SEC 13F Intelligence

Jones Financial Companies Lllp / IWS

Jones Financial Companies Lllp’s Ishares Tr Position

Does Jones Financial Companies Lllp own Ishares Tr (IWS)? Yes — 7.70M shares worth $1.1B (+0.53% of its 13F portfolio) as of Q1 2026, down from 9.71M shares the prior filed quarter.

Position Value
$1.1B
Q1 2026
Shares
7.70M
% of Portfolio
+0.53%
Quarters Held
30
currently held

Position History IWS

Reported value by quarter
Q4 ’18: $528MQ4 ’18Q1 ’19: $625MQ2 ’19: $664MQ3 ’19: $684MQ4 ’19: $750MQ4 ’19Q1 ’20: $600MQ2 ’20: $623MQ3 ’20: $650MQ4 ’20: $786MQ4 ’20Q1 ’21: $873MQ2 ’21: $924MQ3 ’21: $938MQ4 ’21: $1.0BQ4 ’21Q1 ’22: $813MQ2 ’22: $669MQ3 ’22: $628MQ4 ’22: $673MQ4 ’22Q1 ’23: $702MQ2 ’23: $759MQ3 ’23: $749MQ4 ’23: $874MQ4 ’23Q1 ’24: $980MQ2 ’24: $1.0BQ3 ’24: $1.2BQ4 ’24: $1.2BQ4 ’24Q1 ’25: $1.3BQ2 ’25: $1.4BQ3 ’25: $1.4BQ4 ’25: $1.4BQ4 ’25Q1 ’26: $1.1Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.70M$1.1B+0.53%
Q4 20259.71M$1.4B+0.83%
Q3 202510.05M$1.4B+0.95%
Q2 202510.80M$1.4B+1.08%
Q1 202510.06M$1.3B+1.13%
Q4 20249.32M$1.2B+1.15%
Q3 20248.74M$1.2B+1.18%
Q2 20248.29M$1.0B+1.16%
Q1 20247.82M$980M+1.34%
Q4 20237.52M$874M+1.31%
Q3 20237.18M$749M+1.23%
Q2 20236.91M$759M+1.21%
Q1 20236.61M$702M+1.15%
Q4 20226.39M$673M+1.17%
Q3 20226.54M$628M+1.15%
Q2 20226.41M$669M+1.14%
Q1 20226.76M$813M+1.21%
Q4 20218.32M$1.0B+1.44%
Q3 20218.12M$938M+1.39%
Q2 20217.97M$924M+1.42%
Q1 20217.94M$873M+1.44%
Q4 20208.11M$786M+1.44%
Q3 20208.17M$650M+1.35%
Q2 20208.42M$623M+1.36%
Q1 20209.37M$600M+1.45%
Q4 20197.91M$750M+1.50%
Q3 20197.65M$684M+1.51%
Q2 20197.45M$664M+1.49%
Q1 20197.20M$625M+1.43%
Q4 20186.97M$528M+1.31%

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 IWS.