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

JONES FINANCIAL COMPANIES LLLP holds 53.3M shares of SCZ (ISHARES TR), worth $4.4B as of 2026-Q2. The position was increased (+7.8% shares). SCZ represents 1.8% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$4.4B

Current Shares

53.3M

Total Value Change

+$3.5B

Total Shares Change

+40.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
53.3M
+7.8%
$4.4B1.8%$82.27
54
2026-Q1
Increased
49.4M
+40.9%
$3.8B1.8%$77.33
67
2025-Q4
Increased
35.1M
+210.8%
$2.7B1.7%$76.46
81
2025-Q3
Increased
11.3M
+6.2%
$860.5M0.6%$74.22
48
2025-Q2
Increased
10.6M
+4.4%
$770.1M0.6%$70.31
47
2025-Q1
Increased
10.2M
+4.9%
$655.1M0.6%$60.54
47
2024-Q4
Decreased
9.7M
-25.6%
$590.2M0.6%$57.89
0
2024-Q3
Increased
13.1M
+3.2%
$883.7M0.9%$63.26
46

Other major holders of SCZ: Steward Partners Investment Advisory, LLC, TIAA TRUST, NATIONAL ASSOCIATION, Bank of New York Mellon Corp

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