iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership1,865,981 shares
Latest Disclosed Value $ 171,091,893
Jpmorgan Chase & Co reports 47.33% decrease in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 1,865,981 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $171,091,893 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,542,763 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of -47.33% 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/A-1 ISHARES MSCI USA MIN VOL FAC FUND 46429B697 1,865,981 -1,676,782 -47.33 171,092 -48.71 0.0012
2026-05-13 2026-03-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 0 -100.00 0
2026-02-11 2025-12-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 3,542,763 198,476 5.93 333,587 4.84 0.0209
2025-11-26 2025-09-30 13F/A-1 ISHARES MSCI USA MIN VOL FAC FUND 46429B697 3,344,287 -85,642 -2.50 318,176 -1.18 0.0191
2025-11-07 2025-09-30 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 3,344,287 -85,642 318,176 0.0020
2025-08-12 2025-06-30 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 3,429,929 -416,100 -10.82 321,968 -10.62 0.0211
2025-05-12 2025-03-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 3,846,029 568,565 17.35 360,219 23.78 0.0263
2025-02-12 2024-12-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 3,277,464 -209,097 -6.00 291,006 -8.59 0.0217
2024-12-26 2024-09-30 13F/A-1 ISHARES MSCI USA MIN VOL FAC FUND 46429B697 3,486,561 -2,217,615 -38.88 318,358 -33.53 0.0242
2024-11-08 2024-09-30 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 3,486,561 -2,217,615 318,358 0.0243
2024-12-26 2024-06-30 13F/A-1 ISHARES MSCI USA MIN VOL FAC FUND 46429B697 5,704,176 1,627,815 39.93 478,923 40.57 0.0393
2024-08-12 2024-06-30 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 5,704,176 1,627,815 478,923 0.0393
2024-12-26 2024-03-31 13F/A-1 ISHARES MSCI USA MIN VOL FAC FUND 46429B697 4,076,361 -645,021 -13.66 340,702 -7.52 0.0288
2024-05-10 2024-03-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 4,076,361 -645,021 340,702 0.0288
2024-12-26 2023-12-31 13F/A-1 ISHARES MSCI USA MIN VOL FAC FUND 46429B697 4,721,382 1,808,316 62.08 368,409 74.71 0.0353
2024-02-12 2023-12-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 4,721,382 1,808,316 368,409 0.0354
2023-11-14 2023-09-30 13F iShares MSCI USA Min Vol Facto ETF 46429B697 2,913,066 -248,874 -7.87 210,871 -10.28 0.0233
2023-08-11 2023-06-30 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 3,161,940 883,786 38.79 235,027 41.83 0.0255
2023-05-18 2023-03-31 13F/A-1 ISHARES MSCI USA MIN VOL FAC FUND 46429B697 2,278,154 592,907 35.18 165,713 136,852.89 0.0202
2023-05-11 2023-03-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 2,278,154 592,907 165,713 0.0025
2023-02-13 2022-12-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 1,685,247 1,396,259 483.15 122 -99.37 0.0160
2022-11-14 2022-09-30 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 288,988 -23,841 -7.62 19,102 -13.03 0.0027
2022-08-11 2022-06-30 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 312,829 8,372 2.75 21,964 -7.00 0.0031
2022-05-11 2022-03-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 304,457 -428,131 -58.44 23,616 -60.15 0.0028
2022-02-11 2021-12-31 13F/A-1 ISHARES MSCI USA MIN VOL FAC FUND 46429B697 732,588 -5,923 -0.80 59,266 9.18 0.0068
2022-02-10 2021-12-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 732,588 -5,923 59,266 0.0010
2021-11-12 2021-09-30 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 738,511 486,211 192.71 54,282 192.29 0.0067
2021-08-12 2021-06-30 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 252,300 7,977 3.26 18,571 9.86 0.0022
