iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
US ˙ ARCA ˙ US4642898591

SecurityAOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
InstitutionCwm, Llc
Latest Disclosed Ownership4,220 shares
Latest Disclosed Value $ 373,409
Cwm, Llc reports 21.23% increase in ownership of AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 4,220 shares of iShares Trust - iShares Core 80/20 Aggressive Allocation ETF (US:AOA) valued at $373,428 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,481 shares of iShares Trust - iShares Core 80/20 Aggressive Allocation ETF. The current value of the position is $414,193 USD.

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)
2026-05-14 2026-03-31 13F ISHARES TR CORE 80/20 AGGRE 464289859 4,220 739 21.23 373 0.0010
2026-01-26 2025-12-31 13F ISHARES TR CORE 80/20 AGGRE 464289859 3,481 155 4.66 0 0.0008
2025-10-15 2025-09-30 13F ISHARES TR CORE 80/20 AGGRE 464289859 3,326 578 21.03 0 0.0009
2025-07-25 2025-06-30 13F ISHARES TR CORE 80/20 AGGRE 464289859 2,748 167 6.47 0 0.0008
2025-05-01 2025-03-31 13F ISHARES TR CORE 80/20 AGGRE 464289859 2,581 -443 -14.65 0 0.0008
2025-02-04 2024-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 3,024 2,128 237.50 0 0.0010
2024-10-08 2024-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 896 -431 -32.48 0 0.0003
2024-07-10 2024-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,327 -108 -7.53 0 0.0005
2024-04-05 2024-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,435 -1,663 -53.68 0 0.0005
2024-02-01 2023-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 3,098 -332 -9.68 0 0.0012
2023-10-11 2023-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 3,430 2,359 220.26 0 0.0013
2023-08-03 2023-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,071 -31 -2.81 0 0.0004
2023-05-01 2023-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,102 -244 -18.13 0 0.0005
2023-02-01 2022-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,346 -184 -12.03 0 -100.00 0.0006
2022-10-27 2022-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,530 -3,890 -71.77 85 -73.85 0.0007
2022-07-28 2022-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 5,420 464 9.36 325 -4.97 0.0025
2022-04-21 2022-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 4,956 2,508 102.45 342 92.13 0.0024
2022-01-31 2021-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 2,448 -354 -12.63 178 -10.10 0.0013
2021-09-15 2021-06-30 13F/A-1 ISHARES TR AGGRES ALLOC ETF 464289859 2,802 0 0.00 198 0.00 0.0016
2021-07-29 2021-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 2,802 0 198 0.0016
2021-09-15 2021-03-31 13F/A-1 ISHARES TR AGGRES ALLOC ETF 464289859 2,802 0 0.00 198 0.00 0.0016
2021-04-27 2021-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,718 -1,084 115 0.0010
2021-09-15 2020-12-31 13F/A-1 ISHARES TR AGGRES ALLOC ETF 464289859 2,802 0 0.00 198 0.00 0.0016
2021-01-27 2020-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,651 -1,151 106 0.0010
2021-09-15 2020-09-30 13F/A-1 ISHARES TR AGGRES ALLOC ETF 464289859 2,802 0 0.00 198 0.00 0.0016
2020-10-19 2020-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,237 -1,565 72 0.0008
2021-09-15 2020-06-30 13F/A-1 ISHARES TR AGGRES ALLOC ETF 464289859 2,802 0 0.00 198 0.00 0.0016
2020-07-22 2020-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,042 -1,760 57 0.0007
2021-09-15 2020-03-31 13F/A-1 ISHARES TR AGGRES ALLOC ETF 464289859 2,802 0 0.00 198 0.00 0.0016
2020-04-28 2020-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 12,883 10,081 611 0.0091
2021-09-14 2019-12-31 13F/A-1 ISHARES TR AGGRES ALLOC ETF 464289859 2,802 0 0.00 198 0.00 0.0016
2020-01-27 2019-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 21,422 18,620 1,242 0.0159
2021-09-14 2019-09-30 13F/A-1 ISHARES TR AGGRES ALLOC ETF 464289859 2,802 0 0.00 198 0.00 0.0016
2019-10-22 2019-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 21,237 18,435 1,166 0.0170
2021-09-14 2019-06-30 13F/A-1 ISHARES TR AGGRES ALLOC ETF 464289859 2,802 0 0.00 198 0.00 0.0016
2019-07-31 2019-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 19,461 16,659 1,073 0.0177
2021-09-02 2019-03-31 13F/A-1 ISHARES TR AGGRES ALLOC ETF 464289859 2,802 -2,290 -44.97 198 -19.84 0.0016
2019-04-22 2019-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 3,763 -1,329 201 0.0040
2019-01-25 2018-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 5,092 472 10.22 247 -1.98 0.0062
2018-10-29 2018-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 4,620 2,862 162.80 252 168.09 0.0064
2018-07-31 2018-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,758 703 66.64 94 67.86 0.0031
2018-04-26 2018-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,055 -135 -11.34 56 -12.50 0.0022
2018-01-16 2017-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 1,190 -4 -0.34 64 0.00 0.0028
2017-10-16 2017-09-30 13F ISHARES AGGRES ALLOC ETF 464289859 1,194 500 72.05 64 77.78 0.0030
2017-07-17 2017-06-30 13F ISHARES AGGRES ALLOC ETF 464289859 694 694 36 0.0018
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.