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

SecurityAOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership411 shares
Latest Disclosed Value $ 19,469
IFP Advisors, Inc ownership in AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 411 shares of iShares Trust - iShares Core 40/60 Moderate Allocation ETF (US:AOM) valued at $19,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 411 shares of iShares Trust - iShares Core 40/60 Moderate Allocation ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $20,509 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 464289875 411 0 0.00 19 0.00 0.0004
2026-02-06 2025-12-31 13F ISHARES TR cs 464289875 411 0 0.00 20 0.00 0.0004
2026-02-06 2025-09-30 13F/A-1 ISHARES TR CORE 40 cs 464289875 411 0 0.00 20 5.56 0.0005
2025-12-02 2025-09-30 13F ISHARES TR CORE 40 cs 464289875 411 0 20 0.0005
2025-07-24 2025-06-30 13F I cs 464289875 411 0 0.00 19 0.00 0.0005
2025-05-05 2025-03-31 13F ISHARES TR cs 464289875 411 0 0.00 18 5.88 0.0006
2025-02-04 2024-12-31 13F ISHARES TR cs 464289875 411 0 0.00 18 -5.56 0.0006
2025-02-04 2024-09-30 13F ISHARES TR cs 464289875 411 0 0.00 19 5.88 0.0007
2024-07-30 2024-06-30 13F ISHARES TR cs 464289875 411 250 155.28 18 183.33 0.0007
2024-07-30 2024-03-31 13F ISHARES TR cs 464289875 161 -75 -31.78 7 -33.33 0.0003
2024-01-09 2023-12-31 13F ISHARES TR cs 464289875 236 -15,534 -98.50 10 -98.53 0.0005
2023-10-12 2023-09-30 13F ISHARES TR cs 464289875 15,770 -652 -3.97 614 -7.54 0.0276
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464289875 16,422 3,677 28.85 664 37.84 0.0278
2023-08-04 2023-06-30 13F ISHARES TR cs 464289875 16,422 3,677 620 0.0287
2023-04-18 2023-03-31 13F ISHARES TR cs 464289875 12,745 -2,165 -14.52 481 0.0209
2023-02-07 2022-12-31 13F ISHARES TR cs 464289875 14,910 -714 -4.57 1 -100.00 0.0151
2022-11-08 2022-09-30 13F ISHARES TR cs 464289875 15,624 1,739 12.52 595 12.90 0.0155
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464289875 13,885 0 0.00 527 0.00 0.0169
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464289875 13,885 2,391 20.80 527 0.57 0.0169
2022-08-08 2022-03-31 13F ISHARES TR MODERT ALLOC ETF Stock 464289875 11,635 141 443 0.0090
2022-01-12 2021-12-31 13F ISHARES TR MODERT ALLOC ETF Stock 464289875 11,494 1,972 20.71 524 22.72 0.0102
2021-10-06 2021-09-30 13F ISHARES TR MODERT ALLOC ETF Stock 464289875 9,522 -7,185 -43.01 427 -43.22 0.0085
2021-07-13 2021-06-30 13F ISHARES TR MODERT ALLOC ETF Stock 464289875 16,707 8,567 105.25 752 112.43 0.0156
2021-04-30 2021-03-31 13F ISHARES TR MODERT ALLOC ETF Stock 464289875 8,140 1,507 22.72 354 24.21 0.0069
2021-01-25 2020-12-31 13F ISHARES TR MODERT ALLOC ETF Stock 464289875 6,633 579 9.56 285 14.46 0.0116
2020-10-29 2020-09-30 13F ISHARES TR MODERT ALLOC ETF Stock 464289875 6,054 543 9.85 249 13.70 0.0149
2020-08-05 2020-06-30 13F ISHARES TR MODERT ALLOC ETF Stock 464289875 5,511 1,789 48.07 219 57.55 0.0174
2020-05-12 2020-03-31 13F ISHARES TR MODERT ALLOC ETF Stock 464289875 3,722 266 7.70 139 1.46 0.0140
2020-01-17 2019-12-31 13F ISHARES TR MODERT ALLOC ETF Stock 464289875 3,456 -1,192 -25.65 137 -24.73 0.0103
2019-11-07 2019-09-30 13F ISHARES TR MODERT ALLOC ETF Stock 464289875 4,648 461 11.01 182 13.04 0.0122
2019-05-15 2019-03-31 13F ISHARES CORE MODERATEALLOCATION ETF ETF 464289875 4,187 -5,533 -56.92 161 -53.47 0.0220
2019-06-03 2018-12-31 13F/A-10 ISHARES MODERATE ALLOCATION FUND ETF 464289875 9,720 -3,269 -25.17 346 -29.67 0.0211
2019-01-23 2018-12-31 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 9,720 -3,269 346 0.0211
2019-06-03 2018-09-30 13F/A-9 ISHARES MODERATE ALLOCATION FUND ETF 464289875 12,989 152 1.18 492 2.07 0.0201
2018-10-25 2018-09-30 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 12,989 152 492 0.0201
2019-06-03 2018-06-30 13F/A-8 ISHARES MODERATE ALLOCATION FUND ETF 464289875 12,837 -1,078 -7.75 482 -8.88 0.0203
2018-08-07 2018-06-30 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 12,837 1,320 482
2019-06-03 2018-03-31 13F/A-7 ISHARES MODERATE ALLOCATION FUND ETF 464289875 13,915 0 0.00 529 0.00 0.0240
2018-05-09 2018-03-31 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 11,517 -2,398 435
2019-06-03 2017-12-31 13F/A-6 ISHARES MODERATE ALLOCATION FUND ETF 464289875 13,915 -3,809 -21.49 529 -21.40 0.0240
2018-01-24 2017-12-31 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 13,915 -3,809 529
2017-10-30 2017-09-30 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 17,724 309 1.77 673 3.70 0.0267
2019-06-03 2017-06-30 13F/A-5 ISHARES MODERATE ALLOCATION FUND ETF 464289875 17,415 852 5.14 649 7.81 0.0275
2017-07-31 2017-06-30 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 17,415 852 649
2019-06-03 2017-03-31 13F/A-4 ISHARES MODERATE ALLOCATION FUND ETF 464289875 16,563 1,333 8.75 602 12.10 0.0262
2017-04-26 2017-03-31 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 16,563 1,333 602
2019-06-03 2016-12-31 13F/A-3 ISHARES MODERATE ALLOCATION FUND ETF 464289875 15,230 1,742 12.92 537 10.27 0.0259
2017-02-14 2016-12-31 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 15,230 1,742 537
2016-11-04 2016-09-30 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 13,488 247 1.87 487 4.28 0.0253
2019-06-03 2016-06-30 13F/A-2 ISHARES MODERATE ALLOCATION FUND ETF 464289875 13,241 9,054 216.24 467 190.06 0.0261
2016-08-22 2016-06-30 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 13,241 9,054 467
2019-06-03 2016-03-31 13F/A-1 ISHARES CORE MODERATEALLOCATION ETF ETF 464289875 4,187 -6,960 -62.44 161 -57.63 0.0220
2016-05-02 2016-03-31 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 11,421 274 397
2016-02-11 2015-12-31 13F ISHARES MODERATE ALLOCATION FUND ETF 464289875 11,147 11,147 380 0.0255
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.