iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionAries Wealth Management
Latest Disclosed Ownership29,299 shares
Latest Disclosed Value $ 2,717,189
Aries Wealth Management reports 2.61% decrease in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 29,299 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $2,717,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 30,085 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of -2.61% 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 29,299 -786 -2.61 2,717 -4.06 0.5974
2026-01-30 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 30,085 -560 -1.83 2,833 -2.85 0.6272
2025-11-10 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 30,645 -1,673 -5.18 2,916 -3.89 0.6898
2025-07-28 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 32,318 -6,823 -17.43 3,034 -17.24 0.7928
2025-04-17 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 39,141 -1,483 -3.65 3,666 1.61 0.9954
2025-01-30 2024-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 40,624 -55 -0.14 3,607 -2.88 0.9931
2024-10-31 2024-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 40,679 276 0.68 3,714 9.49 1.0210
2024-07-25 2024-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 40,403 2,264 5.94 3,392 6.43 1.0689
2024-05-03 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 38,139 1,506 4.11 3,188 11.51 1.0273
2024-01-10 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 36,633 1,185 3.34 2,858 9.54 1.0193
2023-10-19 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 35,448 781 2.25 2,609 1.28 1.0213
2023-07-14 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 34,667 950 2.82 2,577 5.06 0.9991
2023-04-11 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 33,717 790 2.40 2,453 3.29 1.0057
2023-01-19 2022-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 32,927 2,447 8.03 2,374 9.40 1.0233
2022-11-02 2022-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 30,480 3,225 11.83 2,170 13.38 0.9604
2022-07-27 2022-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 27,255 27,255 1,914 0.8690
2022-04-23 2022-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 0 -19,750 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 ISHARES TR MSCI USA MIN VOL 46429B697 19,750 100 0.51 1,598 10.66 0.6089
2022-01-18 2021-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 138,250 118,600 11,184 0.6121
2021-10-13 2021-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 19,650 262 1.35 1,444 1.19 0.6108
2021-07-14 2021-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 19,388 364 1.91 1,427 5.63 0.6104
2021-04-20 2021-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 19,024 114 0.60 1,351 4.49 0.6069
2021-01-22 2020-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 18,910 85 0.45 1,293 7.75 0.6460
2020-10-14 2020-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 18,825 34 0.18 1,200 5.36 0.6811
2020-07-09 2020-06-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 18,791 2,427 14.83 1,139 31.07 0.6952
2020-04-09 2020-03-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 16,364 3,624 28.45 869 3.70 0.6625
2020-01-13 2019-12-31 13F ISHARES TR MSCI MIN VOL ETF 46429B697 12,740 425 3.45 838 6.75 0.5115
2019-10-22 2019-09-30 13F ISHARES TR MSCI MIN VOL ETF 46429B697 12,315 878 7.68 785 9.03 0.5221
2019-07-15 2019-06-30 13F ISHARES TR MIN VOL USA ETF 46429B697 11,437 3,337 41.20 720 51.26 0.5033
2019-04-09 2019-03-31 13F ISHARES TR MIN VOL USA ETF 46429B697 8,100 8,100 476 0.3559
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.