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

SecurityAOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership3,391 shares
Latest Disclosed Value $ 300,070
IFP Advisors, Inc reports 3.48% increase in ownership of AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,391 shares of iShares Trust - iShares Core 80/20 Aggressive Allocation ETF (US:AOA) valued at $300,070 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,277 shares of iShares Trust - iShares Core 80/20 Aggressive Allocation ETF. This represents a change in shares of 3.48% during the quarter. The current value of the position is $325,027 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)
2026-04-13 2026-03-31 13F ISHARES TR cs 464289859 3,391 114 3.48 300 2.39 0.0062
2026-02-06 2025-12-31 13F ISHARES TR cs 464289859 3,277 1,393 73.94 293 76.51 0.0066
2026-02-06 2025-09-30 13F/A-1 ISHARES TR CORE 80 cs 464289859 1,884 229 13.84 166 21.17 0.0043
2025-12-02 2025-09-30 13F ISHARES TR CORE 80 cs 464289859 1,885 230 166 0.0043
2025-07-24 2025-06-30 13F I cs 464289859 1,655 -49 -2.88 138 5.38 0.0039
2025-05-05 2025-03-31 13F ISHARES TR cs 464289859 1,704 -644 -27.43 130 -27.37 0.0040
2025-02-04 2024-12-31 13F ISHARES TR cs 464289859 2,348 -3,192 -57.62 180 -59.04 0.0059
2025-02-04 2024-09-30 13F ISHARES TR cs 464289859 5,540 4,039 269.09 437 290.18 0.0158
2024-07-30 2024-06-30 13F ISHARES TR cs 464289859 1,501 25 1.69 112 3.70 0.0045
2024-07-30 2024-03-31 13F ISHARES TR cs 464289859 1,476 -13 -0.87 108 5.88 0.0048
2024-01-09 2023-12-31 13F ISHARES TR cs 464289859 1,489 -1,641 -52.43 103 -48.48 0.0049
2023-10-12 2023-09-30 13F ISHARES TR cs 464289859 3,130 -223 -6.65 199 -10.81 0.0089
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464289859 3,353 260 8.41 223 32.93 0.0093
2023-08-04 2023-06-30 13F ISHARES TR cs 464289859 3,353 260 181 0.0084
2023-04-18 2023-03-31 13F ISHARES TR cs 464289859 3,093 -5,155 -62.50 167 0.0073
2023-02-07 2022-12-31 13F ISHARES TR cs 464289859 8,248 -1,396 -14.48 0 -100.00 0.0121
2022-11-08 2022-09-30 13F ISHARES TR cs 464289859 9,644 46 0.48 532 0.76 0.0139
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464289859 9,598 0 0.00 528 0.00 0.0169
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464289859 9,598 5,297 123.16 528 65.52 0.0169
2022-08-08 2022-03-31 13F ISHARES TR AGGRES ALLOC ETF Stock 464289859 5,354 1,053 301 0.0061
2022-01-12 2021-12-31 13F ISHARES TR AGGRES ALLOC ETF Stock 464289859 4,301 4 0.09 319 4.25 0.0062
2021-10-06 2021-09-30 13F ISHARES TR AGGRES ALLOC ETF Stock 464289859 4,297 144 3.47 306 4.79 0.0061
2021-07-13 2021-06-30 13F ISHARES TR AGGRES ALLOC ETF Stock 464289859 4,153 316 8.24 292 14.51 0.0060
2021-04-30 2021-03-31 13F ISHARES TR AGGRES ALLOC ETF Stock 464289859 3,837 -1,477 -27.79 255 -24.11 0.0050
2021-01-25 2020-12-31 13F ISHARES TR AGGRES ALLOC ETF Stock 464289859 5,314 1,290 32.06 336 45.45 0.0136
2020-10-29 2020-09-30 13F ISHARES TR AGGRES ALLOC ETF Stock 464289859 4,024 102 2.60 231 8.96 0.0138
2020-08-05 2020-06-30 13F ISHARES TR AGGRES ALLOC ETF Stock 464289859 3,922 -27 -0.68 212 11.58 0.0168
2020-05-12 2020-03-31 13F ISHARES TR AGGRES ALLOC ETF Stock 464289859 3,949 50 1.28 190 -15.56 0.0192
2020-01-17 2019-12-31 13F ISHARES TR AGGRES ALLOC ETF Stock 464289859 3,899 -164 -4.04 225 0.90 0.0169
2019-11-07 2019-09-30 13F ISHARES TR AGGRES ALLOC ETF Stock 464289859 4,063 1,607 65.43 223 70.23 0.0149
2019-05-15 2019-03-31 13F ISHARES CORE AGGRESSIVEALLOCATION ETF ETF 464289859 2,456 -555 -18.43 131 -10.27 0.0179
2019-06-03 2018-12-31 13F/A-10 ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 3,011 -2,740 -47.64 146 -53.50 0.0089
2019-01-23 2018-12-31 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 3,011 -2,740 146 0.0089
2019-06-03 2018-09-30 13F/A-9 ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 5,751 -945 -14.11 314 -12.29 0.0128
2018-10-25 2018-09-30 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 5,751 -945 314 0.0128
2019-06-03 2018-06-30 13F/A-8 ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 6,696 -594 -8.15 358 -8.91 0.0151
2018-08-07 2018-06-30 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 6,696 -169 358
2019-06-03 2018-03-31 13F/A-7 ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 7,290 0 0.00 393 0.00 0.0178
2018-05-09 2018-03-31 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 6,865 -425 367
2019-06-03 2017-12-31 13F/A-6 ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 7,290 -1,783 -19.65 393 -19.14 0.0178
2018-01-24 2017-12-31 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 7,290 -1,783 393
2017-10-30 2017-09-30 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 9,073 415 4.79 486 8.48 0.0193
2019-06-03 2017-06-30 13F/A-5 ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 8,658 -5,362 -38.25 448 -36.00 0.0190
2017-07-31 2017-06-30 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 8,658 -5,362 448
2019-06-03 2017-03-31 13F/A-4 ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 14,020 2,416 20.82 700 27.74 0.0305
2017-04-26 2017-03-31 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 14,020 2,416 700
2019-06-03 2016-12-31 13F/A-3 ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 11,604 1,574 15.69 548 15.13 0.0264
2017-02-14 2016-12-31 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 11,604 1,574 548
2016-11-04 2016-09-30 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 10,030 -6,208 -38.23 476 -36.11 0.0248
2019-06-03 2016-06-30 13F/A-2 ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 16,238 13,782 561.16 745 468.70 0.0416
2016-08-22 2016-06-30 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 16,238 13,782 745
2019-06-03 2016-03-31 13F/A-1 ISHARES CORE AGGRESSIVEALLOCATION ETF ETF 464289859 2,456 -14,586 -85.59 131 -82.85 0.0179
2016-05-02 2016-03-31 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 16,621 -421 753
2016-02-11 2015-12-31 13F ISHARES S&P AGGRESSIVE ALLOCATION FUND ETF 464289859 17,042 17,042 764 0.0513
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.