iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionPSI Advisors, LLC
Latest Disclosed Ownership4,174 shares
Latest Disclosed Value $ 472,122
PSI Advisors, LLC reports 76.79% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 15, 2026 - PSI Advisors, LLC filed a 13F-HR form disclosing ownership of 4,174 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $472,122 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,361 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 76.79% 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 S&P 500 GROWTH ETF UIT EXCHANGE TRADED 464287309 4,174 1,813 76.79 472 62.20 0.0749
2026-02-09 2025-12-31 13F ISHARES S&P MF Closed and MF Open 464287309 2,361 0 0.00 291 2.11 0.0731
2025-11-12 2025-09-30 13F ISHARES S&P MF Closed and MF Open 464287309 2,361 -264 -10.06 285 -1.38 0.0734
2025-08-12 2025-06-30 13F ISHARES S&P MF Closed and MF Open 464287309 2,625 -708 -21.24 289 -6.47 0.1419
2025-04-21 2025-03-31 13F ISHARES S&P 500 GROWTH ETF UIT EXCHANGE TRADED 464287309 3,333 51 1.55 309 -7.21 0.1006
2025-01-13 2024-12-31 13F ISHARES S&P MF Closed and MF Open 464287309 3,282 570 21.02 333 28.57 0.0989
2024-10-22 2024-09-30 13F ISHARES S&P MF Closed and MF Open 464287309 2,712 0 0.00 260 3.60 0.0761
2024-07-23 2024-06-30 13F ISHARES S&P MF Closed and MF Open 464287309 2,712 0 0.00 251 9.17 0.0794
2024-04-24 2024-03-31 13F ISHARES S&P MF Closed and MF Open 464287309 2,712 -146 -5.11 229 7.01 0.0827
2024-02-01 2023-12-31 13F ISHARES S&P MF Closed and MF Open 464287309 2,858 -40 -1.38 215 8.08 0.0801
2023-10-13 2023-09-30 13F ISHARES S&P MF Closed and MF Open 464287309 2,898 0 0.00 198 -2.94 0.0858
2023-07-21 2023-06-30 13F ISHARES S&P MF Closed and MF Open 464287309 2,898 0 0.00 204 10.27 0.0897
2023-04-25 2023-03-31 13F ISHARES S&P MF Closed and MF Open 464287309 2,898 -432 -12.97 185 -4.64 0.0894
2023-01-19 2022-12-31 13F ISHARES S&P MF Closed and MF Open 464287309 3,330 -14,034 -80.82 195 -80.70 0.1037
2022-10-20 2022-09-30 13F ISHARES S&P MF Closed and MF Open 464287309 17,364 -7,546 -30.29 1,005 -33.13 0.5280
2022-07-18 2022-06-30 13F ISHARES S&P MF Closed and MF Open 464287309 24,910 -1,476 -5.59 1,503 -25.41 0.7389
2022-04-20 2022-03-31 13F ISHARES S&P MF Closed and MF Open 464287309 26,386 -440 -1.64 2,015 -10.24 0.8295
2022-02-11 2021-12-31 13F ISHARES S&P MF Closed and MF Open 464287309 26,826 -20 -0.07 2,245 13.16 0.9136
2021-11-12 2021-09-30 13F ISHARES S&P ETF 464287309 26,846 -1,090 -3.90 1,984 -2.31 0.9117
2021-08-10 2021-06-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 27,936 -1,100 -3.79 2,031 7.46 1.0704
2021-05-11 2021-03-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 29,036 -560 -1.89 1,890 0.11 1.1134
2021-02-08 2020-12-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 29,596 20,609 229.32 1,888 -9.06 1.3018
2020-11-12 2020-09-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 8,987 -291 -3.14 2,076 7.84 1.5845
2020-11-24 2020-06-30 13F/A-1 ISHARES S&P S&P 500 GRWT ETF 464287309 9,278 -671 -6.74 1,925 17.24 1.5522
2020-08-04 2020-06-30 13F ISHARES S&P S&P 500 GRWT ETF 464287309 9,278 -671 1,925 219,187.3785
2020-05-15 2020-03-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 9,949 -1,428 -12.55 1,642 -25.47 1.5102
2020-02-13 2019-12-31 13F ISHARES S&P S&P 500 GRWT ETF 464287309 11,377 11,377 2,203 1.4164
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.