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
InstitutionKFA Private Wealth Group, LLC
Latest Disclosed Ownership94,111 shares
Latest Disclosed Value $ 13,404,342
KFA Private Wealth Group, LLC reports 0.50% increase in ownership of ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF

On April 20, 2026 - KFA Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 94,111 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (CL:ITOT) valued at $13,404,342 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 93,646 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF. This represents a change in shares of 0.50% 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)
2026-04-20 2026-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 94,111 465 0.50 13,404 -3.73 3.2173
2026-01-07 2025-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 93,646 26,616 39.71 13,924 42.63 3.3866
2025-10-03 2025-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 67,030 3 0.00 9,763 7.86 2.7886
2025-07-24 2025-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 67,027 1,191 1.81 9,051 12.69 2.8046
2025-05-07 2025-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 65,836 -2,238 -3.29 8,033 -8.26 2.8111
2025-01-22 2024-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 68,074 -3,879 -5.39 8,756 -3.13 3.6664
2024-10-18 2024-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 71,953 -22,522 -23.84 9,039 -19.45 4.3141
2024-08-07 2024-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 94,475 -42,565 -31.06 11,222 -28.98 5.8087
2024-05-01 2024-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 137,040 6,242 4.77 15,801 14.80 4.9012
2024-02-02 2023-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 130,798 17,701 15.65 13,764 29.21 4.9336
2023-10-25 2023-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 113,097 5,440 5.05 10,653 1.13 4.4273
2023-07-18 2023-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 107,657 1,615 1.52 10,533 9.70 4.3676
2023-05-05 2023-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 106,042 4,812 4.75 9,602 11.86 4.3727
2023-02-01 2022-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 101,230 -4,154 -3.94 8,584 2.41 4.3816
2022-11-03 2022-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 105,384 2,408 2.34 8,382 -2.84 4.4609
2022-07-18 2022-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 102,976 7,074 7.38 8,627 -10.88 4.7706
2022-05-02 2022-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 95,902 3,931 4.27 9,680 -1.62 4.8527
2022-01-26 2021-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 91,971 2,103 2.34 9,839 11.29 4.8932
2021-10-18 2021-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 89,868 3,767 4.38 8,841 3.98 4.8389
2021-07-22 2021-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 86,101 -4,621 -5.09 8,503 2.32 4.6421
2021-05-06 2021-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 90,722 5,423 6.36 8,310 13.00 4.8481
2021-03-08 2020-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 85,299 2,334 2.81 7,354 17.42 4.6692
2020-11-04 2020-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 82,965 28,110 51.24 6,263 64.43 4.6949
2020-07-28 2020-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 54,855 -25,726 -31.93 3,809 -17.38 3.6623
2020-04-23 2020-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 80,581 1,962 2.50 4,610 -19.34 5.4543
2020-01-28 2019-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 78,619 78,619 5,715 5.2477
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.