Jones Financial Companies Lllp / IWR
Jones Financial Companies Lllp’s Ishares Tr Position
Does Jones Financial Companies Lllp own Ishares Tr (IWR)? Yes — 92.96M shares worth $8.9B (+4.26% of its 13F portfolio) as of Q1 2026, up from 78.92M shares the prior filed quarter.
Position Value
$8.9B
Q1 2026
Shares
92.96M
% of Portfolio
+4.26%
Quarters Held
30
currently held
Position History IWR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 92.96M | $8.9B | +4.26% |
| Q4 2025 | 78.92M | $7.6B | +4.63% |
| Q3 2025 | 75.34M | $7.2B | +4.94% |
| Q2 2025 | 69.71M | $6.4B | +4.84% |
| Q1 2025 | 66.50M | $5.6B | +5.04% |
| Q4 2024 | 62.21M | $5.5B | +5.23% |
| Q3 2024 | 42.99M | $3.8B | +3.88% |
| Q2 2024 | 41.27M | $3.3B | +3.87% |
| Q1 2024 | 24.63M | $2.1B | +2.82% |
| Q4 2023 | 20.40M | $1.6B | +2.38% |
| Q3 2023 | 19.70M | $1.4B | +2.24% |
| Q2 2023 | 19.19M | $1.4B | +2.23% |
| Q1 2023 | 18.84M | $1.3B | +2.17% |
| Q4 2022 | 18.39M | $1.2B | +2.16% |
| Q3 2022 | 18.37M | $1.1B | +2.09% |
| Q2 2022 | 17.92M | $1.2B | +2.03% |
| Q1 2022 | 12.71M | $992M | +1.48% |
| Q4 2021 | 9.26M | $769M | +1.09% |
| Q3 2021 | 9.07M | $729M | +1.08% |
| Q2 2021 | 8.83M | $702M | +1.08% |
| Q1 2021 | 8.66M | $641M | +1.06% |
| Q4 2020 | 9.06M | $621M | +1.14% |
| Q3 2020 | 9.00M | $508M | +1.06% |
| Q2 2020 | 9.05M | $473M | +1.03% |
| Q1 2020 | 9.74M | $419M | +1.01% |
| Q4 2019 | 8.54M | $509M | +1.02% |
| Q3 2019 | 8.05M | $449M | +0.99% |
| Q2 2019 | 7.62M | $426M | +0.96% |
| Q1 2019 | 7.26M | $391M | +0.90% |
| Q4 2018 | 6.86M | $316M | +0.79% |
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 IWR.