-31
Vanguard Total Stock Mkt Idx Inv2.537%0.081%11,698,7739,4682021-10-31
Vanguard Total Stock Mkt Idx Inv2.535%-0.451%11,689,305-52,9622021-09-30
Vanguard Small Cap Index2.271%0.312%10,473,48832,6072021-12-31
Vanguard Small Cap Index2.268%-0.227%10,449,748-23,7402022-01-31
Vanguard Small Cap Index2.264%0.665%10,440,88168,9852021-11-30
Vanguard Small Cap Index2.263%-0.228%10,425,926-23,8222022-02-28
Vanguard Small Cap Index2.249%0.355%10,371,89636,7102021-10-31
Vanguard Small Cap Index2.247%0.257%10,365,96526,6112021-08-31
Vanguard Small Cap Index2.241%0.000%10,339,354272021-07-31
Vanguard Small Cap Index2.241%-0.297%10,335,186-30,7792021-09-30
Vanguard Small Cap Index2.241%1.476%10,339,327150,4182021-06-30
iShares Select Dividend ETF1.869%0.200%8,502,11516,9682022-04-29
iShares Select Dividend ETF1.865%0.057%8,485,1474,8482022-04-28
iShares Select Dividend ETF1.811%0.145%8,237,64611,9402022-03-31
Vanguard 500 Index Investor1.720%9.237%7,922,565669,8902022-02-28
Vanguard 500 Index Investor1.716%0.317%7,918,16225,0522021-08-31
Vanguard 500 Index Investor1.711%0.924%7,893,11072,2592021-07-31
Vanguard 500 Index Investor1.695%0.514%7,820,85140,0122021-06-30
Vanguard Small Cap Value Index Inv1.661%12.007%7,557,344810,1552022-03-31
Vanguard 500 Index Investor1.642%-5.719%7,469,514-453,0512022-03-31
Vanguard 500 Index Investor1.574%0.600%7,252,67543,2382022-01-31
Vanguard 500 Index Investor1.573%0.641%7,256,60346,1882021-11-30
Vanguard 500 Index Investor1.563%0.551%7,210,41539,4992021-10-31
Vanguard 500 Index Investor1.563%-0.650%7,209,437-47,1662021-12-31
Vanguard 500 Index Investor1.555%-9.437%7,170,916-747,2462021-09-30
Vanguard Small Cap Value Index Inv1.464%0.096%6,747,1896,4672022-02-28
Vanguard Small Cap Value Index Inv1.463%1.689%6,740,722111,9462022-01-31
Vanguard Small Cap Value Index Inv1.437%0.575%6,628,77637,9272021-12-31
Vanguard Small Cap Value Index Inv1.429%0.941%6,590,84961,4562021-11-30
Vanguard Small Cap Value Index Inv1.416%0.817%6,529,39352,9272021-10-31
Vanguard Small Cap Value Index Inv1.404%0.613%6,476,46639,4832021-09-30
Vanguard Small Cap Value Index Inv1.397%0.127%6,447,4628,1642021-07-31
Vanguard Small Cap Value Index Inv1.395%3.921%6,439,298242,9702021-06-30
Vanguard Small Cap Value Index Inv1.395%-0.163%6,436,983-10,4792021-08-31
iShares Select Dividend ETF1.362%0.000%6,276,64902022-02-28
iShares Select Dividend ETF1.342%-0.304%6,189,801-18,8802022-01-31
iShares Select Dividend ETF1.322%0.000%6,098,79102021-12-31
iShares Select Dividend ETF1.321%0.000%6,090,31802021-12-29
iShares Select Dividend ETF1.300%0.032%5,999,2921,8892021-06-30
iShares Select Dividend ETF1.298%0.095%5,983,9775,6612021-11-30
iShares Select Dividend ETF1.280%0.032%5,902,4171,8852021-10-29
iShares Select Dividend ETF1.264%0.126%5,832,3367,3452021-09-30
iShares Select Dividend ETF1.263%0.000%5,829,37102021-08-31
iShares Select Dividend ETF1.253%0.000%5,779,21802021-07-30
SPDR® S&P 500 ETF Trust0.848%0.548%3,912,48721,3122021-08-31
SPDR® S&P 500 ETF Trust0.845%1.122%3,899,95143,2622021-06-30
SPDR® S&P 500 ETF Trust0.841%0.468%3,880,47118,0632021-07-31
SPDR® S&P 500 ETF Trust0.834%0.594%3,845,56322,7132021-12-31
Financial Select Sector SPDR® ETF0.830%0.518%3,830,64019,7202021-08-31
