Jones Financial Companies Lllp / IWB
Jones Financial Companies Lllp’s Ishares Tr Position
Does Jones Financial Companies Lllp own Ishares Tr (IWB)? Yes — 10.45M shares worth $3.6B (+1.75% of its 13F portfolio) as of Q1 2026, down from 11.58M shares the prior filed quarter.
Position Value
$3.6B
Q1 2026
Shares
10.45M
% of Portfolio
+1.75%
Quarters Held
30
currently held
Position History IWB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 10.45M | $3.6B | +1.75% |
| Q4 2025 | 11.58M | $4.3B | +2.64% |
| Q3 2025 | 11.26M | $4.1B | +2.79% |
| Q2 2025 | 10.83M | $3.7B | +2.77% |
| Q1 2025 | 10.24M | $3.1B | +2.80% |
| Q4 2024 | 9.74M | $3.1B | +2.98% |
| Q3 2024 | 9.28M | $2.9B | +2.98% |
| Q2 2024 | 8.87M | $2.6B | +3.05% |
| Q1 2024 | 8.56M | $2.5B | +3.36% |
| Q4 2023 | 8.38M | $2.2B | +3.30% |
| Q3 2023 | 8.15M | $1.9B | +3.15% |
| Q2 2023 | 7.99M | $1.9B | +3.11% |
| Q1 2023 | 7.78M | $1.8B | +2.88% |
| Q4 2022 | 7.50M | $1.6B | +2.75% |
| Q3 2022 | 7.39M | $1.5B | +2.67% |
| Q2 2022 | 7.17M | $1.5B | +2.62% |
| Q1 2022 | 6.67M | $1.7B | +2.49% |
| Q4 2021 | 6.08M | $1.6B | +2.27% |
| Q3 2021 | 5.91M | $1.5B | +2.19% |
| Q2 2021 | 5.71M | $1.4B | +2.12% |
| Q1 2021 | 5.43M | $1.2B | +2.01% |
| Q4 2020 | 6.42M | $1.4B | +2.49% |
| Q3 2020 | 6.30M | $1.2B | +2.40% |
| Q2 2020 | 6.55M | $1.1B | +2.38% |
| Q1 2020 | 6.88M | $960M | +2.31% |
| Q4 2019 | 6.49M | $1.2B | +2.31% |
| Q3 2019 | 6.17M | $1.0B | +2.23% |
| Q2 2019 | 5.88M | $957M | +2.15% |
| Q1 2019 | 5.59M | $879M | +2.01% |
| Q4 2018 | 5.31M | $729M | +1.81% |
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 IWB.