iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionAdvisory Services Network, LLC
Latest Disclosed Ownership158,894 shares
Latest Disclosed Value $ 17,972,503
Advisory Services Network, LLC reports 4.45% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 15, 2026 - Advisory Services Network, LLC filed a 13F-HR form disclosing ownership of 158,894 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $17,972,503 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 152,127 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 4.45% 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 ETF 464287309 158,894 6,767 4.45 17,973 -4.15 0.1661
2026-02-17 2025-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 152,127 11,224 7.97 18,751 10.24 0.2653
2025-11-18 2025-09-30 13F ISHARES TR ETF 464287309 140,903 1,442 1.03 17,010 7.08 0.2495
2025-08-19 2025-06-30 13F ISHARES TR ETF 464287309 139,461 -115,034 -45.20 15,885 -32.76 0.2557
2025-05-15 2025-03-31 13F ISHARES TR ETF 464287309 254,495 3,099 1.23 23,625 -7.44 0.4540
2025-02-13 2024-12-31 13F ISHARES TR ETF 464287309 251,396 23,678 10.40 25,524 21.12 0.4755
2024-11-14 2024-09-30 13F ISHARES TR ETF 464287309 227,718 0 0.00 21,073 0.00 0.4357
2024-08-13 2024-06-30 13F ISHARES TR ETF 464287309 227,718 36,457 19.06 21,073 30.48 0.4357
2024-05-06 2024-03-31 13F ISHARES TR ETF 464287309 191,261 23,340 13.90 16,150 28.07 0.3582
2024-02-09 2023-12-31 13F ISHARES TR ETF 464287309 167,921 72,733 76.41 12,611 93.64 0.3082
2023-11-14 2023-09-30 13F ISHARES TR ETF 464287309 95,188 12,522 15.15 6,513 11.77 0.1749
2023-08-09 2023-06-30 13F ISHARES TR ETF 464287309 82,666 8,385 11.29 5,826 22.78 0.1552
2023-05-17 2023-03-31 13F ISHARES TR ETF 464287309 74,281 -6,442 -7.98 4,746 0.49 0.1315
2023-02-13 2022-12-31 13F ISHARES TR ETF 464287309 80,723 -2,986 -3.57 4,722 -2.50 0.1447
2022-11-14 2022-09-30 13F ISHARES TR ETF 464287309 83,709 -3,050 -3.52 4,843 -7.49 0.1709
2022-08-02 2022-06-30 13F ISHARES TR ETF 464287309 86,759 -80,719 -48.20 5,235 -59.08 0.1790
2022-05-23 2022-03-31 13F ISHARES TR ETF 464287309 167,478 -153,953 -47.90 12,792 -52.44 0.3765
2022-02-14 2021-12-31 13F ISHARES TR ETF 464287309 321,431 32,384 11.20 26,894 25.89 0.7737
2021-11-05 2021-09-30 13F ISHARES TR ETF 464287309 289,047 -1,793 -0.62 21,363 0.99 0.6794
2021-08-12 2021-06-30 13F ISHARES TR ETF 464287309 290,840 12,736 4.58 21,153 16.82 0.6673
2021-05-24 2021-03-31 13F ISHARES TR ETF 464287309 278,104 -39,952 -12.56 18,108 -10.79 0.6727
2021-02-09 2020-12-31 13F ISHARES TR ETF 464287309 318,056 236,791 291.38 20,298 8.09 0.8144
2020-11-16 2020-09-30 13F ISHARES TR ETF 464287309 81,265 15,908 24.34 18,778 38.47 0.8837
2020-08-10 2020-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 65,357 21,892 50.37 13,561 89.03 0.7442
2020-05-15 2020-03-31 13F ISHARES TR ETF 464287309 43,465 -14,268 -24.71 7,174 -35.83 0.4693
2020-02-04 2019-12-31 13F ISHARES TR ETF 464287309 57,733 20,322 54.32 11,180 66.72 0.5880
2019-11-04 2019-09-30 13F ISHARES TR ETF 464287309 37,411 0 0.00 6,706 0.00 0.4108
2019-08-01 2019-06-30 13F ISHARES TR ETF 464287309 37,411 -3,639 -8.86 6,706 -5.22 0.4112
2019-05-20 2019-03-31 13F ISHARES TR ETF 464287309 41,050 -22,701 -35.61 7,075 -26.35 0.4970
2019-02-15 2018-12-31 13F ISHARES TR ETF 464287309 63,751 19,853 45.23 9,606 23.50 0.8384
2018-11-02 2018-09-30 13F ISHARES TR ETF 464287309 43,898 2,317 5.57 7,778 9.41 0.5677
2018-07-27 2018-06-30 13F ISHARES TR ETF 464287309 41,581 12,940 45.18 7,109 60.08 0.5416
2018-04-23 2018-03-31 13F ISHARES TR ETF 464287309 28,641 11,266 64.84 4,441 67.33 0.3548
2018-02-08 2017-12-31 13F ISHARES TR ETF 464287309 17,375 -697 -3.86 2,654 2.39 0.2313
2017-10-12 2017-09-30 13F ISHARES TR ETF 464287309 18,072 -9,391 -34.20 2,592 -31.03 0.2967
2017-08-17 2017-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 27,463 -2,360 -7.91 3,758 -4.18 0.4898
2017-04-28 2017-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 29,823 578 1.98 3,922 10.23 0.5697
2016-10-07 2016-09-30 13F ISHARES TR ETF 464287309 29,245 12,489 74.53 3,558 82.18 0.6689
2016-07-27 2016-06-30 13F ISHARES TR ETF 464287309 16,756 -646 -3.71 1,953 -3.17 0.4439
2016-04-21 2016-03-31 13F ISHARES TR ETF 464287309 17,402 12,654 266.51 2,017 266.73 0.5507
2016-01-27 2015-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 4,748 1,416 42.50 550 53.20 0.1768
2015-10-01 2015-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,332 -507 -13.21 359 -18.41 0.1084
2015-07-02 2015-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 3,839 -6,339 -62.28 440 -62.20 0.1298
2015-04-08 2015-03-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 10,178 -16,207 -61.43 1,164 -60.18 0.3214
2015-01-23 2014-12-31 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 26,385 1,932 7.90 2,923 11.91 0.9138
2014-10-07 2014-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 24,453 363 1.51 2,612 3.08 0.9551
2014-07-10 2014-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 24,090 -812 -3.26 2,534 1.93 1.0727
2014-04-09 2014-03-31 13F ISHARES S&P 500 ETF 464287309 24,902 -27 -0.11 2,486 0.97 1.2817
2014-02-13 2013-12-31 13F ISHARES ETF 464287309 24,929 40 0.16 2,462 10.70 1.2362
2013-11-22 2013-09-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 24,889 -3,099 -11.07 2,224 -8.25 1.9132
2013-08-15 2013-06-30 13F ISHARES S&P 500 GROWTH ETF ETF 464287309 27,988 27,988 2,424 1.9748
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.