iShares Trust - iShares MSCI USA Min Vol Factor ETF
US ˙ BATS ˙ US46429B6974

SecurityUSMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership140,507 shares
Latest Disclosed Value $ 13,030,619
IFP Advisors, Inc reports 1.22% decrease in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 140,507 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (US:USMV) valued at $13,030,619 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 142,248 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of -1.22% during the quarter. The current value of the position is $13,525,204 USD.

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)
2026-04-13 2026-03-31 13F ISHARES TR mc 46429B697 140,507 -1,741 -1.22 13,031 -2.72 0.2702
2026-02-06 2025-12-31 13F ISHARES TR mc 46429B697 142,248 40,424 39.70 13,394 38.27 0.3007
2026-02-06 2025-09-30 13F/A-1 ISHARES TR MSCI USA MIN VOL mc 46429B697 101,824 43,424 74.36 9,688 76.71 0.2516
2025-12-02 2025-09-30 13F ISHARES TR MSCI USA MIN VOL mc 46429B697 101,816 43,416 9,691 0.2499
2025-07-24 2025-06-30 13F I mc 46429B697 58,400 6,524 12.58 5,482 12.84 0.1559
2025-05-05 2025-03-31 13F ISHARES TR mc 46429B697 51,876 20,894 67.44 4,859 76.59 0.1498
2025-02-04 2024-12-31 13F ISHARES TR mc 46429B697 30,982 -756 -2.38 2,751 -5.07 0.0901
2025-02-04 2024-09-30 13F ISHARES TR mc 46429B697 31,738 1,170 3.83 2,898 12.94 0.1045
2024-07-30 2024-06-30 13F ISHARES TR mc 46429B697 30,568 -6,265 -17.01 2,566 -16.63 0.1018
2024-07-30 2024-03-31 13F ISHARES TR mc 46429B697 36,833 -993 -2.63 3,079 4.30 0.1350
2024-01-09 2023-12-31 13F ISHARES TR mc 46429B697 37,826 3,385 9.83 2,951 18.42 0.1393
2023-10-12 2023-09-30 13F ISHARES TR mc 46429B697 34,441 -3,632 -9.54 2,493 -11.94 0.1121
2023-08-14 2023-06-30 13F/A-1 ISHARES TR mc 46429B697 38,073 -187 -0.49 2,830 40.10 0.1183
2023-08-04 2023-06-30 13F ISHARES TR mc 46429B697 38,073 -187 2,010 0.0930
2023-04-18 2023-03-31 13F ISHARES TR mc 46429B697 38,260 -58,986 -60.66 2,020 40,300.00 0.0879
2023-02-07 2022-12-31 13F ISHARES TR mc 46429B697 97,246 -11,103 -10.25 5 -99.92 0.1388
2022-11-08 2022-09-30 13F ISHARES TR mc 46429B697 108,349 3,205 3.05 5,946 3.86 0.1550
2022-09-06 2022-06-30 13F/A-1 ISHARES TR mc 46429B697 105,144 0 0.00 5,725 0.00 0.1836
2022-08-12 2022-06-30 13F ISHARES TR MSCI USA MIN VOL CEF 46429B697 234 -104,910 12 0.0215
2022-09-06 2022-03-31 13F/A-1 ISHARES TR mc 46429B697 105,144 66,188 169.90 5,725 78.96 0.1836
2022-08-08 2022-03-31 13F ISHARES TR MSCI USA MIN VOL CEF 46429B697 39,685 729 2,176 0.0444
2022-01-12 2021-12-31 13F ISHARES TR MSCI USA MIN VOL CEF 46429B697 38,956 -8,605 -18.09 3,199 -8.86 0.0625
2021-10-06 2021-09-30 13F ISHARES TR MSCI USA MIN VOL CEF 46429B697 47,561 -28,786 -37.70 3,510 -37.52 0.0702
2021-07-13 2021-06-30 13F ISHARES TR MSCI USA MIN VOL CEF 46429B697 76,347 -24,111 -24.00 5,618 -19.22 0.1163
2021-04-30 2021-03-31 13F ISHARES TR MSCI USA MIN VOL CEF 46429B697 100,458 -87,988 -46.69 6,955 -45.62 0.1353
2021-01-25 2020-12-31 13F ISHARES TR MSCI USA MIN VOL CEF 46429B697 188,446 710 0.38 12,789 6.82 0.5184
2020-10-29 2020-09-30 13F ISHARES TR MSCI USA MIN VOL CEF 46429B697 187,736 -37,238 -16.55 11,972 -11.11 0.7147
