iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionAusdal Financial Partners, Inc.
Latest Disclosed Ownership12,968 shares
Latest Disclosed Value $ 1,202,695
Ausdal Financial Partners, Inc. reports 20.57% increase in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On May 12, 2026 - Ausdal Financial Partners, Inc. filed a 13F-HR form disclosing ownership of 12,968 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $1,202,695 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,756 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 20.57% during the quarter.

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)
2026-05-12 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 12,968 2,212 20.57 1,203 18.77 0.0372
2026-02-13 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 10,756 -4,798 -30.85 1,013 -31.58 0.0470
2025-11-14 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 15,554 1,662 11.96 1,480 13.42 0.0718
2025-08-14 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 13,892 1,010 7.84 1,304 8.13 0.0870
2025-05-15 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 12,882 7,918 159.51 1,207 174.09 0.0909
2025-02-12 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 4,964 1,284 34.89 441 30.95 0.0381
2024-10-04 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,680 489 15.32 336 25.84 0.0349
2024-08-06 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,191 -347 -9.81 268 -9.49 0.0286
2024-04-12 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,538 -764 -17.76 296 -11.94 0.0343
2024-01-11 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 4,302 -65 -1.49 336 6.01 0.0415
2023-11-08 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 4,367 -128 -2.85 316 -5.39 0.0435
2023-07-31 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 4,495 -1,859 -29.26 334 -27.71 0.0454
2023-05-04 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 6,354 439 7.42 462 8.45 0.0637
2023-02-03 2022-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 5,915 -210 -3.43 426 5.19 0.0620
2022-11-09 2022-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 6,125 454 8.01 405 1.76 0.0639
2022-08-09 2022-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 5,671 -205 -3.49 398 -12.72 0.0601
2022-05-04 2022-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 5,876 -4,093 -41.06 456 -43.49 0.0620
2022-02-08 2021-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 9,969 1,252 14.36 807 25.90 0.1079
2021-11-01 2021-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 8,717 -12,331 -58.59 641 -58.62 0.0953
2021-07-19 2021-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 21,048 -14,304 -40.46 1,549 -36.67 0.2344
2021-05-05 2021-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 35,352 -32,525 -47.92 2,446 -46.91 0.4128
2021-02-01 2020-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 67,877 3,104 4.79 4,607 11.60 0.8970
2020-11-04 2020-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 64,773 4,119 6.79 4,128 12.27 0.9980
2020-08-06 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 60,654 -6,448 -9.61 3,677 -6.84 1.2173
2020-05-04 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 67,102 46,216 221.28 3,947 180.13 1.3952
2020-02-14 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 20,886 -2,525 -10.79 1,409 -6.13 0.4176
2019-11-19 2019-09-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 23,411 4,172 21.69 1,501 23.13 0.5313
2019-08-05 2019-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 19,239 2,827 17.23 1,219 26.32 0.4677
2019-05-13 2019-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 16,412 604 3.82 965 16.55 0.3925
2019-02-11 2018-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 15,808 -7,749 -32.89 828 -38.39 0.4043
2018-11-09 2018-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 23,557 1,067 4.74 1,344 12.37 0.3786
2018-08-08 2018-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 22,490 1,721 8.29 1,196 10.84 0.3692
2018-04-20 2018-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 20,769 2,878 16.09 1,079 14.30 0.3747
2018-02-08 2017-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 17,891 -1 -0.01 944 4.77 0.3383
2017-11-13 2017-09-30 13F/A-1 ISHARES TR MIN VOL USA ETF 46429B697 17,892 562 3.24 901 6.25 0.3576
2017-10-31 2017-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 17,892 562 901 0.3597
2017-08-11 2017-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 17,330 -881 -4.84 848 -2.42 0.3622
2017-08-11 2017-03-31 13F/A-2 ISHARES TR MIN VOL USA ETF 46429B697 18,211 1,076 6.28 869 12.13 0.3913
2017-05-03 2017-03-31 13F/A-1 ISHARES TR MIN VOL USA ETF 46429B697 18,211 1,076 869 0.4672
2017-05-01 2017-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 17,135 0 775 0.3638
2017-01-23 2016-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 17,135 5,331 45.16 775 44.59 0.3634
2016-10-25 2016-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 11,804 1,578 15.43 536 13.32 0.2701
2016-07-29 2016-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 10,226 2,849 38.62 473 45.99 0.2427
2016-05-05 2016-03-31 13F ISHARES TR USA MIN VOL ETF 46429B697 7,377 363 5.18 324 10.58 0.1840
2016-02-17 2015-12-31 13F ISHARES TR USA MIN VOL ETF 46429B697 7,014 7,014 293 0.1481
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.