iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership113,698 shares
Latest Disclosed Value $ 12,860,394
Ancora Advisors, LLC reports 9.15% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 113,698 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $12,860,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 104,171 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 9.15% 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 TR S&P500 GRW INDX FD 464287309 113,698 9,527 9.15 12,860 0.16 0.1608
2026-02-17 2025-12-31 13F ISHARES TR S&P500 GRW INDX FD 464287309 104,171 9,200 9.69 12,840 12.00 0.2645
2025-11-14 2025-09-30 13F ISHARES TR INDX FD 464287309 94,971 4,320 4.77 11,465 14.87 0.2290
2025-08-14 2025-06-30 13F ISHARES TR INDX FD 464287309 90,651 6,159 7.29 9,981 27.25 0.2070
2025-05-15 2025-03-31 13F ISHARES TR INDX FD 464287309 84,492 9,299 12.37 7,843 2.74 0.1750
2025-02-14 2024-12-31 13F ISHARES TR INDX FD 464287309 75,193 8,870 13.37 7,634 20.22 0.1703
2024-11-14 2024-09-30 13F ISHARES TR INDX FD 464287309 66,323 11,325 20.59 6,350 24.78 0.1446
2024-08-14 2024-06-30 13F ISHARES TR INDX FD 464287309 54,998 31,456 133.62 5,090 156.11 0.1261
2024-05-16 2024-03-31 13F ISHARES TR INDX FD 464287309 23,542 11,708 98.94 1,988 123.76 0.0452
2024-02-14 2023-12-31 13F ISHARES TR INDX FD 464287309 11,834 263 2.27 889 12.26 0.0209
2023-11-14 2023-09-30 13F ISHARES TR INDX FD 464287309 11,571 6,539 129.95 792 123.45 0.0210
2023-08-14 2023-06-30 13F ISHARES TR INDX FD 464287309 5,032 2 0.04 355 10.28 0.0093
2023-05-16 2023-03-31 13F ISHARES TR INDX FD 464287309 5,030 2,102 71.79 321 87.72 0.0091
2023-02-14 2022-12-31 13F ISHARES TR INDX FD 464287309 2,928 277 10.45 171 11.76 0.0049
2022-11-14 2022-09-30 13F ISHARES TR INDX FD 464287309 2,651 2 0.08 153 -4.37 0.0047
2022-08-15 2022-06-30 13F ISHARES TR INDX FD 464287309 2,649 -2,574 -49.28 160 -59.90 0.0045
2022-05-16 2022-03-31 13F/A-1 ISHARES TR INDX FD 464287309 5,223 1 0.02 399 -8.70 0.0097
2022-05-13 2022-03-31 13F ISHARES TR S&P500 GRW INDX FD 464287309 6,024 802 392 0.0068
2022-02-14 2021-12-31 13F ISHARES TR INDX FD 464287309 5,222 1 0.02 437 13.21 0.0104
2021-11-15 2021-09-30 13F ISHARES TR INDX FD 464287309 5,221 -562 -9.72 386 -8.31 0.0100
2021-11-12 2021-06-30 13F/A-1 ISHARES TR INDX FD 464287309 5,783 -241 -4.00 421 7.40 0.0110
2021-08-13 2021-06-30 13F ISHARES TR INDX FD 464287309 5,783 -241 421 0.0110
2021-11-12 2021-03-31 13F/A-1 ISHARES TR S&P500 GRW INDX FD 464287309 6,024 -393 -6.12 392 -4.39 0.0108
2021-05-14 2021-03-31 13F ISHARES TR S&P500 GRW INDX FD 464287309 6,024 -393 392 0.0108
2021-11-12 2020-12-31 13F/A-1 ISHARES TR INDX FD 464287309 6,417 4,814 300.31 410 10.51 0.0132
2021-02-12 2020-12-31 13F ISHARES TR INDX FD 464287309 6,417 4,814 410 0.0132
2021-11-12 2020-09-30 13F/A-1 ISHARES TR INDX FD 464287309 1,603 -103 -6.04 371 4.80 0.0147
2020-11-13 2020-09-30 13F ISHARES TR INDX FD 464287309 1,603 -103 371 0.0147
2021-11-12 2020-06-30 13F/A-1 ISHARES TR INDX FD 464287309 1,706 610 55.66 354 95.58 0.0148
2020-08-14 2020-06-30 13F ISHARES TR INDX FD 464287309 1,706 610 354 0.0148
2021-11-12 2020-03-31 13F/A-1 ISHARES TR INDX FD 464287309 1,096 11 1.01 181 -13.81 0.0084
2020-05-14 2020-03-31 13F ISHARES TR INDX FD 464287309 1,096 11 181 0.0084
2020-02-14 2019-12-31 13F ISHARES TR INDX FD 464287309 1,085 -37 -3.30 210 3.96 0.0078
2019-11-19 2019-09-30 13F/A-2 ISHARES TR INDX FD 464287309 1,122 1,122 0.00 202 0.00 0.0088
2019-11-18 2019-09-30 13F/A-1 ISHARES TR INDX FD 464287309 1,122 1,122 202 0.0088
2019-11-14 2019-09-30 13F ISHARES TR INDX FD 464287309 1,122 1,122 202 0.0089
2019-11-14 2018-12-31 13F/A-1 ISHARES TR INDX FD 464287309 0 -731 -100.00 0 -100.00
2018-11-13 2018-09-30 13F ISHARES TR INDX FD 464287309 731 731 129 0.0050
2018-05-15 2018-03-31 13F ISHARES TR INDX FD 464287309 0 -1,406 -100.00 0 -100.00
2018-02-14 2017-12-31 13F ISHARES TR INDX FD 464287309 1,406 1,406 215 0.0115
2017-05-15 2017-03-31 13F ISHARES TR INDX FD 464287309 0 -835 -100.00 0 -100.00
2017-02-14 2016-12-31 13F ISHARES TR INDX FD 464287309 835 835 102 0.0074
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.