iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionCommunity Bank, N.A.
Latest Disclosed Ownership5,092 shares
Latest Disclosed Value $ 575,956
Community Bank, N.A. reports 20.00% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 12, 2026 - Community Bank, N.A. filed a 13F-HR form disclosing ownership of 5,092 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $575,956 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,365 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -20.00% 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)
2026-05-12 2026-03-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 5,092 -1,273 -20.00 576 -26.66 0.0376
2026-02-04 2025-12-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 6,365 0 0.00 785 2.08 0.0927
2025-11-14 2025-09-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 6,365 -1,243 -16.34 768 -8.24 0.0929
2025-07-25 2025-06-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 7,608 -303 -3.83 838 14.03 0.1102
2025-04-21 2025-03-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 7,911 -361 -4.36 734 -12.51 0.0984
2025-02-11 2024-12-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 8,272 -828 -9.10 840 -3.67 0.1077
2024-11-14 2024-09-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 9,100 0 0.00 871 3.44 0.1099
2024-08-14 2024-06-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 9,100 -620 -6.38 842 2.68 0.1108
2024-05-15 2024-03-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 9,720 0 0.00 821 12.48 0.1077
2024-02-02 2023-12-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 9,720 0 0.00 730 9.62 0.0953
2023-11-14 2023-09-30 13F/A-1 ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 9,720 -4,103 -29.68 665 -31.72 0.0932
2023-08-01 2023-06-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 13,823 0 0.00 974 10.31 0.1286
2023-04-20 2023-03-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 13,823 1,035 8.09 883 18.05 0.1193
2023-01-31 2022-12-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 12,788 0 0.00 748 1.08 0.1042
2022-10-28 2022-09-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 12,788 0 0.00 740 -4.15 0.1129
2022-07-26 2022-06-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 12,788 659 5.43 772 -16.63 0.1105
2022-05-05 2022-03-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 12,129 -786 -6.09 926 -14.26 0.1143
2022-01-27 2021-12-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 12,915 0 0.00 1,080 13.09 0.1245
2021-10-28 2021-09-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 12,915 -25 -0.19 955 1.49 0.1164
2021-08-03 2021-06-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 12,940 -200 -1.52 941 10.06 0.1111
2021-05-04 2021-03-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 13,140 0 0.00 855 1.91 0.1068
2021-01-28 2020-12-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 13,140 9,850 299.39 839 10.25 0.1140
2020-11-03 2020-09-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 3,290 -15 -0.45 761 11.09 0.1150
2020-07-30 2020-06-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 3,305 -268 -7.50 685 16.10 0.1150
2020-04-30 2020-03-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 3,573 0 0.00 590 -14.74 0.1274
2020-02-05 2019-12-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 3,573 -22 -0.61 692 6.96 0.1218
2019-10-24 2019-09-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 3,595 -15 -0.42 647 0.00 0.1228
2019-07-26 2019-06-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 3,610 0 0.00 647 4.02 0.1244
2019-05-02 2019-03-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 3,610 15 0.42 622 14.76 0.1257
2019-01-30 2018-12-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 3,595 2,575 252.45 542 199.45 0.1205
2018-11-05 2018-09-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 1,020 910 827.27 181 905.56 0.0355
2018-07-12 2018-06-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 110 -20 -15.38 18 -10.00 0.0034
2018-05-03 2018-03-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 130 -125 -49.02 20 -48.72 0.0038
2018-02-06 2017-12-31 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 255 -20 -7.27 39 0.00 0.0042
2017-10-30 2017-09-30 13F ISHARES S&P 500 GROWTH ETF ETF/EQUITY 464287309 275 -20 -6.78 39 -2.50 0.0043
2017-08-03 2017-06-30 13F ISHARES S&P 500 GROWTH ETF/EQUITY 464287309 295 -10 -3.28 40 0.00 0.0043
2017-05-02 2017-03-31 13F ISHARES S&P 500 GROWTH ETF/EQUITY 464287309 305 0 0.00 40 8.11 0.0084
2017-01-30 2016-12-31 13F ISHARES S&P 500 GROWTH ETF/EQUITY 464287309 305 -48 -13.60 37 -13.95 0.0081
2016-10-13 2016-09-30 13F ISHARES S&P 500 GROWTH ETF/EQUITY 464287309 353 28 8.62 43 13.16 0.0098
2016-07-14 2016-06-30 13F ISHARES S&P 500 GROWTH ETF/EQUITY 464287309 325 0 0.00 38 0.00 0.0090
2016-04-20 2016-03-31 13F ISHARES S&P 500 GROWTH ETF/EQUITY 464287309 325 275 550.00 38 533.33 0.0092
2016-02-03 2015-12-31 13F ISHARES S&P 500 GROWTH ETF/EQUITY 464287309 50 0 0.00 6 20.00 0.0015
2015-10-21 2015-09-30 13F ISHARES S&P 500 GROWTH ETF/EQUITY 464287309 50 0 0.00 5 -16.67 0.0013
2015-07-27 2015-06-30 13F ISHARES S&P 500 GROWTH ETF/EQUITY 464287309 50 0 0.00 6 0.00 0.0014
2015-04-27 2015-03-31 13F ISHARES S&P 500 GROWTH ETF/EQUITY 464287309 50 50 6 0.0014
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.