iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership48,853 shares
Latest Disclosed Value $ 5,525,782
IHT Wealth Management, LLC reports 15.71% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 48,853 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $5,525,782 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 42,220 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 15.71% 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.

Upgrade to unlock premium data and export to Excel .

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 S&P 500 GRWT ETF 464287309 48,853 6,633 15.71 5,526 6.17 0.1278
2026-02-17 2025-12-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 42,220 -1,710 -3.89 5,204 -1.87 0.1264
2025-11-14 2025-09-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 43,930 -660 -1.48 5,303 8.03 0.1341
2025-08-14 2025-06-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 44,590 4,417 10.99 4,909 31.64 0.1350
2025-05-15 2025-03-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 40,173 -412 -1.02 3,729 -9.49 0.1165
2025-02-14 2024-12-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 40,585 4,449 12.31 4,121 19.14 0.1329
2024-11-14 2024-09-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 36,136 -4,869 -11.87 3,458 -8.86 0.0981
2024-08-14 2024-06-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 41,005 17,343 73.29 3,795 89.98 0.1415
2024-05-15 2024-03-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 23,662 -549 -2.27 1,998 9.85 0.0801
2024-02-14 2023-12-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 24,211 -143 -0.59 1,818 9.12 0.0811
2023-11-14 2023-09-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 24,354 -3,439 -12.37 1,666 -14.91 0.0845
2023-08-15 2023-06-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 27,793 1,505 5.73 1,959 16.62 0.1020
2023-05-15 2023-03-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 26,288 -404 -1.51 1,680 7.56 0.0959
2023-02-15 2022-12-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 26,692 -3,893 -12.73 1,561 -11.76 0.0981
2022-11-22 2022-09-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 30,585 716 2.40 1,769 -1.89 0.1344
2022-08-15 2022-06-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 29,869 309 1.05 1,803 -20.15 0.1589
2022-05-16 2022-03-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 29,560 298 1.02 2,258 -7.76 0.1712
2022-02-14 2021-12-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 29,262 -1,056 -3.48 2,448 9.24 0.1805
2021-11-15 2021-09-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 30,318 6,825 29.05 2,241 31.13 0.1824
2021-08-16 2021-06-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 23,493 -753 -3.11 1,709 8.23 0.1084
2021-05-18 2021-03-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 24,246 -6,650 -21.52 1,579 -19.93 0.1136
2021-02-17 2020-12-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 30,896 22,740 278.81 1,972 4.62 0.1639
2020-11-19 2020-09-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 8,156 -557 -6.39 1,885 4.26 0.1892
2020-08-14 2020-06-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 8,713 -745 -7.88 1,808 15.82 0.2477
2020-05-13 2020-03-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 9,458 -2,057 -17.86 1,561 -30.00 0.2247
2020-02-18 2019-12-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 11,515 -1,492 -11.47 2,230 -4.78 0.2640
2019-11-15 2019-09-30 13F ISHARES S&P RUS 1000 ETF 464287309 13,007 -1,660 -11.32 2,342 -10.92 0.3184
2019-08-12 2019-06-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 14,667 1,374 10.34 2,629 14.75 0.3817
2019-05-16 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,293 226 1.73 2,291 16.35 0.3817
2019-02-14 2018-12-31 13F ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 13,067 119 0.92 1,969 -14.17 0.3790
2018-11-14 2018-09-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 12,948 -3,957 -23.41 2,294 -16.55 0.4961
2018-08-13 2018-06-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 16,905 61 0.36 2,749 7.85 0.7024
2018-05-14 2018-03-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 16,844 -3,046 -15.31 2,549 -18.82 0.6844
2018-02-14 2017-12-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 19,890 17,905 902.02 3,140 990.28 0.8313
2017-11-14 2017-09-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 1,985 646 48.24 288 -73.77 0.1226
2017-08-14 2017-06-30 13F/A-1 ISHARES S&P S&P 500 GRWT ETF 464287309 1,339 1,335 33,375.00 1,098 109,700.00 0.5318
2017-08-14 2017-06-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 1,339 1,335 183
2017-05-15 2017-03-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 4 -456 -99.13 1 -98.21 0.0007
2017-02-14 2016-12-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 460 460 56 0.0423
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.