Back to JONES FINANCIAL COMPANIES LLLP

IWR
Showing 8 of 30 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
93M
+17.8%
$8.9B4.3%$101.75
68
2025-Q4
Increased
78.9M
+4.8%
$7.6B4.6%$97.26
61
2025-Q3
Increased
75.3M
+8.1%
$7.2B4.9%$96.09
63
2025-Q2
Increased
69.7M
+4.8%
$6.4B4.8%$90.83
61
2025-Q1
Increased
66.5M
+6.9%
$5.6B5.0%$83.76
66
2024-Q4
Increased
62.2M
+44.7%
$5.5B5.2%$87.25
84
2024-Q3
Increased
43M
+4.2%
$3.8B3.9%$86.54
61
2024-Q2
Increased
41.3M
+67.6%
$3.3B3.9%$79.38
86

Other major holders of IWR: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used