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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.15% -0.03% 13.46B 890138.3
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.35% 25.00% -9.038B Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the MSCI USA Extended ESG Focus Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is an optimized equity index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance ("ESG") characteristics (as determined by the index provider), while exhibiting risk and return characteristics similar to those of the MSCI USA Index (the "parent index").
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name iShares
Prospectus Benchmark Index
MSCI USA EXTENDED ESG FOCUS GR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Greg Savage 7.17 yrs
Jennifer Hsui 7.17 yrs
Paul Whitehead 2.08 yrs

Performance Versus Category

 
20%
15%
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 February 23, 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
21.07%
-4.22%
31.71%
22.54%
26.89%
-20.26%
25.81%
6.37%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.91%
21.30%
-4.77%
31.99%
18.52%
28.78%
-18.10%
26.24%
6.83%
23.25%
-4.24%
31.61%
19.89%
28.06%
-19.59%
26.37%
7.21%
--
-2.80%
29.08%
10.70%
26.57%
-14.82%
23.60%
8.47%
--
-4.76%
31.59%
21.77%
26.78%
-19.65%
27.33%
6.62%
As of February 23, 2024.

Asset Allocation

As of February 22, 2024.
Type % Net % Long % Short
Cash 0.41% Upgrade Upgrade
Stock 99.59% 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 MSCI USA Extended ESG Focus Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is an optimized equity index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance ("ESG") characteristics (as determined by the index provider), while exhibiting risk and return characteristics similar to those of the MSCI USA Index (the "parent index").
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Blend
Category Index Russell 1000 TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name iShares
Prospectus Benchmark Index
MSCI USA EXTENDED ESG FOCUS GR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Greg Savage 7.17 yrs
Jennifer Hsui 7.17 yrs
Paul Whitehead 2.08 yrs

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