iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership883,779 shares
Latest Disclosed Value $ 99,964,242
Baird Financial Group, Inc. reports 0.17% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 883,779 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $99,964,242 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 882,286 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 0.17% 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)
2026-05-14 2026-03-31 13F ISHARES TR SP 500 GRWT ETF 464287309 883,779 1,493 0.17 99,964 -8.08 0.0840
2026-02-13 2025-12-31 13F ISHARES TR SP 500 GRWT ETF COMMON 464287309 882,286 -1,377 -0.16 108,751 1.95 0.1695
2025-11-13 2025-09-30 13F ISHARES TR SP 500 GRWT ETF COMMON 464287309 883,663 -30,360 -3.32 106,676 6.00 0.1715
2025-08-13 2025-06-30 13F ISHARES TR SP 500 GRWT ETF COMMON 464287309 914,023 6,682 0.74 100,634 19.48 0.1765
2025-05-15 2025-03-31 13F ISHARES TR SP 500 GRWT ETF COMMON 464287309 907,341 -7,651 -0.84 84,228 -9.33 0.1622
2025-02-14 2024-12-31 13F ISHS SP 500 GRW IDX ETF COMMON 464287309 914,992 -57,837 -5.95 92,899 -0.27 0.1777
2024-11-14 2024-09-30 13F ISHS SP 500 GRW IDX ETF COMMON 464287309 972,829 -83,041 -7.86 93,148 -4.67 0.1809
2024-08-14 2024-06-30 13F ISHS SP 500 GRW IDX ETF COMMON 464287309 1,055,870 45,209 4.47 97,710 14.49 0.2027
2024-05-14 2024-03-31 13F ISHS SP 500 GRW IDX ETF COMMON 464287309 1,010,661 15,085 1.52 85,340 14.14 0.1789
2024-02-14 2023-12-31 13F ISHS SP 500 GRW IDX ETF COMMON 464287309 995,576 12,375 1.26 74,768 11.14 0.1704
2023-11-13 2023-09-30 13F ISHS SP 500 GRW IDX ETF COMMON 464287309 983,201 89,836 10.06 67,271 6.84 0.1835
2023-08-11 2023-06-30 13F ISHS SP 500 GRW IDX ETF COMMON 464287309 893,365 258 0.03 62,964 10.35 0.1662
2023-05-15 2023-03-31 13F ISHS SP 500 GRW IDX ETF COMMON 464287309 893,107 54,905 6.55 57,061 116,348.98 0.1408
2023-02-13 2022-12-31 13F ISHS SP 500 GRW IDX ETF COMMON 464287309 838,202 -254,672 -23.30 49 -99.92 0.1291
2022-11-15 2022-09-30 13F ISHS SP 500 GRW IDX ETF COMMON 464287309 1,092,874 4,204 0.39 63,222 -3.77 0.1863
2022-08-08 2022-06-30 13F ISHARES TR SP500 COMMON 464287309 1,088,670 386,230 54.98 65,701 22.46 0.1824
2022-05-13 2022-03-31 13F ISHARES TR SP500 COMMON 464287309 702,440 81,527 13.13 53,652 3.27 0.1326
2022-02-09 2021-12-31 13F ISHARES SP 500 GROWTH ETF COMMON 464287309 620,913 17,389 2.88 51,952 16.47 0.1215
2021-11-12 2021-09-30 13F ISHARES SP 500 GROWTH ETF COMMON 464287309 603,524 -12,800 -2.08 44,607 -0.49 0.1141
2021-08-11 2021-06-30 13F ISHARES SP 500 GROWTH ETF COMMON 464287309 616,324 -6,471 -1.04 44,825 10.54 0.1165
2021-05-13 2021-03-31 13F ISHARES SP 500 GROWTH ETF COMMON 464287309 622,795 20,840 3.46 40,551 5.55 0.1137
