iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionInvestors Research Corp
Latest Disclosed Ownership5,339 shares
Latest Disclosed Value $ 603,896
Investors Research Corp reports 13.89% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 3, 2026 - Investors Research Corp filed a 13F-HR form disclosing ownership of 5,339 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $603,896 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 4,688 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 13.89% 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)
2026-04-03 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,339 651 13.89 604 4.51 0.1114
2026-01-06 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,688 378 8.77 578 10.96 0.1058
2025-10-02 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,310 817 23.39 520 35.42 0.0963
2025-07-07 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,493 1,187 51.47 385 79.44 0.0754
2025-04-08 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,306 907 64.83 214 50.70 0.0464
2025-02-07 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,399 464 49.63 142 59.55 0.0312
2024-11-12 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 935 522 126.39 90 134.21 0.0196
2024-07-31 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 413 413 38 0.0089
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.