How many shares of IWP does JONES FINANCIAL COMPANIES LLLP own?

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP holds 2M shares of IWP (ISHARES TR).

What is JONES FINANCIAL COMPANIES LLLP's IWP position worth?

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP's IWP position is worth $282.9M.

Is JONES FINANCIAL COMPANIES LLLP buying or selling IWP?

In 2026-Q2, JONES FINANCIAL COMPANIES LLLP decreased their IWP position (-30.0% change in shares).

When did JONES FINANCIAL COMPANIES LLLP first buy IWP?

Based on available 13F filings, JONES FINANCIAL COMPANIES LLLP first reported a position in IWP in 2018-Q4. They have held the position across 31 quarters.

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JONES FINANCIAL COMPANIES LLLP

IWP
31 quarters

Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR

Current Value

$282.9M

Current Shares

Total Value Change

+$94.6M

Total Shares Change

+321,585

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2M	-30.0%	$282.9M	0.1%	$146.41	0
2026-Q1	Decreased	2.9M	-39.7%	$356.4M	0.2%	$127.97	0
2025-Q4	Decreased	4.7M	-15.2%	$648M	0.4%	$136.73	0
2025-Q3	Increased	5.6M	+6.6%	$795M	0.5%	$142.03	48
2025-Q2	Increased	5.2M	+7.6%	$719M	0.5%	$138.19	48
2025-Q1	Increased	4.9M	+7.1%	$571.9M	0.5%	$116.96	48
2024-Q4	Increased	4.5M	+3.0%	$575.1M	0.5%	$126.07	46
2024-Q3	Increased	4.4M	+4.6%	$516.4M	0.5%	$116.56	46
2024-Q2	Increased	4.2M	+5.0%	$464.5M	0.5%	$109.68	46
2024-Q1	Increased	4M	+2.3%	$457.7M	0.6%	$113.34	45
2023-Q4	Increased	3.9M	+2.4%	$409.3M	0.6%	$103.62	45
2023-Q3	Increased	3.8M	+2.1%	$349.5M	0.6%	$90.48	45
2023-Q2	Increased	3.7M	+2.2%	$362.1M	0.6%	$95.37	45
2023-Q1	Increased	3.7M	+1.2%	$333.9M	0.5%	$89.78	44
2022-Q4	Increased	3.6M	+3.3%	$303M	0.5%	$82.43	45
2022-Q3	Increased	3.5M	+2.4%	$275.2M	0.5%	$77.01	44
2022-Q2	Increased	3.4M	+7.0%	$284.3M	0.5%	$77.60	40
2022-Q1	Increased	3.2M	+4.8%	$319.3M	0.5%	$98.32	39
2021-Q4	Increased	3.1M	+2.1%	$352.2M	0.5%	$112.59	38
2021-Q3	Increased	3M	+0.4%	$352.9M	0.5%	$109.41	44
2021-Q2	Increased	3M	+2.5%	$336.6M	0.5%	$110.39	45
2021-Q1	Decreased	2.9M	-3.1%	$295M	0.5%	$99.47	0
2020-Q4	Increased	3M	+92.8%	$308.1M	0.6%	$100.00	69
2020-Q3	Decreased	1.6M	-7.0%	$263M	0.5%	$84.14	0
2020-Q2	Decreased	1.7M	-1.1%	$258.7M	0.6%	$76.86	0
2020-Q1	Increased	1.7M	+0.5%	$204.1M	0.5%	$59.03	37
2019-Q4	Increased	1.7M	+0.3%	$257.1M	0.5%	$73.87	43
2019-Q3	Decreased	1.7M	-0.0%	$235.7M	0.5%	$67.98	0
2019-Q2	Increased	1.7M	+0.1%	$239.6M	0.5%	$68.99	43
2019-Q1	Increased	1.7M	+0.3%	$227.8M	0.5%	$65.54	43
2018-Q4	New	1.7M	-	$188.3M	0.5%	$54.21	50

Other major holders of IWP: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, MORGAN STANLEY

IWP31 quarters

IWP
31 quarters