iShares Trust - iShares S&P 500 Growth ETF
MX ˙ BMV ˙ US4642873099
SecurityMX:IVW / iShares Trust - iShares S&P 500 Growth ETF
InstitutionDorsey Wright & Associates
Latest Disclosed Ownership57,039 shares
Latest Disclosed Value $ 6,451,738
Dorsey Wright & Associates reports 125.67% increase in ownership of IVW / iShares Trust - iShares S&P 500 Growth ETF

On May 6, 2026 - Dorsey Wright & Associates filed a 13F-HR form disclosing ownership of 57,039 shares of iShares Trust - iShares S&P 500 Growth ETF (MX:IVW) valued at $6,451,738 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 25,275 shares of iShares Trust - iShares S&P 500 Growth ETF. This represents a change in shares of 125.67% 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)
2026-05-06 2026-03-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 57,039 31,764 125.67 6,452 107.09 0.7995
2026-02-20 2025-12-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 25,275 398 1.60 3,115 3.73 0.6733
2025-11-18 2025-09-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 24,877 24,877 3,003 0.6715
2025-08-11 2025-06-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 0 -31,279 -100.00 0 -100.00
2025-05-06 2025-03-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 31,279 -869 -2.70 2,904 -11.03 0.7397
2025-02-12 2024-12-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 32,148 -522 -1.60 3,264 4.35 0.7789
2024-11-15 2024-09-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 32,670 -2,072 -5.96 3,128 -2.71 0.7400
2024-08-15 2024-06-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 34,742 -304 -0.87 3,215 8.65 0.8343
2024-05-09 2024-03-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 35,046 -5,380 -13.31 2,959 -2.54 0.7718
2024-02-13 2023-12-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 40,426 -1,778 -4.21 3,036 5.12 0.9231
2023-11-07 2023-09-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 42,204 -2,420 -5.42 2,888 -8.17 0.8981
2023-07-26 2023-06-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 44,624 44,624 3,145 0.9475
2022-04-27 2022-03-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 0 -36,059 -100.00 0 -100.00
2022-01-27 2021-12-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 36,059 619 1.75 3,017 15.20 0.6224
2021-10-26 2021-09-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 35,440 35,440 2,619 0.5741
2021-04-27 2021-03-31 13F ISHARES TR S&P 500 GRWT ETF COM COM 464287309 0 -39,390 -100.00 0 -100.00
2021-01-28 2020-12-31 13F ISHARES TR S&P 500 GRWT ETF COM COM 464287309 39,390 28,277 254.45 2,514 -2.10 0.3712
2020-10-28 2020-09-30 13F ISHARES TR S&P 500 GRWT ETF COM COM 464287309 11,113 -893 -7.44 2,568 3.09 0.4631
2020-07-23 2020-06-30 13F ISHARES TR S&P 500 GRWT ETF COM COM 464287309 12,006 -504 -4.03 2,491 20.63 0.5083
2020-04-20 2020-03-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 12,510 12,510 2,065 0.7830
2020-01-31 2019-12-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 0 -18,268 -100.00 0 -100.00
2019-10-31 2019-09-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 18,268 199 1.10 3,289 1.54 0.8273
2019-07-02 2019-06-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 18,069 -1,301 -6.72 3,239 -2.99 0.7858
2019-04-04 2019-03-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 19,370 19,370 3,339 0.8072
2019-01-07 2018-12-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 0 -31,407 -100.00 0 -100.00
2018-10-12 2018-09-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 31,407 -2,864 -8.36 5,564 -0.16 1.0137
2018-07-05 2018-06-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 34,271 -67 -0.20 5,573 4.66 0.8179
2018-04-30 2018-03-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 34,338 -1,013 -2.87 5,325 -1.41 0.8208
2018-02-14 2017-12-31 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 35,351 261 0.74 5,401 7.31 0.9760
2017-11-06 2017-09-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 35,090 -1,180 -3.25 5,033 1.39 1.1600
2017-08-17 2017-06-30 13F/A-1 ISHARES TR S&P 500 GRWT ETF COM 464287309 36,270 36,270 4,964 1.5275
2017-08-10 2017-06-30 13F ISHARES TR S&P 500 GRWT ETF COM 464287309 36,270 36,270 4,964
2016-04-08 2016-03-31 13F ISHARES S&P 500 GROWTH COM 464287309 0 -68,690 -100.00 0 -100.00
2016-01-29 2015-12-31 13F ISHARES S&P 500 GROWTH COM 464287309 68,690 -4,176 -5.73 7,954 1.26 4.0695
2015-10-29 2015-09-30 13F ISHARES S&P 500 GROWTH COM 464287309 72,866 -6,692 -8.41 7,855 -13.89 4.1604
2015-07-23 2015-06-30 13F ISHARES S&P 500 GROWTH COM 464287309 79,558 -8,536 -9.69 9,122 -9.13 4.4090
2015-04-20 2015-03-31 13F ISHARES S&P 500 GROWTH COM 464287309 88,094 -333 -0.38 10,038 1.72 4.5975
2015-01-09 2014-12-31 13F ISHARES S&P 500 GROWTH COM 464287309 88,427 -1,911 -2.12 9,868 2.26 4.5257
2014-10-31 2014-09-30 13F ISHARES S&P 500 GROWTH COM 464287309 90,338 264 0.29 9,650 0.81 1.3492
2014-07-29 2014-06-30 13F ISHARES S&P 500 GROWTH COM 464287309 90,074 -7,746 -7.92 9,572 -0.99 1.1237
2014-05-09 2014-03-31 13F ISHARES S&P 500 GROWTH COM 464287309 97,820 97,820 9,668 1.3434
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.