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Ishares Trust Barclays shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Ishares Trust Barclays

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All positions including Ishares Trust Barclays held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 23k 49.01
2025-06-30 $713k 15k 48.72
2025-03-31 $576k 12k 48.07
2024-12-31 $511k 11k 47.20
2024-09-30 $487k 10k 48.77
2024-03-31 $82k 1.7k 47.10

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

Top funds holding Ishares Trust Barclays

Syon Capital
State of New Jersey Common Pension Fund D
Arvest Investments
UBS Group
AE Wealth Management
Systelligence
LPL Financial
Morgan Stanley
Hancock Bank Trust Department
Wells Fargo & Company
Prepared Retirement Institute
Marcia E. Wade
Advisor Group Holdings
Krilogy Financial
P.J. Schmidt Investment Management

View all funds holding Ishares Trust Barclays