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IWB
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
10.5M
-9.7%
$3.6B1.7%$373.15
0
2025-Q4
Increased
11.6M
+2.9%
$4.3B2.6%$376.20
56
2025-Q3
Increased
11.3M
+4.0%
$4.1B2.8%$363.42
57
2025-Q2
Increased
10.8M
+5.7%
$3.7B2.8%$335.58
58
2025-Q1
Increased
10.2M
+5.1%
$3.1B2.8%$302.55
58
2024-Q4
Increased
9.7M
+5.0%
$3.1B3.0%$319.91
58
2024-Q3
Increased
9.3M
+4.6%
$2.9B3.0%$308.93
57
2024-Q2
Increased
8.9M
+3.7%
$2.6B3.1%$292.44
61

Other major holders of IWB: FMR LLC

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