iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership75,105 shares
Latest Disclosed Value $ 6,965,249
Western Wealth Management, LLC reports 1.15% increase in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 75,105 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $6,965,249 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 74,251 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 1.15% 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)
2026-05-19 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 75,105 854 1.15 6,965 -0.37 0.1619
2026-02-05 2025-12-31 13F ISHARES MSCI MF Closed and MF Open 46429B697 74,251 16,434 28.42 6,992 27.11 0.3221
2025-11-06 2025-09-30 13F ISHARES MSCI MF Closed and MF Open 46429B697 57,817 -668 -1.14 5,501 0.20 0.2901
2025-08-11 2025-06-30 13F ISHARES MSCI MF Closed and MF Open 46429B697 58,485 -1,470 -2.45 5,490 -2.24 0.3258
2025-04-23 2025-03-31 13F ISHARES MSCI MF Closed and MF Open 46429B697 59,955 9,784 19.50 5,615 26.07 0.3716
2025-04-16 2024-12-31 13F/A-1 ISHARES MSCI MF Closed and MF Open 46429B697 50,171 3,320 7.09 4,455 4.14 0.2902
2024-11-12 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 46,851 -1,083 -2.26 4,278 6.29 0.2439
2024-07-19 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 47,934 -43 -0.09 4,025 0.37 0.2983
2024-05-03 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 47,977 558 1.18 4,010 8.35 0.3117
2024-01-31 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 47,419 4,273 9.90 3,700 18.51 0.2667
2023-11-08 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 43,146 -1,263 -2.84 3,123 -5.39 0.2639
2023-08-30 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 44,409 -3,903 -8.08 3,301 -6.09 0.2816
2023-08-30 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 48,312 453 0.95 3,514 1.86 0.3270
2023-02-03 2022-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 47,859 -63,892 -57.17 3,451 -53.30 0.3527
2022-11-07 2022-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 111,751 8,431 8.16 7,388 1.92 0.4231
2022-07-18 2022-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 103,320 -7,187 -6.50 7,249 -15.44 0.4161
2022-05-10 2022-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 110,507 51,906 88.58 8,573 80.86 0.4160
2022-02-14 2021-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 58,601 1,213 2.11 4,740 11.98 0.4679
2021-08-09 2021-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 57,388 -1,420 -2.41 4,233 4.03 0.4352
2021-05-14 2021-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 58,808 -15,008 -20.33 4,069 -18.80 0.5470
2021-02-10 2020-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 73,816 -53,033 -41.81 5,011 -38.02 0.7354
2020-10-27 2020-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 126,849 -11,807 -8.52 8,085 -3.83 1.3207
2020-07-20 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 138,656 -4,517 -3.15 8,407 8.73 1.5244
2020-04-27 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 143,173 -36,887 -20.49 7,732 -34.54 1.7734
2020-02-10 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 180,060 -8,773 -4.65 11,812 -2.43 1.7899
2019-11-08 2019-09-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 188,833 62,179 49.09 12,106 54.83 2.5195
2019-08-06 2019-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 126,654 33,028 35.28 7,819 42.06 1.0269
2019-05-10 2019-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 93,626 47,284 102.03 5,504 127.25 1.2251
2019-02-15 2018-12-31 13F ISHARES TR MIN VOL USA ETF 46429B697 46,342 46,342 2,422 0.6515
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.