iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership166,649 shares
Latest Disclosed Value $ 18,849,668
Umb Bank N A/mo reports 6.73% decrease in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 166,649 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $18,849,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 178,683 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of -6.73% 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)
2026-05-11 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 166,649 -12,034 -6.73 18,850 -14.42 0.2372
2026-02-13 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 178,683 1,238 0.70 22,024 2.81 0.2929
2025-11-04 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 177,445 -7,075 -3.83 21,421 5.44 0.3152
2025-07-11 2025-06-30 13F/A-01 ISHARES TR S&P 500 GRWT ETF 464287309 184,520 -9,437 -4.87 20,316 12.83 0.3165
2025-07-10 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 193,957 0 18,005 0.2612
2025-04-14 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 193,957 -5,865 -2.94 18,005 -11.25 0.2967
2025-01-16 2024-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 199,822 1,339 0.67 20,288 6.75 0.3209
2024-10-09 2024-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 198,483 -3,064 -1.52 19,005 1.89 0.2959
2024-07-29 2024-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 201,547 -11,479 -5.39 18,651 3.69 0.3058
2024-04-26 2024-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 213,026 -9,310 -4.19 17,988 7.73 0.2849
2024-01-23 2023-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 222,336 -6,230 -2.73 16,697 6.77 0.2441
2023-10-18 2023-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 228,566 281 0.12 15,638 -2.80 0.2510
2023-07-25 2023-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 228,285 -2,713 -1.17 16,090 9.02 0.2442
2023-04-11 2023-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 230,998 -15,449 -6.27 14,758 105,314.29 0.2360
2023-01-10 2022-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 246,447 -5,369 -2.13 14 -99.90 0.2279
2022-10-13 2022-09-30 13F ISHARES S&P 500 GRWT ETF 464287309 251,816 -24,945 -9.01 14,567 -12.78 0.2457
2022-07-20 2022-06-30 13F ISHARES S&P 500 GRWT ETF 464287309 276,761 -5,932 -2.10 16,702 -22.65 0.2601
2022-04-22 2022-03-31 13F ISHARES S&P 500 GRWT ETF 464287309 282,693 -5,340 -1.85 21,592 -10.40 0.2858
2022-02-09 2021-12-31 13F ISHARES S&P 500 GRWT ETF 464287309 288,033 -19,249 -6.26 24,099 6.11 0.3044
2021-10-18 2021-09-30 13F iShares S&P 500 Growth Index COMMON 464287309 307,282 25,439 9.03 22,711 10.79 0.5108
2021-07-26 2021-06-30 13F iShares S&P 500 Growth Index COMMON 464287309 281,843 -5,375 -1.87 20,499 9.62 0.4693
2021-04-15 2021-03-31 13F iShares S&P 500 Growth Index COMMON 464287309 287,218 23,875 9.07 18,700 11.26 0.4571
2021-02-04 2020-12-31 13F iShares S&P 500 Growth Index COMMON 464287309 263,343 178,924 211.95 16,807 -4.05 0.4525
2020-10-16 2020-09-30 13F iShares S&P 500 Growth Index COMMON 464287309 84,419 0 0.00 17,516 0.00 0.5429
2020-07-16 2020-06-30 13F iShares S&P 500 Growth Index COMMON 464287309 84,419 -14,262 -14.45 17,516 7.55 0.5429
2020-05-26 2020-03-31 13F iShares S&P 500 Growth Index COMMON 464287309 98,681 -4,800 -4.64 16,287 -18.72 0.5835
2020-01-31 2019-12-31 13F iShares S&P 500 Growth Index COMMON 464287309 103,481 -5,545 -5.09 20,038 2.09 0.5519
2019-10-30 2019-09-30 13F iShares S&P 500 Growth Index COMMON 464287309 109,026 -4,929 -4.33 19,628 -3.91 0.4713
2019-07-30 2019-06-30 13F iShares S&P 500 Growth Index COMMON 464287309 113,955 -5,006 -4.21 20,426 -0.38 0.5013
2019-04-30 2019-03-31 13F iShares S&P 500 Growth Index COMMON 464287309 118,961 -1,873 -1.55 20,504 12.62 0.6252
2019-01-24 2018-12-31 13F iShares S&P 500 Growth Index COMMON 464287309 120,834 3,308 2.81 18,206 -12.56 0.5559
2018-10-22 2018-09-30 13F iShares S&P 500 Growth Index COMMON 464287309 117,526 -2,667 -2.22 20,822 6.54 0.6187
2018-07-31 2018-06-30 13F iShares S&P 500 Growth Index COMMON 464287309 120,193 373 0.31 19,544 5.18 0.6205
2018-04-25 2018-03-31 13F iShares S&P 500 Growth Index COMMON 464287309 119,820 -1,503 -1.24 18,581 0.25 0.6001
2018-01-22 2017-12-31 13F iShares S&P 500 Growth Index COMMON 464287309 121,323 -4,384 -3.49 18,535 2.81 0.6042
2017-10-11 2017-09-30 13F iShares S&P 500 Growth Index COMMON 464287309 125,707 -732 -0.58 18,029 4.20 0.6199
2017-08-02 2017-06-30 13F iShares S&P 500 Growth Index COMMON 464287309 126,439 -743 -0.58 17,303 3.44 0.6056
2017-04-24 2017-03-31 13F iShares S&P 500 Growth Index COMMON 464287309 127,182 13,566 11.94 16,727 20.88 0.5852
2017-01-18 2016-12-31 13F iShares S&P 500 Growth Index COMMON 464287309 113,616 16,885 17.46 13,838 17.59 0.5093
2016-10-28 2016-09-30 13F iShares S&P 500 Growth Index COMMON 464287309 96,731 272 0.28 11,768 4.65 0.4741
2016-07-26 2016-06-30 13F iShares S&P 500 Growth Index COMMON 464287309 96,459 16,089 20.02 11,245 20.73 0.4731
2016-04-20 2016-03-31 13F iShares S&P 500 Growth Index COMMON 464287309 80,370 35,694 79.90 9,314 80.02 0.3971
2016-01-19 2015-12-31 13F iShares S&P 500 Growth Index COMMON 464287309 44,676 44,676 5,174 0.2253
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.