Date Title
Feb 14, 2024

2023 Distribution Summary Information

Feb 14, 2024

2023 QDI Summary

Feb 5, 2024

Qualified Interest Income (QII) Percentages for the iShares Funds (2024)

Feb 1, 2024

IRC Section 1446 Qualified Notice- February 2024

Jan 30, 2024

2023 iShares Gold Trust Micro Tax Reporting Statement

Jan 30, 2024

2023 iShares Gold Trust Tax Reporting Statement

Jan 30, 2024

2023 Qualified Interest Income (QII) Dividend Report for NRA for the iShares Funds

Jan 30, 2024

2023 iShares Silver Trust Tax Reporting Statement

Jan 30, 2024

2023 iShares Gold Trust Data Table

Jan 30, 2024

2023 iShares Silver Trust Data Table

Jan 30, 2024

2023 iShares Gold Trust Micro Data Table

Jan 26, 2024

2023 U.S. Government Source Income Information

Jan 26, 2024

2023 Tax Exempt Interest by State

Jan 9, 2024

Qualified Interest Income (QII) Percentages for the iShares Funds (2023)

Dec 14, 2023

2023 Passive Foreign Investment Companies (PFIC)

Dec 1, 2023

IRC Section 1446 Qualified Notice- December 2023

Oct 31, 2023

Form 8937 - iShares High Yield Corporate Bond BuyWrite Strategy ETF - 10-31-2023

Oct 31, 2023

Form 8937 - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF - 10-31-2023

Oct 31, 2023

Form 8937 - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF - 10-31-2023

Oct 2, 2023

IRC Section 1446 Qualified Notice- October 2023

Aug 31, 2023

Form 8937 - iShares MSCI Belgium ETF - 08-31-2023

Aug 31, 2023

Form 8937 - iShares MSCI India ETF - 08-31-2023

Aug 1, 2023

IRC Section 1446 Qualified Notice- August 2023

Jul 31, 2023

Form 8937 - iShares Neuroscience and Healthcare ETF - 07-31-2023

Jun 1, 2023

IRC Section 1446 Qualified Notice- June 2023

Apr 3, 2023

IRC Section 1446 Qualified Notice- April 2023

Mar 31, 2023

Form 8937 - iShares Mortgage Real Estate ETF - 03-31-2023

Feb 23, 2023

2022 Distribution Summary Information

Feb 16, 2023

2022 QDI Summary

Feb 1, 2023

IRC Section 1446 Qualified Notice- Feb 2023

Jan 31, 2023

2022 Qualified Interest Income (QII) Dividend Report for NRA for the iShares Funds

Jan 27, 2023

2022 iShares Gold Trust Micro Data Table

Jan 27, 2023

2022 iShares Gold Trust Data Table

Jan 27, 2023

2022 iShares Gold Trust Tax Reporting Statement

Jan 27, 2023

2022 iShares Gold Trust Micro Tax Reporting Statement

Jan 27, 2023

2022 iShares Silver Trust Data Table

Jan 27, 2023

2022 iShares Silver Trust Tax Reporting Statement

Jan 26, 2023

2022 Tax Exempt Interest by State

Jan 26, 2023

2022 U.S. Government Source Income Information

Jan 4, 2023

Qualified Interest Income (QII) Percentages for the iShares Funds (2022)

Dec 12, 2022

2022 Passive Foreign Investment Companies (PFIC)

Dec 8, 2022

IRC Section 1446 Qualified Notice

Nov 30, 2022

Information on IRC Section 1446

Oct 31, 2022

Form 8937 - iShares 20+ Year Treasury Bond BuyWrite Strategy ETF - 10-31-2022

Oct 31, 2022

Form 8937 - iShares High Yield Corporate Bond BuyWrite Strategy ETF - 10-31-2022

Oct 31, 2022

Form 8937 - iShares Investment Grade Corporate Bond BuyWrite Strategy ETF - 10-31-2022