2021-02-11 2020-12-31 13F ISHARES SP 500 GROWTH ETF COMMON 464287309 601,955 456,257 313.15 38,417 14.11 0.1148
2020-11-12 2020-09-30 13F ISHARES SP 500 GROWTH ETF COMMON 464287309 145,698 -5,034 -3.34 33,668 7.65 0.1153
2020-10-22 2020-06-30 13F/A-1 ISHARES S P 500 GROWTH ETF COMMON 464287309 150,732 19,707 15.04 31,275 44.62 0.1178
2020-08-14 2020-06-30 13F ISHARES SP 500 GROWTH ETF COMMON 464287309 129,108 -1,917 25,021 49,585.9373
2020-05-14 2020-03-31 13F ISHARES SP 500 GROWTH ETF COMMON 464287309 131,025 3,699 2.91 21,626 -12.29 0.0988
2020-02-14 2019-12-31 13F ISHARES S&P 500 GROWTH ETF COMMON 464287309 127,326 -15,447 -10.82 24,655 -4.08 0.0885
2019-11-14 2019-09-30 13F ISHARES SP 500 ETF Common 464287309 142,773 1,969 1.40 25,703 1.84 0.1012
2019-08-14 2019-06-30 13F ISHARES S&P 500 ETF COMMON 464287309 140,804 53,823 61.88 25,238 68.34 0.0981
2019-05-14 2019-03-31 13F ISHS SP 500 GRW IDX ETF COMMON 464287309 86,981 -49,487 -36.26 14,992 -27.09 0.0877
2019-02-14 2018-12-31 13F ISHS S P 500 GRW IDX ETF COMMON 464287309 136,468 11,769 9.44 20,562 -7.21 0.1396
2018-11-13 2018-09-30 13F iShares SP 500 Growth COMMON 464287309 124,699 4,034 3.34 22,160 12.94 0.1388
2018-08-13 2018-06-30 13F ISHS Samp;P 500 GRW IDX ETF COMMON 464287309 120,665 12,248 11.30 19,621 16.71 0.1332
2018-05-14 2018-03-31 13F ISHS S&P 500 GRW IDX ETF COMMON 464287309 108,417 13,818 14.61 16,812 16.33 0.1184
2018-02-09 2017-12-31 13F ISHS S&P 500 GRW IDX ETF COMMON 464287309 94,599 10,321 12.25 14,452 19.57 0.1024
2017-11-14 2017-09-30 13F ISHS S&P 500 GRW IDX ETF COMMON 464287309 84,278 -200 -0.24 12,087 4.55 0.0912
2017-08-14 2017-06-30 13F ISHS S&P 500 GRW IDX ETF COMMON 464287309 84,478 -537 -0.63 11,561 3.40 0.0906
2017-06-19 2017-03-31 13F/A-1 ISHS SP 500 GRW IDX ETF COMMON 464287309 85,015 -8,165 -8.76 11,181 -1.47 0.0904
2017-05-09 2017-03-31 13F ISHS S&P 500 GRW IDX ETF COMMON 464287309 85,015 11,181
2017-02-10 2016-12-31 13F ISHS S&P 500 GRW IDX ETF COMMON 464287309 93,180 4,977 5.64 11,348 5.75 0.0985
2016-11-10 2016-09-30 13F ISHS S&P 500 GRW IDX ETF COMMON 464287309 88,203 -2,790 -3.07 10,731 0.94 0.0961
2016-08-11 2016-06-30 13F ISHS S&P 500 GRW IDX ETF COMMON 464287309 90,993 2,876 3.26 10,631 4.10 0.0975
2016-05-12 2016-03-31 13F ISHS S&P 500 GRW IDX ETF ETF - E 464287309 88,117 3,733 4.42 10,212 4.50 0.0977
2016-02-11 2015-12-31 13F ISHS S&P 500 GRW IDX ETF COMMON 464287309 84,384 -502 -0.59 9,772 6.79 0.0977
2015-11-12 2015-09-30 13F ISHS S&P 500 GRW IDX ETF COMMON 464287309 84,886 -795 -0.93 9,151 -6.20 0.0973
2015-08-14 2015-06-30 13F ISHS S&P 500 GRW IDX ETF COMMON 464287309 85,681 85,681 9,756 0.0960
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.