Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR
JONES FINANCIAL COMPANIES LLLP holds 7.7M shares of IUSV (ISHARES TR), worth $768.3M as of 2026-Q1. The position was increased (+19.2% shares). IUSV represents 0.4% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$768.3M
Current Shares
7.7M
Total Value Change
+$459.5M
Total Shares Change
+4.1M
Other major holders of IUSV: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 7.7M |
+19.2% |
| $768.3M |
| 0.4% |
| $106.53 |
45 |
| 2025-Q4 | Increased | 6.4M | +4.7% | $658.1M | 0.4% | $103.32 | 40 |
| 2025-Q3 | Increased | 6.1M | +7.6% | $609.9M | 0.4% | $99.13 | 41 |
| 2025-Q2 | Increased | 5.7M | +17.9% | $536.8M | 0.4% | $93.26 | 44 |
| 2025-Q1 | Increased | 4.8M | +12.2% | $441.7M | 0.4% | $90.08 | 42 |
| 2024-Q4 | Increased | 4.3M | +10.9% | $398.8M | 0.4% | $90.79 | 41 |
| 2024-Q3 | Increased | 3.9M | +10.8% | $369.5M | 0.4% | $92.83 | 41 |
| 2024-Q2 | Increased | 3.5M | +14.1% | $308.8M | 0.4% | $85.47 | 42 |