SEC 13F Intelligence

Jones Financial Companies Lllp / IWF

Jones Financial Companies Lllp’s Ishares Tr Position

Does Jones Financial Companies Lllp own Ishares Tr (IWF)? Yes1.13M shares worth $468M (+0.23% of its 13F portfolio) as of Q1 2026, up from 519.0K shares the prior filed quarter.

Position Value
$468M
Q1 2026
Shares
1.13M
% of Portfolio
+0.23%
Quarters Held
30
currently held

Position History IWF

Reported value by quarter
Q4 ’18: $28MQ4 ’18Q1 ’19: $33MQ2 ’19: $33MQ3 ’19: $33MQ4 ’19: $35MQ4 ’19Q1 ’20: $28MQ2 ’20: $37MQ3 ’20: $41MQ4 ’20: $45MQ4 ’20Q1 ’21: $45MQ2 ’21: $48MQ3 ’21: $48MQ4 ’21: $51MQ4 ’21Q1 ’22: $46MQ2 ’22: $40MQ3 ’22: $37MQ4 ’22: $42MQ4 ’22Q1 ’23: $48MQ2 ’23: $52MQ3 ’23: $51MQ4 ’23: $61MQ4 ’23Q1 ’24: $68MQ2 ’24: $82MQ3 ’24: $99MQ4 ’24: $124MQ4 ’24Q1 ’25: $134MQ2 ’25: $184MQ3 ’25: $223MQ4 ’25: $246MQ4 ’25Q1 ’26: $468Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.13M$468M+0.23%
Q4 2025519.0K$246M+0.15%
Q3 2025480.1K$223M+0.15%
Q2 2025436.4K$184M+0.14%
Q1 2025371.3K$134M+0.12%
Q4 2024308.1K$124M+0.12%
Q3 2024263.8K$99M+0.10%
Q2 2024224.3K$82M+0.09%
Q1 2024202.2K$68M+0.09%
Q4 2023200.9K$61M+0.09%
Q3 2023193.2K$51M+0.08%
Q2 2023189.4K$52M+0.08%
Q1 2023194.5K$48M+0.08%
Q4 2022194.9K$42M+0.07%
Q3 2022177.6K$37M+0.07%
Q2 2022175.3K$40M+0.07%
Q1 2022166.9K$46M+0.07%
Q4 2021165.7K$51M+0.07%
Q3 2021169.0K$48M+0.07%
Q2 2021177.1K$48M+0.07%
Q1 2021185.4K$45M+0.07%
Q4 2020187.6K$45M+0.08%
Q3 2020190.6K$41M+0.08%
Q2 2020194.5K$37M+0.08%
Q1 2020187.4K$28M+0.07%
Q4 2019197.4K$35M+0.07%
Q3 2019205.8K$33M+0.07%
Q2 2019210.2K$33M+0.07%
Q1 2019216.0K$33M+0.07%
Q4 2018219.3K$28M+0.07%

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 IWF.