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

SecurityAOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
InstitutionEfficient Advisors, LLC
Latest Disclosed Ownership4,152 shares
Latest Disclosed Value $ 367,434
Efficient Advisors, LLC reports 2.37% decrease in ownership of AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF

On April 29, 2026 - Efficient Advisors, LLC filed a 13F-HR form disclosing ownership of 4,152 shares of iShares Trust - iShares Core 80/20 Aggressive Allocation ETF (US:AOA) valued at $367,410 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 21, 2026 disclosing 4,253 shares of iShares Trust - iShares Core 80/20 Aggressive Allocation ETF. This represents a change in shares of -2.37% during the quarter. The current value of the position is $408,266 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)
2026-04-29 2026-03-31 13F ISHARES TR CORE 80/20 AGGRE 464289859 4,152 -101 -2.37 367 -3.42 0.0261
2026-01-21 2025-12-31 13F/A-1 ISHARES TR CORE 80/20 AGGRE 464289859 4,253 -1,006 -19.13 381 -17.93 0.0222
2026-01-08 2025-12-31 13F ISHARES TR CORE 80/20 AGGRE 464289859 4,253 -1,006 381 0.0222
2025-11-10 2025-09-30 13F ISHARES TR CORE 80/20 AGGRE 464289859 5,259 -1,091 -17.18 464 -12.48 0.0261
2025-08-07 2025-06-30 13F ISHARES TR CORE 80/20 AGGRE 464289859 6,350 -1,221 -16.13 530 -8.64 0.0315
2025-05-06 2025-03-31 13F/A-1 ISHARES TR CORE 80/20 AGGRE 464289859 7,571 -1,619 -17.62 579 -17.76 0.0377
2025-05-06 2025-03-31 13F ISHARES TR CORE 80/20 AGGRE 464289859 7,571 -1,619 579 0.0351
2025-02-07 2024-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 9,190 -888 -8.81 704 -11.45 0.0453
2024-11-12 2024-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 10,078 -93 -0.91 795 4.61 0.0499
2024-08-05 2024-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 10,171 -645 -5.96 761 -4.28 0.0493
2024-05-09 2024-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 10,816 -560 -4.92 795 1.15 0.0510
2024-02-13 2023-12-31 13F/A-1 ISHARES TR AGGRES ALLOC ETF 464289859 11,376 -187 -1.62 786 6.95 0.0530
2024-02-08 2023-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 11,376 -187 786 0.0530
2023-11-07 2023-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 11,563 79 0.69 734 -3.55 0.0497
2023-08-08 2023-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 11,484 -213 -1.82 762 2.42 0.0498
2023-05-09 2023-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 11,697 -156 -1.32 744 4.94 0.0518
2023-02-08 2022-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 11,853 -192 -1.59 708 5.99 0.0720
2022-11-08 2022-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 12,045 -102 -0.84 668 -8.24 0.0582
2022-08-05 2022-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 12,147 -882 -6.77 728 -18.93 0.0608
2022-05-11 2022-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 13,029 -3,908 -23.07 898 -27.17 0.0685
2022-01-20 2021-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 16,937 -143 -0.84 1,233 3.44 0.0874
2021-10-21 2021-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 17,080 -374 -2.14 1,192 -3.33 0.1140
2021-07-21 2021-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 17,454 -579 -3.21 1,233 2.15 0.1529
2021-04-28 2021-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 18,033 -3,069 -14.54 1,207 -10.86 0.1655
2021-02-02 2020-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 21,102 -126 -0.59 1,354 9.99 0.2066
2020-11-09 2020-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 21,228 -573 -2.63 1,231 2.93 0.2260
2020-08-07 2020-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 21,801 8 0.04 1,196 15.67 0.2213
2020-05-15 2020-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 21,793 -407 -1.83 1,034 -19.72 0.2163
2020-01-27 2019-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 22,200 510 2.35 1,288 8.14 0.2242
2019-11-07 2019-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 21,690 893 4.29 1,191 3.84 0.2177
2019-08-07 2019-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 20,797 37 0.18 1,147 3.24 0.2003
2019-05-09 2019-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 20,760 -103 -0.49 1,111 9.67 0.1942
2019-01-29 2018-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 20,863 830 4.14 1,013 -7.40 0.1885
2018-11-05 2018-09-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 20,033 605 3.11 1,094 5.50 0.1873
2018-08-20 2018-06-30 13F ISHARES TR AGGRES ALLOC ETF 464289859 19,428 -569 -2.85 1,037 -3.08 0.1764
2018-05-01 2018-03-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 19,997 -337 -1.66 1,070 -2.37 0.1805
2018-02-14 2017-12-31 13F ISHARES TR AGGRES ALLOC ETF 464289859 20,334 -513 -2.46 1,096 -1.88 0.1826
2017-11-16 2017-09-30 13F ISHARES AGGRES ALLOC ETF 464289859 20,847 197 0.95 1,117 4.49 0.1920
2017-07-31 2017-06-30 13F ISHARES AGGRES ALLOC ETF 464289859 20,650 -276 -1.32 1,069 2.30 0.1573
2017-05-11 2017-03-31 13F ISHARES AGGRES ALLOC ETF 464289859 20,926 -940 -4.30 1,045 1.26 0.1462
2017-02-15 2016-12-31 13F ISHARES AGGRES ALLOC ETF 464289859 21,866 -489 -2.19 1,032 -2.73 0.1478
2016-11-22 2016-09-30 13F ISHARES AGGRES ALLOC ETF 464289859 22,355 623 2.87 1,061 6.42 0.1560
2016-07-25 2016-06-30 13F ISHARES AGGRES ALLOC ETF 464289859 21,732 -808 -3.58 997 -2.35 0.1585
2016-06-02 2016-03-31 13F ISHARES AGGRES ALLOC ETF 464289859 22,540 -310 -1.36 1,021 -0.39 0.1837
2016-01-19 2015-12-31 13F ISHARES AGGRES ALLOC ETF 464289859 22,850 -170 -0.74 1,025 2.09 0.2236
2015-11-12 2015-09-30 13F ISHARES AGGRES ALLOC ETF 464289859 23,020 515 2.29 1,004 -5.90 0.2245
2015-07-08 2015-06-30 13F ISHARES AGGRES ALLOC ETF 464289859 22,505 721 3.31 1,067 3.09 0.2227
2015-05-06 2015-03-31 13F ISHARES AGGRES ALLOC ETF 464289859 21,784 21,784 0.00 1,035 0.2203
2015-02-03 2014-12-31 13F ISHARES AGGRES ALLOC ETF 464289859 0 -20,795 -100.00 0 -100.00
2014-10-21 2014-09-30 13F ISHARES AGGRES ALLOC ETF 464289859 20,795 -1,263 -5.73 948 -8.93 0.2192
2014-07-28 2014-06-30 13F ISHARES AGGRES ALLOC ETF 464289859 22,058 -949 -4.12 1,041 -0.29 0.2373
2014-05-08 2014-03-31 13F ISHARES AGGRES ALLOC ETF 464289859 23,007 -1,303 -5.36 1,044 -3.69 0.2520
2014-02-06 2013-12-31 13F ISHARES AGGRES ALLOC ETF 464289859 24,310 785 3.34 1,084 9.72 0.2624
2013-11-14 2013-09-30 13F ISHARES AGGRES ALLOC ETF 464289859 23,525 1,225 5.49 988 10.89 0.2533
2013-08-13 2013-06-30 13F ISHARES TR S&P AGGR ALL 464289859 22,300 22,300 891 0.2488
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.