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

SecurityIUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
InstitutionWhittier Trust Co
Latest Disclosed Ownership4,802 shares
Latest Disclosed Value $ 758,380
Whittier Trust Co ownership in IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 4,802 shares of iShares Trust - iShares Core S&P U.S. Growth ETF (US:IUSG) valued at $744,838 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,802 shares of iShares Trust - iShares Core S&P U.S. Growth ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $919,007 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)
2026-04-28 2026-03-31 13F ISHARES RUSL3000 GRW common 464287671 4,802 0 0.00 758 -6.99 0.0045
2026-01-26 2025-12-31 13F ISHARES RUSL3000 GRW common 464287671 4,802 0 0.00 816 2.90 0.0088
2025-10-31 2025-09-30 13F ISHARES TR common 464287671 4,802 0 0.00 793 9.70 0.0090
2025-07-30 2025-06-30 13F ISHARES RUSSELL 3000 GROWTH ETF EQUITY 464287671 4,802 0 0.00 722 18.36 0.0087
2025-05-02 2025-03-31 13F ISHARES RUSSELL 3000 GROWTH ETF EQUITY 464287671 4,802 0 0.00 610 -8.82 0.0085
2025-02-11 2024-12-31 13F ISHARES RUSSELL 3000 GROWTH ETF EQUITY 464287671 4,802 -1,948 -28.86 669 -24.83 0.0088
2024-10-21 2024-09-30 13F ISHARES RUSSELL 3000 GROWTH ETF EQUITY 464287671 6,750 0 0.00 890 3.49 0.0119
2024-07-29 2024-06-30 13F ISHARES RUSSELL 3000 GROWTH ETF EQUITY 464287671 6,750 -1,250 -15.62 860 -8.22 0.0122
2024-05-02 2024-03-31 13F ISHARES RUSSELL 3000 GROWTH ETF EQUITY 464287671 8,000 0 0.00 938 12.62 0.0137
2024-01-11 2023-12-31 13F ISHARES RUSSELL 3000 GROWTH ETF EQUITY 464287671 8,000 0 0.00 833 9.76 0.0135
2023-10-27 2023-09-30 13F ISHARES RUSSELL 3000 GROWTH ETF EQUITY 464287671 8,000 0 0.00 759 -2.94 0.0135
2023-07-24 2023-06-30 13F ISHARES RUSSELL 3000 GROWTH ETF EQUITY 464287671 8,000 0 0.00 781 10.00 0.0136
2023-04-21 2023-03-31 13F ISHARES RUSSELL 3000 GROWTH ETF EQUITY 464287671 8,000 0 0.00 710 8.90 0.0129
2023-01-25 2022-12-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,000 0 0.00 652 1.72 0.0127
2022-10-21 2022-09-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,000 -4,738 -37.20 641 -39.87 0.0134
2022-07-28 2022-06-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 12,738 4,068 46.92 1,066 16.38 0.0215
2022-04-29 2022-03-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 916 -8.67 0.0154
2022-01-19 2021-12-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 1,003 12.95 0.0163
2021-11-01 2021-09-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 888 1.49 0.0162
2021-07-29 2021-06-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 875 11.18 0.0156
2021-04-26 2021-03-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 787 2.34 0.0153
2021-01-29 2020-12-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 769 10.97 0.0164
2020-10-30 2020-09-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 693 11.24 0.0165
2020-07-10 2020-06-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 623 25.86 0.0173
2020-04-27 2020-03-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 495 -15.53 0.0162
2020-01-31 2019-12-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 586 7.52 0.0154
2019-10-18 2019-09-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 545 0.37 0.0156
2019-07-23 2019-06-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 543 3.82 0.0159
2019-04-29 2019-03-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 523 14.44 0.0160
2019-02-07 2018-12-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 457 -15.06 0.0157
2018-10-23 2018-09-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 538 8.47 0.0168
2018-07-27 2018-06-30 13F/A-1 ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 496 4.86 0.0164
2018-07-20 2018-06-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 7,935 -735 590
2018-05-01 2018-03-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 473 1.50 0.0159
2018-02-07 2017-12-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 466 6.39 0.0163
2017-10-23 2017-09-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 0 0.00 438 4.78 0.0160
2017-07-20 2017-06-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE-CAP EQUITIES 464287671 8,670 -4,000 -31.57 418 -28.91 0.0162
2017-04-26 2017-03-31 13F ISHARES TR US LARGE CAP EQUITIES 464287671 12,670 0 0.00 588 8.09 0.0237
2017-01-18 2016-12-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 12,670 0 0.00 544 0.93 0.0231
2016-11-10 2016-09-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 12,670 6,335 100.00 539 4.26 0.0235
2016-07-28 2016-06-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 6,335 0 0.00 517 0.58 0.0228
2016-04-28 2016-03-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 6,335 0 0.00 514 0.00 0.0227
2016-02-10 2015-12-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 6,335 0 0.00 514 6.86 0.0233
2015-11-12 2015-09-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 6,335 0 0.00 481 -6.60 0.0234
2015-08-13 2015-06-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 6,335 -1,600 -20.16 515 -20.16 0.0229
2015-05-05 2015-03-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 7,935 7,935 0.00 645 0.0296
2015-02-04 2014-12-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 0 -7,935 -100.00 0 -100.00
2014-11-07 2014-09-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 7,935 0 0.00 593 0.51 0.0289
2014-08-04 2014-06-30 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 7,935 0 0.00 590 4.61 0.0291
2014-05-01 2014-03-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 7,935 0 0.00 564 0.71 0.0289
2014-02-05 2013-12-31 13F ISHARES RUSSELL 3000 GROWTH US LARGE CAP EQUITIES 464287671 7,935 -1,000 -11.19 560 -2.44 0.0287
2013-11-18 2013-09-30 13F ISHARES RUSSELL 3000 GROWTH 464287671 8,935 0 0.00 574 7.89 0.0311
2013-08-14 2013-06-30 13F ISHARES RUSSELL 3000 GROWTH 464287671 8,935 8,935 532 0.0298
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.