SPDR® S&P 500 ETF Trust0.829%0.301%3,822,85011,4572021-12-30
Financial Select Sector SPDR® ETF0.814%-0.217%3,758,153-8,1682021-06-30
SPDR® S&P 500 ETF Trust0.814%0.480%3,704,26017,6882022-03-31
Financial Select Sector SPDR® ETF0.813%0.203%3,751,4807,5952022-01-31
Financial Select Sector SPDR® ETF0.813%-0.191%3,697,173-7,0842022-03-31
Financial Select Sector SPDR® ETF0.809%-0.575%3,725,235-21,5452022-02-28
SPDR® S&P 500 ETF Trust0.800%0.774%3,638,53327,9392022-04-30
SPDR® S&P 500 ETF Trust0.799%-0.440%3,683,356-16,2812022-01-31
SPDR® S&P 500 ETF Trust0.795%1.781%3,664,66364,1192022-02-28
SPDR® S&P 500 ETF Trust0.794%0.505%3,662,74718,4002021-10-31
SPDR® S&P 500 ETF Trust0.794%0.425%3,610,59415,2762022-04-29
SPDR® S&P 500 ETF Trust0.790%0.264%3,644,3479,6002021-10-29
SPDR® S&P 500 ETF Trust0.790%0.735%3,644,14726,6002021-11-30
Financial Select Sector SPDR® ETF0.790%-1.221%3,643,240-45,0502021-07-31
DFA US Targeted Value I0.784%0.000%3,566,79102022-02-28
DFA US Targeted Value I0.784%0.000%3,566,79102022-03-31
SPDR® S&P 500 ETF Trust0.783%-0.364%3,610,347-13,2002021-09-30
Fidelity® 500 Index0.780%0.385%3,599,17913,8152021-08-31
Fidelity® 500 Index0.779%1.439%3,545,39350,2782022-03-31
Fidelity® 500 Index0.777%0.502%3,585,36417,8972021-07-31
DFA US Targeted Value I0.774%0.000%3,566,79102022-01-31
DFA US Targeted Value I0.773%0.000%3,566,79102021-09-30
DFA US Targeted Value I0.773%0.000%3,566,79102021-10-31
DFA US Targeted Value I0.773%0.000%3,566,79102021-11-30
DFA US Targeted Value I0.773%0.000%3,566,79102021-12-31
Fidelity® 500 Index0.773%1.521%3,567,46753,4422021-06-30
DFA US Targeted Value I0.773%0.180%3,566,7916,4082021-08-31
DFA US Targeted Value I0.772%0.659%3,560,38323,3002021-07-31
Fidelity® 500 Index0.768%1.531%3,495,11552,7112022-02-28
DFA US Targeted Value I0.767%0.812%3,537,08328,5002021-06-30
Financial Select Sector SPDR® ETF0.766%0.048%3,531,5861,6942021-12-31
Financial Select Sector SPDR® ETF0.765%0.087%3,529,8923,0802021-12-30
Fidelity® 500 Index0.762%1.071%3,514,02537,2472021-05-31
DFA US Targeted Value I0.760%2.250%3,508,58377,1992021-05-31
Financial Select Sector SPDR® ETF0.752%0.640%3,465,90222,0222021-10-29
Financial Select Sector SPDR® ETF0.751%-0.076%3,463,284-2,6182021-10-31
Fidelity® 500 Index0.747%2.073%3,442,40469,9212022-01-31
Financial Select Sector SPDR® ETF0.740%-0.225%3,410,572-7,7002021-11-30
Financial Select Sector SPDR® ETF0.737%1.876%3,353,86361,7542022-04-29
Fidelity® 500 Index0.731%1.226%3,372,48340,8522021-12-31
Financial Select Sector SPDR® ETF0.726%0.462%3,349,32015,4002021-09-30
Fidelity® 500 Index0.722%0.697%3,331,63123,0592021-11-30
Financial Select Sector SPDR® ETF0.719%-2.457%3,271,473-82,3902022-04-30
Fidelity® 500 Index0.717%1.288%3,308,57242,0632021-10-31
Invesco S&P 500® Equal Weight ETF0.713%0.014%3,243,6644442022-04-28
Fidelity® 500 Index0.708%-9.243%3,266,509-332,6702021-09-30
Invesco S&P 500® Equal Weight ETF0.706%0.584%3,209,92018,6482022-03-31
MFS Mid Cap Value A0.699%1.304%3,179,41140,9242022-03-31
MFS Mid Cap Value Equity0.699%0.888%3,179,41127,9712022-03-31
MFS Mid Cap Value A0.690%-0.411%3,138,487-12,9532022-02-28
MFS Mid Cap Value A0.684%0.000%3,151,44002022-01-31
