LVZ Advisors, Inc. reports 7.00% increase in ownership of ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF - 13F, 13D, 13G Filings

iShares Trust - iShares Core S&P Total U.S. Stock Market ETF

CL ˙ SNSE ˙ US4642871507

Security	CL:ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
Institution	LVZ Advisors, Inc.
Latest Disclosed Ownership	50,677 shares
Latest Disclosed Value	$ 7,217,885

LVZ Advisors, Inc. reports 7.00% increase in ownership of ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF

On April 28, 2026 - LVZ Advisors, Inc. filed a 13F-HR form disclosing ownership of 50,677 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (CL:ITOT) valued at $7,217,885 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 10, 2026 disclosing 47,360 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF. This represents a change in shares of 7.00% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-28	2026-03-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	50,677	3,317	7.00	7,218	2.50	0.8236
2026-02-10	2025-12-31	13F/A-1	ISHARES TR	CORE S&P TTL STK	464287150	47,360	-2,555	-5.12	7,042	-3.15	0.7873
2026-02-02	2025-12-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	47,360	-2,555		7,042		0.7873
2025-10-27	2025-09-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	49,915	8,214	19.70	7,270	29.11	0.8264
2025-07-15	2025-06-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	41,701	5,487	15.15	5,631	27.46	0.6752
2025-04-22	2025-03-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	36,214	-9,185	-20.23	4,419	-24.34	0.5799
2025-02-06	2024-12-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	45,399	10,336	29.48	5,839	32.58	0.7488
2024-10-24	2024-09-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	35,063	908	2.66	4,405	8.58	0.5635
2024-07-24	2024-06-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	34,155	11,050	47.83	4,057	52.25	0.5531
2024-04-17	2024-03-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	23,105	-2,179	-8.62	2,664	0.15	0.3623
2024-01-23	2023-12-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	25,284	-2,559	-9.19	2,661	1.45	0.3758
2023-11-08	2023-09-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	27,843	1,523	5.79	2,623	1.83	0.4230
2023-07-18	2023-06-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	26,320	274	1.05	2,575	9.20	0.3589
2023-04-20	2023-03-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	26,046	-4,461	-14.62	2,359	-8.82	0.3435
2023-01-17	2022-12-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	30,507	1,332	4.57	2,587	11.42	0.4038
2022-10-11	2022-09-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	29,175	-204	-0.69	2,321	-5.69	0.4031
2022-07-27	2022-06-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	29,379	4,598	18.55	2,461	-1.60	0.4126
2022-04-19	2022-03-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	24,781	501	2.06	2,501	-3.70	0.3479
2022-01-28	2021-12-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	24,280	1,562	6.88	2,597	16.20	0.3471
2021-10-27	2021-09-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	22,718	807	3.68	2,235	3.28	0.3198
2021-07-16	2021-06-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	21,911	478	2.23	2,164	10.24	0.3184
2021-04-08	2021-03-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	21,433	-5,987	-21.83	1,963	-16.96	0.3036
2021-02-10	2020-12-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	27,420	-5,257	-16.09	2,364	-4.18	0.3953
2020-10-28	2020-09-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	32,677	-1,662	-4.84	2,467	3.44	0.5238
2020-07-13	2020-06-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	34,339	-134,338	-79.64	2,385	-75.28	0.5461
2020-04-20	2020-03-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	168,677	146,015	644.32	9,650	485.91	2.4111
2020-02-05	2019-12-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	22,662	514	2.32	1,647	10.91	0.3302
2019-10-22	2019-09-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	22,148	-121	-0.54	1,485	0.07	0.3264
2019-07-19	2019-06-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	22,269	2,645	13.48	1,484	17.41	0.3411
2019-04-25	2019-03-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	19,624	-23,410	-54.40	1,264	-48.26	0.3002
2019-01-18	2018-12-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	43,034	601	1.42	2,443	-10.12	0.7113
2018-10-19	2018-09-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	42,433	-6,551	-13.37	2,718	-11.26	0.6961
2018-08-02	2018-06-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	48,984	-45,419	-48.11	3,063	-46.34	0.7962
2018-04-25	2018-03-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	94,403	3,371	3.70	5,708	2.55	1.5789
2018-01-31	2017-12-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	91,032	8,581	10.41	5,566	217.69	1.7049
2017-11-02	2017-09-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	82,451	57,003	224.00	1,752	24.26	0.5829
2017-08-08	2017-06-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	25,448	3,558	16.25	1,410	19.19	0.5079
2017-05-03	2017-03-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	21,890	-11,763	-34.95	1,183	-31.46	0.4524
2017-01-27	2016-12-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	33,653	5,512	19.59	1,726	23.91	0.7152
2016-11-01	2016-09-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	28,141	13,539	92.72	1,393	0.14	0.5972
2016-08-03	2016-06-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	14,602	355	2.49	1,391	4.59	0.6446
2016-05-13	2016-03-31	13F	ISHARES TR	CORE S&P TTL STK	464287150	14,247	8,062	130.35	1,330	131.71	0.6506
2020-12-22	2015-12-31	13F/A-1	ISHARES TR	CORE S&P TTL STK	464287150	6,185	-494	-7.40	574	-1.88	7.8480
2020-12-22	2015-09-30	13F/A-1	ISHARES TR	CORE S&P TTL STK	464287150	6,679	-8,141	-54.93	585	-59.40	12.5698
2015-07-29	2015-06-30	13F	ISHARES TR	CORE S&P TTL STK	464287150	14,820	14,820		1,441		0.8203

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.