iShares Trust - iShares Core 40/60 Moderate Allocation ETF
US ˙ ARCA ˙ US4642898757

SecurityAOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
InstitutionCwm, Llc
Latest Disclosed Ownership5,156 shares
Latest Disclosed Value $ 244,239
Cwm, Llc reports 33.97% decrease in ownership of AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 5,156 shares of iShares Trust - iShares Core 40/60 Moderate Allocation ETF (US:AOM) valued at $244,240 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,808 shares of iShares Trust - iShares Core 40/60 Moderate Allocation ETF. The current value of the position is $256,717 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 40/60 MODER 464289875 5,156 -2,652 -33.97 244 0.0006
2026-01-26 2025-12-31 13F ISHARES TR CORE 40/60 MODER 464289875 7,808 3,101 65.88 0 0.0010
2025-10-15 2025-09-30 13F ISHARES TR CORE 40/60 MODER 464289875 4,707 763 19.35 0 0.0007
2025-07-25 2025-06-30 13F ISHARES TR CORE 40/60 MODER 464289875 3,944 -913 -18.80 0 0.0006
2025-05-01 2025-03-31 13F ISHARES TR CORE 40/60 MODER 464289875 4,857 550 12.77 0 0.0008
2025-02-04 2024-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 4,307 2,420 128.25 0 0.0008
2024-10-08 2024-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 1,887 3 0.16 0 0.0004
2024-07-10 2024-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 1,884 -23,383 -92.54 0 -100.00 0.0004
2024-04-05 2024-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 25,267 29 0.11 1 0.00 0.0053
2024-02-01 2023-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 25,238 12,436 97.14 1 0.0056
2023-10-11 2023-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 12,802 16 0.13 0 0.0031
2023-08-03 2023-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 12,786 3,356 35.59 1 0.0032
2023-05-01 2023-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 9,430 -10,546 -52.79 0 0.0025
2023-02-01 2022-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 19,976 11,773 143.52 1 -100.00 0.0056
2022-10-27 2022-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 8,203 -26,881 -76.62 300 -78.05 0.0024
2022-07-28 2022-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 35,084 31,145 790.68 1,367 708.88 0.0106
2022-04-21 2022-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 3,939 296 8.13 169 1.81 0.0012
2022-01-31 2021-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 3,643 1,405 62.78 166 64.36 0.0012
2021-09-15 2021-06-30 13F/A-1 ISHARES TR MODERT ALLOC ETF 464289875 2,238 0 0.00 101 0.00 0.0008
2021-07-29 2021-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 2,238 0 101 0.0008
2021-09-15 2021-03-31 13F/A-1 ISHARES TR MODERT ALLOC ETF 464289875 2,238 0 0.00 101 0.00 0.0008
2021-04-27 2021-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 2,193 -45 96 0.0008
2021-09-15 2020-12-31 13F/A-1 ISHARES TR MODERT ALLOC ETF 464289875 2,238 0 0.00 101 0.00 0.0008
2021-01-27 2020-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 2,679 441 116 0.0011
2021-09-15 2020-09-30 13F/A-1 ISHARES TR MODERT ALLOC ETF 464289875 2,238 0 0.00 101 0.00 0.0008
2020-10-19 2020-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 1,656 -582 68 0.0008
2021-09-15 2020-06-30 13F/A-1 ISHARES TR MODERT ALLOC ETF 464289875 2,238 0 0.00 101 0.00 0.0008
2020-07-22 2020-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 1,357 -881 54 0.0006
2021-09-15 2020-03-31 13F/A-1 ISHARES TR MODERT ALLOC ETF 464289875 2,238 0 0.00 101 0.00 0.0008
2020-04-28 2020-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 2,173 -65 80 0.0012
2021-09-14 2019-12-31 13F/A-1 ISHARES TR MODERT ALLOC ETF 464289875 2,238 0 0.00 101 0.00 0.0008
2020-01-27 2019-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 11,428 9,190 459 0.0059
2021-09-14 2019-09-30 13F/A-1 ISHARES TR MODERT ALLOC ETF 464289875 2,238 0 0.00 101 0.00 0.0008
2019-10-22 2019-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 11,407 9,169 448 0.0065
2021-09-14 2019-06-30 13F/A-1 ISHARES TR MODERT ALLOC ETF 464289875 2,238 0 0.00 101 0.00 0.0008
2019-07-31 2019-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 11,452 9,214 447 0.0074
2021-09-02 2019-03-31 13F/A-1 ISHARES TR MODERT ALLOC ETF 464289875 2,238 220 10.90 101 40.28 0.0008
2019-04-22 2019-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 9,615 7,597 366 0.0073
2019-01-25 2018-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 2,018 733 57.04 72 46.94 0.0018
2018-10-29 2018-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 1,285 145 12.72 49 13.95 0.0013
2018-07-31 2018-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 1,140 0 0.00 43 0.00 0.0014
2018-04-26 2018-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 1,140 0 0.00 43 0.00 0.0017
2018-01-16 2017-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 1,140 0 0.00 43 0.00 0.0019
2017-10-16 2017-09-30 13F ISHARES MODERT ALLOC ETF 464289875 1,140 200 21.28 43 22.86 0.0020
2017-07-17 2017-06-30 13F ISHARES MODERT ALLOC ETF 464289875 940 0 0.00 35 2.94 0.0018
2017-04-17 2017-03-31 13F ISHARES MODERT ALLOC ETF 464289875 940 0 0.00 34 3.03 0.0019
2017-01-19 2016-12-31 13F ISHARES MODERT ALLOC ETF 464289875 940 0 0.00 33 -2.94 0.0020
2016-10-17 2016-09-30 13F ISHARES MODERT ALLOC ETF 464289875 940 0 0.00 34 3.03 0.0023
2016-07-21 2016-06-30 13F ISHARES MODERT ALLOC ETF 464289875 940 -290 -23.58 33 -23.26 0.0024
2016-04-18 2016-03-31 13F ISHARES MODERT ALLOC ETF 464289875 1,230 0 0.00 43 2.38 0.0038
2016-02-01 2015-12-31 13F ISHARES MODERT ALLOC ETF 464289875 1,230 -608 -33.08 42 -32.26 0.0041
2015-10-30 2015-09-30 13F ISHARES MODERT ALLOC ETF 464289875 1,838 1,838 62 0.0062
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.