Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR
JONES FINANCIAL COMPANIES LLLP holds 93M shares of IWR (ISHARES TR), worth $8.9B as of 2026-Q1. The position was increased (+17.8% shares). IWR represents 4.3% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$8.9B
Current Shares
93M
Total Value Change
+$5.5B
Total Shares Change
+51.7M
Other major holders of IWR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 93M |
+17.8% |
| $8.9B |
| 4.3% |
| $101.75 |
68 |
| 2025-Q4 | Increased | 78.9M | +4.8% | $7.6B | 4.6% | $97.26 | 61 |
| 2025-Q3 | Increased | 75.3M | +8.1% | $7.2B | 4.9% | $96.09 | 63 |
| 2025-Q2 | Increased | 69.7M | +4.8% | $6.4B | 4.8% | $90.83 | 61 |
| 2025-Q1 | Increased | 66.5M | +6.9% | $5.6B | 5.0% | $83.76 | 66 |
| 2024-Q4 | Increased | 62.2M | +44.7% | $5.5B | 5.2% | $87.25 | 84 |
| 2024-Q3 | Increased | 43M | +4.2% | $3.8B | 3.9% | $86.54 | 61 |
| 2024-Q2 | Increased | 41.3M | +67.6% | $3.3B | 3.9% | $79.38 | 86 |