iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionFirst Citizens Financial Corp
Latest Disclosed Ownership9,310 shares
Latest Disclosed Value $ 863,409
First Citizens Financial Corp reports 7.79% increase in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On April 7, 2026 - First Citizens Financial Corp filed a 13F-HR form disclosing ownership of 9,310 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $863,409 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 8,637 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 7.79% 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)
2026-04-07 2026-03-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 9,310 673 7.79 863 6.15 0.4076
2026-01-06 2025-12-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 8,637 -99 -1.13 813 -2.17 0.4018
2025-10-03 2025-09-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 8,736 -202 -2.26 831 -0.95 0.4109
2025-07-07 2025-06-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 8,938 213 2.44 839 2.69 0.4616
2025-04-03 2025-03-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 8,725 -591 -6.34 817 -1.21 0.4623
2025-01-03 2024-12-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 9,316 -2,693 -22.42 827 -24.54 0.4491
2024-10-03 2024-09-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 12,009 -1,694 -12.36 1,097 -4.70 0.5800
2024-07-17 2024-06-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 13,703 -2,532 -15.60 1,151 -15.19 0.6808
2024-05-31 2024-03-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 16,235 57 0.35 1,357 7.45 0.8061
2024-01-11 2023-12-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 16,178 -3,762 -18.87 1,262 -12.54 0.8107
2023-10-13 2023-09-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 19,940 -88 -0.44 1,443 -3.02 1.0172
2023-07-07 2023-06-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 20,028 4,412 28.25 1,489 148,700.00 1.0117
2023-01-11 2022-12-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 15,616 3,459 28.45 1 -99.88 0.9724
2022-10-12 2022-09-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 12,157 194 1.62 804 -4.29 0.7912
2022-07-08 2022-06-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 11,963 -1,138 -8.69 840 -17.32 0.7406
2022-04-18 2022-03-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 13,101 2,978 29.42 1,016 24.05 0.7630
2022-01-13 2021-12-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 10,123 308 3.14 819 13.59 0.5988
2021-10-14 2021-09-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 9,815 920 10.34 721 10.08 0.5754
2021-07-09 2021-06-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 8,895 1,981 28.65 655 37.03 0.4954
2021-04-09 2021-03-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 6,914 2,071 42.76 478 45.29 0.3898
2021-02-01 2020-12-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 4,843 214 4.62 329 11.53 0.2869
2020-10-16 2020-09-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 4,629 96 2.12 295 7.27 0.2919
2020-07-30 2020-06-30 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 4,533 55 1.23 275 13.64 0.2869
2020-04-27 2020-03-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 4,478 0 0.00 242 -17.69 0.3179
2020-01-21 2019-12-31 13F ISHARES TR MIN VOL USA ETF Exchange Traded Fund 46429B697 4,478 4,478 294 0.2903
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.