IVZ
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 0.96 | EPS (TTM) | -0.63 |
| Dividend | 3.62% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81.3M | 91.1% | ±0% |
| BlackRock, Inc. | 38.7M | 0.0% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 28.0M | n/a | n/a |
| Millennium Management | 21.6M | 0.2% | +56% |
| Dimensional Fund Advisors | 21.4M | 0.1% | +3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19.3M | n/a | n/a |
Top institutional owners for IVZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 14 | WOOD PHOEBE A | SELL | 3K | −$97K |
| SEP 10 | Lo Andrew Tak Shing | SELL | 101K | −$3M |
| SEP 10 | Butcher Stephanie | SELL | 45K | −$1M |
| SEP 09 | DUKES LAURA ALLISON | SELL | 31K | −$1M |
0 insider buys, 4 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IVZ yet.