Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR
JONES FINANCIAL COMPANIES LLLP holds 1.5M shares of IWD (ISHARES TR), worth $317M as of 2025-Q4. The position was increased (++1.3% shares). IWD represents 0.2% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$317M
Current Shares
1.5M
Total Value Change
-$746M
Total Shares Change
-4.6M
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
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 |