iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionFirst Heartland Consultants, Inc.
Latest Disclosed Ownership179,696 shares
Latest Disclosed Value $ 20,325,455
First Heartland Consultants, Inc. reports 13.27% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 8, 2026 - First Heartland Consultants, Inc. filed a 13F-HR form disclosing ownership of 179,696 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $20,325,455 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 207,200 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -13.27% 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)
2026-04-08 2026-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 179,696 -27,504 -13.27 20,325 -20.42 1.5572
2026-01-09 2025-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 207,200 3,584 1.76 25,540 3.90 1.9357
2025-11-10 2025-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 203,616 -54,483 -21.11 24,581 -13.50 1.9829
2025-08-15 2025-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 258,099 83,750 48.04 28,417 75.58 2.5275
2025-05-07 2025-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 174,349 9,917 6.03 16,185 -3.05 1.6703
2025-02-18 2024-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 164,432 -117,034 -41.58 16,695 64,107.69 1.7123
2024-11-05 2024-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 281,466 111,964 66.05 27 73.33 2.8980
2024-07-25 2024-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 169,502 27,379 19.26 16 25.00 1.0941
2024-05-07 2024-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 142,123 23,280 19.59 12 50.00 1.2457
2024-02-08 2023-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 118,843 -167,079 -58.44 9 -57.89 1.0763
2023-11-09 2023-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 285,922 95,362 50.04 20 -99.86 2.4656
2023-07-26 2023-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 190,560 163,600 606.82 13,431 679.91 1.7409
2023-04-17 2023-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 26,960 -245 -0.90 1,722 8.23 0.2590
2023-01-13 2022-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 27,205 -560 -2.02 1,592 -0.93 0.2564
2022-10-20 2022-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 27,765 83 0.30 1,606 -3.83 0.1378
2022-07-12 2022-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 27,682 -3,573 -11.43 1,670 -26.98 0.2616
2022-04-21 2022-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 31,255 -126,557 -80.19 2,287 -82.68 0.3543
2022-02-11 2021-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 157,812 114,434 263.81 13,204 311.85 0.5032
2021-11-15 2021-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 43,378 15,174 53.80 3,206 56.31 0.4878
2021-08-16 2021-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 28,204 -102 -0.36 2,051 11.29 0.3107
2021-05-17 2021-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 28,306 -40,960 -59.13 1,843 -58.31 0.2929
2021-01-29 2020-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 69,266 50,498 269.06 4,421 1.94 0.7350
2020-10-21 2020-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 18,768 -5,496 -22.65 4,337 -13.86 0.8221
2020-07-16 2020-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 24,264 4,099 20.33 5,035 51.29 0.9929
2020-05-14 2020-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 20,165 -18,611 -48.00 3,328 -55.68 0.8572
2020-02-13 2019-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 38,776 982 2.60 7,509 10.36 1.4784
2019-11-18 2019-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 37,794 2,500 7.08 6,804 7.56 1.4603
2019-08-12 2019-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 35,294 6,074 20.79 6,326 25.62 1.5199
2019-05-15 2019-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 29,220 -2,094 -6.69 5,036 6.74 1.4113
2019-02-12 2018-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 31,314 892 2.93 4,718 -12.47 1.7618
2018-11-15 2018-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 30,422 1,646 5.72 5,390 15.20 1.6862
2018-08-09 2018-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 28,776 3,802 15.22 4,679 20.81 1.6496
2018-05-15 2018-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 24,974 -13,071 -34.36 3,873 -33.36 1.1602
2018-02-26 2017-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 38,045 -803 -2.07 5,812 4.31 1.7486
2017-11-15 2017-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 38,848 466 1.21 5,572 6.07 1.3551
2017-07-26 2017-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 38,382 29,196 317.83 5,253 334.85 1.3614
2017-05-12 2017-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 9,186 -1,431 -13.48 1,208 -6.57 0.3371
2017-02-16 2016-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 10,617 -19,076 -64.24 1,293 -64.20 0.3924
2016-11-23 2016-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 29,693 2,118 7.68 3,612 12.35 1.0488
2016-08-12 2016-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 27,575 -20,245 -42.34 3,215 -41.99 0.3525
2016-05-10 2016-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 47,820 -1,635 -3.31 5,542 -3.23 2.1069
2016-02-05 2015-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 49,455 30,138 156.02 5,727 175.07 2.1741
2015-11-12 2015-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 19,317 2,740 16.53 2,082 10.33 0.8696
2015-07-28 2015-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 16,577 3,999 31.79 1,887 31.68 0.5135
2015-04-24 2015-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 12,578 12,578 0.00 1,433 0.5462
2015-02-02 2014-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 0 -20,458 -100.00 0 -100.00
2014-11-13 2014-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 20,458 15,352 300.67 2,185 306.89 0.9615
2014-07-16 2014-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 5,106 -22,934 -81.79 537 -80.82 0.2427
2014-04-30 2014-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 28,040 28,040 685.65 2,800 769.57 1.3784
2014-02-14 2013-12-31 13F ISHARES TR S&P500 GRW 464287309 0 -3,569 -100.00 0 -100.00
2013-11-14 2013-09-30 13F ISHARES TR S&P500 GRW 464287309 3,569 -1,569 -30.54 322 -25.46 0.1946
2013-08-13 2013-06-30 13F ISHARES TR S&P500 GRW 464287309 5,138 5,138 432 0.2509
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.