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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.41% -0.06% 2.152B 3.665M
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.87% 51.00% -1.126B Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the S&P Global Clean Energy IndexTM composed of global equities in the clean energy sector. The index is designed to track the performance of approximately 100 clean energy-related companies. The fund generally invests at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Miscellaneous Sector
Category Index Morningstar US Market TR USD
Global Category Name Utilities Sector Equity
YCharts Categorization Utilities Equity
YCharts Benchmark S&P 500 Utilities (Sector) Total Return (^SPXUSTR)
Prospectus Objective Specialty - Natural Resources
Fund Owner Firm Name iShares
Prospectus Benchmark Index
S&P Global Clean Energy NR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Greg Savage 15.78 yrs
Jennifer Hsui 11.67 yrs
Paul Whitehead 2.25 yrs

Performance Versus Category

 
20%
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10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 25, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
21.48%
-9.02%
44.35%
141.8%
-24.18%
-5.41%
-20.38%
-15.99%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
4.84%
8.26%
4.92%
0.42%
3.53%
13.64%
2.30%
36.61%
7.31%
32.33%
-12.37%
42.65%
184.0%
-3.21%
-30.37%
-10.03%
-25.40%
24.70%
-9.23%
37.37%
21.13%
31.99%
-15.70%
20.34%
5.31%
36.38%
0.88%
41.85%
34.22%
-12.72%
-32.38%
18.32%
4.55%
As of April 25, 2024.

Asset Allocation

As of April 12, 2024.
Type % Net % Long % Short
Cash 0.44% Upgrade Upgrade
Stock 99.56% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the S&P Global Clean Energy IndexTM composed of global equities in the clean energy sector. The index is designed to track the performance of approximately 100 clean energy-related companies. The fund generally invests at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the index. It is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Miscellaneous Sector
Category Index Morningstar US Market TR USD
Global Category Name Utilities Sector Equity
YCharts Categorization Utilities Equity
YCharts Benchmark S&P 500 Utilities (Sector) Total Return (^SPXUSTR)
Prospectus Objective Specialty - Natural Resources
Fund Owner Firm Name iShares
Prospectus Benchmark Index
S&P Global Clean Energy NR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Greg Savage 15.78 yrs
Jennifer Hsui 11.67 yrs
Paul Whitehead 2.25 yrs

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