Jones Financial Companies Lllp / IVE
Jones Financial Companies Lllp’s Ishares Tr Position
Does Jones Financial Companies Lllp own Ishares Tr (IVE)? Yes — 585.7K shares worth $122M (+0.06% of its 13F portfolio) as of Q1 2026, up from 483.6K shares the prior filed quarter.
Position Value
$122M
Q1 2026
Shares
585.7K
% of Portfolio
+0.06%
Quarters Held
30
currently held
Position History IVE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 585.7K | $122M | +0.06% |
| Q4 2025 | 483.6K | $103M | +0.06% |
| Q3 2025 | 425.8K | $88M | +0.06% |
| Q2 2025 | 378.9K | $74M | +0.06% |
| Q1 2025 | 319.1K | $60M | +0.05% |
| Q4 2024 | 264.5K | $50M | +0.05% |
| Q3 2024 | 200.1K | $39M | +0.04% |
| Q2 2024 | 158.1K | $29M | +0.03% |
| Q1 2024 | 141.1K | $26M | +0.04% |
| Q4 2023 | 137.9K | $24M | +0.04% |
| Q3 2023 | 139.0K | $21M | +0.04% |
| Q2 2023 | 140.7K | $23M | +0.04% |
| Q1 2023 | 143.2K | $22M | +0.04% |
| Q4 2022 | 148.0K | $21M | +0.04% |
| Q3 2022 | 152.7K | $20M | +0.04% |
| Q2 2022 | 151.2K | $21M | +0.04% |
| Q1 2022 | 147.6K | $23M | +0.03% |
| Q4 2021 | 142.8K | $22M | +0.03% |
| Q3 2021 | 144.4K | $21M | +0.03% |
| Q2 2021 | 145.7K | $22M | +0.03% |
| Q1 2021 | 155.8K | $22M | +0.04% |
| Q4 2020 | 157.8K | $20M | +0.04% |
| Q3 2020 | 155.0K | $17M | +0.04% |
| Q2 2020 | 155.0K | $16M | +0.04% |
| Q1 2020 | 133.4K | $13M | +0.03% |
| Q4 2019 | 118.4K | $15M | +0.03% |
| Q3 2019 | 119.0K | $14M | +0.03% |
| Q2 2019 | 123.1K | $14M | +0.03% |
| Q1 2019 | 118.8K | $13M | +0.03% |
| Q4 2018 | 119.1K | $12M | +0.03% |
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 IVE.