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
InstitutionBenchmark Financial Wealth Advisors, LLC
Latest Disclosed Ownership119,553 shares
Latest Disclosed Value $ 17,027,876
Benchmark Financial Wealth Advisors, LLC reports 2.23% decrease in ownership of ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF

On April 27, 2026 - Benchmark Financial Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 119,553 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (CL:ITOT) valued at $17,027,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 122,276 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF. This represents a change in shares of -2.23% 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)
2026-04-27 2026-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 119,553 -2,723 -2.23 17,028 -6.35 4.7155
2026-01-27 2025-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 122,276 -2,349 -1.88 18,181 0.17 5.2182
2025-10-22 2025-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 124,625 -3,995 -3.11 18,152 4.51 5.4626
2025-08-05 2025-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 128,620 -2,384 -1.82 17,369 8.67 5.7426
2025-04-25 2025-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 131,004 -51,444 -28.20 15,984 -31.89 6.0348
2025-01-27 2024-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 182,448 -1,321 -0.72 23,467 1.65 7.5204
2024-10-30 2024-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 183,769 -5,390 -2.85 23,085 2.75 7.6973
2024-07-23 2024-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 189,159 -9,075 -4.58 22,468 -1.70 8.3236
2024-04-22 2024-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 198,234 1,401 0.71 22,856 10.35 8.7331
2024-01-23 2023-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 196,833 -3,180 -1.59 20,713 9.94 8.9260
2023-10-13 2023-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 200,013 1,855 0.94 18,839 -2.83 8.8545
2023-07-25 2023-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 198,158 2,992 1.53 19,388 9.70 8.9879
2023-04-28 2023-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 195,166 2,070 1.07 17,672 7.93 9.0796
2023-01-23 2022-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 193,096 -16,217 -7.75 16,375 -1.65 8.9085
2022-11-01 2022-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 209,313 -4,214 -1.97 16,649 -6.93 9.7941
2022-07-22 2022-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 213,527 -16,494 -7.17 17,889 -22.95 9.1662
2022-04-22 2022-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 230,021 -6,344 -2.68 23,218 -8.18 9.8640
2022-01-26 2021-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 236,365 20,178 9.33 25,286 18.89 10.5683
2021-10-26 2021-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 216,187 9,344 4.52 21,269 4.12 10.1104
2021-07-26 2021-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 206,843 12,750 6.57 20,428 14.90 9.7515
2021-04-26 2021-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 194,093 -2,176 -1.11 17,779 5.06 9.7007
2021-01-20 2020-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 196,269 9,224 4.93 16,922 19.84 9.3104
2020-10-15 2020-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 187,045 18,930 11.26 14,120 20.95 9.0991
2020-07-21 2020-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 168,115 96,428 134.51 11,674 184.66 8.5844
2020-05-08 2020-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 71,687 28,760 67.00 4,101 31.44 4.1283
2020-01-31 2019-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 42,927 25,413 145.10 3,120 165.53 2.5825
2019-11-01 2019-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 17,514 17,514 1,175 1.1520
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.