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Document Name Date
  •  

Index Insights - September 2023 S&P Rebalance

  • Investor Guide
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    Information

    Description:
    In this edition of Index Insights, we explore what we expect to happen during the September 2023 S&P rebalance.

    Publication date:
    Sep 11, 2023

    Target Audience:
    For Individuals

    Product group:
    US iShares

    Done
Sep 11, 2023
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Driving Progress for Investors

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    Description:
    An analysis of how 20 years of indexing has helped create quality investment opportunities for all investors at the core of their portfolios.

    Publication date:
    Sep 30, 2023

    Target Audience:
    For Professional Investor Use Only

    Product group:
    US iShares

    Done
Sep 30, 2023
  •  

iShares Core US Stock Market Product Brief

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    Description:
    Do more for your core with iShares Core U.S. Stock ETFs.

    Publication date:
    Sep 30, 2023

    Target Audience:
    For Individuals

    Product group:
    US iShares

    Done
Sep 30, 2023
  •  

Fact Sheet - iShares Core S&P Small-Cap ETF

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    Information

    Description:
    Monthly fact sheet featuring a snapshot of the fund's performance, portfolio construction, asset mix and third-party performance ratings

    Publication date:
    Sep 30, 2023

    Target Audience:
    For Individuals

    Product group:
    US iShares

    Done
Sep 30, 2023
  •  

iShares Trust 3/31 Statement of Additional Information

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    Description:
    The Statement of Additional Information is not a prospectus. It should be read in conjunction with the current prospectus.

    Publication date:
    Nov 2, 2023

    Target Audience:
    For Individuals

    Product group:
    US iShares

    Done
Nov 2, 2023
  •  

iShares and BlackRock ETF Distribution Schedule

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    Description:
    Distribution Information

    Publication date:
    Oct 31, 2023

    Target Audience:
    For Individuals

    Product group:
    US iShares

    Done
Oct 31, 2023
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2022 Passive Foreign Investment Companies (PFIC)

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    Description:
    2022 Passive Foreign Investment Companies (PFIC)

    Publication date:
    Dec 12, 2022

    Target Audience:
    For Individuals

    Product group:
    US iShares

    Done
Dec 12, 2022
  •  

2021 Tax Exempt Interest by State

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    Information

    Description:
    2021 Tax Exempt Interest by State 2021 Tax Kit

    Publication date:
    Jan 31, 2022

    Target Audience:
    For Individuals

    Product group:
    US iShares

    Done
Jan 31, 2022
  •  

2023 Passive Foreign Investment Companies (PFIC)

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    Information

    Description:
    2023 Passive Foreign Investment Companies (PFIC)

    Publication date:
    Nov 16, 2023

    Target Audience:
    For Individuals

    Product group:
    US iShares

    Done
Nov 16, 2023
  •  

2022 Distribution Summary Information

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    Information

    Description:
    2022 Distribution Summary Information 2022 Tax Kit

    Publication date:
    Feb 23, 2023

    Target Audience:
    For Individuals

    Product group:
    US iShares

    Done
Feb 23, 2023
 
   
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FIND A FUND

  • View all funds
  • Explore by goals
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ASSET CLASS

  • Equity
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  • Commodity
  • Real Estate

PRODUCT RANGE

  • Core
  • Target Date
  • Factors
  • Fixed Income
  • Megatrends
  • Sustainable
  • ADVISORS: HELP MEET CLIENTS' NEEDS WITH iSHARES ETFs

Investment Strategies

EXPLORE NOW

  • OUR STRATEGIES

GET STARTED

  • Explore simplified investing
  • Prepare for retirement
  • Invest with bond ETFs
  • Access factor-based strategies
  • Find income with ETFs

GO FURTHER

  • Navigate turbulent markets
  • Invest in the future with megatrends
  • Diversify internationally
  • Access commodities with ETPs

THINK SUSTAINABLE

  • Learn about sustainable investing
  • Match your investment goals to sustainable ETFs
  • ADVISORS: REDESIGN PORTFOLIOS
  • INSTITUTIONS: EXPLORE FIXED INCOME ETFs

Market Insights

EXPLORE NOW

  • OUTLOOK & INSIGHTS

MARKET INSIGHTS

  • iShares 2024 Year Ahead Outlook
  • All about ETFs: Answers to twelve popular questions about ETFs
  • 2024 Thematic Outlook
  • What does a Fed pause mean for investors?

ETF FLOWS

  • Last month's ETF flows
  • View all ETF flows
  • ADVISORS: EXPLORE INSIGHTS BY BLACKROCK
  • GET OUR INSIGHTS DELIVERED TO YOUR INBOX

Education

ETFs

  • What is an ETF?
  • ETFs vs. Mutual Funds
  • How to buy ETFs
  • ETF ecosystem

INDEX INVESTING

  • What is index investing?
  • What is bond indexing?
  • What is smart beta?
  • What is sustainable investing?
  • ADVISORS: EARN CE CREDITS

Resources

TOOLS

  • Build a diversified portfolio
  • Customize bond ladders
  • View all tools

DOCUMENTS

  • Financial & legal
  • View all documents
  • iShares tax center
  • Tax documents
  • Capital gains distributions
  • ADVISORS: EXPLORE MORE TOOLS

Institutional Investors

EXPLORE NOW

  • PARTNER WITH iSHARES

INVESTMENT STRATEGIES

  • Explore fixed income ETFs
  • Capture factors with ETFs

INSIGHTS & SERVICES

  • Access insights & market commentary
  • iShares model consulting service
  • Request a portfolio consultation
  • How insurers utilize iShares ETFs
  • Events & webcasts

TOOLS

  • Build a liquidity sleeve
  • Explore U.S. ETFs
  • Estimate trading costs
  • View all tools

About Us

  • ABOUT US

GET TO KNOW iSHARES

  • Who we are
  • What we do
  • Contact us
iShares by BlackRock

iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock.

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© 2023 BlackRock, Inc. All rights reserved.

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, "BlackRock").

©2023 BlackRock, Inc or its affiliates. All Rights Reserved. BLACKROCK, iSHARES, iBONDS, LIFEPATH, ALADDIN and the iShares Core Graphic are trademarks of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners.

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