2021-05-12 2021-03-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 244,323 -182,399 -42.74 16,904 -41.64 0.0023
2021-02-19 2020-12-31 13F/A-1 ISHARES MSCI USA MIN VOL FAC FUND 46429B697 426,722 -97,736 -18.64 28,965 -12.83 0.0043
2021-02-11 2020-12-31 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 426,722 -97,736 28,965 716.3251
2020-11-12 2020-09-30 13F/A-1 ISHARES MSCI USA MIN VOL FAC FUND 46429B697 524,458 -6,377 -1.20 33,230 3.25 0.0056
2020-11-12 2020-09-30 13F ISHARES MSCI USA MIN VOL FAC FUND 46429B697 524,458 33,230
2020-08-11 2020-06-30 13F ISHARES EDGE MSCI MIN VOL USA FUND 46429B697 530,835 -516,410 -49.31 32,184 -43.10 0.0062
2020-05-12 2020-03-31 13F ISHARES EDGE MSCI MIN VOL USA FUND 46429B697 1,047,245 -47,584 -4.35 56,562 -21.25 0.0133
2020-02-11 2019-12-31 13F ISHARES EDGE MSCI MIN VOL USA FUND 46429B697 1,094,829 477,353 77.31 71,821 81.46 0.0134
2019-11-12 2019-09-30 13F ISHARES EDGE MSCI MIN VOL USA FUND 46429B697 617,476 163,265 35.94 39,579 41.71 0.0079
2019-08-07 2019-06-30 13F ISHARES TR FUND 46429B697 454,211 1,312 0.29 27,930 4.88 0.0055
2019-05-07 2019-03-31 13F ISHARES TR FUND 46429B697 452,899 61,828 15.81 26,630 29.95 0.0054
2019-02-11 2018-12-31 13F ISHARES TR FUND 46429B697 391,071 45,736 13.24 20,493 4.04 0.0047
2018-11-13 2018-09-30 13F/A-1 ISHARES TR FUND 46429B697 345,335 -19,619 -5.38 19,698 1.53 0.0038
2018-11-07 2018-09-30 13F ISHARES TR FUND 46429B697 345,335 -19,619 19,698
2018-08-14 2018-06-30 13F ISHARES TR FUND 46429B697 364,954 75,453 26.06 19,401 29.04 0.0040
2018-05-10 2018-03-31 13F ISHARES TR FUND 46429B697 289,501 -98,488 -25.38 15,035 -26.58 0.0032
2018-02-13 2017-12-31 13F ISHARES TR FUND 46429B697 387,989 -443,654 -53.35 20,478 -50.94 0.0043
2017-11-09 2017-09-30 13F ISHARES TR FUND 46429B697 831,643 462,336 125.19 41,741 131.00 0.0092
2017-08-09 2017-06-30 13F ISHARES TR FUND 46429B697 369,307 -120,692 -24.63 18,070 -22.72 0.0041
2017-05-10 2017-03-31 13F ISHARES TR FUND 46429B697 489,999 -332,624 -40.43 23,383 -37.14 0.0053
2017-02-06 2016-12-31 13F ISHARES TR FUND 46429B697 822,623 -1,797,156 -68.60 37,199 -68.74 0.0089
2016-11-04 2016-09-30 13F ISHARES TR FUND 46429B697 2,619,779 1,912,030 270.16 119,016 263.91 0.0293
2016-08-08 2016-06-30 13F ISHARES TR FUND 46429B697 707,749 -158,607 -18.31 32,705 -14.07 0.0082
2016-05-10 2016-03-31 13F ISHARES TR FUND 46429B697 866,356 23,552 2.79 38,059 7.98 0.0097
2016-02-12 2015-12-31 13F ISHARES TR FUND 46429B697 842,804 14,421 1.74 35,246 7.47 0.0088
2015-11-13 2015-09-30 13F ISHARES TR FUND 46429B697 828,383 152,434 22.55 32,796 20.33 0.0088
2015-08-14 2015-06-30 13F ISHARES MSCI USA MINIMUM VOL UNIT 46429B697 675,949 18,914 2.88 27,254 0.54 0.0064
2015-05-15 2015-03-31 13F ISHARES MSCI USA MINIMUM VOL UNIT 46429B697 657,035 271,559 70.45 27,108 73.72 0.0062
2015-02-13 2014-12-31 13F ISHARES MSCI USA MINIMUM VOL UNIT 46429B697 385,476 321,286 500.52 15,604 545.06 0.0036
2014-12-08 2014-09-30 13F/A-1 ISHARES MSCI USA MIN VOL UNIT 46429B697 64,190 372 0.58 2,419 1.85 0.0006
2014-11-14 2014-09-30 13F ISHARES MSCI USA MIN VOL UNIT 46429B697 64,190 2,419
2014-09-03 2014-06-30 13F/A-1 ISHARES MSCI USA MIN VOL UNIT 46429B697 63,818 4,753 8.05 2,375 11.55 0.0006
2014-08-14 2014-06-30 13F ISHARES MSCI USA MIN VOL UNIT 46429B697 63,818 2,375
2014-05-15 2014-03-31 13F ISHARES TR COMMON 46429B697 59,065 4,325 7.90 2,129 9.57 0.0006
2014-02-26 2013-12-31 13F/A-1 ISHARES COMMON 46429B697 54,740 27,759 102.88 1,943 116.61 0.0006
2014-02-13 2013-12-31 13F ISHARES COMMON 46429B697 54,740 1,943
2013-10-31 2013-09-30 13F ISHARES COMMON 46429B697 26,981 -279,856 -91.21 897 -91.02 0.0003
2013-08-13 2013-06-30 13F ISHARES COMMON 46429B697 306,837 306,837 9,994 0.0032
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.