iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership275,772 shares
Latest Disclosed Value $ 33,942,994
Equitable Holdings, Inc. reports 0.06% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 275,772 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $33,942,994 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 275,616 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 0.06% 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 TR S&P 500 GRWT ETF 464287309 275,772 156 0.06 33,943 -0.09 0.2185
2026-02-17 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 275,616 59,034 27.26 33,972 29.94 0.2323
2025-11-14 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 216,582 40,545 23.03 26,146 34.90 0.1923
2025-08-15 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 176,037 -48,291 -21.53 19,382 -6.93 0.1598
2025-05-13 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 224,328 64,153 40.05 20,824 28.05 0.1977
2025-02-12 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 160,175 -116,102 -42.02 16,263 -38.52 0.1548
2024-11-14 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 276,277 -247,967 -47.30 26,454 -45.47 0.2561
2024-08-14 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 524,244 -134,467 -20.41 48,514 -12.78 0.5104
2024-05-14 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 658,711 -137,045 -17.22 55,622 -6.93 0.6264
2024-02-13 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 795,756 12,351 1.58 59,761 11.49 0.7372
2023-11-14 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 783,405 -16,498 -2.06 53,601 -4.93 0.7688
2023-08-15 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 799,903 -56,027 -6.55 56,377 3.09 0.8103
2023-05-15 2023-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 855,930 -526 -0.06 54,685 9.15 0.8743
2023-02-14 2022-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 856,456 -5,674 -0.66 50,103 0.46 0.8719
2022-11-14 2022-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 862,130 -35,979 -4.01 49,874 -7.98 0.9745
2022-08-15 2022-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 898,109 -943,561 -51.23 54,201 -61.47 1.0343
2022-05-13 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,841,670 -22,024 -1.18 140,667 -9.79 2.3018
2022-02-11 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 1,863,694 -471,909 -20.21 155,935 -9.67 2.4558
2021-11-12 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,335,603 -127,463 -5.17 172,624 -3.64 2.9459
2021-08-11 2021-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,463,066 -336,556 -12.02 179,138 -1.73 3.0863
2021-05-14 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 2,799,622 -299,113 -9.65 182,283 -7.83 3.8539
2021-02-09 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 3,098,735 2,319,671 297.75 197,762 9.85 4.5028
2020-11-13 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 779,064 -27,123 -3.36 180,026 7.62 4.6449
2020-08-13 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF 464287309 806,187 -1,316 -0.16 167,275 25.51 4.8146
2020-05-15 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 807,503 -23,778 -2.86 133,279 -17.20 4.7869
2020-05-28 2019-12-31 13F/A-1 ISHARES TR S&P 500 GRWT ETF 464287309 831,281 831,281 160,969 4.7033
2020-02-18 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF 464287309 831,281 160,969 0.8392
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.