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

JONES FINANCIAL COMPANIES LLLP holds 49.4M shares of SCZ (ISHARES TR), worth $3.8B as of 2026-Q1. The position was increased (+40.9% shares). SCZ represents 1.8% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$3.8B

Current Shares

49.4M

Total Value Change

+$3B

Total Shares Change

+36.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
49.4M
+40.9%
$3.8B1.8%$81.69
67
2025-Q4
Increased
35.1M
+210.8%
$2.7B1.7%$77.88
81
2025-Q3
Increased
11.3M
+6.2%
$860.5M0.6%$75.04
48
2025-Q2
Increased
10.6M
+4.4%
$770.1M0.6%$71.01
47
2025-Q1
Increased
10.2M
+4.9%
$655.1M0.6%$62.14
47
2024-Q4
Decreased
9.7M
-25.6%
$590.2M0.6%$58.80
0
2024-Q3
Increased
13.1M
+3.2%
$883.7M0.9%$64.12
46
2024-Q2
Decreased
12.7M
-18.3%
$779.8M0.9%$58.40
0

Other major holders of SCZ: TIAA TRUST, NATIONAL ASSOCIATION, Bank of New York Mellon Corp

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