iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionBouchey Financial Group Ltd
Latest Disclosed Ownership7,193 shares
Latest Disclosed Value $ 675,135
Bouchey Financial Group Ltd ownership in USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On April 13, 2026 - Bouchey Financial Group Ltd filed a 13F-HR form disclosing ownership of 7,193 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $675,135 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 7,193 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 0.00% 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)
2026-04-13 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,193 0 0.00 675 -0.30 0.0495
2026-01-16 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,193 0 0.00 677 -1.02 0.0508
2025-11-12 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,193 36 0.50 684 1.94 0.0527
2025-08-08 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,157 0 0.00 672 0.15 0.0559
2025-05-09 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,157 0 0.00 670 5.51 0.0605
2025-02-05 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,157 0 0.00 635 -2.76 0.0555
2024-10-24 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,157 0 0.00 654 8.83 0.0584
2024-07-12 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,157 0 0.00 600 0.33 0.0570
2024-04-23 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,157 0 0.00 598 7.17 0.0589
2024-01-18 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,157 0 0.00 558 7.72 0.0598
2023-10-24 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,157 -1,513 -17.45 518 -19.57 0.0635
2023-07-13 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 8,670 -2,672 -23.56 644 -21.94 0.0780
2023-05-02 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 11,342 0 0.00 825 0.98 0.1090
2023-01-24 2022-12-31 13F ISHARES MINIMUM VOLATILITY ETF MSCI USA MIN VOL 46429B697 11,342 0 0.00 818 8.93 0.1178
2022-10-27 2022-09-30 13F ISHARES MINIMUM VOLATILITY ETF MSCI USA MIN VOL 46429B697 11,342 0 0.00 750 -5.78 0.1097
2022-07-27 2022-06-30 13F/A-1 Ishares Minimum Volatility Etf Msci Usa Min Vol 46429B697 11,342 0 0.00 796 -9.55 0.1276
2022-05-06 2022-03-31 13F Ishares Minimum Volatility Etf Msci Usa Min Vol 46429B697 11,342 -391 -3.33 880 -7.27 0.1181
2022-02-11 2021-12-31 13F Ishares Minimum Volatility Etf Msci Usa Min Vol 46429B697 11,733 -1,658 -12.38 949 -3.56 0.1275
2021-11-15 2021-09-30 13F Ishares Minimum Volatility Etf ETF 46429B697 13,391 -3,198 -19.28 984 -19.41 0.1367
2021-08-24 2021-06-30 13F/A-1 Ishares Minimum Volatility Etf ETF 46429B697 16,589 -511,056 -96.86 1,221 -96.66 0.1942
2021-05-04 2021-03-31 13F Ishares Minimum Volatility Etf ETF 46429B697 527,645 4,231 0.81 36,508 2.76 5.8903
2021-02-10 2020-12-31 13F iShares Minimum Volatility ETF ETF 46429B697 523,414 17,202 3.40 35,529 10.13 6.0956
2020-11-19 2020-09-30 13F/A-1 iShares Minimum Volatility ETF ETF 46429B697 506,212 16,144 3.29 32,261 8.58 6.2477
2020-10-23 2020-09-30 13F iShares Minimum Volatility ETF MSCI USA MIN VOL 46429B697 506,212 16,144 32,261 7,879,837.4254
2020-07-28 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 490,068 24,785 5.33 29,713 18.24 6.2617
2020-04-09 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 465,283 266,180 133.69 25,130 92.40 6.6718
2020-01-21 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 199,103 199,103 13,061 2.9841
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.