iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionLido Advisors, LLC
Latest Disclosed Ownership3,873,907 shares
Latest Disclosed Value $ 438,177,784
Lido Advisors, LLC reports 2.26% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 3,873,907 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $438,177,784 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,788,440 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 2.26% 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)
2026-05-13 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,873,907 85,467 2.26 438,178 -4.67 1.3404
2026-02-10 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,788,440 148,991 4.09 459,649 4.62 1.3741
2025-11-14 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,639,449 221,311 6.47 439,354 16.74 1.3759
2025-08-13 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,418,138 205,322 6.39 376,337 26.18 1.4661
2025-05-15 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,212,816 85,339 2.73 298,246 -6.07 1.3428
2025-02-14 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,127,477 1,038,548 49.72 317,533 58.75 1.4452
2024-11-14 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,088,929 -488,561 -18.95 200,015 -16.14 0.9972
2024-08-15 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,577,490 70,739 2.82 238,521 12.68 1.3278
2024-05-15 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,506,751 -43,738 -1.71 211,670 10.51 1.2448
2024-02-14 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,550,489 58,373 2.34 191,542 12.33 1.2943
2023-11-14 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,492,116 653,266 35.53 170,511 31.56 1.2977
2023-08-09 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,838,850 406,209 28.35 129,602 41.59 0.9249
2023-05-15 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,432,641 71,407 5.25 91,531 14.94 0.8904
2023-02-14 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,361,234 -24,781 -1.79 79,632 -0.68 0.9711
2022-11-14 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,386,015 426,538 44.46 80,181 38.47 1.0075
2022-08-15 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 959,477 -13,489 -1.39 57,904 -22.08 0.7676
2022-05-17 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 972,966 -1,051,620 -51.94 74,315 -56.13 0.8283
2022-02-15 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,024,586 -78,609 -3.74 169,397 8.97 1.8455
2022-02-15 2021-09-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 2,103,195 1,243,204 144.56 155,447 148.53 2.1716
2021-11-12 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 19,547 -840,444 153,029 1.9831
2021-08-12 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 859,991 75,382 9.61 62,547 22.43 0.8703
2021-05-13 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 784,609 -898,383 -53.38 51,086 -52.44 1.4885
2021-02-08 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,682,992 1,209,232 255.24 107,408 -1.89 3.6115
2020-11-12 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 473,760 56,028 13.41 109,477 26.31 4.6936
2020-08-12 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 417,732 9,459 2.32 86,675 28.63 4.2211
2020-05-13 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 408,273 23,691 6.16 67,385 -9.52 4.3517
2020-02-07 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 384,582 30,846 8.72 74,471 16.94 4.3336
2019-11-12 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 353,736 10,278 2.99 63,683 3.45 4.9480
2019-08-14 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 343,458 28,211 8.95 61,561 13.30 5.2108
2019-05-10 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 315,247 -40,007 -11.26 54,336 1.51 4.8566
2019-02-14 2018-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 355,254 50,050 16.40 53,526 -1.27 7.4055
2018-11-14 2018-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 305,204 58,093 23.51 54,213 34.92 7.0012
2018-08-14 2018-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 247,111 53,475 27.62 40,182 33.82 6.0884
2018-05-09 2018-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 193,636 27,831 16.79 30,027 18.54 5.1956
2018-02-15 2017-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 165,805 20,188 13.86 25,330 17.43 4.1428
2017-11-13 2017-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 145,617 11,646 8.69 21,571 17.66 3.6979
2017-08-14 2017-06-30 13F iShares TR S&P 500 GRWT ETF 464287309 133,971 -8,167 -5.75 18,334 -4.70 3.8086
2017-05-15 2017-03-31 13F iShares TR S&P 500 GRWT ETF 464287309 142,138 128,474 940.24 19,238 1,056.13 5.3246
2017-09-21 2016-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 13,664 13,664 1,664 0.4104
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.