SEC 13F Intelligence

Jones Financial Companies Lllp / IJR

Jones Financial Companies Lllp’s Ishares Tr Position

Does Jones Financial Companies Lllp own Ishares Tr (IJR)? Yes — 19.86M shares worth $2.4B (+1.16% of its 13F portfolio) as of Q1 2026, up from 16.26M shares the prior filed quarter.

Position Value
$2.4B
Q1 2026
Shares
19.86M
% of Portfolio
+1.16%
Quarters Held
30
currently held

Position History IJR

Reported value by quarter
Q4 ’18: $38MQ4 ’18Q1 ’19: $45MQ2 ’19: $47MQ3 ’19: $48MQ4 ’19: $53MQ4 ’19Q1 ’20: $43MQ2 ’20: $52MQ3 ’20: $52MQ4 ’20: $66MQ4 ’20Q1 ’21: $74MQ2 ’21: $80MQ3 ’21: $84MQ4 ’21: $91MQ4 ’21Q1 ’22: $90MQ2 ’22: $82MQ3 ’22: $80MQ4 ’22: $88MQ4 ’22Q1 ’23: $90MQ2 ’23: $93MQ3 ’23: $90MQ4 ’23: $106MQ4 ’23Q1 ’24: $114MQ2 ’24: $130MQ3 ’24: $173MQ4 ’24: $200MQ4 ’24Q1 ’25: $221MQ2 ’25: $251MQ3 ’25: $1.8BQ4 ’25: $2.0BQ4 ’25Q1 ’26: $2.4Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.86M$2.4B+1.16%
Q4 202516.26M$2.0B+1.19%
Q3 202514.89M$1.8B+1.20%
Q2 20252.29M$251M+0.19%
Q1 20252.12M$221M+0.20%
Q4 20241.73M$200M+0.19%
Q3 20241.48M$173M+0.18%
Q2 20241.22M$130M+0.15%
Q1 20241.04M$114M+0.16%
Q4 2023982.7K$106M+0.16%
Q3 2023957.5K$90M+0.15%
Q2 2023936.4K$93M+0.15%
Q1 2023929.5K$90M+0.15%
Q4 2022934.4K$88M+0.15%
Q3 2022921.6K$80M+0.15%
Q2 2022876.8K$82M+0.14%
Q1 2022834.6K$90M+0.13%
Q4 2021790.3K$91M+0.13%
Q3 2021763.8K$84M+0.12%
Q2 2021709.1K$80M+0.12%
Q1 2021678.8K$74M+0.12%
Q4 2020723.3K$66M+0.12%
Q3 2020750.8K$52M+0.11%
Q2 2020782.3K$52M+0.11%
Q1 2020774.9K$43M+0.10%
Q4 2019633.0K$53M+0.11%
Q3 2019611.3K$48M+0.10%
Q2 2019605.9K$47M+0.11%
Q1 2019588.1K$45M+0.10%
Q4 2018548.2K$38M+0.09%

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 IJR.