iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionCetera Investment Advisers
Latest Disclosed Ownership2,162,456 shares
Latest Disclosed Value $ 200,546,159
Cetera Investment Advisers reports 1.85% increase in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On May 13, 2026 - Cetera Investment Advisers filed a 13F-HR form disclosing ownership of 2,162,456 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $200,546,159 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,123,167 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 1.85% 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 2,162,456 39,289 1.85 200,546 0.31 0.2133
2026-02-17 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,123,167 52,128 2.52 199,917 1.46 0.2185
2025-11-14 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,071,039 -71,238 -3.33 197,039 -2.02 0.2290
2025-08-08 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,142,277 445,896 26.29 201,096 26.57 0.3394
2025-05-06 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 1,696,381 -24,403 -1.42 158,883 3.99 0.3077
2025-02-14 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 1,720,784 -103,265 -5.66 152,788 -8.26 0.3195
2024-11-13 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 1,824,049 -20,476 -1.11 166,554 7.55 0.3643
2024-08-22 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 1,844,525 -51,449 -2.71 154,866 -2.27 0.3566
2024-05-24 2024-03-31 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 1,895,974 1,384,833 270.93 158,465 297.31 0.3738
2024-05-15 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 355,525 -155,616 29,715 0.3199
2024-02-13 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 511,141 -275,464 -35.02 39,884 -29.95 0.3240
2023-11-14 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 786,605 -68,725 -8.03 56,935 -10.45 0.4915
2023-08-10 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 855,330 24,700 2.97 63,577 5.22 0.5345
2023-05-15 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 830,630 138,425 20.00 60,420 21.07 0.5281
2023-02-14 2022-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 692,205 418,582 152.98 49,908 175.93 0.4625
2022-11-14 2022-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 273,623 63,817 30.42 18,087 22.79 0.3611
2022-08-11 2022-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 209,806 -7,676 -3.53 14,730 -12.69 0.2343
2022-05-13 2022-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 217,482 -12,585 -5.47 16,870 -9.36 0.2423
2022-02-14 2021-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 230,067 16,340 7.65 18,612 18.48 0.2666
2021-11-16 2021-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 213,727 -81,679 -27.65 15,709 -27.76 0.2498
2021-08-13 2021-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 295,406 -2,334 -0.78 21,745 5.55 0.3492
2021-05-17 2021-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 297,740 -131,490 -30.63 20,601 -29.29 0.4054
2021-02-17 2020-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 429,230 202,999 89.73 29,136 102.08 0.5766
2020-11-13 2020-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 226,231 29,725 15.13 14,418 21.02 1.1810
2020-08-13 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 196,506 21,241 12.12 11,914 25.86 1.1036
2020-05-08 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 175,265 15,101 9.43 9,466 -9.84 1.1590
2020-02-10 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 160,164 73,758 85.36 10,499 89.75 1.0546
2019-11-06 2019-09-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 86,406 17,930 26.18 5,533 30.87 0.6724
2019-08-12 2019-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 68,476 2,326 3.52 4,228 8.63 0.5451
2019-05-06 2019-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 66,150 17,430 35.78 3,892 52.57 0.5496
2019-02-15 2018-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 48,720 -2,343 -4.59 2,551 -12.73 0.4163
2018-11-13 2018-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 51,063 6,124 13.63 2,923 22.30 0.4205
2018-08-14 2018-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 44,939 3,343 8.04 2,390 10.29 0.4201
2018-05-09 2018-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 41,596 2,816 7.26 2,167 5.81 0.4058
2018-02-08 2017-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 38,780 5,741 17.38 2,048 22.78 0.3761
2017-11-16 2017-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 33,039 3,927 13.49 1,668 17.22 0.3694
2017-08-17 2017-06-30 13F/A-1 ISHARES TR MIN VOL USA ETF 46429B697 29,112 107 0.37 1,423 2.67 0.3488
2017-08-11 2017-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 812,473 783,468 39,766
2017-05-15 2017-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 29,005 -1,436 -4.72 1,386 0.87 0.3827
2017-02-15 2016-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 30,441 14,268 88.22 1,374 87.45 0.4580
2016-11-15 2016-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 16,173 6,092 60.43 733 57.30 0.3149
2016-08-10 2016-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 10,081 2,435 31.85 466 39.10 0.1826
2016-05-13 2016-03-31 13F ISHARES TR USA MIN VOL ETF 46429B697 7,646 1,654 27.60 335 34.00 0.1451
2016-02-16 2015-12-31 13F ISHARES TR USA MIN VOL ETF 46429B697 5,992 5,992 250 0.1148
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.