Key stats
About ISHARES TRUST
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Inception date
May 15, 2000
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IWB offers exposure to a generously-defined large-cap market in a large, liquid, and low-cost wrapper. The fund`s largest 1,000 names selection methodology extends into the midcap space as we see it. In contrast, our benchmark has about 300 stocks. This broader portfolio slightly lowers concentration risk while slightly increasing market risk. But for allocators, defining the ideal large-cap boundary is less important than avoiding coverage gaps or overlaps when combining funds in a portfolio. If the Russell 1000 meets your large-cap needs, IWB gets it done nicely.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stock breakdown by region
Top 10 holdings
Related funds
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
IWB net asset value is 327.80 today — it's risen 5.21% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
IWB assets under management is 40.44 B USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
See more dynamics on IWB price chart.
NAV returns, another gauge of an ETF dynamics, showed a 4.54% increase in three-month performance and has increased by 14.67% in a year.
NAV returns, another gauge of an ETF dynamics, showed a 4.54% increase in three-month performance and has increased by 14.67% in a year.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
IWB invests in stocks. See more details in our Analysis section.
IWB expense ratio is 0.15%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, IWB isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, IWB pays dividends to its holders with the dividend yield of 1.11%.
IWB trades at a premium (0.11%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
IWB shares are issued by BlackRock, Inc.
IWB follows the Russell 1000. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on May 15, 2000.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.