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

SecurityAOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
InstitutionPrivate Advisor Group, LLC
Latest Disclosed Ownership57,784 shares
Latest Disclosed Value $ 2,737,207
Private Advisor Group, LLC reports 2.14% increase in ownership of AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF

On April 24, 2026 - Private Advisor Group, LLC filed a 13F-HR form disclosing ownership of 57,784 shares of iShares Trust - iShares Core 40/60 Moderate Allocation ETF (US:AOM) valued at $2,737,228 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 56,576 shares of iShares Trust - iShares Core 40/60 Moderate Allocation ETF. This represents a change in shares of 2.14% during the quarter. The current value of the position is $2,842,973 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)
2026-04-24 2026-03-31 13F ISHARES TR CORE 40/60 MODER 464289875 57,784 1,208 2.14 2,737 1.37 0.0122
2026-02-17 2025-12-31 13F ISHARES TR CORE 40/60 MODER 464289875 56,576 3,861 7.32 2,700 7.66 0.0122
2025-11-13 2025-09-30 13F ISHARES TR CORE 40/60 MODER 464289875 52,715 6,788 14.78 2,508 18.64 0.0123
2025-08-11 2025-06-30 13F ISHARES TR CORE 40/60 MODER 464289875 45,927 37,452 441.91 2,114 469.81 0.0114
2025-05-05 2025-03-31 13F ISHARES TR CORE 40/60 MODER 464289875 8,475 -4,442 -34.39 372 -33.87 0.0022
2025-02-03 2024-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 12,917 3,595 38.56 561 33.57 0.0032
2024-10-22 2024-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 9,322 -107 -1.13 421 3.70 0.0026
2024-08-05 2024-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 9,429 44 0.47 406 1.00 0.0027
2024-04-30 2024-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 9,385 -6,039 -39.15 401 -37.34 0.0029
2024-02-06 2023-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 15,424 -372 -2.36 640 4.23 0.0050
2023-11-03 2023-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 15,796 -3,171 -16.72 615 -19.84 0.0055
2023-08-10 2023-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 18,967 2,740 16.89 766 18.58 0.0067
2023-05-10 2023-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 16,227 -709 -4.19 647 0.0062
2023-01-18 2022-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 16,936 -4,018 -19.18 1 -100.00 0.0000
2022-10-14 2022-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 20,954 -3,380 -13.89 767 -19.09 0.0088
2022-07-13 2022-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 24,334 -7,981 -24.70 948 -31.75 0.0085
2022-05-12 2022-03-31 13F/A-1 ISHARES TR MODERT ALLOC ETF 464289875 32,315 4,385 15.70 1,389 9.37 0.0106
2022-05-10 2022-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 27,930 0 1,270 0.0095
2022-02-10 2021-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 27,930 4,268 18.04 1,270 19.92 0.0095
2021-10-14 2021-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 23,662 4,088 20.88 1,059 20.07 0.0067
2021-08-12 2021-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 19,574 -4,026 -17.06 882 -14.20 0.0077
2021-04-22 2021-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 23,600 4,394 22.88 1,028 23.86 0.0098
2021-04-01 2020-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 19,206 -338 -1.73 830 3.49 0.0086
2020-11-02 2020-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 19,544 -1,053 -5.11 802 -2.31 0.0104
2020-08-17 2020-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 20,597 -2,109 -9.29 821 -1.56 0.0114
2020-05-12 2020-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 22,706 -13,844 -37.88 834 -43.15 0.0153
2020-02-10 2019-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 36,550 6,449 21.42 1,467 24.01 0.0228
2019-11-13 2019-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 30,101 650 2.21 1,183 2.96 0.0184
2019-08-14 2019-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 29,451 -1,884 -6.01 1,149 -3.69 0.0208
2019-05-13 2019-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 31,335 -4,309 -12.09 1,193 -6.21 0.0235
2019-02-08 2018-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 35,644 -36,109 -50.32 1,272 -53.22 0.0307
2018-11-01 2018-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 71,753 16,789 30.55 2,719 32.05 0.0557
2018-08-09 2018-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 54,964 -13,752 -20.01 2,059 -20.66 0.0338
2018-05-09 2018-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 68,716 37,127 117.53 2,595 113.58 0.1015
2018-02-07 2017-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 31,589 -71,768 -69.44 1,215 -68.96 0.0513
2017-11-13 2017-09-30 13F ISHARES MODERT ALLOC ETF 464289875 103,357 1,550 1.52 3,914 4.04 0.0968
2017-08-10 2017-06-30 13F ISHARES MODERT ALLOC ETF 464289875 101,807 2,016 2.02 3,762 3.98 0.1018
2017-05-10 2017-03-31 13F ISHARES MODERT ALLOC ETF 464289875 99,791 -9,628 -8.80 3,618 -7.21 0.1012
2017-02-09 2016-12-31 13F ISHARES MODERT ALLOC ETF 464289875 109,419 27,349 33.32 3,899 32.71 0.1278
2016-11-10 2016-09-30 13F ISHARES MODERT ALLOC ETF 464289875 82,070 69,228 539.07 2,938 550.00 0.1198
2016-08-09 2016-06-30 13F ISHARES MODERT ALLOC ETF 464289875 12,842 2,424 23.27 452 24.52 0.0183
2016-05-13 2016-03-31 13F ISHARES MODERT ALLOC ETF 464289875 10,418 245 2.41 363 4.91 0.0175
2016-02-09 2015-12-31 13F ISHARES MODERT ALLOC ETF 464289875 10,173 252 2.54 346 2.98 0.0166
2015-11-13 2015-09-30 13F ISHARES MODERT ALLOC ETF 464289875 9,921 381 3.99 336 0.00 0.0185
2015-08-13 2015-06-30 13F ISHARES MODERT ALLOC ETF 464289875 9,540 -312 -3.17 336 -4.27 0.0159
2015-05-13 2015-03-31 13F ISHARES MODERT ALLOC ETF 464289875 9,852 1,368 16.12 351 17.79 0.0202
2015-02-17 2014-12-31 13F ISHARES MODERT ALLOC ETF 464289875 8,484 813 10.60 298 11.19 0.0192
2014-11-12 2014-09-30 13F ISHARES MODERT ALLOC ETF 464289875 7,671 7,671 268 0.0185
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.