iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionPeapack Gladstone Financial Corp
Latest Disclosed Ownership116,736 shares
Latest Disclosed Value $ 13,204
Peapack Gladstone Financial Corp reports 2.55% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 15, 2026 - Peapack Gladstone Financial Corp filed a 13F-HR form disclosing ownership of 116,736 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $13,204 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 119,788 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -2.55% 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.

Upgrade to unlock premium data and export to Excel .

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 116,736 -3,052 -2.55 13 -7.14 0.1689
2026-02-10 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 119,788 703 0.59 15 0.00 0.1860
2025-11-14 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 119,085 -10,291 -7.95 14 0.00 0.1872
2025-08-14 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 129,376 -1,307 -1.00 14 16.67 0.2015
2025-05-12 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 130,683 -7,015 -5.09 12 -7.69 0.1801
2025-02-13 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 137,698 -9,856 -6.68 14 -7.14 0.2028
2024-11-26 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 147,554 -7,024 -4.54 14 0.00 0.2037
2024-08-13 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 154,578 -3,312 -2.10 14 7.69 0.2198
2024-05-10 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 157,890 -1,276 -0.80 13 18.18 0.2085
2024-02-13 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 159,166 -1,618 -1.01 12 0.00 0.2012
2023-11-14 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 160,784 3,062 1.94 11 0.00 0.2036
2023-08-14 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 157,722 -5,215 -3.20 11 10.00 0.1981
2023-05-15 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 162,937 -9,407 -5.46 10 -99.90 0.1980
2023-02-14 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 172,344 -2,438 -1.39 10,083 -0.29 0.1986
2022-11-14 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 174,782 5,356 3.16 10,112 -1.10 0.2062
2022-08-12 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 169,426 -7,023 -3.98 10,224 -24.13 0.2337
2022-05-16 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 176,449 -237 -0.13 13,476 -8.85 0.2640
2022-02-15 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 176,686 -717 -0.40 14,784 12.75 0.2792
2021-11-15 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 177,403 -1,617 -0.90 13,112 0.71 0.2711
2021-08-16 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 179,020 -8,751 -4.66 13,019 6.49 0.3121
2021-05-14 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 187,771 7,776 4.32 12,226 6.43 0.3156
2021-02-16 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 179,995 133,997 291.31 11,487 8.07 0.3435
2020-11-16 2020-09-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 45,998 -2,459 -5.07 10,629 5.72 0.3861
2020-08-14 2020-06-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 48,457 848 1.78 10,054 27.95 0.3980
2020-05-15 2020-03-31 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 47,609 -2,046 -4.12 7,858 -18.27 0.3708
2020-02-14 2019-12-31 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 49,655 -3,447 -6.49 9,615 0.58 0.3864
2019-11-13 2019-09-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 53,102 -4,964 -8.55 9,560 -8.15 0.4108
2019-08-15 2019-06-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 58,066 -1,736 -2.90 10,408 0.97 0.4513
2019-05-15 2019-03-31 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 59,802 -1,213 -1.99 10,308 12.13 0.4659
2019-02-14 2018-12-31 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 61,015 -977 -1.58 9,193 -16.30 0.4700
2018-11-14 2018-09-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 61,992 -778 -1.24 10,983 7.60 0.5361
2018-08-09 2018-06-30 13F ISHARES S&P 500 GROWTH ETF OTHER 464287309 62,770 -3,524 -5.32 10,207 -0.71 0.5324
2018-05-10 2018-03-31 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 66,294 -4,742 -6.68 10,280 -5.27 0.5561
2018-02-14 2017-12-31 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 71,036 -3,867 -5.16 10,852 1.02 0.5825
2017-11-14 2017-09-30 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 74,903 -5,168 -6.45 10,743 -1.96 0.6164
2017-08-14 2017-06-30 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 80,071 302 0.38 10,958 4.44 0.6549
2017-05-10 2017-03-31 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 79,769 -1,163 -1.44 10,491 6.44 0.6458
2017-02-14 2016-12-31 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 80,932 -7,454 -8.43 9,857 -8.34 0.6391
2016-11-14 2016-09-30 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 88,386 -1,930 -2.14 10,753 2.13 0.7189
2016-08-15 2016-06-30 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 90,316 -26,806 -22.89 10,529 -22.43 0.7266
2016-05-10 2016-03-31 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 117,122 -4,661 -3.83 13,573 -3.75 0.9527
2016-02-12 2015-12-31 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 121,783 4,709 4.02 14,102 11.74 0.9897
2015-11-12 2015-09-30 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 117,074 8,098 7.43 12,621 1.71 0.9450
2015-08-13 2015-06-30 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 108,976 10,594 10.77 12,408 10.69 0.8690
2015-05-13 2015-03-31 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 98,382 2,559 2.67 11,211 4.83 0.7750
2015-02-12 2014-12-31 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 95,823 3,325 3.59 10,694 8.23 0.7534
2014-11-13 2014-09-30 13F/A-1 ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 92,498 8,262 9.81 9,881 11.51 0.7391
2014-11-12 2014-09-30 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 84,236 8,861
2014-08-14 2014-06-30 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 84,236 8,377 11.04 8,861 16.99 0.6657
2014-05-06 2014-03-31 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 75,859 7,390 10.79 7,574 12.01 0.5976
2014-02-13 2013-12-31 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 68,469 8,975 15.09 6,761 -99.87 0.5442
2013-11-14 2013-09-30 13F ISHARES S&P 500 GROWTH ETF CLOSED END EQUITY MUTUAL FUND 464287309 59,494 4,055 7.31 5,316,384 14.15 0.4675
2013-08-13 2013-06-30 13F ISHARES S&P 500 GROWTH INDEX FD CLOSED END EQUITY MUTUAL FUND 464287309 55,439 55,439 4,657,430 0.4257
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.