SEC 13F Intelligence

Jones Financial Companies Lllp / IEFA

Jones Financial Companies Lllp’s Ishares Tr Position

Does Jones Financial Companies Lllp own Ishares Tr (IEFA)? Yes — 108.46M shares worth $9.5B (+4.56% of its 13F portfolio) as of Q1 2026, up from 100.63M shares the prior filed quarter.

Position Value
$9.5B
Q1 2026
Shares
108.46M
% of Portfolio
+4.56%
Quarters Held
30
currently held

Position History IEFA

Reported value by quarter
Q4 ’18: $55MQ4 ’18Q1 ’19: $1.7BQ2 ’19: $2.5BQ3 ’19: $2.5BQ4 ’19: $2.8BQ4 ’19Q1 ’20: $2.3BQ2 ’20: $2.5BQ3 ’20: $2.6BQ4 ’20: $2.9BQ4 ’20Q1 ’21: $2.7BQ2 ’21: $2.8BQ3 ’21: $2.6BQ4 ’21: $2.6BQ4 ’21Q1 ’22: $2.5BQ2 ’22: $2.3BQ3 ’22: $2.1BQ4 ’22: $4.4BQ4 ’22Q1 ’23: $4.8BQ2 ’23: $4.9BQ3 ’23: $4.7BQ4 ’23: $5.4BQ4 ’23Q1 ’24: $5.9BQ2 ’24: $6.1BQ3 ’24: $6.8BQ4 ’24: $6.2BQ4 ’24Q1 ’25: $6.8BQ2 ’25: $7.5BQ3 ’25: $8.4BQ4 ’25: $9.0BQ4 ’25Q1 ’26: $9.5Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026108.46M$9.5B+4.56%
Q4 2025100.63M$9.0B+5.49%
Q3 202596.54M$8.4B+5.69%
Q2 202589.70M$7.5B+5.67%
Q1 202589.24M$6.8B+6.11%
Q4 202488.57M$6.2B+5.92%
Q3 202487.42M$6.8B+7.02%
Q2 202484.49M$6.1B+7.09%
Q1 202478.99M$5.9B+7.99%
Q4 202376.89M$5.4B+8.13%
Q3 202373.23M$4.7B+7.75%
Q2 202372.34M$4.9B+7.78%
Q1 202371.86M$4.8B+7.90%
Q4 202271.80M$4.4B+7.69%
Q3 202240.15M$2.1B+3.88%
Q2 202238.79M$2.3B+3.96%
Q1 202236.23M$2.5B+3.76%
Q4 202135.29M$2.6B+3.72%
Q3 202134.52M$2.6B+3.90%
Q2 202137.41M$2.8B+4.37%
Q1 202136.94M$2.7B+4.45%
Q4 202042.63M$2.9B+5.39%
Q3 202043.29M$2.6B+5.37%
Q2 202044.77M$2.5B+5.56%
Q1 202046.71M$2.3B+5.55%
Q4 201942.67M$2.8B+5.57%
Q3 201941.56M$2.5B+5.58%
Q2 201941.03M$2.5B+5.66%
Q1 201928.61M$1.7B+3.98%
Q4 2018994.0K$55M+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jones Financial Companies Lllp’s full portfolio or all institutional holders of IEFA.