SEC 13F Intelligence

Jones Financial Companies Lllp / IWM

Jones Financial Companies Lllp’s Ishares Tr Position

Does Jones Financial Companies Lllp own Ishares Tr (IWM)? Yes — 1.19M shares worth $290M (+0.14% of its 13F portfolio) as of Q1 2026, up from 1.04M shares the prior filed quarter.

Position Value
$290M
Q1 2026
Shares
1.19M
% of Portfolio
+0.14%
Quarters Held
30
currently held

Position History IWM

Reported value by quarter
Q4 ’18: $782MQ4 ’18Q1 ’19: $923MQ2 ’19: $962MQ3 ’19: $958MQ4 ’19: $1.1BQ4 ’19Q1 ’20: $835MQ2 ’20: $729MQ3 ’20: $754MQ4 ’20: $961MQ4 ’20Q1 ’21: $1.0BQ2 ’21: $1.1BQ3 ’21: $1.0BQ4 ’21: $1.0BQ4 ’21Q1 ’22: $1.0BQ2 ’22: $1.1BQ3 ’22: $1.1BQ4 ’22: $1.2BQ4 ’22Q1 ’23: $1.2BQ2 ’23: $1.3BQ3 ’23: $1.3BQ4 ’23: $1.5BQ4 ’23Q1 ’24: $1.6BQ2 ’24: $1.6BQ3 ’24: $1.8BQ4 ’24: $1.9BQ4 ’24Q1 ’25: $1.6BQ2 ’25: $1.0BQ3 ’25: $246MQ4 ’25: $256MQ4 ’25Q1 ’26: $290Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.19M$290M+0.14%
Q4 20251.04M$256M+0.16%
Q3 20251.02M$246M+0.17%
Q2 20254.81M$1.0B+0.79%
Q1 20257.92M$1.6B+1.42%
Q4 20248.44M$1.9B+1.77%
Q3 20248.09M$1.8B+1.83%
Q2 20247.81M$1.6B+1.83%
Q1 20247.53M$1.6B+2.16%
Q4 20237.33M$1.5B+2.21%
Q3 20237.11M$1.3B+2.07%
Q2 20236.94M$1.3B+2.07%
Q1 20236.89M$1.2B+2.02%
Q4 20226.78M$1.2B+2.06%
Q3 20226.64M$1.1B+2.01%
Q2 20226.52M$1.1B+1.94%
Q1 20225.08M$1.0B+1.56%
Q4 20214.70M$1.0B+1.47%
Q3 20214.62M$1.0B+1.52%
Q2 20214.56M$1.1B+1.63%
Q1 20214.60M$1.0B+1.68%
Q4 20204.90M$961M+1.76%
Q3 20205.14M$754M+1.57%
Q2 20205.32M$729M+1.59%
Q1 20207.42M$835M+2.01%
Q4 20196.54M$1.1B+2.17%
Q3 20196.34M$958M+2.11%
Q2 20196.19M$962M+2.16%
Q1 20196.03M$923M+2.11%
Q4 20185.89M$782M+1.94%

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 IWM.