Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR
JONES FINANCIAL COMPANIES LLLP holds 10.5M shares of IWB (ISHARES TR), worth $3.6B as of 2026-Q1. The position was decreased (-9.7% shares). IWB represents 1.7% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$3.6B
Current Shares
10.5M
Total Value Change
+$996.7M
Total Shares Change
+1.6M
Other major holders of IWB: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 10.5M |
-9.7% |
| $3.6B |
| 1.7% |
| $373.15 |
0 |
| 2025-Q4 | Increased | 11.6M | +2.9% | $4.3B | 2.6% | $376.20 | 56 |
| 2025-Q3 | Increased | 11.3M | +4.0% | $4.1B | 2.8% | $363.42 | 57 |
| 2025-Q2 | Increased | 10.8M | +5.7% | $3.7B | 2.8% | $335.58 | 58 |
| 2025-Q1 | Increased | 10.2M | +5.1% | $3.1B | 2.8% | $302.55 | 58 |
| 2024-Q4 | Increased | 9.7M | +5.0% | $3.1B | 3.0% | $319.91 | 58 |
| 2024-Q3 | Increased | 9.3M | +4.6% | $2.9B | 3.0% | $308.93 | 57 |
| 2024-Q2 | Increased | 8.9M | +3.7% | $2.6B | 3.1% | $292.44 | 61 |