iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionCwm, Llc
Latest Disclosed Ownership733,419 shares
Latest Disclosed Value $ 68,017,235
Cwm, Llc reports 7.83% decrease in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 733,419 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $68,017,235 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 795,730 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of -7.83% 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)
2026-05-14 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 733,419 -62,311 -7.83 68,017 91,814.86 0.1768
2026-01-26 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 795,730 11,205 1.43 75 0.00 0.2030
2025-10-15 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 784,525 23,302 3.06 75 4.23 0.2245
2025-07-25 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 761,223 29,460 4.03 71 4.41 0.2520
2025-05-01 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 731,763 -1,541 -0.21 69 4.62 0.2733
2025-02-04 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 733,304 4,564 0.63 65 -1.52 0.2702
2024-10-08 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 728,740 70,601 10.73 67 20.00 0.2862
2024-07-10 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 658,139 -433,248 -39.70 55 -39.56 0.2605
2024-04-05 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 1,091,387 -484,935 -30.76 91 -26.02 0.4435
2024-02-01 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 1,576,322 -1,388,643 -46.84 123 -42.52 0.6612
2023-10-11 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,964,965 -667,824 -18.38 215 -20.74 1.3151
2023-08-03 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,632,789 4,965 0.14 270 2.66 1.6687
2023-05-01 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 3,627,824 724,134 24.94 264 25.84 1.7831
2023-02-01 2022-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,903,690 -91,409 -3.05 209 -99.89 1.5420
2022-10-27 2022-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,995,099 23,435 0.79 197,976 -5.11 1.5727
2022-07-28 2022-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,971,664 -12,721 -0.43 208,641 -9.87 1.6163
2022-04-21 2022-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,984,385 339,341 12.83 231,499 8.19 1.6421
2022-01-31 2021-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,645,044 807,097 43.91 213,984 58.17 1.5065
2021-09-15 2021-06-30 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 1,837,947 0 0.00 135,291 0.00 1.0782
2021-07-29 2021-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 1,837,947 0 135,291 1.0782
2021-09-15 2021-03-31 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 1,837,947 0 0.00 135,291 0.00 1.0782
2021-04-27 2021-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,114,806 276,859 146,323 1.2870
2021-09-15 2020-12-31 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 1,837,947 0 0.00 135,291 0.00 1.0782
2021-01-27 2020-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,356,879 518,932 159,985 1.4994
2021-09-15 2020-09-30 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 1,837,947 0 0.00 135,291 0.00 1.0782
2020-10-19 2020-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 2,243,619 405,672 142,986 1.5897
2021-09-15 2020-06-30 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 1,837,947 0 0.00 135,291 0.00 1.0782
2020-07-22 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 2,313,477 475,530 140,266 1.6637
2021-09-15 2020-03-31 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 1,837,947 0 0.00 135,291 0.00 1.0782
2020-04-28 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 1,395,085 -442,862 75,349 1.1219
2021-09-14 2019-12-31 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 1,837,947 0 0.00 135,291 0.00 1.0782
2020-01-27 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 2,227,458 389,511 146,121 1.8669
2021-09-14 2019-09-30 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 1,837,947 0 0.00 135,291 0.00 1.0782
2019-10-22 2019-09-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 1,979,227 141,280 126,868 1.8468
2021-09-14 2019-06-30 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 1,837,947 0 0.00 135,291 0.00 1.0782
2019-07-31 2019-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 1,257,766 -580,181 77,642 1.2842
2021-09-02 2019-03-31 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 1,837,947 1,252,605 214.00 135,291 341.09 1.0782
2019-04-22 2019-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 986,761 401,419 58,022 1.1638
2019-01-25 2018-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 585,342 164,132 38.97 30,672 27.66 0.7659
2018-10-29 2018-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 421,210 45,758 12.19 24,026 20.38 0.6134
2018-07-31 2018-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 375,452 49,892 15.32 19,959 18.06 0.6567
2018-04-26 2018-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 325,560 45,309 16.17 16,906 14.29 0.6718
2018-01-16 2017-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 280,251 14,078 5.29 14,792 10.40 0.6568
2017-10-16 2017-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 266,173 109,280 69.65 13,399 74.53 0.6335
2017-07-17 2017-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 156,893 17,543 12.59 7,677 15.44 0.3934
2017-04-17 2017-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 139,350 -56,827 -28.97 6,650 -25.04 0.3760
2017-01-19 2016-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 196,177 41,904 27.16 8,871 26.57 0.5437
2016-10-17 2016-09-30 13F ISHARES TR MIN VOL USA ETF 46429B697 154,273 26,015 20.28 7,009 18.26 0.4838
2016-07-21 2016-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 128,258 75,424 142.76 5,927 155.36 0.4323
2016-04-18 2016-03-31 13F ISHARES TR USA MIN VOL ETF 46429B697 52,834 44,976 572.36 2,321 605.47 0.2038
2016-02-01 2015-12-31 13F ISHARES TR USA MIN VOL ETF 46429B697 7,858 7,858 329 0.0321
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.