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
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership31,070 shares
Latest Disclosed Value $ 4,425,267
IHT Wealth Management, LLC reports 23.02% increase in ownership of ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 31,070 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (CL:ITOT) valued at $4,425,267 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 25,256 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF. This represents a change in shares of 23.02% 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 ISHARES CORE CORE S&P TTL STK 464287150 31,070 5,814 23.02 4,425 17.81 0.1024
2026-02-17 2025-12-31 13F ISHARES CORE CORE S&P TTL STK 464287150 25,256 5,325 26.72 3,757 29.34 0.0913
2025-11-14 2025-09-30 13F ISHARES CORE CORE S&P TTL STK 464287150 19,931 1,439 7.78 2,904 16.30 0.0735
2025-08-14 2025-06-30 13F ISHARES CORE CORE S&P TTL STK 464287150 18,492 -311 -1.65 2,497 8.85 0.0686
2025-05-15 2025-03-31 13F ISHARES CORE CORE S&P TTL STK 464287150 18,803 -458 -2.38 2,295 -7.39 0.0717
2025-02-14 2024-12-31 13F ISHARES CORE CORE S&P TTL STK 464287150 19,261 -1,575 -7.56 2,477 -5.42 0.0799
2024-11-14 2024-09-30 13F ISHARES CORE CORE S&P TTL STK 464287150 20,836 827 4.13 2,619 10.27 0.0743
2024-08-14 2024-06-30 13F ISHARES CORE CORE S&P TTL STK 464287150 20,009 -1,466 -6.83 2,375 -4.08 0.0886
2024-05-15 2024-03-31 13F ISHARES CORE CORE S&P TTL STK 464287150 21,475 -2,427 -10.15 2,476 -1.55 0.0993
2024-02-14 2023-12-31 13F ISHARES CORE CORE S&P TTL STK 464287150 23,902 -594 -2.42 2,515 9.02 0.1121
2023-11-14 2023-09-30 13F ISHARES CORE CORE S&P TTL STK 464287150 24,496 -2,382 -8.86 2,307 -12.25 0.1170
2023-08-15 2023-06-30 13F ISHARES CORE CORE S&P TTL STK 464287150 26,878 -13,552 -33.52 2,630 -28.17 0.1370
2023-05-15 2023-03-31 13F ISHARES CORE CORE S&P TTL STK 464287150 40,430 38 0.09 3,661 6.86 0.2090
2023-02-15 2022-12-31 13F ISHARES CORE CORE S&P TTL STK 464287150 40,392 -13,675 -25.29 3,425 -20.35 0.2152
2022-11-22 2022-09-30 13F ISHARES CORE CORE S&P TTL STK 464287150 54,067 7,198 15.36 4,300 9.50 0.3268
2022-08-15 2022-06-30 13F ISHARES CORE CORE S&P TTL STK 464287150 46,869 -4,629 -8.99 3,927 -24.45 0.3462
2022-05-16 2022-03-31 13F ISHARES CORE CORE S&P TTL STK 464287150 51,498 -3,659 -6.63 5,198 -11.91 0.3940
2022-02-14 2021-12-31 13F ISHARES CORE CORE S&P TTL STK 464287150 55,157 -2,947 -5.07 5,901 3.24 0.4351
2021-11-15 2021-09-30 13F ISHARES CORE CORE S&P TTL STK 464287150 58,104 -65,431 -52.97 5,716 -53.15 0.4653
2021-08-16 2021-06-30 13F ISHARES CORE S&P TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 123,535 -6,042 -4.66 12,200 2.79 0.7737
2021-05-18 2021-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 129,577 38,517 42.30 11,869 51.18 0.8537
2021-02-17 2020-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 91,060 -3,834 -4.04 7,851 9.59 0.6526
2020-11-19 2020-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 94,894 -7,706 -7.51 7,164 0.55 0.7190
2020-08-14 2020-06-30 13F ISHARES TRUST CORE S&P TTL STK ETF CORE S&P TTL STK 464287150 102,600 -49,768 -32.66 7,125 -18.26 0.9762
2020-05-13 2020-03-31 13F ISHARES TRUST CORE S&P TTL STK ETF CORE S&P TTL STK 464287150 152,368 20,389 15.45 8,717 -9.14 1.2551
2020-02-18 2019-12-31 13F ISHARES CORE CORE S&P TTL STK 464287150 131,979 11,853 9.87 9,594 19.06 1.1360
2019-11-15 2019-09-30 13F ISHARES CORE CORE S&P US GWT 464287150 120,126 3,896 3.35 8,058 4.05 1.0957
2019-08-12 2019-06-30 13F ISHARES CORE S&P TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 116,230 10,705 10.14 7,744 13.95 1.1245
2019-05-16 2019-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 105,525 18,501 21.26 6,796 37.60 1.1323
2019-02-14 2018-12-31 13F ISHARES CORE S&P TOTAL US STOCK MARKET ETF CORE S&P TTL STK 464287150 87,024 54,421 166.92 4,939 127.39 0.9507
2018-11-14 2018-09-30 13F ISHARES CORE CORE S&P TTL STK 464287150 32,603 -380 -1.15 2,172 5.33 0.4697
2018-08-13 2018-06-30 13F ISHARES CORE CORE S&P TTL STK 464287150 32,983 8,729 35.99 2,062 43.99 0.5269
2018-05-14 2018-03-31 13F ISHARES CORE CORE S&P TTL STK 464287150 24,254 5,560 29.74 1,432 22.29 0.3845
2018-02-14 2017-12-31 13F ISHARES CORE CORE S&P TTL STK 464287150 18,694 12,838 219.23 1,171 243.40 0.3100
2017-11-14 2017-09-30 13F ISHARES CORE CORE S&P TTL STK 464287150 5,856 400 7.33 341 2,031.25 0.1452
2017-08-14 2017-06-30 13F/A-1 ISHARES CORE CORE S&P TTL STK 464287150 5,456 5,456 16 0.0077
2017-08-14 2017-06-30 13F ISHARES CORE CORE S&P TTL STK 464287150 5,456 6 0.0029
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.