MFS Mid Cap Value A0.683%29.698%3,151,440721,6062021-12-31
MFS Mid Cap Value Equity0.683%29.698%3,151,440721,6062021-12-31
iShares Core S&P 500 ETF0.651%0.089%3,001,3322,6762021-08-31
iShares Core S&P 500 ETF0.650%0.075%2,955,1702,2112022-03-31
iShares Core S&P 500 ETF0.647%-0.022%2,984,384-6692021-07-30
Vanguard Institutional Index I0.646%0.057%2,982,2591,7002021-06-30
iShares Core S&P 500 ETF0.643%-0.255%2,965,875-7,5822021-06-30
Vanguard Institutional Index I0.641%-0.890%2,955,720-26,5392021-07-31
Vanguard Institutional Index I0.635%-0.815%2,931,620-24,1002021-08-31
iShares Core S&P 500 ETF0.632%-0.103%2,912,156-3,0152022-02-28
Invesco S&P 500® Equal Weight ETF0.629%0.363%2,899,83810,4882022-02-28
iShares Core S&P 500 ETF0.626%-0.007%2,846,831-2012022-04-28
iShares Core S&P 500 ETF0.626%-0.021%2,846,228-6032022-04-29
Invesco S&P 500® Equal Weight ETF0.617%-0.411%2,843,258-11,7302022-01-31
iShares Core S&P 500 ETF0.616%0.121%2,838,9923,4172022-01-31
iShares Core S&P 500 ETF0.608%0.087%2,804,6712,4242021-11-30
SPDR® Portfolio S&P 500 High Div ETF0.600%0.000%2,768,37002021-07-30
iShares Core S&P 500 ETF0.600%0.066%2,767,0991,8182021-10-29
iShares Core S&P 500 ETF0.587%0.725%2,707,17719,4822021-12-31
Invesco S&P 500® Equal Weight ETF0.585%-0.056%2,698,772-1,5182021-12-30
Vanguard Equity-Income Inv0.583%119.736%2,653,8251,446,0912022-03-31
iShares Core S&P 500 ETF0.582%-0.128%2,682,920-3,4382021-12-29
iShares Core S&P 500 ETF0.582%-0.075%2,682,865-2,0202021-09-30
JNL/Goldman Sachs Dividend Income & Gr I0.580%-3.752%2,675,154-104,2782021-03-31
Vanguard Institutional Index I0.567%-10.743%2,616,670-314,9502021-09-30
Vanguard Institutional Index I0.562%0.000%2,556,64102022-03-31
Vanguard Institutional Index I0.561%-1.066%2,588,767-27,9032021-10-31
Vanguard Institutional Index I0.561%0.000%2,588,76702021-11-30
Vanguard Institutional Index I0.557%-0.077%2,566,755-1,9742022-01-31
Vanguard Institutional Index I0.557%-0.774%2,568,729-20,0382021-12-31
Vanguard Institutional Index I0.555%-0.394%2,556,641-10,1142022-02-28
Folksam LO Världen0.550%0.000%2,500,00002022-03-31
Folksam LO Världen0.549%0.000%2,500,00002022-04-30
Folksam LO Världen0.543%0.000%2,500,00002022-02-28
Folksam LO Världen0.542%0.000%2,500,00002021-10-31
Folksam LO Världen0.542%0.000%2,500,00002021-11-30
Folksam LO Världen0.542%0.000%2,500,00002021-12-31
Folksam LO Världen0.542%0.000%2,500,00002022-01-31
Folksam LO Världen0.542%0.000%2,500,00002021-06-30
Folksam LO Världen0.542%0.000%2,500,00002021-07-31
Folksam LO Världen0.542%0.000%2,500,00002021-08-31
Folksam LO Världen0.542%0.000%2,500,00002021-09-30
SPDR® Portfolio S&P 500 High Div ETF0.528%0.174%2,437,6774,2242021-06-30
JPMorgan Value Advantage L0.528%39.946%2,434,163694,8002021-11-30
MFS Mid Cap Value A0.527%34.274%2,429,834620,2232021-09-30
MFS Mid Cap Value Equity0.527%0.000%2,429,8342,429,8342021-09-30
MFS Mid Cap Value A0.527%0.000%2,429,83402021-10-31
MFS Mid Cap Value A0.527%0.000%2,429,83402021-11-30
JPMorgan Value Advantage L0.527%0.000%2,395,66302022-02-28
JPMorgan Value Advantage L0.527%0.000%2,395,66302022-03-31
Invesco S&P 500® Equal Weight ETF0.525%0.000%2,420,96002021-11-30
Invesco S&P 500® Equal Weight ETF0.524%-0.140%2,415,710-3,3752021-10-31