Aug 17, 2022

Form 8937 - iShares MSCI Russia ETF - 08-17-2022

Jul 31, 2022

Form 8937 - iShares MSCI Europe Financials ETF - 07-31-2022

Feb 16, 2022

2021 Distribution Summary Information

Feb 2, 2022

2021 Qualified Interest Income (QII) Dividend Report for NRA for the iShares Funds

Feb 2, 2022

2021 iShares Gold Trust Micro Data Table

Feb 2, 2022

2021 iShares Gold Trust Data Table

Feb 2, 2022

2021 iShares Gold Trust Tax Reporting Statement

Feb 2, 2022

2021 iShares Gold Trust Micro Tax Reporting Statement

Feb 2, 2022

2021 iShares Silver Trust Data Table

Jan 31, 2022

2021 Tax Exempt Interest by State

Jan 31, 2022

2021 U.S. Government Source Income Information

Jan 31, 2022

2021 QDI Summary

Jan 31, 2022

2021 iShares Silver Trust Tax Reporting Statement

Jan 7, 2022

Form 8937 - iShares GNMA Bond ETF - 10-31-2021

Jan 7, 2022

Form 8937 - iShares iBonds Dec 2021 Term Treasury ETF - 10-31-2021

Dec 21, 2021

Qualified Interest Income (QII) Percentages for the iShares Funds (2021)

Dec 10, 2021

2021 Passive Foreign Investment Companies (PFIC)

Jul 16, 2021

Form 8937 - iShares U.S. Medical Devices ETF - 07-16-2021

Jul 16, 2021

Form 8937 - iShares Global Tech ETF - 07-16-2021

Apr 16, 2021

Form 8937 - iShares Morningstar U.S. Equity ETF - 04-16-2021

Apr 16, 2021

Form 8937 - iShares Morningstar Growth ETF - 04-16-2021

Apr 16, 2021

Form 8937 - iShares Morningstar Value ETF - 04-16-2021

Apr 16, 2021

Form 8937 - iShares Morningstar Mid-Cap ETF - 04-16-2021

Apr 16, 2021

Form 8937 - iShares Morningstar Mid-Cap Growth ETF - 04-16-2021

Apr 16, 2021

Form 8937 - iShares Morningstar Mid-Cap Value ETF - 04-16-2021

Apr 16, 2021

Form 8937 - iShares Morningstar Small-Cap ETF - 04-16-2021

Apr 16, 2021

Form 8937 - iShares Morningstar Small-Cap Growth ETF - 04-16-2021

Apr 16, 2021

Form 8937 - iShares Morningstar Small-Cap Value ETF - 04-16-2021

Mar 31, 2021

Form 8937 - iShares Mortgage Real Estate ETF - 03-31-2021

Mar 2, 2021

2020 Distribution Summary Information

Feb 28, 2021

Form 8937 - iShares MBS ETF - 02-28-2021

Feb 24, 2021

2020 QDI Summary

Feb 4, 2021

2020 Qualified Interest Income (QII) Dividend Report for NRA for the iShares Funds

Feb 1, 2021

2020 iShares Gold Trust Data Table

Feb 1, 2021

2020 iShares Gold Trust Tax Reporting Statement

Feb 1, 2021

2020 iShares Silver Trust Data Table

Feb 1, 2021

2020 iShares Silver Trust Tax Reporting Statement

Feb 1, 2021

2020 Tax Exempt Interest by State

Feb 1, 2021

2020 U.S. Government Source Income Information

Dec 24, 2020

Qualified Interest Income (QII) Percentages for the iShares Funds (2020)

