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Disclosery

FIRST TRUST ADVISORS LP: IVZ position timeline

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

FIRST TRUST ADVISORS LP held 507,912 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 507,912 shares
    Change vs previous 13F -1,316,225 shares

    0.01% of the 13F portfolio, value $13,403,796.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,824,137 shares
    Change vs previous 13F -154,580 shares

    0.03% of the 13F portfolio, value $44,308,280.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 1,978,717 shares
    Change vs previous 13F -1,130,518 shares

    0.04% of the 13F portfolio, value $51,980,895.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 3,109,235 shares
    Change vs previous 13F -271,698 shares

    0.05% of the 13F portfolio, value $71,325,850.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 3,380,933 shares
    Change vs previous 13F +3,315,480 shares

    0.04% of the 13F portfolio, value $53,317,313.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 65,453 shares
    Change vs previous 13F +5,805 shares

    <0.01% of the 13F portfolio, value $992,919.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 59,648 shares
    Change vs previous 13F -22,761 shares

    <0.01% of the 13F portfolio, value $1,042,640.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 82,409 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,447,102.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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