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CITADEL ADVISORS LLC: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CITADEL ADVISORS LLC on IVZ, newest first. How the timeline and the estimate are built.

CITADEL ADVISORS LLC held 1,862,292 IVZ shares at 2026-06-30 per its 13F-HR/A filed 2026-09-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,862,292 shares
    Change vs previous 13F +1,553,780 shares

    0.03% of the 13F portfolio, value $49,145,886.

    13F-HR/A 0001104659-26-104387 filed by CITADEL ADVISORS LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 308,512 shares
    Change vs previous 13F -553,798 shares

    0.01% of the 13F portfolio, value $7,493,756.

    13F-HR 0001104659-26-062477 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 862,310 shares
    Change vs previous 13F -4,119,003 shares

    0.02% of the 13F portfolio, value $22,652,883.

    13F-HR 0001104659-26-016408 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,981,313 shares
    Change vs previous 13F +921,874 shares

    0.09% of the 13F portfolio, value $114,271,320.

    13F-HR 0001104659-25-112514 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,059,439 shares
    Change vs previous 13F +33,404 shares

    0.06% of the 13F portfolio, value $64,017,353.

    13F-HR 0001104659-25-078555 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,026,035 shares
    Change vs previous 13F +1,154,697 shares

    0.06% of the 13F portfolio, value $61,074,951.

    13F-HR 0000950123-25-005687 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,871,338 shares
    Change vs previous 13F +2,307,849 shares

    0.05% of the 13F portfolio, value $50,190,989.

    13F-HR 0000950123-25-002739 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 563,489 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,894,867.

    13F-HR 0000950123-24-011767 filed by CITADEL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).