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IWR
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Position history for JOHNSON INVESTMENT COUNSEL INC's holdings in ISHARES TR

JOHNSON INVESTMENT COUNSEL INC holds 2.9M shares of IWR (ISHARES TR), worth $282.7M as of 2026-Q1. The position was increased (+3.2% shares). IWR represents 2.3% of JOHNSON INVESTMENT COUNSEL INC's portfolio.

Current Value

$282.7M

Current Shares

2.9M

Total Value Change

+$91.5M

Total Shares Change

+549,253

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.9M
+3.2%
$282.7M2.3%$101.75
55
2025-Q4
Increased
2.8M
+5.5%
$271.2M2.2%$97.26
56
2025-Q3
Increased
2.7M
+2.2%
$257.9M2.2%$96.09
54
2025-Q2
Increased
2.6M
+1.1%
$240.5M2.2%$90.83
53
2025-Q1
Increased
2.6M
+2.6%
$219.9M2.1%$83.76
54
2024-Q4
Increased
2.5M
+3.5%
$222.7M2.2%$87.25
54
2024-Q3
Increased
2.4M
+3.1%
$214.4M2.1%$86.54
54
2024-Q2
Increased
2.4M
+6.2%
$191.2M2.0%$79.38
56

Other major holders of IWR: JONES FINANCIAL COMPANIES LLLP, BANK OF AMERICA CORP /DE/

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