iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
SecurityMX:USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
InstitutionBCJ Capital Management, LLC
Latest Disclosed Ownership9,706 shares
Latest Disclosed Value $ 900,116
BCJ Capital Management, LLC reports 8.21% increase in ownership of USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF

On May 13, 2026 - BCJ Capital Management, LLC filed a 13F-HR form disclosing ownership of 9,706 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) valued at $900,116 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 8,970 shares of iShares Trust - iShares MSCI USA Min Vol Factor ETF. This represents a change in shares of 8.21% 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)
2026-05-13 2026-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 9,706 736 8.21 900 6.64 0.0478
2026-02-04 2025-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 8,970 764 9.31 845 8.21 0.0489
2025-10-31 2025-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 8,206 682 9.06 781 10.48 0.0465
2025-08-13 2025-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 7,524 878 13.21 706 13.50 0.0473
2025-04-30 2025-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 6,646 6,646 622 0.0450
2024-05-14 2024-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 0 -12,679 -100.00 0 -100.00
2024-02-08 2023-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 12,679 -23,286 -64.75 989 -62.01 0.0859
2023-11-14 2023-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 35,965 -9,588 -21.05 2,603 -23.10 0.2380
2023-08-14 2023-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 45,553 1,124 2.53 3,386 4.77 0.2983
2023-05-12 2023-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 44,429 13,570 43.97 3,232 45.28 0.3014
2023-02-13 2022-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 30,859 2,369 8.32 2,225 18.11 0.2221
2022-11-14 2022-09-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 28,490 14,293 100.68 1,883 88.87 0.1980
2022-08-10 2022-06-30 13F ISHARES TR MSCI USA MIN VOL 46429B697 14,197 940 7.09 997 -3.02 0.1017
2022-05-10 2022-03-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 13,257 -3,636 -21.52 1,028 -24.80 0.0894
2022-01-19 2021-12-31 13F ISHARES TR MSCI USA MIN VOL 46429B697 16,893 16,893 1,367 0.1274
2021-08-06 2021-06-30 13F ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL FACTOR ETF 46429B697 0 -8,991 -100.00 0 -100.00
2021-05-17 2021-03-31 13F ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL FACTOR ETF 46429B697 8,991 -10,461 -53.78 622 -52.88 0.0737
2021-02-16 2020-12-31 13F ISHARES TRUST MSCI USA MIN VOL FACTOR ETF MSCI USA MIN VOL FACTOR ETF 46429B697 19,452 803 4.31 1,320 11.11 0.1707
2020-11-17 2020-09-30 13F ISHARES TRUST MSCI USA MIN VOL ETF MSCI USA MIN VOL ETF 46429B697 18,649 -299 -1.58 1,188 3.39 0.1813
2020-08-13 2020-06-30 13F ISHARES TRUST MSCI MIN VOL ETF MSCI MIN VOL ETF 46429B697 18,948 1,149 -30.36 0.1832
2020-05-15 2020-03-31 13F ISHARES TRUST MSCI MIN VOL ETF MSCI MIN VOL ETF 46429B697 1,650 -35.04 0.4042
2020-02-19 2019-12-31 13F ISHARES TRUST MSCI MIN VOL ETF MSCI MIN VOL ETF 46429B697 38,716 -25,767 -39.96 2,540 -38.54 0.4318
2019-11-08 2019-09-30 13F ISHARES TRUST MSCI MIN VOL ETF MSCI MIN VOL ETF 46429B697 64,483 14,409 28.78 4,133 33.71 0.5842
2019-08-14 2019-06-30 13F ISHARES EDGE MSCI MIN MIN VOL USA ETF 46429B697 50,074 -14,338 -22.26 3,091 -18.38 0.5322
2019-05-14 2019-03-31 13F ISHARES EDGE MSCI MIN MIN VOL USA ETF 46429B697 64,412 52,722 451.00 3,787 517.78 0.6837
2019-03-14 2018-12-31 13F ISHARES TRUST MIN VOL USA ETF MIN VOL USA ETF 46429B697 11,690 11,690 613 0.1181
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.