Investing involves risk, including possible loss of principal. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Mr. Mason earned a BA degree in music from Baylor University in 1983, summa cum laude, an MA degree in musicology from the University of Louisville in 1989, with honors, and an MA degree in ethnomusicology from University of California Berkeley in 1991. BlackRock Set to Debut a Swap-Based Equity ETF Ben Hernandez October 1, 2020 Global investment firm BlackRock is delving into a strategy that … He is a global sponsor for OUT, the firm's LGBT employee network. Performance results reflect past performance and are no guarantee of future results. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. Mr. Mason's service with the firm dates back to 1991, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, she led the Defined Contribution Portfolio Management team in Client Solutions, responsible for the management of defined contribution strategies for institutional and retail investors. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.14% and for Oil Sands 1.10%. I consult or invest on behalf of a financial institution. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. iShares Core S&P Total U.S. Stock Market ETF [ITOT] ... iShares from BlackRock. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. The metrics are based on MSCI ESG Fund Ratings and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. Yields are based on income earned for the period cited and on the Fund's NAV at the end of the period. Prior to this, in November 2015, BlackRock slashed the expense ratio for iShares Core S&P Total Stock Market ETF ITOT to mere 0.03% (read: Buy These ETFs as BlackRock … As of July 31, the Vanguard Total Stock Market ETF owns just over 3,600 different stocks. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. Investment timeline. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. Read the prospectus carefully before investing. Performance data is not currently available. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies. Some BlackRock funds make distributions of ordinary income and capital gains at calendar year end. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Total stock market ETFs that cover the U.S. stock market are fairly common, but the Schwab and iShares funds above are among the best in terms of low costs. Read the prospectus carefully before investing. There are many ways to access iShares ETFs. Prior to buying or selling an option, a person must receive a copy of "Characteristics and Risks of Standardized Options." Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Overall Morningstar Rating for iShares Total U.S. Stock Market Index Fund, Class A, as of Jan 31, 2021 rated against 1232 Large Blend Funds based on risk adjusted total return. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. Mr. Mason is a member of the EII ExCo, Americas ExCo and Global Human Capital Committees. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. For more information regarding a fund's investment strategy, please see the fund's prospectus. Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. The document contains information on options issued by The Options Clearing Corporation. Overall Morningstar Rating for iShares Total U.S. Stock Market Index Fund, Class A, as of Jan 31, 2021 rated against 1230 Large Blend Funds based on risk adjusted total return. Learn everything you need to know about iShares Core S&P Total US Stock Mkt ETF (ITOT) and how it ranks compared to other funds. For more information regarding a fund's investment strategy, please see the fund's prospectus. Just two Vanguard funds –- the Vanguard Total Stock Market ETF (NYSE:VTI) and the Vanguard S&P 500 ETF (NYSE:VOO) — combine for over $229 billion of the firm's domestic ETF … I consult or invest on behalf of a financial institution. BlackRock, Inc. is a company in the U.S. stock market and it is a holding in 194 U.S.-traded ETFs. Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. In the same year that Mr. Mason became head of portfolio management for BGI's transitions business, he was advanced to Ph.D. candidacy in ethnomusicology at UC Berkeley, having completed all coursework for the degree and comprehensive doctoral oral examinations with distinction. Low-cost and convenient access to the total1 U.S. stock market in a single fund, 2. 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 ETF and BlackRock Fund prospectus pages. To reach a different BlackRock site directly, please update your user type. Discuss with your financial planner today. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. If you need further information, please feel free to call the Options Industry Council Helpline. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). Business Involvement metrics are designed only to identify companies where MSCI has conducted research and identified as having involvement in the covered activity. Ms. Whitelaw's service with the firm dates back to 1999, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. For newly launched funds, sustainability characteristics are typically available 6 months after launch. 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. MSCI has established an information barrier between equity index research and certain Information. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. Mr. Mason has led three key growth efforts: developing the U.S. transition capability from a service to a business, growing the key asset allocation product for the firm's U.S. DC platform, LifePath, and building the foundation for key dimensions of the firm's rapidly growing solutions business. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. Interactive chart displaying fund performance. For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain Fidelity Brokerage Services platforms and investment programs. All returns assume reinvestment of all dividends. Completion Total Stock Market Index – ETF Tracker The index is a float-adjusted market capitalization-weighted index of approximately 4,500 common stocks of companies headquartered in the United States, on a primary U.S. exchange. To be included in MSCI ESG Fund Ratings, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a fund’s gross weight; the absolute values of short positions are included but treated as uncovered), the fund’s holdings date must be less than one year old, and the fund must have at least ten securities. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. MVEW offers exposure to the global market and is an ESG alternative to the iShares EDGE MSCI World Minimum Volatility UCITS ETF (MVOL), carrying a TER of 0.3%. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each company’s specific business involvement. The metrics below have been provided for transparency and informational purposes only. In the last 10 years, the SPDR Portfolio Total Stock Market ETF (SPTM) ETF obtained a 13.47% compound annual return, with a 13.81% standard deviation.. © 2021 BlackRock, Inc. All rights reserved. The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Barclays, Bloomberg Finance L.P., BlackRock Index Services, LLC, Cohen & Steers Capital Management, Inc., European Public Real Estate Association (“EPRA® ”), FTSE International Limited (“FTSE”), ICE Data Services, LLC, India Index Services & Products Limited, JPMorgan Chase & Co., Japan Exchange Group, MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), New York Stock Exchange, Inc., Russell or S&P Dow Jones Indices LLC. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. Performance for other share classes will vary. 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