Dec 4, 2020

Form 8937 - iShares MSCI KLD 400 Social ETF - 12-04-2020

Dec 4, 2020

Form 8937 - iShares Cohen & Steers REIT ETF - 12-04-2020

Dec 4, 2020

Form 8937 - iShares U.S. Utilities ETF - 12-04-2020

Dec 4, 2020

Form 8937 - iShares U.S. Aerospace & Defense ETF - 12-04-2020

Dec 4, 2020

Form 8937 - iShares Russell Mid-Cap Growth ETF - 12-04-2020

Dec 4, 2020

Form 8937 - iShares U.S. Consumer Services ETF - 12-04-2020

Dec 4, 2020

Form 8937 - iShares U.S. Financials ETF - 12-04-2020

Dec 4, 2020

Form 8937 - iShares U.S. Industrials ETF - 12-04-2020

Dec 4, 2020

Form 8937 - iShares U.S. Technology ETF - 12-04-2020

Dec 4, 2020

Form 8937 - iShares Dow Jones U.S. ETF - 12-04-2020

Dec 4, 2020

Form 8937 - iShares MSCI USA ESG Select ETF - 12-04-2020

Oct 31, 2020

Form 8937 - iShares Core International Aggregate Bond ETF - 10-31-2020

Oct 31, 2020

Form 8937 - iShares GNMA Bond ETF - 10-31-2020

Oct 31, 2020

Form 8937 - iShares Interest Rate Hedged High Yield Bond ETF - 10-31-2020

Oct 31, 2020

Form 8937 - iShares U.S. Fixed Income Balanced Risk Factor ETF - 10-31-2020

Oct 16, 2020

Form 8937 - iShares S&P Mid-Cap 400 Value ETF - 10-16-2020

Oct 16, 2020

Form 8937 - iShares S&P Mid-Cap 400 Growth ETF - 10-16-2020

Oct 16, 2020

Form 8937 - iShares S&P Small-Cap 600 Value ETF - 10-16-2020

Oct 16, 2020

Form 8937 - iShares S&P Small-Cap 600 Growth ETF - 10-16-2020

Oct 16, 2020

Form 8937 - iShares S&P 500 Growth ETF - 10-16-2020

Aug 31, 2020

Form 8937 - iShares Currency Hedged MSCI Eurozone ETF - 08-31-2020

Aug 31, 2020

Form 8937 - iShares Currency Hedged MSCI Germany ETF - 08-31-2020

Aug 31, 2020

Form 8937 - iShares MSCI Qatar ETF - 08-31-2020

Jul 31, 2020

Form 8937 - iShares Adaptive Currency Hedged MSCI EAFE ETF - 07-31-2020

Jul 31, 2020

Form 8937 - iShares ESG Aware Conservative Allocation ETF - 07-31-2020

Jul 31, 2020

Form 8937 - iShares ESG Aware Moderate Allocation ETF - 07-31-2020

Jul 31, 2020

Form 8937 - iShares Morningstar Multi-Asset Income ETF - 07-31-2020

Mar 31, 2020

Form 8937 - iShares U.S. Infrastructure ETF - 03-31-2020

Mar 31, 2020

Form 8937 - iShares Mortgage Real Estate ETF - 03-31-2020

Mar 31, 2020

Form 8937 - iShares Factors US Growth Style ETF - 03-31-2020

Feb 14, 2020

2019 Distribution Summary Information

Feb 12, 2020

2019 QDI Summary

Feb 4, 2020

2019 Qualified Interest Income (QII) Dividend Report for NRA for the iShares Funds

Jan 30, 2020

2019 iShares Gold Trust Data Table

Jan 30, 2020

2019 iShares Gold Trust Tax Reporting Statement

Jan 30, 2020

2019 iShares Silver Trust Data Table

Jan 30, 2020

2019 iShares Silver Trust Tax Reporting Statement

Jan 30, 2020

2019 Tax Exempt Interest by State

Jan 30, 2020

2019 U.S. Government Source Income Information

Dec 24, 2019

Qualified Interest Income (QII) Percentages for the iShares Funds (2019)

