iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership25,641 shares
Latest Disclosed Value $ 2,377,922
Wealthcare Advisory Partners LLC reports 60.13% increase in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 25,641 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $2,377,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 16,013 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 60.13% 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)
2026-04-14 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 25,641 9,628 60.13 2,378 57.73 0.0462
2026-01-14 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 16,013 -606 -3.65 1,508 -4.68 0.0296
2025-11-07 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 16,619 -214 -1.27 1,581 0.06 0.0329
2025-07-22 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 16,833 -5,750 -25.46 1,580 -25.30 0.0360
2025-04-15 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 22,583 2,334 11.53 2,115 17.70 0.0567
2025-01-15 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 20,249 -718 -3.42 1,798 -6.11 0.0499
2024-11-04 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 20,967 9,852 88.64 1,915 105.14 0.0545
2024-08-12 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 11,115 -1,258 -10.17 933 -9.77 0.0292
2024-04-15 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 12,373 -1,556 -11.17 1,034 -4.79 0.0339
2024-02-06 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 13,929 -1,077 -7.18 1,087 0.00 0.0432
2023-10-12 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 15,006 42 0.28 1,086 -2.34 0.0499
2023-07-17 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 14,964 -6,432 -30.06 1,112 -28.53 0.0497
2023-05-04 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 21,396 -2,568 -10.72 1,556 -9.90 0.0669
2023-02-13 2022-12-31 13F ISHARES EDGE MSCI MIN VOL USA ETF COMMON 46429B697 23,964 4,644 24.04 1,728 35.24 0.0826
2022-11-14 2022-09-30 13F ISHARES EDGE MSCI MIN VOL USA ETF COMMON 46429B697 19,320 -773 -3.85 1,277 -9.50 0.0728
2022-08-15 2022-06-30 13F ISHARES EDGE MSCI MIN VOL USA ETF COMMON 46429B697 20,093 147 0.74 1,411 -8.79 0.0854
2022-04-15 2022-03-31 13F ISHARES EDGE MSCI MIN VOL USA ETF COMMON 46429B697 19,946 -1,291 -6.08 1,547 -9.95 0.0939
2022-02-11 2021-12-31 13F ISHARES EDGE MSCI MIN VOL USA ETF COMMON 46429B697 21,237 -7,486 -26.06 1,718 -18.62 0.1027
2021-11-15 2021-09-30 13F ISHARES EDGE MSCI MIN VOL USA ETF Equity 46429B697 28,723 6,681 30.31 2,111 30.15 0.1380
2021-08-16 2021-06-30 13F ISHARES EDGE MSCI MIN VOL USA ETF COMMON 46429B697 22,042 -3,919 -15.10 1,622 -9.69 0.1086
2021-04-30 2021-03-31 13F ISHARES EDGE MSCI MIN VOL USA ETF COMMON 46429B697 25,961 -10,321 -28.45 1,796 -27.08 0.1301
2021-02-12 2020-12-31 13F ISHARES EDGE MSCI MIN VOL USA ETF COMMON 46429B697 36,282 -1,171 -3.13 2,463 3.18 0.2188
2020-10-29 2020-09-30 13F ISHARES EDGE MSCI MIN VOL USA ETF COMMON 46429B697 37,453 -181 -0.48 2,387 4.60 0.2618
2020-07-29 2020-06-30 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 37,634 -72 -0.19 2,282 12.03 0.2844
2020-04-29 2020-03-31 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 37,706 -3,325 -8.10 2,037 -24.33 0.2986
2020-01-29 2019-12-31 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 41,031 160 0.39 2,692 2.75 0.3422
2019-10-16 2019-09-30 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 40,871 5,218 14.64 2,620 19.04 0.3802
2019-07-30 2019-06-30 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 35,653 -3,116 -8.04 2,201 -3.46 0.3487
2019-05-13 2019-03-31 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 38,769 2,077 5.66 2,280 18.56 0.3889
2019-02-14 2018-12-31 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 36,692 -5,191 -12.39 1,923 -19.51 0.3732
2018-11-14 2018-09-30 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 41,883 -8,857 -17.46 2,389 -11.42 0.4387
2018-08-13 2018-06-30 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 50,740 14,468 39.89 2,697 43.15 0.5287
2018-05-14 2018-03-31 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 36,272 30,194 496.78 1,884 486.92 0.4257
2018-02-14 2017-12-31 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 6,078 1,400 29.93 321 36.60 0.0825
2017-11-15 2017-09-30 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 4,678 60 1.30 235 3.98 0.0698
2017-08-28 2017-06-30 13F ISHARES EDGE MSCI MIN VOL USA COMMON 46429B697 4,618 4,618 226 0.1098
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.