iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionMontecito Bank & Trust
Latest Disclosed Ownership25,504 shares
Latest Disclosed Value $ 2,884,757
Montecito Bank & Trust reports 1.11% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On April 16, 2026 - Montecito Bank & Trust filed a 13F-HR form disclosing ownership of 25,504 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $2,884,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 25,789 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -1.11% 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)
2026-04-16 2026-03-31 13F ISHARES S&P 500 GROWTH ETF Equities 464287309 25,504 -285 -1.11 2,885 -9.25 0.4278
2026-01-09 2025-12-31 13F ISHARES S&P 500 GROWTH ETF Equities 464287309 25,789 0 0.00 3,179 2.09 0.5068
2025-10-07 2025-09-30 13F ISHARES S&P 500 GROWTH ETF Equities 464287309 25,789 -165 -0.64 3,113 29.22 0.4835
2025-04-17 2025-03-31 13F ISHARES S&P 500 GROWTH ETF Equities 464287309 25,954 -85 -0.33 2,409 -8.85 0.4264
2025-01-21 2024-12-31 13F ISHARES S&P 500 GROWTH ETF Equities 464287309 26,039 0 0.00 2,644 6.02 0.4579
2024-10-31 2024-09-30 13F ISHARES S&P 500 GROWTH ETF Equities 464287309 26,039 -70 -0.27 2,493 3.19 0.4247
2024-07-17 2024-06-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 26,109 0 0.00 2,416 9.62 0.4915
2024-04-09 2024-03-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 26,109 -180 -0.68 2,205 11.65 0.4409
2024-01-05 2023-12-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 26,289 0 0.00 1,974 9.79 0.4246
2023-10-16 2023-09-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 26,289 54 0.21 1,799 -2.76 0.4215
2023-07-25 2023-06-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 26,235 -20 -0.08 1,849 10.26 0.4201
2023-04-25 2023-03-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 26,255 -299 -1.13 1,677 167,600.00 0.4000
2023-01-20 2022-12-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 26,554 10,000 60.41 2 -99.90 0.3765
2022-10-14 2022-09-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 16,554 0 0.00 958 -4.10 0.2493
2022-08-01 2022-06-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 16,554 0 0.00 999 -20.97 0.2371
2022-04-22 2022-03-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 16,554 -660 -3.83 1,264 -12.22 0.2365
2022-01-25 2021-12-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 17,214 -18 -0.10 1,440 13.03 0.2554
2021-10-28 2021-09-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 17,232 0 0.00 1,274 1.68 0.2476
2021-07-08 2021-06-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 17,232 0 0.00 1,253 11.68 0.2404
2021-04-26 2021-03-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 17,232 -1,182 -6.42 1,122 -4.51 0.2327
2021-01-28 2020-12-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 18,414 14,066 323.51 1,175 16.92 0.2576
2020-10-27 2020-09-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,348 0 0.00 1,005 11.42 0.2559
2020-07-17 2020-06-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,348 0 0.00 902 25.63 0.2475
2020-04-23 2020-03-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,348 0 0.00 718 -14.73 0.2352
2020-01-22 2019-12-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,348 0 0.00 842 7.54 0.2261
2019-10-18 2019-09-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,348 0 0.00 783 0.51 0.2327
2019-07-05 2019-06-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,348 -1,566 -26.48 779 -23.55 0.2353
2019-04-05 2019-03-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 5,914 156 2.71 1,019 17.40 0.3114
2019-02-05 2018-12-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 5,758 1,410 32.43 868 12.73 0.2999
2018-10-11 2018-09-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,348 0 0.00 770 8.91 0.2298
2018-08-01 2018-06-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,348 0 0.00 707 4.90 0.2265
2018-04-23 2018-03-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,348 -250 -5.44 674 -3.99 0.2207
2018-02-13 2017-12-31 13F/A-1 ISHARES S&P 500 GROWTH ETF Com 464287309 4,598 0 0.00 702 6.53 0.2283
2017-10-23 2017-09-30 13F ISHARES S&P 500 GROWTH ETF Common Stock 464287309 4,598 0 0.00 659 4.77 0.2283
2017-07-26 2017-06-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,598 0 0.00 629 3.97 0.2263
2017-05-04 2017-03-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,598 0 0.00 605 8.04 0.2210
2017-02-15 2016-12-31 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,598 0 0.00 560 0.18 0.1954
2016-11-03 2016-09-30 13F ISHARES S&P 500 GROWTH ETF Com 464287309 4,598 0 0.00 559 4.29 0.2298
2016-08-19 2016-06-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 4,598 0 0.00 536 0.56 0.2265
2016-05-05 2016-03-31 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 4,598 0 0.00 533 0.19 0.2395
2016-01-25 2015-12-31 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 4,598 468 11.33 532 19.55 0.2509
2015-10-27 2015-09-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 4,130 500 13.77 445 7.49 0.2455
2015-07-24 2015-06-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 3,630 0 0.00 414 0.00 0.2055
2015-05-13 2015-03-31 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 3,630 0 0.00 414 2.22 0.2055
2015-02-11 2014-12-31 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 3,630 0 0.00 405 4.38 0.2129
2014-10-21 2014-09-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 3,630 0 0.00 388 1.57 0.2354
2014-07-14 2014-06-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 3,630 1,400 62.78 382 71.30 0.2308
2014-05-15 2014-03-31 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 2,230 0 0.00 223 1.36 0.1404
2014-02-27 2013-12-31 13F ISHARES S&P 500 GROWTH ET OTHER 464287309 2,230 -1,500 -40.21 220 -33.93 0.1373
2013-11-04 2013-09-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 3,730 0 0.00 333 6.39 0.2221
2013-08-08 2013-06-30 13F ISHARES S&P 500 GROWTH INDEX F OTHER 464287309 3,730 3,730 313 0.2109
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.