iShares Trust - iShares Core S&P U.S. Growth ETF
US ˙ NasdaqGM ˙ US4642876712

SecurityIUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
InstitutionCreative Planning
Latest Disclosed Ownership79,840 shares
Latest Disclosed Value $ 12,383,984
Creative Planning reports 4.47% increase in ownership of IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 79,840 shares of iShares Trust - iShares Core S&P U.S. Growth ETF (US:IUSG) valued at $12,383,982 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 76,424 shares of iShares Trust - iShares Core S&P U.S. Growth ETF. This represents a change in shares of 4.47% during the quarter. The current value of the position is $15,279,779 USD.

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)
2026-05-12 2026-03-31 13F ISHARES TR CORE S&P US GWT 464287671 79,840 3,416 4.47 12,384 -3.51 0.0084
2026-02-17 2025-12-31 13F ISHARES TR CORE S&P US GWT 464287671 76,424 1,646 2.20 12,835 4.31 0.0092
2025-11-14 2025-09-30 13F ISHARES TR CORE S&P US GWT 464287671 74,778 -258 -0.34 12,304 9.03 0.0094
2025-08-08 2025-06-30 13F ISHARES TR CORE S&P US GWT 464287671 75,036 -3,345 -4.27 11,285 13.30 0.0096
2025-05-15 2025-03-31 13F ISHARES TR CORE S&P US GWT 464287671 78,381 9,356 13.55 9,961 3.56 0.0094
2025-02-14 2024-12-31 13F ISHARES TR CORE S&P US GWT 464287671 69,025 747 1.09 9,619 6.80 0.0094
2024-10-11 2024-09-30 13F ISHARES TR CORE S&P US GWT 464287671 68,278 872 1.29 9,006 4.82 0.0089
2024-08-15 2024-06-30 13F ISHARES TR CORE S&P US GWT 464287671 67,406 4,724 7.54 8,593 16.96 0.0092
2024-05-13 2024-03-31 13F ISHARES TR CORE S&P US GWT 464287671 62,682 566 0.91 7,347 13.61 0.0081
2024-02-14 2023-12-31 13F ISHARES TR CORE S&P US GWT 464287671 62,116 -591 -0.94 6,466 8.75 0.0120
2023-11-16 2023-09-30 13F ISHARES TR CORE S&P US GWT 464287671 62,707 2,104 3.47 5,947 0.49 0.0079
2023-07-21 2023-06-30 13F ISHARES TR CORE S&P US GWT 464287671 60,603 25,369 72.00 5,917 89.22 0.0079
2023-05-15 2023-03-31 13F ISHARES TR CORE S&P US GWT 464287671 35,234 -16,859 -32.36 3,128 -26.35 0.0045
2023-02-10 2022-12-31 13F ISHARES TR CORE S&P US GWT 464287671 52,093 -197 -0.38 4,247 1.26 0.0064
2022-11-03 2022-09-30 13F ISHARES TR CORE S&P US GWT 464287671 52,290 -2,639 -4.80 4,193 -8.81 0.0073
2022-08-15 2022-06-30 13F ISHARES TR CORE S&P US GWT 464287671 54,929 2,225 4.22 4,598 -17.44 0.0076
2022-05-16 2022-03-31 13F ISHARES TR CORE S&P US GWT 464287671 52,704 -1,043 -1.94 5,569 -10.39 0.0086
2022-02-11 2021-12-31 13F ISHARES TR CORE S&P US GWT 464287671 53,747 16,398 43.90 6,215 62.48 0.0100
2021-11-10 2021-09-30 13F ISHARES TR CORE S&P US GWT 464287671 37,349 2,486 7.13 3,825 8.66 0.0068
2021-08-04 2021-06-30 13F ISHARES TR CORE S&P US GWT 464287671 34,863 -15,771 -31.15 3,520 -23.43 0.0062
2021-04-30 2021-03-31 13F CreativePlanning CORE S&P US GWT 464287671 50,634 16,961 50.37 4,597 53.95 0.0093
2021-01-29 2020-12-31 13F ISHARES TR CORE S&P US GWT 464287671 33,673 2,869 9.31 2,986 21.19 0.0066
2020-11-05 2020-09-30 13F ISHARES TR CORE S&P US GWT 464287671 30,804 8,048 35.37 2,464 50.61 0.0064
2020-07-23 2020-06-30 13F ISHARES TR CORE S&P US GWT 464287671 22,756 10,066 79.32 1,636 125.97 0.0047
2020-05-05 2020-03-31 13F ISHARES TR CORE S&P US GWT 464287671 12,690 -301 -2.32 724 -17.63 0.0026
2020-01-30 2019-12-31 13F ISHARES TR CORE S&P US GWT 464287671 12,991 1,046 8.76 879 17.04 0.0026
2019-11-01 2019-09-30 13F ISHARES TR CORE S&P US GWT 464287671 11,945 1,170 10.86 751 11.26 0.0024
2019-07-26 2019-06-30 13F ISHARES TR CORE S&P US GWT 464287671 10,775 490 4.76 675 8.87 0.0023
2019-04-24 2019-03-31 13F ISHARES TR CORE S&P US GWT 464287671 10,285 673 7.00 620 22.29 0.0022
2019-02-12 2018-12-31 13F/A-1 ISHARES TR CORE S&P US GWT 464287671 9,612 5,075 111.86 507 79.79 0.0021
2019-02-01 2018-12-31 13F ISHARES TR CORE S&P US GWT 464287671 9,612 5,075 507
2018-10-25 2018-09-30 13F ISHARES TR CORE S&P US GWT 464287671 4,537 342 8.15 282 17.50 0.0010
2018-07-20 2018-06-30 13F ISHARES TR CORE S&P US GWT 464287671 4,195 467 12.53 240 17.65 0.0009
2018-04-18 2018-03-31 13F ISHARES TR CORE S&P US GWT 464287671 3,728 3,728 204 0.0008
2017-10-17 2017-09-30 13F ISHARES TR CORE S&P US ETF 464287671 0 -1,492 -100.00 0 -100.00
2017-07-12 2017-06-30 13F ISHARES TR CORE S&P US ETF 464287671 1,492 557 59.57 72 67.44 0.0004
2017-04-07 2017-03-31 13F ISHARES TR CORE S&P US ETF 464287671 935 0 0.00 43 7.50 0.0002
2017-01-09 2016-12-31 13F ISHARES TR CORE RUSSELL GRW 464287671 935 535 133.75 40 135.29 0.0002
2016-10-12 2016-09-30 13F ISHARES TR CORE RUSSELL GRW 464287671 400 200 100.00 17 6.25 0.0001
2016-07-12 2016-06-30 13F ISHARES TR CORE US GRW ETF 464287671 200 0 0.00 16 0.00 0.0001
2016-04-08 2016-03-31 13F ISHARES TR CORE US GRW ETF 464287671 200 -305 -60.40 16 -60.98 0.0001
2016-01-11 2015-12-31 13F ISHARES TR CORE US GRW ETF 464287671 505 305 152.50 41 173.33 0.0003
2015-10-09 2015-09-30 13F ISHARES TR CORE US GRW ETF 464287671 200 200 0.00 15 0.0001
2015-07-09 2015-06-30 13F ISHARES TR CORE US GRW ETF 464287671 0 -200 -100.00 0 -100.00
2015-04-13 2015-03-31 13F ISHARES TR CORE US GRW ETF 464287671 200 200 16 0.0002
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.