iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionLPL Financial LLC
Latest Disclosed Ownership20,889,253 shares
Latest Disclosed Value $ 2,362,783,274
LPL Financial LLC reports 5.41% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 20,889,253 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $2,362,783,274 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 19,816,481 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 5.41% 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)
2026-05-06 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 20,889,253 1,072,772 5.41 2,362,783 -3.27 0.6275
2026-02-11 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 19,816,481 357,495 1.84 2,442,579 3.98 0.6670
2025-11-12 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 19,458,986 830,034 4.46 2,349,089 14.53 0.6846
2025-08-12 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 18,628,952 -300,393 -1.59 2,051,048 16.72 0.6841
2025-05-07 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 18,929,345 988,955 5.51 1,757,211 -3.53 0.6833
2025-02-11 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 17,940,390 2,257,493 14.39 1,821,488 21.30 0.7404
2024-11-08 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 15,682,897 255,991 1.66 1,501,637 5.19 0.6694
2024-08-07 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 15,426,906 4,015,007 35.18 1,427,606 48.15 0.7111
2024-05-10 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 11,411,899 3,503,833 44.31 963,621 62.25 0.5173
2024-02-14 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,908,066 210,121 2.73 593,896 12.76 0.3597
2023-11-13 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 7,697,945 1,998,078 35.05 526,693 31.11 0.3687
2023-07-31 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,699,867 775,225 15.74 401,727 27.68 0.2870
2023-05-10 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,924,642 34,941 0.71 314,635 9.99 0.2449
2023-02-07 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,889,701 -51,283 -1.04 286,047 0.07 0.2449
2022-11-14 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,940,984 103,225 2.13 285,836 -2.10 0.2758
2022-08-12 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,837,759 -805,640 -14.28 291,959 -32.27 0.2774
2022-05-16 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,643,399 -544,907 -8.81 431,043 -16.75 0.3704
2022-02-14 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 6,188,306 773,331 14.28 517,776 29.37 0.4346
2021-11-15 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,414,975 439,038 8.82 400,221 10.59 0.3758
2021-08-13 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,975,937 -17,124 -0.34 361,900 11.32 0.3659
2021-05-14 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 4,993,061 -368,576 -6.87 325,098 -4.99 0.3737
2021-02-12 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 5,361,637 3,919,321 271.74 342,180 2.67 0.4431
2020-11-09 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,442,316 -596,801 -29.27 333,290 -21.23 0.5205
2020-08-13 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,039,117 -114,061 -5.30 423,096 19.05 0.7372
2020-05-14 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,153,178 -138,333 -6.04 355,382 -19.91 0.7655
2020-02-14 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,291,511 -86,070 -3.62 443,728 3.67 0.8075
2019-11-13 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,377,581 196,192 8.99 428,036 9.47 0.8713
2019-08-09 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,181,389 -70,087 -3.11 390,992 0.75 0.8335
2019-05-08 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,251,476 -217,766 -8.82 388,064 4.31 0.8816
2019-02-07 2018-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,469,242 92,302 3.88 372,041 -11.65 0.9896
2018-11-14 2018-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,376,940 148,384 6.66 421,122 16.21 1.0094
2018-08-14 2018-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,228,556 108,963 5.14 362,385 10.25 0.9514
2018-05-15 2018-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,119,593 357,624 20.30 328,685 22.11 0.9048
2018-02-14 2017-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,761,969 72,661 4.30 269,176 11.10 0.8192
2017-11-14 2017-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,689,308 30,197 1.82 242,280 6.71 0.8558
2017-08-14 2017-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,659,111 1,641,847 9,510.24 227,049 9,902.16 0.8605
2017-05-15 2017-03-31 13F ISHARES S&P S&P500 GRW 464287309 17,264 -540 -3.03 2,270 3.99 0.0155
2017-02-13 2016-12-31 13F ISHARES S&P S&P500 GRW 464287309 17,804 2,188 14.01 2,183 15.69 0.0166
2016-11-16 2016-09-30 13F ISHARES S&P S&P500 GRW 464287309 15,616 -36 -0.23 1,887 2.83 0.0179
2016-08-15 2016-06-30 13F ISHARES S&P S&P500 GRW 464287309 15,652 -2,439,725 -99.36 1,835 -99.35 0.0155
2016-05-16 2016-03-31 13F ISHARES S&P S&P500 GRW 464287309 2,455,377 -247,835 -9.17 283,940 -7.84 0.7902
2016-02-12 2015-12-31 13F ISHARES S&P S&P500 GRW 464287309 2,703,212 1,722,487 175.63 308,085 181.34 0.8545
2015-11-13 2015-09-30 13F ISHARES S&P S&P500 GRW 464287309 980,725 79,527 8.82 109,508 6.14 0.6029
2015-08-14 2015-06-30 13F ISHARES S&P S&P500 GRW 464287309 901,198 -150,887 -14.34 103,178 -13.54 0.5232
2015-05-14 2015-03-31 13F ISHARES S&P S&P500 GRW 464287309 1,052,085 -74,164 -6.59 119,338 -5.05 0.6095
2015-02-13 2014-12-31 13F ISHARES S&P S&P500 GRW 464287309 1,126,249 164,801 17.14 125,689 24.28 0.6880
2014-11-10 2014-09-30 13F ISHARES S&P S&P500 GRW 464287309 961,448 115,333 13.63 101,135 13.63 0.6030
2014-08-05 2014-06-30 13F/A-1 ISHARES S&P S&P500 GRW 464287309 846,115 -798,919 -48.57 89,003 -45.81 0.5185
2014-08-05 2014-06-30 13F ISHARES S&P S&P500 GRW 464287309 846,115 1,693
2014-05-12 2014-03-31 13F ISHARES S&P S&P500 GRW 464287309 1,645,034 879,329 114.84 164,240 117.21 1.0094
2014-02-13 2013-12-31 13F ISHARES S&P S&P500 GRW 464287309 765,705 53,786 7.56 75,613 17.09 0.4721
2013-11-04 2013-09-30 13F ISHARES S&P S&P500 GRW 464287309 711,919 8,342 1.19 64,578 9.25 0.4298
2013-08-15 2013-06-30 13F ISHARES S&P S&P500 GRW 464287309 703,577 703,577 59,108 0.4248
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.