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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.17% 0.07% 1.592B 121353.7
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.22% 37.00% 47.09M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the investment results of the MSCI USA Small Cap 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 that is designed to produce investment results comparable to the MSCI USA Small Cap Index (the "parent index"), while reflecting a higher allocation than that of the parent index to companies with favorable ESG profiles (as determined by MSCI).
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Blend
Category Index Russell 2000 TR USD
Global Category Name US Equity Small Cap
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective Small Company
Fund Owner Firm Name iShares
Prospectus Benchmark Index
MSCI USA Sml Cap Extnd ESG Focus GR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Greg Savage 6.15 yrs
Jennifer Hsui 6.15 yrs
Paul Whitehead 2.42 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
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As of June 17, 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
--
--
29.12%
19.56%
19.28%
-17.28%
17.28%
0.93%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
15.53%
13.15%
-8.49%
22.82%
11.28%
26.60%
-16.19%
16.07%
-1.73%
16.26%
-9.33%
27.32%
19.16%
17.56%
-17.54%
18.23%
2.42%
14.93%
-11.77%
26.49%
19.35%
16.45%
-19.80%
18.48%
-0.16%
14.68%
-11.14%
25.81%
20.20%
14.80%
-20.49%
17.08%
0.42%
As of June 17, 2024.

Asset Allocation

As of June 14, 2024.
Type % Net % Long % Short
Cash 0.14% Upgrade Upgrade
Stock 99.86% 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 Small Cap 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 that is designed to produce investment results comparable to the MSCI USA Small Cap Index (the "parent index"), while reflecting a higher allocation than that of the parent index to companies with favorable ESG profiles (as determined by MSCI).
General
Security Type Exchange-Traded Fund
Equity Style Small Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Blend
Category Index Russell 2000 TR USD
Global Category Name US Equity Small Cap
YCharts Categorization US Small & Mid Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
Prospectus Objective Small Company
Fund Owner Firm Name iShares
Prospectus Benchmark Index
MSCI USA Sml Cap Extnd ESG Focus GR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Greg Savage 6.15 yrs
Jennifer Hsui 6.15 yrs
Paul Whitehead 2.42 yrs

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