iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CL ˙ SNSE ˙ US4642871507
SecurityCL:ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
InstitutionAtticus Wealth Management, Llc
Latest Disclosed Ownership2,475 shares
Latest Disclosed Value $ 352,452
Atticus Wealth Management, Llc reports 0.12% increase in ownership of ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF

On April 28, 2026 - Atticus Wealth Management, Llc filed a 13F-HR form disclosing ownership of 2,475 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (CL:ITOT) valued at $352,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,472 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF. This represents a change in shares of 0.12% 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)
2026-04-28 2026-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 2,475 3 0.12 352 -4.09 0.0955
2026-02-09 2025-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 2,472 -26 -1.04 368 1.10 0.0908
2025-11-07 2025-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 2,498 4 0.16 364 8.04 0.0918
2025-07-10 2025-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 2,494 4 0.16 337 10.89 0.0909
2025-04-22 2025-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 2,490 4 0.16 304 -5.02 0.0992
2025-01-22 2024-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 2,486 -155 -5.87 320 -3.63 0.0994
2024-10-15 2024-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 2,641 246 10.27 332 16.55 0.1065
2024-07-17 2024-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 2,395 3 0.13 285 3.27 0.0930
2024-04-17 2024-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 2,392 13 0.55 276 10.00 0.0902
2024-01-17 2023-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 2,379 11 0.46 250 12.11 0.0883
2023-11-16 2023-09-30 13F/A-1 ISHARES TR CORE S&P TTL STK 464287150 2,368 170 7.73 223 3.72 0.0855
2023-10-16 2023-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 2,198 0 215 0.0793
2023-07-21 2023-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 2,198 178 8.81 215 18.13 0.0792
2023-04-17 2023-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 2,020 -1,647 -44.91 183 -41.29 0.0699
2023-01-31 2022-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 3,667 611 19.99 311 21.09 0.1278
2022-10-18 2022-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 3,056 0 0.00 256 0.00 0.1238
2022-07-13 2022-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 3,056 176 6.11 256 -12.03 0.1063
2022-04-15 2022-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 2,880 1,830 174.29 291 159.82 0.1062
2022-01-26 2021-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 1,050 7 0.67 112 8.74 0.0437
2021-11-09 2021-09-30 13F/A-1 ISHARES TR CORE S&P TTL STK 464287150 1,043 0 0.00 103 0.00 0.0452
2021-10-18 2021-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 1,043 0 103 0.0296
2021-07-21 2021-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 1,043 6 0.58 103 8.42 0.0448
2021-04-15 2021-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 1,037 0 0.00 95 6.74 0.0452
2021-01-20 2020-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 1,037 4 0.39 89 14.10 0.0448
2020-10-21 2020-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 1,033 5 0.49 78 9.86 0.0465
2020-07-15 2020-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 1,028 9 0.88 71 22.41 0.0469
2020-04-23 2020-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 1,019 0 0.00 58 -21.62 0.0468
2020-02-03 2019-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 1,019 1,019 74 0.0472
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.