iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionStoneX Group Inc.
Latest Disclosed Ownership73,070 shares
Latest Disclosed Value $ 8,265,002
StoneX Group Inc. reports 61.52% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 14, 2026 - StoneX Group Inc. filed a 13F-HR form disclosing ownership of 73,070 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $8,265,002 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 189,895 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -61.52% 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 S&P 500 GRWT ETF 464287309 73,070 -116,825 -61.52 8,265 -64.69 0.4449
2026-02-12 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 189,895 -29,301 -13.37 23,411 -11.53 1.0159
2025-11-14 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 219,196 -3,513 -1.58 26,461 7.92 1.1535
2025-08-13 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 222,709 -18,709 -7.75 24,520 9.42 1.1918
2025-08-13 2025-03-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 241,418 3,179 1.33 22,411 -7.35 1.4192
2025-05-15 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 241,418 3,179 22 1.4192
2025-08-13 2024-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 238,239 186,086 356.81 24,188 384.44 1.5438
2025-02-12 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 238,239 186,086 24 1.5614
2025-08-13 2024-09-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 52,153 -1,577 -2.94 4,994 0.42 0.4335
2024-11-12 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 52,153 -1,577 5 0.4396
2025-08-13 2024-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 53,730 1,134 2.16 4,972 11.96 0.4784
2024-08-07 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 53,729 1,133 5 0.4870
2025-08-13 2024-03-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 52,596 -6,305 -10.70 4,441 0.43 0.4815
2024-05-01 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 52,596 -6,305 4 0.4854
2025-08-13 2023-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 58,901 241 0.41 4,422 9.81 0.5400
2024-02-12 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 58,901 241 4 0.5427
2025-08-13 2023-09-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 58,660 4,172 7.66 4,027 4.87 0.5418
2023-11-15 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 58,660 4,172 4 0.5528
2025-08-13 2023-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 54,488 9,375 20.78 3,840 33.29 0.4883
2023-08-14 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 54,448 9,335 4 0.4949
2025-08-13 2023-03-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 45,113 21,647 92.25 2,882 108.16 0.3858
2023-05-11 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 45,113 21,647 3 0.3913
2025-08-13 2022-12-31 13F/A-2 ISHARES TR S&P 500 GRWT ETF 464287309 23,466 -2,237 -8.70 1,384 -6.86 0.2015
2025-08-13 2022-09-30 13F/A-2 ISHARES TR S&P 500 GRWT ETF 464287309 25,703 -1,092 -4.08 1,487 -8.10 0.2767
2025-08-13 2022-06-30 13F/A-2 ISHARES TR S&P 500 GRWT ETF 464287309 26,795 2,529 10.42 1,617 -12.74 0.2646
2025-08-13 2022-03-31 13F/A-4 ISHARES TR S&P 500 GRWT ETF 464287309 24,266 -25,204 -50.95 1,853 -55.23 0.1752
2025-08-13 2021-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 49,470 26,970 119.87 4,139 148.89 0.4948
2022-02-10 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 49,470 26,970 4,139 0.4946
2021-10-20 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 22,500 -6,776 -23.15 1,663 -21.89 0.2391
2021-08-06 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 29,276 1,609 5.82 2,129 18.21 0.3157
2021-06-30 2021-03-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 27,667 -2,461 -8.17 1,801 -6.34 0.3235
2021-06-23 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 27,667 -2,461 1,801 0.3305
2021-02-03 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 30,128 21,991 270.26 1,923 2.29 0.4230
2020-11-12 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,137 -6,767 -45.40 1,880 -39.22 0.6052
2020-08-12 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 14,904 6,669 80.98 3,093 127.59 1.1730
2020-04-30 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 8,235 -3,901 -32.14 1,359 -42.17 0.7215
2020-01-24 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 12,136 897 7.98 2,350 16.16 0.9582
2019-11-12 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,239 206 1.87 2,023 2.28 1.2638
2019-07-17 2019-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 11,033 -488 -4.24 1,978 -0.40 1.2709
2019-07-12 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,000 -11,510 1,978
2019-04-05 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,521 395 3.55 1,986 18.50 1.5120
2019-01-15 2018-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,126 1,723 18.32 1,676 0.60 1.6172
2018-10-03 2018-09-30 13F ISHARES TR C 464287309 9,403 -206 -2.14 1,666 6.59 1.2368
2018-07-23 2018-06-30 13F ISHARES TR C 464287309 9,609 1,679 21.17 1,563 27.07 1.3463
2018-04-19 2018-03-31 13F ISHARES TR C 464287309 7,930 1,940 32.39 1,230 34.43 1.1770
2018-02-09 2017-12-31 13F ISHARES TR C 464287309 5,990 1,743 41.04 915 50.25 0.9548
2017-11-14 2017-09-30 13F/A-1 ISHARES TR C 464287309 4,247 -593 -12.25 609 -8.01 0.7590
2017-11-13 2017-09-30 13F ISHARES TR C 464287309 4,247 609
2017-08-31 2017-06-30 13F ISHARES TR C 464287309 4,840 4,840 662 0.2067
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.