Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR
JONES FINANCIAL COMPANIES LLLP holds 7.4M shares of EFV (ISHARES TR), worth $536.1M as of 2026-Q1. The position was increased (+9.9% shares). EFV represents 0.3% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$536.1M
Current Shares
7.4M
Total Value Change
-$222.4M
Total Shares Change
-6.9M
Other major holders of EFV: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 7.4M |
+9.9% |
| $536.1M |
| 0.3% |
| $75.72 |
41 |
| 2025-Q4 | Decreased | 6.8M | -1.4% | $483.5M | 0.3% | $71.68 | 0 |
| 2025-Q3 | Decreased | 6.9M | -18.5% | $463.8M | 0.3% | $66.07 | 0 |
| 2025-Q2 | Decreased | 8.4M | -14.2% | $534.9M | 0.4% | $62.08 | 0 |
| 2025-Q1 | Decreased | 9.8M | -22.0% | $583.8M | 0.5% | $56.91 | 0 |
| 2024-Q4 | Decreased | 12.6M | -14.0% | $661M | 0.6% | $50.13 | 0 |
| 2024-Q3 | Increased | 14.6M | +2.4% | $847.2M | 0.9% | $54.42 | 46 |
| 2024-Q2 | Decreased | 14.3M | -2.7% | $758.5M | 0.9% | $49.90 | 0 |