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

JONES FINANCIAL COMPANIES LLLP holds 7.7M shares of IWS (ISHARES TR), worth $1.1B as of 2026-Q1. The position was decreased (-20.7% shares). IWS represents 0.5% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$1.1B

Current Shares

7.7M

Total Value Change

+$102.1M

Total Shares Change

-587,212

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
7.7M
-20.7%
$1.1B0.5%$151.87
0
2025-Q4
Decreased
9.7M
-3.4%
$1.4B0.8%$142.38
0
2025-Q3
Decreased
10M
-7.0%
$1.4B1.0%$138.71
0
2025-Q2
Increased
10.8M
+7.4%
$1.4B1.1%$130.39
54
2025-Q1
Increased
10.1M
+7.9%
$1.3B1.1%$123.56
54
2024-Q4
Increased
9.3M
+6.7%
$1.2B1.1%$127.07
54
2024-Q3
Increased
8.7M
+5.4%
$1.2B1.2%$129.34
53
2024-Q2
Increased
8.3M
+6.0%
$1B1.2%$117.78
53

Other major holders of IWS: TIAA TRUST, NATIONAL ASSOCIATION, MORGAN STANLEY

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