Tarbox Family Office, Inc. - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.

About INVESCO LTD

Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.

The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.

Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.

In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.

Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Tarbox Family Office, Inc. ownership history of INVESCO LTD
ValueSharesWeighting
Q1 2022$6,000
-60.0%
260
-61.0%
0.00%
-66.7%
Q4 2021$15,000
-6.2%
6670.0%0.00%0.0%
Q3 2021$16,000
-11.1%
6670.0%0.00%0.0%
Q2 2021$18,000
+5.9%
667
-2.1%
0.00%0.0%
Q1 2021$17,000
+41.7%
681
-1.4%
0.00%0.0%
Q4 2020$12,000
+50.0%
6910.0%0.00%
+50.0%
Q3 2020$8,000
+14.3%
6910.0%0.00%0.0%
Q2 2020$7,000
+75.0%
691
+52.9%
0.00%
+100.0%
Q1 2020$4,000
+33.3%
452
+220.6%
0.00%0.0%
Q4 2019$3,000
+50.0%
1410.0%0.00%0.0%
Q3 2019$2,000
-33.3%
141
-15.1%
0.00%0.0%
Q2 2019$3,0000.0%1660.0%0.00%0.0%
Q1 2019$3,0000.0%166
-17.0%
0.00%0.0%
Q4 2018$3,000
-40.0%
2000.0%0.00%
-50.0%
Q3 2018$5,0000.0%2000.0%0.00%0.0%
Q2 2018$5,000
-16.7%
2000.0%0.00%0.0%
Q1 2018$6,000
-14.3%
2000.0%0.00%
-33.3%
Q4 2017$7,0000.0%2000.0%0.00%0.0%
Q3 2017$7,0000.0%2000.0%0.00%0.0%
Q2 2017$7,000
+16.7%
2000.0%0.00%0.0%
Q1 2017$6,0000.0%2000.0%0.00%0.0%
Q4 2016$6,0000.0%2000.0%0.00%
-25.0%
Q3 2016$6,000
+20.0%
2000.0%0.00%0.0%
Q2 2016$5,000
-16.7%
2000.0%0.00%
-20.0%
Q1 2016$6,000
-14.3%
2000.0%0.01%
-16.7%
Q4 2015$7,000
+16.7%
2000.0%0.01%
+20.0%
Q3 2015$6,000
-14.3%
2000.0%0.01%
-16.7%
Q2 2015$7,000
-12.5%
2000.0%0.01%
-14.3%
Q1 2015$8,0000.0%2000.0%0.01%0.0%
Q4 2014$8,0000.0%2000.0%0.01%0.0%
Q3 2014$8,000
+14.3%
2000.0%0.01%
+16.7%
Q2 2014$7,0000.0%2000.0%0.01%0.0%
Q1 2014$7,0000.0%2000.0%0.01%0.0%
Q4 2013$7,0002000.01%
Other shareholders
INVESCO LTD shareholders Q3 2021
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,365,010$195,615,0004.40%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 262,497$6,972,0003.09%
REINHART PARTNERS, LLC. 1,180,242$31,347,0003.01%
Cornerstone Capital, Inc. 582,829$15,480,0002.63%
Algebris (UK) Ltd 777,597$20,653,0002.10%
Signature Wealth Management Group 98,686$2,621,0001.94%
Townsend & Associates, Inc 64,537$1,714,0001.92%
CONTINENTAL ADVISORS LLC 270,000$7,171,0001.79%
Mork Capital Management, LLC 73,400$1,950,0001.72%
ZWJ INVESTMENT COUNSEL INC 739,389$19,638,0001.70%
View complete list of INVESCO LTD shareholders