iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionRHS Financial, LLC
Latest Disclosed Ownership45,883 shares
Latest Disclosed Value $ 4,255,197
RHS Financial, LLC reports 4.73% increase in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On April 28, 2026 - RHS Financial, LLC filed a 13F-HR form disclosing ownership of 45,883 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $4,255,197 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 43,812 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 4.73% 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)
2026-04-28 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 45,883 2,071 4.73 4,255 3.15 1.4091
2026-01-16 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 43,812 499 1.15 4,125 0.12 2.0139
2025-10-22 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 43,313 -4,380 -9.18 4,121 -7.95 2.1378
2025-07-25 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 47,693 -4,229 -8.14 4,477 -7.94 2.5434
2025-04-17 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 51,922 -1,055 -1.99 4,863 3.38 2.7275
2025-01-24 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 52,977 -2,657 -4.78 4,704 -7.40 2.4338
2024-11-01 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 55,634 -2,254 -3.89 5,080 4.51 2.5574
2024-07-16 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 57,888 -2,513 -4.16 4,860 -3.72 2.9730
2024-04-18 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 60,401 -3,644 -5.69 5,048 1.02 2.9404
2024-01-18 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 64,045 -592 -0.92 4,997 6.82 3.1625
2023-10-24 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 64,637 1,728 2.75 4,678 0.04 3.2710
2023-07-21 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 62,909 2,467 4.08 4,676 6.37 3.4338
2023-04-27 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 60,442 2,561 4.42 4,397 5.34 3.3409
2023-01-24 2022-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 57,881 -5,223 -8.28 4,173 0.05 3.3180
2022-10-21 2022-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 63,104 1,147 1.85 4,171 -4.11 3.7096
2022-07-15 2022-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 61,957 -6,077 -8.93 4,350 -17.57 3.5759
2022-04-14 2022-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 68,034 -7,948 -10.46 5,277 -14.15 3.8848
2022-01-26 2021-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 75,982 -6,871 -8.29 6,147 0.94 4.2653
2021-10-14 2021-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 82,853 6,657 8.74 6,090 8.58 4.4402
2021-07-29 2021-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 76,196 -6,982 -8.39 5,609 -2.54 4.1930
2021-05-17 2021-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 83,178 -5,865 -6.59 5,755 -4.78 4.8016
2021-01-29 2020-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 89,043 4,980 5.92 6,044 12.82 5.1855
2020-10-20 2020-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 84,063 9,497 12.74 5,357 18.49 5.3909
2020-07-20 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 74,566 -14,282 -16.07 4,521 -5.79 5.2848
2020-05-15 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 88,848 -9,929 -10.05 4,799 -25.94 6.4275
2020-06-11 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 98,777 10,198 11.51 6,480 14.12 6.7708
2020-06-11 2019-09-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 88,579 6,559 8.00 5,678 12.15 6.6892
2020-06-11 2019-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 82,020 21,030 34.48 5,063 41.19 6.3426
2019-04-24 2019-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 60,990 4,011 7.04 3,586 20.09 4.6328
2019-02-07 2018-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 56,979 56,979 2,986 4.3115
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.