Oct 31, 2019

Form 8937 - iShares Interest Rate Hedged High Yield Bond ETF 10-31-2019

Oct 31, 2019

Form 8937 - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 10-31-2019

Aug 31, 2019

Form 8937 - iShares MSCI Chile ETF - 08-31-2019

Aug 31, 2019

Form 8937 - iShares Currency Hedged MSCI Germany ETF- 08-31-2019

Aug 31, 2019

Form 8937 - iShares MSCI India ETF 08-31-2019

Jul 31, 2019

Organizational Actions Form 8937 IYLD 07-31-19

Apr 18, 2019

Organizational Actions Form 8937 USHY 04-18-19

Mar 31, 2019

Organizational Actions Form 8937 IFRA 03-31-19

Mar 31, 2019

Organizational Actions Form 8937 REM 03-31-19

Mar 19, 2019

2017 iShares Gold Trust Data Table

Mar 19, 2019

2017 iShares Silver Trust Data Table

Jan 16, 2019

2018 QDI Summary

Oct 31, 2018

Organizational Actions Form 8937 GNMA 10.31.18

Oct 26, 2018

Organizational Actions Form 8937 IWR 10.26.18

Aug 31, 2018

Organizational Actions Form 8937 ECH 08.31.18

Aug 31, 2018

Organizational Actions Form 8937 SMIN 08.31.18

Aug 7, 2018

Organizational Actions Form 8937 IGIB 08.07.18

Aug 7, 2018

Organizational Actions Form 8937 IGSB 08.07.18

Aug 7, 2018

Organizational Actions Form 8937 USIG 08.07.18

May 24, 2018

Organizational Actions Form 8937 ESGE 05.24.18

May 1, 2018

Organizational Actions Form 8937 IOO 05.01.18

May 1, 2018

Organizational Actions Form 8937 IXJ 05.01.18

May 1, 2018

Organizational Actions Form 8937 KXI 05.01.18

Mar 31, 2018

Organizational Actions Form 8937 REM 03.31.18

Mar 31, 2018

Organizational Actions Form 8937 SMMD 03.31.18

Feb 28, 2018

Organizational Actions Form 8937 IMTB 02.28.18

Feb 28, 2018

Organizational Actions Form 8937 MBB 02.28.18

Nov 30, 2017

Organizational Actions Form 8937 IBB 11.30.17

Oct 31, 2017

Organizational Actions Form 8937 CLYH 10.31.17

Oct 31, 2017

Organizational Actions Form 8937 FIBR 10.31.17

Oct 31, 2017

Organizational Actions Form 8937 GNMA 10.31.17

Oct 31, 2017

Organizational Actions Form 8937 HYXU 10.31.17

Oct 31, 2017

Organizational Actions Form 8937 IAGG 10.31.17

Oct 17, 2017

Organizational Actions Form 8937 CMF 10.17.17

Oct 17, 2017

Organizational Actions Form 8937 NYF 10.17.17

Aug 31, 2017

Organizational Actions Form 8937 DEZU 08.31.17

Aug 31, 2017

Organizational Actions Form 8937 ECH 08.31.17

Aug 31, 2017

Organizational Actions Form 8937 HEWL 08.31.17

Aug 31, 2017

Organizational Actions Form 8937 HEZU 08.31.17

Aug 30, 2017

Organizational Actions Form 8937 IGOV 08.30.17

Jul 31, 2017

Organizational Actions Form 8937 DEFA 07.31.17

Jul 31, 2017

Organizational Actions Form 8937 HACW 07.31.17

Jul 31, 2017

Organizational Actions Form 8937 HEUV 07.31.17

Jul 31, 2017

Organizational Actions Form 8937 IYLD 07.31.17

Mar 31, 2017

Organizational Actions Form 8937 REM 03.31.17

Mar 31, 2017

Organizational Actions Form 8937 WPS 03.31.17

Jan 18, 2017

Organizational Actions Form 8937 IJR 01.18.17

Nov 7, 2016

Organizational Actions Form 8937 ERUS 11.07.16

Nov 7, 2016

Organizational Actions Form 8937 EWI 11.07.16

Nov 7, 2016

Organizational Actions Form 8937 EWJ 11.07.16

Nov 7, 2016

Organizational Actions Form 8937 EWM 11.07.16

Nov 7, 2016

Organizational Actions Form 8937 EWS 11.07.16

Nov 7, 2016

Organizational Actions Form 8937 EWT 11.07.16

Nov 7, 2016

Organizational Actions Form 8937 EWU 11.07.16

Nov 7, 2016

Organizational Actions Form 8937 PICK 11.07.16

Nov 7, 2016

Organizational Actions Form 8937 REM 11.07.16

Nov 7, 2016

Organizational Actions Form 8937 RING 11.07.16

Oct 31, 2016

Organizational Actions Form 8937 CLYH 10.31.16

Oct 31, 2016

Organizational Actions Form 8937 EMBH 10.31.16

Oct 31, 2016

Organizational Actions Form 8937 FIBR 10.31.16

Oct 31, 2016

Organizational Actions Form 8937 HYXU 10.31.16

Oct 31, 2016

Organizational Actions Form 8937 STIP 10.31.16

Aug 31, 2016

Organizational Actions Form 8937 DEZU 08.31.16

Aug 31, 2016

Organizational Actions Form 8937 ECH 08.31.16

Aug 31, 2016

Organizational Actions Form 8937 EIDO 08.31.16

Aug 31, 2016

Organizational Actions Form 8937 EWI 08.31.16

Aug 31, 2016

Organizational Actions Form 8937 HEMV 08.31.16

Aug 31, 2016

Organizational Actions Form 8937 HEWC 08.31.16

Aug 31, 2016

Organizational Actions Form 8937 HEZU 08.31.16