2020-08-05 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF CEF 46429B697 224,974 12,240 5.75 13,469 15.57 1.0674
2020-05-12 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF CEF 46429B697 212,734 -23,422 -9.92 11,654 -24.81 1.1760
2020-01-17 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF CEF 46429B697 236,156 -36,178 -13.28 15,500 -10.85 1.1651
2019-11-07 2019-09-30 13F ISHARES TR MSCI MIN VOL ETF CEF 46429B697 272,334 246,388 949.62 17,386 1,038.57 1.1648
2019-05-15 2019-03-31 13F ISHARESEDGE MSCI MINVOLATILITY ETF ETF 46429B697 25,946 -192,444 -88.12 1,527 -86.54 0.2085
2019-06-03 2018-12-31 13F/A-10 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 218,390 -24,705 -10.16 11,343 -18.20 0.6914
2019-01-23 2018-12-31 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 218,390 -24,705 11,343 0.6914
2019-06-03 2018-09-30 13F/A-9 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 243,095 17,390 7.70 13,866 15.57 0.5651
2018-10-25 2018-09-30 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 243,095 17,390 13,866 0.5651
2019-06-03 2018-06-30 13F/A-8 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 225,705 22,103 10.86 11,998 11.65 0.5046
2018-08-07 2018-06-30 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 225,705 55,149 11,998
2019-06-03 2018-03-31 13F/A-7 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 203,602 0 0.00 10,746 0.00 0.4871
2018-05-09 2018-03-31 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 170,556 -33,046 8,857
2019-06-03 2017-12-31 13F/A-6 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 203,602 -8,374 -3.95 10,746 0.70 0.4871
2018-01-24 2017-12-31 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 203,602 -8,374 10,746
2017-10-30 2017-09-30 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 211,976 3,511 1.68 10,671 4.62 0.4237
2019-06-03 2017-06-30 13F/A-5 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 208,465 7,623 3.80 10,200 6.43 0.4324
2017-07-31 2017-06-30 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 208,465 7,623 10,200
2019-06-03 2017-03-31 13F/A-4 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 200,842 15,845 8.57 9,584 14.56 0.4174
2017-04-26 2017-03-31 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 200,842 15,845 9,584
2019-06-03 2016-12-31 13F/A-3 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 184,997 5,237 2.91 8,366 2.44 0.4037
2017-02-14 2016-12-31 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 184,997 5,237 8,366
2016-11-04 2016-09-30 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 179,760 40,662 29.23 8,167 27.05 0.4247
2019-06-03 2016-06-30 13F/A-2 ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 139,098 113,152 436.11 6,428 320.96 0.3589
2016-08-22 2016-06-30 13F ISHARES EDGE MSCI MIN VOL USA ETF ETF 46429B697 139,098 113,152 6,428
2019-06-03 2016-03-31 13F/A-1 ISHARESEDGE MSCI MINVOLATILITY ETF ETF 46429B697 25,946 -11,092 -29.95 1,527 -1.42 0.2085
2016-05-02 2016-03-31 13F ISHARES MSCI USA MINIMUM VOLATILITY ETF 46429B697 101,369 64,331 4,453
2016-02-11 2015-12-31 13F ISHARES MSCI USA MINIMUM VOLATILITY ETF ETF 46429B697 37,038 37,038 1,549 0.1040
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.