iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionCahill Financial Advisors Inc
Latest Disclosed Ownership2,661 shares
Latest Disclosed Value $ 246,740
Cahill Financial Advisors Inc reports 2.86% increase in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On May 12, 2026 - Cahill Financial Advisors Inc filed a 13F-HR form disclosing ownership of 2,661 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $246,740 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,587 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 2.86% 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 MSCI USA MIN VOL FACTOR ETF ETF 46429B697 2,661 74 2.86 247 1.23 0.0267
2026-02-17 2025-12-31 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 2,587 -5 -0.19 244 -1.22 0.0266
2025-11-03 2025-09-30 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 2,592 11 0.43 247 1.65 0.0281
2025-08-07 2025-06-30 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 2,581 17 0.66 242 0.83 0.0301
2025-05-15 2025-03-31 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 2,564 -1,170 -31.33 240 -27.49 0.0326
2025-02-14 2024-12-31 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 3,734 -20 -0.53 332 -3.22 0.0449
2024-11-12 2024-09-30 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 3,754 359 10.57 343 20.00 0.0469
2024-08-07 2024-06-30 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 3,395 -490 -12.61 285 -12.04 0.0390
2024-05-13 2024-03-31 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 3,885 -643 -14.20 325 -8.22 0.0443
2024-02-14 2023-12-31 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 4,528 -361 -7.38 353 0.00 0.0523
2023-11-14 2023-09-30 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 4,889 -6,393 -56.67 354 -57.88 0.0588
2023-08-14 2023-06-30 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 11,282 -95 -0.84 839 1.33 0.1356
2023-05-12 2023-03-31 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 11,377 -63 -0.55 828 0.36 0.1469
2023-02-15 2022-12-31 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 11,440 -125 -1.08 825 7.71 0.1585
2022-11-14 2022-09-30 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 11,565 277 2.45 765 -3.41 0.1613
2022-08-08 2022-06-30 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 11,288 -364 -3.12 792 -12.39 0.1684
2022-05-12 2022-03-31 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 11,652 -1,357 -10.43 904 -14.07 0.1701
2022-02-11 2021-12-31 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 13,009 4,735 57.23 1,052 73.03 0.2031
2021-11-16 2021-09-30 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 8,274 -122,844 -93.69 608 -59.52 0.1246
2021-08-16 2021-06-30 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 131,118 -37,319 -22.16 1,502 -66.39 0.3379
2021-05-17 2021-03-31 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 168,437 -6,283 -3.60 4,469 -7.17 1.0910
2021-02-17 2020-12-31 13F ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 174,720 102,935 143.39 4,814 5.22 1.2142
2020-11-17 2020-09-30 13F ISHARES MSCI USA MIN VOL FACTOR ETF MSCI MIN VOL ETF 46429B697 71,785 -723 -1.00 4,575 4.05 1.6474
2020-08-12 2020-06-30 13F iShares MSCI Min. Vol USA ETF MSCI MIN VOL ETF 46429B697 72,508 20,321 38.94 4,397 55.98 1.7000
2020-05-18 2020-03-31 13F/A-1 iShares MSCI Min. Vol USA ETF MSCI MIN VOL ETF 46429B697 52,187 438 0.85 2,819 -16.97 1.3076
2020-05-15 2020-03-31 13F Spdr Ser Tr S&P 600 Small Cap S&P 600 SMCP GRW 46429B697 17,644 -34,105 815 375,238.8407
2020-02-14 2019-12-31 13F iShares MSCI Min. Vol USA ETF MIN VOL USA ETF 46429B697 51,749 6,267 13.78 3,395 16.43 1.2333
2019-11-14 2019-09-30 13F iShares MSCI Min. Vol USA ETF MIN VOL USA ETF 46429B697 45,482 22,209 95.43 2,916 102.92 1.1337
2019-08-14 2019-06-30 13F iShares MSCI Min. Vol USA ETF MIN VOL USA ETF 46429B697 23,273 23,273 1,437 0.5695
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.