iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership21,282 shares
Latest Disclosed Value $ 1,973,655
BKD Wealth Advisors, LLC reports 75.25% decrease in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 21,282 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $1,973,655 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 85,978 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of -75.25% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 21,282 -64,696 -75.25 1,974 -75.63 0.0375
2026-02-10 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 85,978 64,803 306.04 8,096 301.94 0.1529
2025-10-30 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 21,175 91 0.43 2,015 1.77 0.0400
2025-07-29 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 21,084 618 3.02 1,979 3.29 0.0427
2025-05-13 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 20,466 -167 -0.81 1,917 4.64 0.0460
2025-02-04 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 20,633 -912 -4.23 1,832 -6.91 0.0422
2024-11-14 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 21,545 108 0.50 1,967 9.34 0.0452
2024-08-09 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 21,437 -353 -1.62 1,800 -1.21 0.0449
2024-04-19 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 21,790 -326 -1.47 1,821 5.57 0.0463
2024-01-11 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 22,116 767 3.59 1,726 11.65 0.0480
2023-10-26 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 21,349 -293 -1.35 1,545 -3.92 0.0466
2023-08-08 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 21,642 1,205 5.90 1,609 8.21 0.0471
2023-04-27 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 20,437 432 2.16 1,487 3.05 0.0487
2023-02-03 2022-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 20,005 -1,005 -4.78 1,442 3.82 0.0504
2022-10-14 2022-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 21,010 2,414 12.98 1,389 6.36 0.0561
2022-07-22 2022-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 18,596 12,518 205.96 1,306 177.28 0.0528
2022-05-10 2022-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 6,078 -858 -12.37 471 -16.04 0.0200
2022-01-14 2021-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 6,936 -620 -8.21 561 1.08 0.0236
2021-10-14 2021-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,556 -1,726 -18.60 555 -18.74 0.0255
2021-07-14 2021-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 9,282 -4,361 -31.97 683 -27.65 0.0318
2021-04-23 2021-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 13,643 -6,843 -33.40 944 -32.14 0.0469
2021-01-22 2020-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 20,486 -7,710 -27.34 1,391 -22.59 0.0697
2020-11-05 2020-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 28,196 -4,460 -13.66 1,797 -9.24 0.1046
2020-07-15 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 32,656 -214 -0.65 1,980 11.55 0.1282
2020-04-10 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 32,870 -179 -0.54 1,775 -18.13 0.1455
2020-01-13 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 33,049 -57 -0.17 2,168 2.17 0.1562
2019-10-28 2019-09-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 33,106 2,918 9.67 2,122 13.84 0.1698
2019-07-10 2019-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 30,188 502 1.69 1,864 6.76 0.1511
2019-04-10 2019-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 29,686 -133 -0.45 1,746 11.71 0.1449
2019-01-28 2018-12-31 13F/A-1 ISHARES TR MIN VOL USA ETF 46429B697 29,819 2,575 9.45 1,563 0.58 0.1598
2019-01-15 2018-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 29,819 2,575 1,563 0.1446
2018-10-09 2018-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 27,244 -5,120 -15.82 1,554 -9.65 0.1362
2018-07-13 2018-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 32,364 -1,181 -3.52 1,720 -1.26 0.1671
2018-05-25 2018-03-31 13F/A-1 ISHARES TR MIN VOL USA ETF 46429B697 33,545 -3,953 -10.54 1,742 -11.98 0.1746
2018-04-20 2018-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 33,470 -4,028 1,774
2018-01-18 2017-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 37,498 -1,933 -4.90 1,979 -0.30 0.1979
2017-10-13 2017-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 39,431 -4,430 -10.10 1,985 -7.50 0.2184
2017-07-10 2017-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 43,861 -12,253 -21.84 2,146 -19.87 0.2433
2017-04-13 2017-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 56,114 -102,239 -64.56 2,678 -62.60 0.3270
2017-01-06 2016-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 158,353 -48,819 -23.56 7,161 -23.92 0.9365
2016-10-18 2016-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 207,172 -124,391 -37.52 9,412 -38.57 1.3106
2016-07-12 2016-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 331,563 -4,979 -1.48 15,322 3.64 2.2767
2016-04-12 2016-03-31 13F ISHARES TR USA MIN VOL ETF 46429B697 336,542 59,190 21.34 14,784 27.46 2.3592
2016-01-26 2015-12-31 13F ISHARES TR USA MIN VOL ETF 46429B697 277,352 20,295 7.90 11,599 13.97 1.7444
2015-11-10 2015-09-30 13F/A-1 ISHARES TR USA MIN VOL ETF 46429B697 257,057 -9,861 -3.69 10,177 -5.44 1.7920
2015-10-13 2015-09-30 13F ISHARES TR USA MIN VOL ETF 46429B697 257,057 -9,861 10,177 1.7192
2015-07-08 2015-06-30 13F ISHARES TR USA MIN VOL ETF 46429B697 266,918 -14,338 -5.10 10,762 -7.26 1.6130
2015-04-16 2015-03-31 13F ISHARES TR USA MIN VOL ETF 46429B697 281,256 66,320 30.86 11,605 33.38 1.6805
2015-02-26 2014-12-31 13F/A-1 ISHARES TR USA MIN VOL ETF 46429B697 214,936 10,602 5.19 8,701 13.01 1.4233
2015-01-15 2014-12-31 13F ISHARES TR USA MIN VOL ETF 46429B697 223,667 19,333 9,105 1.4069
2015-02-26 2014-09-30 13F/A-1 ISHARES TR USA MIN VOL ETF 46429B697 204,334 -16,554 -7.49 7,699 -6.35 1.3292
2014-10-10 2014-09-30 13F ISHARES TR USA MIN VOL ETF 46429B697 209,741 -11,147 7,939 1.2941
2015-02-26 2014-06-30 13F/A-1 ISHARES TR USA MIN VOL ETF 46429B697 220,888 -2,631 -1.18 8,221 1.93 1.4012
2014-07-11 2014-06-30 13F ISHARES TR USA MIN VOL ETF 46429B697 226,894 3,375 8,432 1.3425
2014-04-29 2014-03-31 13F ISHARES TR USA MIN VOL ETF 46429B697 223,519 -13,234 -5.59 8,065 -4.05 1.4256
2014-01-14 2013-12-31 13F/A-1 ISHARES USA MIN VOL ETF 46429B697 236,753 -2,088 -0.87 8,405 5.90 1.5563
2014-01-13 2013-12-31 13F ISHARES USA MIN VOL ETF 46429B697 473,507 16,824
2014-01-16 2013-09-30 13F/A-1 ISHARES USA MIN VOL ETF 46429B697 238,841 238,841 7,937 1.6272
2013-11-14 2013-09-30 13F ISHARES USA MIN VOL ETF 46429B697 477,682 15,878
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.