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IYHIYH
15 quarters

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

Yes. Jones Financial Companies holds 192,084 shares of IYH, worth $13M, as of its Q2 2026 13F filing. It increased the position by 15,117 shares (+8.5%) from Q1 2026. Jones Financial Companies has held IYH since Q4 2023, across 11 quarterly 13F filings.

Current Value

$13M

Current Shares

192,084

Total Value Change

+$13M

Total Shares Change

+192,056

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
192,084
+8.5%
$13M0.0%$67.01
30
2026-Q1
Increased
176,967
+10.0%
$10.6M0.0%$65.36
31
2025-Q4
Increased
160,923
+21.6%
$10.5M0.0%$65.50
33
2025-Q3
Increased
132,290
+26.1%
$7.6M0.0%$57.08
34
2025-Q2
Increased
104,891
+15.6%
$5.9M0.0%$55.77
31
2025-Q1
Increased
90,746
+33.8%
$5.5M0.0%$59.76
35
2024-Q4
Increased
67,815
+45.0%
$4M0.0%$57.43
36
2024-Q3
Increased
46,764
+51.8%
$3M0.0%$63.57
37
2024-Q2
Increased
30,805
+455.1%
$1.9M0.0%$60.07
42
2024-Q1
Increased
5,549
+263x
$343,4920.0%$60.57
38
2023-Q4
New
21
-
$6,0110.0%$55.86
24
2022-Q4
Exited
0
-100.0%
$00.0%$54.69
0
2022-Q3
New
40
-
$10,0000.0%$49.22
26
2021-Q1
Exited
0
-100.0%
$00.0%$47.46
0
2020-Q4
New
28
-
$7,0000.0%$45.91
25

Other major holders of IYH: FIL Ltd, PRUDENTIAL FINANCIAL INC, UBS Group AG, MORGAN STANLEY

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