Position history for JONES FINANCIAL COMPANIES LLLP's holdings in ISHARES TR
JONES FINANCIAL COMPANIES LLLP holds 9.7M shares of IWS (ISHARES TR), worth $1.4B as of 2025-Q4. The position was decreased (-3.4% shares). IWS represents 0.8% of JONES FINANCIAL COMPANIES LLLP's portfolio.
Current Value
$1.4B
Current Shares
9.7M
Total Value Change
+$368.5M
Total Shares Change
+1.4M
Other major holders of IWS: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 9.7M |
-3.4% |
| $1.4B |
| 0.8% |
| $142.38 |
0 |
| 2025-Q3 | Decreased | 10M | -7.0% | $1.4B | 1.0% | $138.71 | 0 |
| 2025-Q2 | Increased | 10.8M | +7.4% | $1.4B | 1.1% | $130.39 | 54 |
| 2025-Q1 | Increased | 10.1M | +7.9% | $1.3B | 1.1% | $123.56 | 54 |
| 2024-Q4 | Increased | 9.3M | +6.7% | $1.2B | 1.1% | $127.07 | 54 |
| 2024-Q3 | Increased | 8.7M | +5.4% | $1.2B | 1.2% | $129.34 | 53 |
| 2024-Q2 | Increased | 8.3M | +6.0% | $1B | 1.2% | $117.78 | 53 |