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
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership44,625 shares
Latest Disclosed Value $ 6,355,962
Wealthcare Advisory Partners LLC reports 57.96% increase in ownership of ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 44,625 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (CL:ITOT) valued at $6,355,962 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 28,250 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF. This represents a change in shares of 57.96% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-14 2026-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 44,625 16,375 57.96 6,356 51.31 0.1236
2026-01-14 2025-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 28,250 -115 -0.41 4,201 1.67 0.0825
2025-11-07 2025-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 28,365 23 0.08 4,131 7.94 0.0861
2025-07-22 2025-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 28,342 -227 -0.79 3,827 9.81 0.0873
2025-04-15 2025-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 28,569 5,808 25.52 3,486 19.06 0.0935
2025-01-15 2024-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 22,761 -1,505 -6.20 2,928 -3.97 0.0813
2024-11-04 2024-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 24,266 -3,006 -11.02 3,048 -5.90 0.0868
2024-08-12 2024-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 27,272 1,537 5.97 3,239 9.17 0.1012
2024-04-15 2024-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 25,735 59 0.23 2,967 9.85 0.0973
2024-02-06 2023-12-31 13F ISHARES TR CORE S&P TTL STK 464287150 25,676 4,125 19.14 2,702 33.12 0.1074
2023-10-12 2023-09-30 13F ISHARES TR CORE S&P TTL STK 464287150 21,551 -2,786 -11.45 2,030 -14.78 0.0932
2023-07-17 2023-06-30 13F ISHARES TR CORE S&P TTL STK 464287150 24,337 -3,064 -11.18 2,381 -4.03 0.1065
2023-05-04 2023-03-31 13F ISHARES TR CORE S&P TTL STK 464287150 27,401 -52,253 -65.60 2,481 -63.27 0.1066
2023-02-13 2022-12-31 13F ISHARES CORE S&P TOTAL US STOCK MARKET COMMON 464287150 79,654 55,718 232.78 6,755 254.73 0.3227
2022-11-14 2022-09-30 13F ISHARES CORE S&P TOTAL US STOCK MARKET COMMON 464287150 23,936 16,549 224.03 1,904 207.59 0.1086
2022-08-15 2022-06-30 13F ISHARES CORE S&P TOTAL US STOCK MARKET COMMON 464287150 7,387 2,161 41.35 619 17.23 0.0375
2022-04-15 2022-03-31 13F ISHARES CORE S&P TOTAL US STOCK MARKET COMMON 464287150 5,226 89 1.73 528 -4.00 0.0321
2022-02-11 2021-12-31 13F ISHARES CORE S&P TOTAL US STOCK MARKET COMMON 464287150 5,137 -2,444 -32.24 550 -26.27 0.0329
2021-11-15 2021-09-30 13F ISHARES CORE S&P TOTAL US STOCK MARKET Equity 464287150 7,581 573 8.18 746 7.80 0.0488
2021-08-16 2021-06-30 13F ISHARES CORE S&P TOTAL US STOCK MARKET COMMON 464287150 7,008 1,311 23.01 692 32.57 0.0463
2021-04-30 2021-03-31 13F ISHARES CORE S&P TOTAL US STOCK MARKET COMMON 464287150 5,697 32 0.56 522 6.97 0.0378
2021-02-12 2020-12-31 13F ISHARES CORE S&P TOTAL US STOCK MARKET COMMON 464287150 5,665 -233 -3.95 488 9.66 0.0433
2020-10-29 2020-09-30 13F ISHARES CORE S&P TOTAL US STOCK MARKET COMMON 464287150 5,898 64 1.10 445 9.88 0.0488
2020-07-29 2020-06-30 13F ISHARES CORE S&P TOTAL US STOC COMMON 464287150 5,834 33 0.57 405 21.99 0.0505
2020-04-29 2020-03-31 13F ISHARES CORE S&P TOTAL US STOC COMMON 464287150 5,801 -83 -1.41 332 -22.43 0.0487
2020-01-29 2019-12-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COMMON 464287150 5,884 2,271 62.86 428 76.86 0.0544
2019-10-16 2019-09-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COMMON 464287150 3,613 -35 -0.96 242 -0.41 0.0351
2019-07-30 2019-06-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COMMON 464287150 3,648 161 4.62 243 8.00 0.0385
2019-05-13 2019-03-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COMMON 464287150 3,487 1,887 117.94 225 147.25 0.0384
2019-02-14 2018-12-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COMMON 464287150 1,600 -5,000 -75.76 91 -79.32 0.0177
2018-11-14 2018-09-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COMMON 464287150 6,600 3,858 140.70 440 157.31 0.0808
2018-08-13 2018-06-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COMMON 464287150 2,742 1,580 135.97 171 144.29 0.0335
2018-05-14 2018-03-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COMMON 464287150 1,162 160 15.97 70 14.75 0.0158
2018-02-14 2017-12-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COMMON 464287150 1,002 1 0.10 61 5.17 0.0157
2017-11-15 2017-09-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COMMON 464287150 1,001 1,001 58 0.0172
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.