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
InstitutionLynch & Associates/in
Latest Disclosed Ownership57,884 shares
Latest Disclosed Value $ 8,244,469
Lynch & Associates/in reports 1.81% increase in ownership of ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF

On April 8, 2026 - Lynch & Associates/in filed a 13F-HR form disclosing ownership of 57,884 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (CL:ITOT) valued at $8,244,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 56,855 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF. This represents a change in shares of 1.81% 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)
2026-04-08 2026-03-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 57,884 1,029 1.81 8,244 -2.47 1.5480
2026-01-07 2025-12-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,855 351 0.62 8,454 2.72 1.5984
2025-10-07 2025-09-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,504 -553 -0.97 8,230 6.80 1.5892
2025-07-15 2025-06-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 57,057 408 0.72 7,705 11.49 1.5523
2025-04-17 2025-03-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,649 1,294 2.34 6,912 -2.92 1.4949
2025-01-10 2024-12-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 55,355 -1,517 -2.67 7,120 -0.35 1.5448
2024-10-15 2024-09-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,872 -792 -1.37 7,144 4.31 1.5104
2024-08-06 2024-06-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 57,664 359 0.63 6,849 3.66 1.5432
2024-04-09 2024-03-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 57,305 636 1.12 6,607 10.80 1.5260
2024-01-08 2023-12-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,669 455 0.81 5,963 12.64 1.4493
2023-10-24 2023-09-30 13F/A-1 ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,214 809 1.46 5,295 -2.32 1.3968
2023-10-24 2023-09-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,214 809 5 1.3969
2023-10-24 2023-06-30 13F/A-1 ISHARES CORE S&P TOTAL US STOC ETF 464287150 55,405 -616 -1.10 5,421 6.86 1.3871
2023-07-13 2023-06-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 55,405 -616 5 1.3872
2023-10-24 2023-03-31 13F/A-1 ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,021 -908 -1.59 5,073 5.08 1.3307
2023-04-04 2023-03-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,021 -908 5 1.3307
2023-10-24 2022-12-31 13F/A-1 ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,929 59 0.10 4,828 6.72 1.2620
2023-01-05 2022-12-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,929 59 5 1.2621
2022-10-03 2022-09-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 56,870 2,081 3.80 4,523 -1.46 1.3232
2022-07-06 2022-06-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 54,789 1,094 2.04 4,590 -15.31 1.2488
2022-04-08 2022-03-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 53,695 551 1.04 5,420 -4.66 1.3128
2022-01-11 2021-12-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 53,144 617 1.17 5,685 10.00 1.3420
2021-10-12 2021-09-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 52,527 616 1.19 5,168 0.80 1.3386
2021-07-21 2021-06-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 51,911 1,482 2.94 5,127 11.00 1.3156
2021-04-09 2021-03-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 50,429 1,791 3.68 4,619 10.13 1.2472
2021-01-20 2020-12-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 48,638 -47 -0.10 4,194 14.12 1.1423
2020-10-21 2020-09-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 48,685 3,990 8.93 3,675 18.40 1.1005
2020-07-20 2020-06-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 44,695 301 0.68 3,104 22.20 1.0040
2020-04-28 2020-03-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 44,394 4,410 11.03 2,540 -12.59 0.9333
2020-01-10 2019-12-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 39,984 1,760 4.60 2,906 13.34 0.8351
2019-10-03 2019-09-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 38,224 863 2.31 2,564 3.01 0.7842
2019-07-19 2019-06-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 37,361 986 2.71 2,489 6.23 0.8088
2019-04-25 2019-03-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 36,375 3,540 10.78 2,343 25.70 0.7770
2019-01-10 2018-12-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 32,835 1,456 4.64 1,864 -10.86 0.6960
2018-10-05 2018-09-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 31,379 4,617 17.25 2,091 24.99 0.7057
2018-07-09 2018-06-30 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 26,762 9,750 57.31 1,673 62.59 0.6060
2018-04-06 2018-03-31 13F ISHARES CORE S&P TOTAL US STOC ETF 464287150 17,012 17,012 1,029 0.3935
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.