Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR
JONES FINANCIAL COMPANIES LLLP holds 2.6M shares of IWD (ISHARES TR), worth $554.8M as of 2026-Q1. The position was increased (+75.2% shares). IWD represents 0.3% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$554.8M
Current Shares
2.6M
Total Value Change
-$508.2M
Total Shares Change
-3.5M
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Increased |
| 2.6M |
+75.2% |
| $554.8M |
| 0.3% |
| $222.27 |
57 |
| 2025-Q4 | Increased | 1.5M | +1.3% | $317M | 0.2% | $211.94 | 37 |
| 2025-Q3 | Decreased | 1.5M | -26.9% | $302.1M | 0.2% | $202.24 | 0 |
| 2025-Q2 | Decreased | 2M | -19.5% | $394M | 0.3% | $191.58 | 0 |
| 2025-Q1 | Decreased | 2.5M | -36.5% | $471.6M | 0.4% | $183.74 | 0 |
| 2024-Q4 | Decreased | 4M | -35.5% | $737.8M | 0.7% | $181.36 | 0 |
| 2024-Q3 | Increased | 6.2M | +1.4% | $1.2B | 1.2% | $184.97 | 51 |
| 2024-Q2 | Decreased | 6.1M | -27.5% | $1.1B | 1.2% | $169.57 | 0 |