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
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership2,727 shares
Latest Disclosed Value $ 388,430
EverSource Wealth Advisors, LLC reports 1.30% decrease in ownership of ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 2,727 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (CL:ITOT) valued at $388,430 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,763 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF. This represents a change in shares of -1.30% 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/A-1 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 2,727 -36 -1.30 388 -5.37 0.0018
2026-05-14 2026-03-31 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 406 -2,357 9 0.0000
2026-02-06 2025-12-31 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 2,763 684 32.90 411 35.76 0.0151
2025-11-10 2025-09-30 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 2,079 118 6.02 303 14.39 0.0120
2025-08-13 2025-06-30 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 1,961 -24 -1.21 265 9.09 0.0120
2025-05-13 2025-03-31 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 1,985 1,020 105.70 242 95.16 0.0133
2025-02-10 2024-12-31 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 965 -546 -36.14 124 -34.39 0.0070
2024-11-08 2024-09-30 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 1,511 2 0.13 190 3.85 0.0120
2024-08-13 2024-06-30 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 1,509 -988 -39.57 183 -33.82 0.0121
2024-06-11 2024-03-31 13F/A-1 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 2,497 -12,771 -83.65 275 -82.88 0.0216
2024-05-13 2024-03-31 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 15,268 0 1,607 0.0569
2024-02-09 2023-12-31 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 15,268 14,647 2,358.62 1,607 2,668.97 0.1472
2023-11-03 2023-09-30 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 621 0 0.00 58 -3.33 0.0062
2023-08-04 2023-06-30 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 621 0 0.00 61 7.14 0.0067
2023-05-11 2023-03-31 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 621 0 0.00 56 7.69 0.0070
2023-02-09 2022-12-31 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 621 0 0.00 53 6.12 0.0080
2022-11-07 2022-09-30 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 621 -195 -23.90 49 -27.94 0.0112
2022-08-01 2022-06-30 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 816 0 0.00 68 -17.07 0.0175
2022-05-25 2022-03-31 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 816 -509 -38.42 82 -42.25 0.0208
2022-02-17 2021-12-31 13F/A-1 ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 1,325 1,325 142 0.0398
2022-02-07 2021-12-31 13F ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF ETF 464287150 1,325 1,325 142 0.0398
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.