JPMorgan Value Advantage L0.520%0.000%2,395,66302022-01-31
JPMorgan Value Advantage L0.519%-1.582%2,395,663-38,5002021-12-31
Invesco S&P 500® Equal Weight ETF0.514%-0.263%2,369,710-6,2502021-09-30
Invesco S&P 500® Pure Value ETF0.431%0.000%1,959,55402022-04-28
Invesco S&P 500® Equal Weight ETF0.427%0.000%1,969,81702021-08-31
Invesco S&P 500® Equal Weight ETF0.425%0.000%1,962,74502021-06-30
Vanguard Strategic Equity Inv0.422%103.840%1,918,981977,5672022-03-31
Invesco S&P 500® Equal Weight ETF0.421%0.533%1,943,29710,2962021-07-29
Invesco S&P 500® Pure Value ETF0.415%0.579%1,886,44210,8682022-03-31
Invesco S&P 500® Pure Value ETF0.414%0.000%1,909,43202022-02-28
Kiltearn Global Equity0.409%-5.467%1,886,688-109,1002021-06-30
Kiltearn Global Equity0.405%-0.954%1,868,688-18,0002021-09-30
MFS Mid Cap Value A0.392%956.171%1,809,6111,638,2742021-08-31
Invesco S&P 500® Pure Value ETF0.385%-1.553%1,775,307-27,9992021-06-30
JPMorgan Value Advantage L0.383%0.000%1,768,36302021-09-30
JPMorgan Value Advantage L0.383%22.721%1,768,363327,4002021-07-31
JPMorgan Value Advantage L0.383%0.000%1,768,36302021-08-31
JPMorgan Value Advantage L0.377%-1.640%1,739,363-29,0002021-10-31
Invesco S&P 500® Pure Value ETF0.376%0.000%1,733,53002021-11-30
Invesco S&P 500® Pure Value ETF0.371%0.000%1,710,92202021-10-31
State St S&P 500® Indx SL Cl III0.359%1.227%1,658,02220,1002021-07-31
State St S&P 500® Indx SL Cl III0.359%0.000%1,658,02202021-08-31
Invesco S&P 500® Pure Value ETF0.355%2.440%1,639,03239,0452022-01-31
State St S&P 500® Indx SL Cl III0.355%0.931%1,637,92215,1002021-06-30
Invesco S&P 500® Pure Value ETF0.341%0.512%1,572,9198,0072021-09-30
State St S&P 500® Indx SL Cl III0.341%0.702%1,549,20110,8002022-03-31
Invesco S&P 500® Pure Value ETF0.337%0.000%1,555,90502021-08-31
Pzena Mid Cap Value0.336%0.000%1,529,42002022-03-31
State St S&P 500® Indx SL Cl III0.336%-6.484%1,550,522-107,5002021-09-30
Invesco S&P 500® Pure Value ETF0.335%-0.883%1,545,348-13,7702021-07-29
State St S&P 500® Indx SL Cl III0.334%0.000%1,538,40102022-02-28
State St S&P 500® Indx SL Cl III0.334%0.468%1,538,4017,1722022-01-31
State St S&P 500® Indx SL Cl III0.332%-1.180%1,532,222-18,3002021-10-31
State St S&P 500® Indx SL Cl III0.332%1.351%1,531,22920,4072021-12-31
Pzena Mid Cap Value0.332%0.000%1,529,42002022-02-28
Vanguard Selected Value Inv0.332%0.000%1,529,42002021-09-30
Pzena Mid Cap Value0.332%0.000%1,529,42002021-11-30
Pzena Mid Cap Value0.332%0.000%1,529,42002021-12-31
Vanguard Selected Value Inv0.332%0.000%1,529,42002021-12-31
Pzena Mid Cap Value0.332%0.000%1,529,42002022-01-31
Vanguard Selected Value Inv0.332%0.000%1,529,42002021-06-30
Pzena Mid Cap Value0.332%0.000%1,529,42002021-07-31
Pzena Mid Cap Value0.332%0.000%1,529,42002021-08-31
Pzena Mid Cap Value0.332%0.000%1,529,42002021-09-30
Vanguard Selected Value Inv0.331%-27.175%1,529,420-570,7092021-03-31
Pzena Mid Cap Value0.331%0.000%1,529,42002021-06-30

Discussions

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HousewifeTrader

$IVZ I'll say it again slowwwllyyyy! Better stocks to short by far

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4texin

$IVZ I mean ... head and shoulders .....

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