IRBO

iShares Robotics and Artificial Intelligence Multisector ETF
*Unless otherwise stated, data provided by FactSet.

IRBO Fund Description

IRBO tracks an equal-weighted index of global equities involved in robotics and artificial intelligence.

IRBO Factset Analytics Insight

IRBO is a global fund following companies from both developed and emerging markets that are involved in robotics and artificial intelligence. The fund’s underlying index uses company filings and public disclosures to identify eligible stocks. To be selected, a company must either derive 50% of its revenue, have a 20% market share, or generate $1 billion in annual revenue from one of the 22 RBICS sub-industries with exposure to a robotics and artificial intelligence theme. Constituents are then equally weighted. The index is reconstituted annually and rebalanced semi-annually.

IRBO MSCI ESG Analytics Insight

iShares Robotics and Artificial Intelligence Multisector ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.63 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. iShares Robotics and Artificial Intelligence Multisector ETF ranks in the 36th percentile within its peer group and in the 47th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 09/23/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IRBO 3.68% 0.50% 10.66% 36.24% 21.06% -- --
IRBO (NAV) 2.93% 1.29% 12.21% 40.05% 21.61% -- --
NYSE FactSet Global Robotics and Artificial Intelligence Index 3.00% 0.90% 12.25% 40.21% 21.93% 25.32% --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IRBO Summary Data

Blackrock
iShares
06/26/18
Open-Ended Fund
0.47%
$439.35M
$1.63M
0.27%

IRBO Portfolio Data

$142.60B
184.06
3.99
0.59%
12/13/21
106

IRBO Index Data

NYSE FactSet Global Robotics and Artificial Intelligence Index
Equal
Market Cap
N/A

IRBO Portfolio Management

0.47%
-0.63%
0.88%
-1.50%

IRBO Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IRBO Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

IRBO Factset Analytics Block Liquidity

As of 09/24/21
5
4
3
2
1

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

IRBO Tradability

37,331
$1.63M
35,525
$1.55M
0.27%
$0.12
0.15%
0.72% / -0.64%
None
70.00%
200,000
0.18
0.03%
0.36%
323
$44.54
5

IRBO Top 10 Holdings[View All]

1.35%
1.35%
1.33%
1.27%
1.23%
1.22%
12.94%

IRBO Countries


IRBO
Segment Benchmark
56.40%
--
9.93%
--
7.28%
--
5.86%
--
4.35%
--
3.84%
--
3.27%
--
2.25%
--
1.81%
--
1.19%
--

IRBO Regions


IRBO
Segment Benchmark
57.48%
--
32.96%
--
7.75%
--
1.81%
--

IRBO Economic Development


IRBO
Segment Benchmark
92.72%
--
7.28%
--

IRBO Performance Statistics

--
--
--
--
0.00%
N/A

IRBO MSCI ESG Ratings

5.63 / 10
47.16
36.18
1.31%
3.09%
34.69

IRBO Benchmark Comparison Holdings

106
--
--
0.00%

IRBO Benchmark Comparison Summary


IRBO
Segment Benchmark
106
--
$142.60B
--
184.06
--
3.99
--
0.53%
--
Low
High

IRBO Benchmark Comparison Market Cap Size


IRBO
Segment Benchmark
51.88%
--
29.63%
--
17.58%
--
0.00%
--