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

Yes. Jones Financial Companies holds 22,721,296 shares of IJR, worth $3.3B, as of its Q2 2026 13F filing. It increased the position by 2,856,629 shares (+14.4%) from Q1 2026. Jones Financial Companies has held IJR in every 13F on record since Q4 2018, 31 quarterly filings. IJR is 1.3% of Jones Financial Companies' reported 13F portfolio.

Current Value

$3.3B

Current Shares

22.7M

Total Value Change

+$3.2B

Total Shares Change

+21.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
22.7M
+14.4%
$3.3B1.3%$148.31
57
2026-Q1
Increased
19.9M
+22.2%
$2.4B1.2%$123.94
61
2025-Q4
Increased
16.3M
+9.2%
$2B1.2%$119.63
55
2025-Q3
Increased
14.9M
+549.5%
$1.8B1.2%$117.74
81
2025-Q2
Increased
2.3M
+8.0%
$250.8M0.2%$107.88
40
2025-Q1
Increased
2.1M
+22.3%
$221.1M0.2%$102.84
44
2024-Q4
Increased
1.7M
+17.0%
$199.9M0.2%$112.97
42
2024-Q3
Increased
1.5M
+21.2%
$173.1M0.2%$113.62
44

Other major holders of IJR: BNP PARIBAS FINANCIAL MARKETS, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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