iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionSound View Wealth Advisors Group, LLC
Latest Disclosed Ownership10,284 shares
Latest Disclosed Value $ 953,698
Sound View Wealth Advisors Group, LLC reports 0.04% increase in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On May 6, 2026 - Sound View Wealth Advisors Group, LLC filed a 13F-HR form disclosing ownership of 10,284 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $953,698 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 10,280 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 0.04% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 10,284 4 0.04 954 -1.45 0.0649
2026-01-08 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 10,280 -96 -0.93 968 -2.03 0.0649
2025-11-10 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 10,376 3 0.03 987 1.44 0.0678
2025-08-07 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 10,373 -127 -1.21 974 -1.02 0.0719
2025-05-08 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 10,500 -1,648 -13.57 983 -8.81 0.0807
2025-02-07 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 12,148 4 0.03 1,079 -2.71 0.0869
2024-11-12 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 12,144 2,255 22.80 1,109 33.49 0.0905
2024-08-05 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 9,889 -1,482 -13.03 830 -12.63 0.0856
2024-05-09 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 11,371 -2,089 -15.52 950 -9.52 0.1013
2024-02-08 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 13,460 -623 -4.42 1,050 3.04 0.1159
2023-11-07 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 14,083 1,129 8.72 1,019 5.93 0.1268
2023-08-08 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 12,954 -1,346 -9.41 963 -7.50 0.1262
2023-05-12 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 14,300 840 6.24 1,040 -0.95 0.1428
2024-02-13 2022-12-31 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 13,460 -735 -5.18 1,050 11.94 0.1159
2023-02-08 2022-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 13,702 -493 988 0.2089
2022-11-08 2022-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 14,195 -613 -4.14 938 -9.81 0.2104
2022-08-05 2022-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 14,808 -905 -5.76 1,040 -14.68 0.2177
2022-05-11 2022-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 15,713 -98 -0.62 1,219 -4.69 0.2318
2022-01-20 2021-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 15,811 5 0.03 1,279 10.07 0.2417
2021-10-21 2021-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 15,806 -2,023 -11.35 1,162 -11.43 0.2427
2021-07-21 2021-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 17,829 -7,652 -30.03 1,312 -25.58 0.2758
2021-04-28 2021-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 25,481 -8,554 -25.13 1,763 -23.68 0.4105
2021-02-02 2020-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 34,035 -1,348 -3.81 2,310 2.44 0.5644
2020-11-09 2020-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 35,383 -145 -0.41 2,255 4.69 0.5938
2020-08-07 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 35,528 -10,138 -22.20 2,154 -12.65 0.6066
2020-05-12 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 45,666 3,878 9.28 2,466 -10.03 0.8519
2020-01-27 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 41,788 10,981 35.64 2,741 38.78 0.7736
2019-11-07 2019-09-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 30,807 13,899 82.20 1,975 89.18 0.5886
2019-08-07 2019-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 16,908 16,908 1,044 0.3086
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.