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IATIAT
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Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR

JONES FINANCIAL COMPANIES LLLP holds 81,487 shares of IAT (ISHARES TR), worth $5.1M as of 2026-Q2. The position was decreased (-1.2% shares). IAT represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$5.1M

Current Shares

81,487

Total Value Change

+$3.5M

Total Shares Change

+46,991

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
81,487
-1.2%
$5.1M0.0%$62.21
0
2026-Q1
Increased
82,488
+2.8%
$4.3M0.0%$56.26
27
2025-Q4
Increased
80,283
+2.5%
$4.4M0.0%$55.67
27
2025-Q3
Increased
78,360
+4.1%
$4.2M0.0%$52.19
28
2025-Q2
Increased
75,272
+32.4%
$3.7M0.0%$48.51
34
2025-Q1
Increased
56,854
+37.8%
$2.6M0.0%$44.81
34
2024-Q4
Increased
41,270
+19.6%
$2.1M0.0%$48.75
31
2024-Q3
Increased
34,496
+44.5%
$1.6M0.0%$45.23
35

Other major holders of IAT: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, WELLS FARGO & COMPANY/MN

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