IWB

iShares Russell 1000 ETF
A

95
  • Overview
  • Efficiency
  • Tradability
  • Fit

IWB Fund Description

The iShares Russell 1000 ETF tracks a market-cap-weighted index of the 1000-largest US companies.

IWB Factset Analytics Insight

IWB offers exposure to a generously-defined large-cap market in a large, liquid, and low-cost wrapper. The fund’s “largest 1000 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.
IWB competes directly with VONE and ONEK, which also track the Russell 1000. While IWB isn’t the cheapest to hold, all three ETFs carry low fees and track the index well, and IWB is the easiest to trade. If the Russell 1000 meets your large-cap needs, IWB gets it done nicely.

IWB MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of February 15, 2018 the iShares Russell 1000 ETF MSCI ESG Fund Quality Score is 5.08 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IWB ranks in the 50th percentile within its peer group and in the 37th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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IWB Top 10 Countries

IWB Top 10 Sectors

IWB Top 10 Holdings View All

IWB Summary Data

BlackRock
iShares
05/15/00
Open-Ended Fund
0.15%
$19.81B
$221.05M
0.01%

IWB Portfolio Data

$176.79B
26.10
3.23
1.60%
03/22/18
959

IWB Index Data

Russell 1000 Index
Market Cap
Market Cap
MSCI USA Large Cap

Related ETFs to IWB

VONE, SPY, IVV, VOO, SCHX
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

IWB Portfolio Management

0.15%
-0.16%
-0.15%
-0.17%

IWB Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IWB Fund Structure

Open-Ended Fund
No
Yes
72% / 29%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

IWB Factset Analytics Block Liquidity

As of 02/16/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IWB. IWB is rated a 5 out of 5.

IWB Tradability

1,462,855
$221.05M
1,013,688
$152.97M
0.01%
$0.01
0.00%
0.08% / -0.09%
None
100.00%
50,000
20.27
0.03%
0.01%
8,770
$151.83
5

IWB Sector/Industry BreakdownView All

IWBSegment Benchmark
25.31% 23.14%
16.53% 18.07%
12.47% 13.08%
13.81% 12.73%
9.51% 10.81%
6.28% 5.88%
2.41% 2.89%
1.53% 2.84%

IWB Geographic Exposure

IWBSegment Benchmark
100.00% 100.14%
-- 0.01%

IWBSegment Benchmark
100.00% 100.15%
0.00% / 0.00% 0.00% / 0.00%

IWB Performance Statistics

0.99
0.99
0.99
0.98
0.05%
MSCI USA Large Cap

IWB MSCI ESG Ratings

5.08 / 10
50.39
36.81
12.31%
6.35%
206.44

IWB BENCHMARK COMPARISON

    IWB
    959 Holdings
    Segment Benchmark
    300 Constituents
    Shared Holdings
    297 (Count)
     
    79.97% (Weight)
IWBSegment Benchmark
214.98 B 176.79 B
99.77% 86.82%
0.11% 12.95%
0.00% 0.23%
0.00% 0.00%
1.84% 1.77%