iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership8,010,148 shares
Latest Disclosed Value $ 906,026,810
Ameriprise Financial Inc reports 5.83% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 8,010,148 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $906,026,810 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 8,505,668 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -5.83% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 8,010,148 -495,520 -5.83 906,027 -13.59 0.0388
2026-02-17 2025-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 8,505,668 77,357 0.92 1,048,527 3.05 0.2369
2025-11-14 2025-09-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 8,428,311 -71,512 -0.84 1,017,472 8.72 0.2337
2025-08-14 2025-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 8,499,823 547,663 6.89 935,874 26.77 0.2307
2025-05-14 2025-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 7,952,160 -23,690 -0.30 738,219 -8.83 0.1993
2025-02-14 2024-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 7,975,850 186,796 2.40 809,740 8.58 0.2078
2024-11-14 2024-09-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 7,789,054 425,992 5.79 745,759 9.58 0.1913
2024-08-14 2024-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 7,363,062 467,356 6.78 680,575 16.94 0.1842
2024-05-15 2024-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 6,895,706 -226,139 -3.18 582,008 8.81 0.1602
2024-02-14 2023-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 7,121,845 -1,927,106 -21.30 534,865 -13.62 0.1601
2023-11-14 2023-09-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 9,048,951 682,586 8.16 619,206 4.98 0.2033
2023-08-14 2023-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 8,366,365 283,773 3.51 589,809 14.19 0.1849
2023-05-22 2023-03-31 13F/A-1 ISHARES S&P 500 GROWTH ETF COM 464287309 8,082,592 108,079 1.36 516,503 10.78 0.1694
2023-05-15 2023-03-31 13F ISHARES GLOBAL TECH ETF COM 464287309 8,082,592 108,079 516,503 0.0312
2023-02-14 2022-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 7,974,513 -289,206 -3.50 466,242 -1.88 0.1598
2022-11-14 2022-09-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 8,263,719 -152,983 -1.82 475,188 -6.46 0.1757
2022-08-15 2022-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 8,416,702 -603,464 -6.69 508,027 -26.56 0.1772
2022-05-16 2022-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 9,020,166 326,707 3.76 691,722 -4.93 0.2041
2022-02-14 2021-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 8,693,459 3,776 0.04 727,630 13.25 0.2012
2021-11-15 2021-09-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 8,689,683 329,271 3.94 642,511 5.69 0.2053
2021-08-16 2021-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 8,360,412 451,450 5.71 607,925 18.15 0.1880
2021-05-17 2021-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 7,908,962 -324,449 -3.94 514,522 -2.15 0.1710
2021-02-12 2020-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 8,233,411 6,159,509 297.00 525,831 9.72 0.1865
2020-11-16 2020-09-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 2,073,902 11,257 0.55 479,269 11.04 0.1949
2020-08-14 2020-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 2,062,645 96,678 4.92 431,633 33.00 0.1849
2020-05-15 2020-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 1,965,967 -191,116 -8.86 324,546 -22.30 0.1704
2020-02-14 2019-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 2,157,083 -38,982 -1.78 417,685 5.66 0.1736
2019-11-14 2019-09-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 2,196,065 93,539 4.45 395,308 5.07 0.1771
2019-08-14 2019-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 2,102,526 47,994 2.34 376,240 6.19 0.1685
2019-05-15 2019-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 2,054,532 -47,817 -2.27 354,317 12.19 0.1630
2019-02-14 2018-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 2,102,349 -38,278 -1.79 315,817 -86.89 0.1579
2018-11-14 2018-09-30 13F CEF ISH SP 500 GR IN COM 464287309 2,140,627 164,279 8.31 2,409,306 649.77 0.8422
2018-08-14 2018-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 1,976,348 199,542 11.23 321,339 16.46 0.1422
2018-05-14 2018-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 1,776,806 143,238 8.77 275,913 10.60 0.1248
2018-02-12 2017-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 1,633,568 64,326 4.10 249,467 10.85 0.1138
2017-11-07 2017-09-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 1,569,242 227,793 16.98 225,049 22.54 0.1071
2017-08-10 2017-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 1,341,449 134,048 11.10 183,650 15.64 0.0919
2017-05-05 2017-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 1,207,401 161,873 15.48 158,818 24.83 0.0822
2017-02-03 2016-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 1,045,528 299,833 40.21 127,228 40.05 0.0695
2016-11-08 2016-09-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 745,695 169,150 29.34 90,843 35.05 0.0509
2016-08-08 2016-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 576,545 135,390 30.69 67,265 31.37 0.0394
2016-05-12 2016-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 441,155 43,104 10.83 51,202 11.09 0.0306
2016-02-11 2015-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 398,051 33,165 9.09 46,089 17.34 0.0271
2015-11-12 2015-09-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 364,886 66,068 22.11 39,278 15.02 0.0243
2015-08-13 2015-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 298,818 4,643 1.58 34,150 1.91 0.0194
2015-05-14 2015-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 294,175 49,592 20.28 33,510 22.78 0.0192
2015-02-13 2014-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 244,583 34,770 16.57 27,292 23.20 0.0159
2014-11-14 2014-09-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 209,813 20,408 10.77 22,152 11.28 0.0133
2014-08-13 2014-06-30 13F ISHARES S&P 500 GROWTH ETF COM 464287309 189,405 -17,560 -8.48 19,907 -3.51 0.0117
2014-05-14 2014-03-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 206,965 60,295 41.11 20,631 42.57 0.0124
2014-02-14 2013-12-31 13F ISHARES S&P 500 GROWTH ETF COM 464287309 146,670 66,494 82.94 14,471 102.14 0.0088
2013-11-14 2013-09-30 13F ISHARES S&P 500 COM 464287309 80,176 37,580 88.22 7,159 100.42 0.0047
2013-08-14 2013-06-30 13F ISHARES S&P 500 COM 464287309 42,596 42,596 3,572 0.0025
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.