SEC 13F Intelligence

Janney Montgomery Scott LLC / IEF

Janney Montgomery Scott LLC’s Ishares Tr Position

Does Janney Montgomery Scott LLC own Ishares Tr (IEF)? Yes — 1.29M shares worth $123M (+0.30% of its 13F portfolio) as of Q1 2026, up from 1.11M shares the prior filed quarter.

Position Value
$123M
Q1 2026
Shares
1.29M
% of Portfolio
+0.30%
Quarters Held
30
currently held

Position History IEF

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $11MQ2 ’19: $16MQ3 ’19: $15MQ4 ’19: $12MQ4 ’19Q1 ’20: $14MQ2 ’20: $21MQ3 ’20: $21MQ4 ’20: $12MQ4 ’20Q1 ’21: $9MQ2 ’21: $8MQ3 ’21: $9MQ4 ’21: $13MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ3 ’22: $6MQ4 ’22: $11MQ4 ’22Q1 ’23: $20MQ2 ’23: $75MQ3 ’23: $60MQ4 ’23: $132MQ4 ’23Q1 ’24: $174MQ2 ’24: $164MQ3 ’24: $161MQ4 ’24: $101MQ4 ’24Q1 ’25: $103MQ2 ’25: $95MQ3 ’25: $107MQ4 ’25: $107MQ4 ’25Q1 ’26: $123Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.29M$123M+0.30%
Q4 20251.11M$107M+0.25%
Q3 20251.10M$107M+0.25%
Q2 2025991.1K$95M+0.25%
Q1 20251.08M$103M+0.29%
Q4 20241.10M$101M+0.28%
Q3 20241.64M$161M+0.45%
Q2 20241.75M$164M+0.50%
Q1 20241.83M$174M+0.52%
Q4 20231.37M$132M+0.43%
Q3 2023650.4K$60M+0.22%
Q2 2023777.3K$75M+0.26%
Q1 2023198.3K$20M+0.08%
Q4 2022110.6K$11M+0.04%
Q3 202265.4K$6M+0.03%
Q2 202249.0K$5M+0.02%
Q1 202244.5K$5M+0.02%
Q4 2021109.2K$13M+0.05%
Q3 202177.2K$9M+0.04%
Q2 202171.2K$8M+0.04%
Q1 202178.0K$9M+0.04%
Q4 2020102.9K$12M+0.06%
Q3 2020171.1K$21M+0.12%
Q2 2020174.8K$21M+0.13%
Q1 2020114.7K$14M+0.11%
Q4 2019109.5K$12M+0.08%
Q3 2019134.1K$15M+0.11%
Q2 2019143.9K$16M+0.12%
Q1 2019101.8K$11M+0.09%
Q4 2018108.8K$11M+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Montgomery Scott LLC’s full portfolio or all institutional holders of IEF.