Aug 31, 2016

Organizational Actions Form 8937 QAT 08.31.16

Jul 31, 2016

Organizational Actions Form 8937 DEFA 07.31.16

Jul 31, 2016

Organizational Actions Form 8937 HACW 07.31.16

Jul 31, 2016

Organizational Actions Form 8937 HAWX 07.31.16

Jul 31, 2016

Organizational Actions Form 8937 HEFV 07.31.16

Jul 31, 2016

Organizational Actions Form 8937 HSCZ 07.31.16

Jul 31, 2016

Organizational Actions Form 8937 IYLD 07.31.16

Jul 22, 2016

Organizational Actions Form 8937 IBCC 07.22.16

Jul 22, 2016

Organizational Actions Form 8937 IBCD 07.22.16

Jul 22, 2016

Organizational Actions Form 8937 IBCE 07.22.16

Jul 22, 2016

Organizational Actions Form 8937 IBDB 07.22.16

Jul 22, 2016

Organizational Actions Form 8937 IBDC 07.22.16

Jul 22, 2016

Organizational Actions Form 8937 IBDD 07.22.16

Jul 22, 2016

Organizational Actions Form 8937 ISTB 07.22.16

Jul 22, 2016

Organizational Actions Form 8937 ITOT 07.22.16

Jul 22, 2016

Organizational Actions Form 8937 IUSB 07.22.16

Jul 22, 2016

Organizational Actions Form 8937 IUSG 07.22.16

Jul 22, 2016

Organizational Actions Form 8937 IUSV 07.22.16

Apr 30, 2016

Organizational Actions Form 8937 DVYA 04.30.16

Apr 30, 2016

Organizational Actions Form 8937 DVYE 04.30.16

Mar 31, 2016

Organizational Actions Form 8937 REM 03.31.16

Oct 31, 2015

Organizational Actions Form 8937 CLYH 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 COMT 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 EMBH 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 GTIP 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 HYGH 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 HYXU 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 IBMJ 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 IBMK 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 IGOV 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 ISHG 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 ITIP 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 IUSB 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 LEMB 10.31.15

Oct 31, 2015

Organizational Actions Form 8937 LQDH 10.31.15

Aug 31, 2015

Organizational Actions Form 8937 EWZS 08.31.15

Aug 31, 2015

Organizational Actions Form 8937 HEWG 08.31.15

Aug 31, 2015

Organizational Actions Form 8937 HEZU 08.31.15

Aug 31, 2015

Organizational Actions Form 8937 ICOL 08.31.15

May 20, 2015

Organizational Actions Form 8937 IBDF 05.20.15

May 20, 2015

Organizational Actions Form 8937 IBDH 05.20.15

May 20, 2015

Organizational Actions Form 8937 IBDJ 05.20.15

May 20, 2015

Organizational Actions Form 8937 IBDK 05.20.15

May 20, 2015

Organizational Actions Form 8937 IBDL 05.20.15

May 20, 2015

Organizational Actions Form 8937 IBDM 05.20.15

May 20, 2015

Organizational Actions Form 8937 IBDN 05.20.15

May 20, 2015

Organizational Actions Form 8937 IBDO 05.20.15

May 20, 2015

Organizational Actions Form 8937 IBDP 05.20.15

May 20, 2015

Organizational Actions Form 8937 IBDQ 05.20.15

May 20, 2015

Organizational Actions Form 8937 IBME 05.20.15

May 20, 2015

Organizational Actions Form 8937 IBMF 05.20.15

Apr 30, 2015

Organizational Actions Form 8937 REM 04.30.15

Oct 31, 2014

Organizational Actions Form 8937 GTIP 10.31.14

Oct 31, 2014

Organizational Actions Form 8937 HYGH 10.31.14

Oct 31, 2014

Organizational Actions Form 8937 ITIP 10.31.14

Oct 31, 2014

Organizational Actions Form 8937 LEMB 10.31.14

Oct 31, 2014

Organizational Actions Form 8937 LQDH 10.31.14

Oct 31, 2014

Organizational Actions Form 8937 STIP 10.31.14

Aug 31, 2014

Organizational Actions Form 8937 ICOL 08.31.14

Jul 31, 2014

Organizational Actions Form 8937 HEFA 07.31.14

Apr 30, 2014

Organizational Actions Form 8937 IFAS 4.30.14

Apr 30, 2014

Organizational Actions Form 8937 REM 4.30.14

Apr 30, 2013

Organizational Actions Form 8937 FNIO 4.30.13

Apr 30, 2013

Organizational Actions Form 8937 IAI 4.30.13

iShares 2022 year-end tax information kit

Year end tax kit

Find supplementary tax documents, such as distribution summary information, in this kit.

Tax information for trusts

To obtain tax information for GSG please use the contact information below.

iShares Tax Package Support

1-866-792-0048