iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionClearwater Capital Advisors, LLC
Latest Disclosed Ownership3,075 shares
Latest Disclosed Value $ 285,176
Clearwater Capital Advisors, LLC ownership in USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On May 13, 2026 - Clearwater Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 3,075 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $285,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,075 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)
2026-05-13 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,075 0 0.00 285 -1.38 0.0230
2026-02-09 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,075 0 0.00 290 -1.03 0.0241
2025-11-14 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,075 17 0.56 293 1.74 0.0249
2025-08-12 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,058 0 0.00 287 0.35 0.0262
2025-05-08 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,058 100 3.38 286 9.16 0.0277
2025-02-10 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,958 -173 -5.53 263 -8.07 0.0257
2024-11-12 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,131 0 0.00 286 8.78 0.0278
2024-08-06 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,131 -994 -24.10 263 -23.84 0.0278
2024-05-09 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 4,125 -65 -1.55 345 5.52 0.0368
2024-02-07 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 4,190 0 0.00 327 7.59 0.0366
2023-10-24 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 4,190 -385 -8.42 303 -10.88 0.0372
2023-08-08 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 4,575 -98 -2.10 340 0.29 0.0405
2023-05-10 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 4,673 -139 -2.89 340 -2.02 0.0415
2023-01-27 2022-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 4,812 869 22.04 347 32.57 0.0452
2022-11-01 2022-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,943 536 15.73 261 9.21 0.0360
2022-07-21 2022-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,407 0 0.00 239 -9.47 0.0327
2022-05-03 2022-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,407 -2,728 -44.47 264 -46.77 0.0303
2022-01-26 2021-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 6,135 -862 -12.32 496 -3.50 0.0547
2021-11-03 2021-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 6,997 -445 -5.98 514 -6.20 0.0596
2021-08-04 2021-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,442 -95 -1.26 548 5.18 0.0638
2021-04-21 2021-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,537 -888 -10.54 521 -8.92 0.0651
2021-01-21 2020-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 8,425 260 3.18 572 10.00 0.0759
2020-10-16 2020-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 8,165 -600 -6.85 520 -2.07 0.0817
2020-07-30 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 8,765 -7,670 -46.67 531 -40.20 0.0888
2020-04-15 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 16,435 -4,611 -21.91 888 -35.70 0.1915
2020-01-27 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 21,046 -14,936 -41.51 1,381 -40.11 0.2302
2019-11-04 2019-09-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 35,982 6,681 22.80 2,306 27.47 0.4074
2019-07-26 2019-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 29,301 -716 -2.39 1,809 2.49 0.3285
2019-05-13 2019-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 30,017 -1,849 -5.80 1,765 5.69 0.3309
2019-01-22 2018-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 31,866 -1,922 -5.69 1,670 -13.34 0.3662
2018-10-17 2018-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 33,788 -16 -0.05 1,927 7.23 0.3760
2018-08-15 2018-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 33,804 1,720 5.36 1,797 7.86 0.3684
2018-05-11 2018-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 32,084 2,956 10.15 1,666 8.39 0.3440
2018-02-05 2017-12-31 13F ISHARES EDGE MF Closed and MF Open 46429B697 29,128 3,682 14.47 1,537 19.15 0.3374
2017-10-19 2017-09-30 13F ISHARES EDGE MF Closed and MF Open 46429B697 25,446 4,486 21.40 1,290 26.22 0.3003
2017-08-11 2017-06-30 13F ISHARES EDGE MF Closed and MF Open 46429B697 20,960 1,218 6.17 1,022 8.49 0.2607
2017-05-15 2017-03-31 13F ISHARES EDGE MF Closed and MF Open 46429B697 19,742 5,170 35.48 942 42.51 0.2580
2017-02-13 2016-12-31 13F ISHARES EDGE MF Closed and MF Open./Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 46429B697 14,572 1,320 9.96 661 11.66 0.2292
2016-11-29 2016-09-30 13F ISHARES EDGE MF Closed and MF Open./Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 46429B697 13,252 -2,315 -14.87 592 -18.23 0.2070
2016-11-29 2016-06-30 13F ISHARES EDGE MF Closed and MF Open./Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 46429B697 15,567 15,567 724 0.2670
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.