IWB

iShares Russell 1000 ETF
A

95
*Unless otherwise stated, data provided by FactSet.

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 September 20, 2018 the iShares Russell 1000 ETF MSCI ESG Fund Quality Score is 5.26 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 47th percentile within its peer group and in the 41st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

IWB CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 09/20/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWB 2.70% 6.00% 10.94% 18.92% 16.23% 13.36% 11.20%
IWB (NAV) 2.66% 6.01% 11.00% 18.87% 16.22% 13.35% 11.17%
Russell 1000 2.67% 6.05% 11.11% 19.03% 16.37% 13.49% 11.17%
MSCI USA Large Cap Index 2.83% 6.64% 11.60% 19.34% 17.00% 13.92% 11.18%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

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%
$21.24B
$126.08M
0.01%

IWB Portfolio Data

$207.17B
24.07
3.31
1.56%
09/26/18
959

IWB Index Data

Russell 1000
Market Cap
Market Cap
MSCI USA Large Cap Index

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 09/21/18
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

786,922
$126.08M
786,460
$125.88M
0.01%
$0.02
0.00%
0.08% / -0.09%
None
100.00%
50,000
15.73
0.03%
0.01%
2,767
$163.39
5

IWB Sector/Industry Breakdown


IWB
Segment Benchmark
25.62%
27.22%
17.53%
15.62%
13.54%
14.06%
13.14%
12.21%
10.57%
9.11%
6.86%
7.74%
5.86%
6.31%
2.86%
2.34%
2.44%
1.33%
1.89%
2.19%

IWB Countries


IWB
Segment Benchmark
101.22%
100.00%
0.25%
--

IWB Regions


IWB
Segment Benchmark
101.22%
100.00%
0.25%
--

IWB Economic Development


IWB
Segment Benchmark
100.00%
100.00%
0.25%
--

IWB Performance Statistics

1.00
0.97
0.96
0.98
0.05%
MSCI USA Large Cap Index

IWB MSCI ESG Ratings

5.26 / 10
47.38
40.70
12.19%
5.71%
190.22

IWB BENCHMARK COMPARISON HOLDINGS

959
299
293
80.00%

IWB BENCHMARK COMPARISON SUMMARY


IWB
Segment Benchmark
959
299
$207.17B
$251.63B
24.07
23.59
3.31
3.50
1.77%
1.84%
Low
--

IWB BENCHMARK COMPARISON MARKET CAP SIZE


IWB
Segment Benchmark
87.18%
99.85%
12.70%
0.15%
0.12%
0.00%
0.00%
0.00%