iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionLazard Asset Management Llc
Latest Disclosed Ownership640 shares
Latest Disclosed Value $ 72,390
Lazard Asset Management Llc ownership in IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 15, 2026 - Lazard Asset Management Llc filed a 13F-HR form disclosing ownership of 640 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $72,390 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 640 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 0.00% 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)
2026-05-15 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 640 0 0.00 72 -7.69 0.0001
2026-02-17 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 640 0 0.00 79 1.30 0.0001
2025-11-14 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 640 0 0.00 77 0.0001
2025-08-14 2025-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 640 0 0.00 0 0.0001
2025-05-15 2025-03-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 640 0 0.00 0 0.0001
2025-02-14 2024-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 640 0 0.00 0 0.0001
2024-11-14 2024-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 640 640 0 0.0001
2024-02-14 2023-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 0 -8,490 -100.00 0 0.0000
2023-11-14 2023-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 8,490 0 0.00 1 0.0008
2023-08-15 2023-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 8,490 -1,030 -10.82 1 0.0007
2023-05-15 2023-03-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 9,520 0 0.00 1 -100.00 0.0008
2023-02-15 2022-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 9,520 0 0.00 556 1.09 0.0008
2022-11-14 2022-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 9,520 0 0.00 550 -4.18 0.0008
2022-08-09 2022-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 9,520 -760 -7.39 574 -26.88 0.0008
2022-05-13 2022-03-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 10,280 0 0.00 785 -8.72 0.0009
2022-02-09 2021-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 10,280 0 0.00 860 13.31 0.0009
2021-11-15 2021-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 10,280 0 0.00 759 1.61 0.0009
2021-08-12 2021-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 10,280 -1,680 -14.05 747 -3.98 0.0008
2021-05-14 2021-03-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 11,960 0 0.00 778 1.97 0.0009
2021-02-11 2020-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 11,960 8,970 300.00 763 10.58 0.0010
2020-11-13 2020-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 2,990 0 0.00 690 11.29 0.0010
2020-08-13 2020-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 2,990 -50 -1.64 620 23.75 0.0010
2020-05-14 2020-03-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 3,040 0 0.00 501 -14.80 0.0009
2020-02-13 2019-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 3,040 0 0.00 588 7.50 0.0008
2019-11-14 2019-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 3,040 0 0.00 547 0.55 0.0009
2019-08-14 2019-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 3,040 -990 -24.57 544 -21.61 0.0009
2019-08-28 2019-03-31 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 0.00 694 14.33 0.0011
2019-05-13 2019-03-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 694
2019-08-28 2018-12-31 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 0.00 607 -14.87 0.0011
2019-02-13 2018-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 607
2019-08-30 2018-09-30 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 0.00 713 8.85 0.0012
2018-11-13 2018-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 713
2019-08-30 2018-06-30 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 0.00 655 4.97 0.0011
2018-08-13 2018-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 655
2019-08-28 2018-03-31 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 0.00 624 1.46 0.0011
2018-05-14 2018-03-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 624
2019-08-28 2017-12-31 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 0.00 615 6.59 0.0011
2018-02-13 2017-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 615
2019-08-19 2017-09-30 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 0.00 577 4.72 0.0010
2017-11-13 2017-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 0 577
2019-08-19 2017-06-30 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 -335 -7.67 551 -4.01 0.0010
2017-08-11 2017-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,030 -335 551
2019-08-13 2017-03-31 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,365 0 0.00 574 8.10 0.0011
2017-05-12 2017-03-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,365 0 574
2019-07-30 2016-12-31 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,365 0 0.00 531 0.00 0.0011
2017-02-13 2016-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,365 0 531
2019-08-07 2016-09-30 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,365 0 0.00 531 4.53 0.0011
2016-11-14 2016-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,365 0 531
2019-07-29 2016-06-30 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,365 -310 -6.63 508 -6.10 0.0011
2016-08-15 2016-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,365 -310 508
2019-07-25 2016-03-31 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 4,675 -2,670 -36.35 541 -36.35 0.0012
2016-05-12 2016-03-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 4,675 -2,670 541
2019-07-24 2015-12-31 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 7,345 -260 -3.42 850 3.79 0.0019
2016-02-12 2015-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 7,345 -260 850
2019-07-15 2015-09-30 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 7,605 -5,247 -40.83 819 -44.02 0.0020
2015-11-13 2015-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 7,605 -5,247 819
2019-07-08 2015-06-30 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 12,852 7,312 131.99 1,463 131.85 0.0031
2015-08-13 2015-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 12,852 7,312 1,463
2015-06-09 2015-03-31 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 5,540 -1,700 -23.48 631 -21.81 0.0014
2015-05-15 2015-03-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 5,540 631
2019-08-29 2014-12-31 13F/A-3 iSHR S&P 500 MutFund Eq 4 TL 464287309 7,240 0 0.00 807 4.40 0.0017
2015-05-20 2014-12-31 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 6,140 -1,100 685 0.0013
2015-06-09 2014-12-31 13F/A-2 iSHR S&P 500 MutFund Eq 4 TL 464287309 7,240 1,100 807 0.0018
2015-02-12 2014-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 7,240 807
2014-11-07 2014-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 7,240 0 0.00 773 1.58 0.0017
2014-08-12 2014-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 7,240 -445 -5.79 761 -0.78 0.0016
2014-05-12 2014-03-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 7,685 0 0.00 767 1.19 0.0017
2014-02-14 2013-12-31 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 7,685 0 0.00 758 10.50 0.0017
2014-01-13 2013-09-30 13F/A-1 iSHR S&P 500 MutFund Eq 4 TL 464287309 7,685 0 0.00 686 6.36 0.0016
2013-11-13 2013-09-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 7,685 686
2013-08-13 2013-06-30 13F iSHR S&P 500 MutFund Eq 4 TL 464287309 7,685 7,685 645 0.0015
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.