iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership885,451 shares
Latest Disclosed Value $ 100,153,563
Rockefeller Capital Management L.P. reports 5.82% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 885,451 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $100,153,563 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 836,746 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 5.82% 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)
2026-05-14 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 885,451 48,705 5.82 100,154 -2.89 0.1776
2026-03-16 2025-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 836,746 159,509 23.55 103,138 26.15 0.1857
2026-02-14 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,023,682 346,445 103,158 0.0942
2025-11-14 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 677,237 13,432 2.02 81,756 11.47 0.1599
2025-08-14 2025-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 663,805 12,951 1.99 73,343 21.39 0.1608
2025-08-08 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 663,805 12,951 73,343 0.0925
2025-05-14 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 650,854 45,013 7.43 60,419 -1.78 0.1491
2025-02-13 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 605,841 84,208 16.14 61,510 23.16 0.1593
2024-11-14 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 521,633 -5,675 -1.08 49,946 2.35 0.1344
2024-08-12 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 527,308 20,131 3.97 48,797 13.94 0.1387
2024-05-14 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 507,177 10,755 2.17 42,826 14.87 0.1250
2024-02-14 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 496,422 26,717 5.69 37,281 16.01 0.1246
2023-11-14 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 469,705 -30,810 -6.16 32,137 -8.90 0.1240
2023-08-14 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 500,515 -16,304 -3.15 35,276 106,796.97 0.1366
2023-05-16 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 516,819 73,925 16.69 33 -99.87 0.1420
2023-03-06 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 442,894 -76,132 -14.67 25,908 -13.71 0.1302
2022-11-02 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 519,026 7,693 1.50 30,024 -2.70 0.1552
2022-08-12 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 511,333 129,602 33.95 30,857 5.84 0.1640
2022-05-13 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 381,731 85,468 28.85 29,155 17.62 0.1406
2022-02-14 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 296,263 -3,547 -1.18 24,787 11.87 0.1157
2021-11-12 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 299,810 11,702 4.06 22,157 5.75 0.1164
2021-08-10 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 288,108 -4,368 -1.49 20,953 10.04 0.1180
2021-05-11 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 292,476 2,790 0.96 19,041 3.00 0.1288
2021-02-12 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 289,686 215,721 291.65 18,486 8.16 0.1400
2020-11-13 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 73,965 -88 -0.12 17,091 11.23 0.1601
2020-08-12 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 74,053 -2,551 -3.33 15,365 21.52 0.1608
2020-05-12 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 76,604 3,129 4.26 12,644 -11.13 0.1659
2020-02-07 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 73,475 51,484 234.11 14,228 259.29 0.1774
2019-11-12 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 21,991 12,635 135.05 3,960 136.14 0.0537
2019-08-09 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,356 -454 -4.63 1,677 -0.83 0.0234
2019-05-10 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 9,810 475 5.09 1,691 20.18 0.0241
2019-02-12 2018-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 9,335 -300 -3.11 1,407 -17.57 0.0247
2018-11-02 2018-09-30 13F iShares S&P 500 Growth ETF Exchange Traded Fund 464287309 9,635 0 0.00 1,707 8.93 0.0259
2018-07-31 2018-06-30 13F iShares S&P 500 Growth ETF Exchange Traded Fund 464287309 9,635 0 0.00 1,567 4.89 0.0255
2018-05-09 2018-03-31 13F iShares S&P 500 Growth ETF Exchange Traded Fund 464287309 9,635 9,635 1,494 0.0247
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.