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

SecurityAOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership40,009 shares
Latest Disclosed Value $ 3,540,366
Mutual Advisors, LLC reports 4.72% increase in ownership of AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 40,009 shares of iShares Trust - iShares Core 80/20 Aggressive Allocation ETF (US:AOA) valued at $3,540,396 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 38,206 shares of iShares Trust - iShares Core 80/20 Aggressive Allocation ETF. This represents a change in shares of 4.72% during the quarter. The current value of the position is $3,934,085 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)
2026-05-01 2026-03-31 13F ISHARES TR CORE 80/20 AGGRE 464289859 40,009 1,803 4.72 3,540 3.48 0.0758
2026-02-02 2025-12-31 13F ISHARES TR CORE 80/20 AGGRE 464289859 38,206 2,166 6.01 3,422 6.81 0.0733
2025-11-04 2025-09-30 13F ISHARES TR CORE 80/20 AGGRE 464289859 36,040 949 2.70 3,204 7.95 0.0706
2025-07-28 2025-06-30 13F ISHARES TR CORE 80/20 AGGRE 464289859 35,091 1,187 3.50 2,968 14.91 0.0741
2025-04-28 2025-03-31 13F ISHARES TR CORE 80/20 AGGRE 464289859 33,904 5,462 19.20 2,582 17.85 0.0739
2025-01-17 2024-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 28,442 854 3.10 2,191 2.00 0.0634
2024-10-25 2024-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 27,588 -483 -1.72 2,148 2.29 0.0628
2024-07-30 2024-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 28,071 1,360 5.09 2,101 7.03 0.0634
2024-05-02 2024-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 26,711 -1,308 -4.67 1,962 1.45 0.0629
2024-01-12 2023-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 28,019 894 3.30 1,935 12.31 0.0673
2023-11-13 2023-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 27,125 8,212 43.42 1,722 37.32 0.0672
2023-07-31 2023-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 18,913 1,702 9.89 1,255 14.63 0.0476
2023-04-11 2023-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 17,211 2,780 19.26 1,094 26.91 0.0449
2023-01-12 2022-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 14,431 -62 -0.43 862 7.21 0.0386
2022-11-03 2022-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 14,493 452 3.22 804 -4.40 0.0414
2022-08-15 2022-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 14,041 -1,057 -7.00 841 -19.21 0.0557
2022-05-09 2022-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 15,098 116 0.77 1,041 -4.58 0.0583
2022-02-14 2021-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 14,982 2,979 24.82 1,091 30.19 0.0577
2021-11-15 2021-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 12,003 1,064 9.73 838 8.41 0.0496
2021-08-12 2021-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 10,939 683 6.66 773 12.68 0.0458
2021-05-13 2021-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 10,256 6,198 152.74 686 163.85 0.0469
2021-02-11 2020-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 4,058 390 10.63 260 22.07 0.0193
2020-11-13 2020-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 3,668 -24 -0.65 213 4.93 0.0185
2020-08-05 2020-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 3,692 3,692 203 0.0199
2020-05-13 2020-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 0 -3,845 -100.00 0 -100.00
2020-02-11 2019-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 3,845 3,845 223 0.0237
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.