Back to JONES FINANCIAL COMPANIES LLLP

IUSG
Showing 8 of 30 quarters

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

JONES FINANCIAL COMPANIES LLLP holds 6.7M shares of IUSG (ISHARES TR), worth $1B as of 2026-Q1. The position was increased (+25.9% shares). IUSG represents 0.5% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$1B

Current Shares

6.7M

Total Value Change

+$141M

Total Shares Change

-104,824

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
6.7M
+25.9%
$1B0.5%$162.81
47
2025-Q4
Increased
5.4M
+2.4%
$899.5M0.5%$169.21
46
2025-Q3
Decreased
5.2M
-15.1%
$854.8M0.6%$163.64
0
2025-Q2
Increased
6.2M
+1.2%
$922.4M0.7%$149.13
45
2025-Q1
Decreased
6.1M
-3.2%
$773.8M0.7%$126.44
0
2024-Q4
Decreased
6.3M
-11.1%
$877.1M0.8%$139.66
0
2024-Q3
Increased
7.1M
+3.4%
$928.6M1.0%$130.12
46
2024-Q2
Decreased
6.8M
-1.4%
$872.7M1.0%$126.26
0

Other major holders of IUSG: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used