SEC 13F Intelligence

Jones Financial Companies Lllp / IJT

Jones Financial Companies Lllp’s Ishares Tr Position

Does Jones Financial Companies Lllp own Ishares Tr (IJT)? Yes — 253.4K shares worth $36M (+0.02% of its 13F portfolio) as of Q1 2026, up from 216.6K shares the prior filed quarter.

Position Value
$36M
Q1 2026
Shares
253.4K
% of Portfolio
+0.02%
Quarters Held
30
currently held

Position History IJT

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $10MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $10MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $9MQ4 ’20: $11MQ4 ’20Q1 ’21: $11MQ2 ’21: $11MQ3 ’21: $11MQ4 ’21: $12MQ4 ’21Q1 ’22: $10MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $9MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $11MQ4 ’23Q1 ’24: $11MQ2 ’24: $14MQ3 ’24: $16MQ4 ’24: $19MQ4 ’24Q1 ’25: $20MQ2 ’25: $25MQ3 ’25: $29MQ4 ’25: $31MQ4 ’25Q1 ’26: $36Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026253.4K$36M+0.02%
Q4 2025216.6K$31M+0.02%
Q3 2025204.3K$29M+0.02%
Q2 2025190.9K$25M+0.02%
Q1 2025160.3K$20M+0.02%
Q4 2024141.1K$19M+0.02%
Q3 2024118.1K$16M+0.02%
Q2 2024106.4K$14M+0.02%
Q1 202485.8K$11M+0.02%
Q4 202385.9K$11M+0.02%
Q3 202381.7K$9M+0.01%
Q2 202381.9K$9M+0.02%
Q1 202383.0K$9M+0.01%
Q4 202284.1K$9M+0.02%
Q3 202280.8K$8M+0.02%
Q2 202279.4K$9M+0.01%
Q1 202282.5K$10M+0.02%
Q4 202186.0K$12M+0.02%
Q3 202184.4K$11M+0.02%
Q2 202179.2K$11M+0.02%
Q1 202183.2K$11M+0.02%
Q4 202092.8K$11M+0.02%
Q3 202053.7K$9M+0.02%
Q2 202059.8K$10M+0.02%
Q1 202057.6K$8M+0.02%
Q4 201954.2K$10M+0.02%
Q3 201953.8K$10M+0.02%
Q2 201953.7K$10M+0.02%
Q1 201953.5K$10M+0.02%
Q4 201854.3K$9M+0.02%

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 IJT.