1 BlackRock Global Business Intelligence as of 11/30/23.
2 ETF assets: BlackRock iShares Global Business Intelligence (YTD data as of November 27, 2023). BlackRock IMFs: BlackRock Financial Planning and Analysis (YTD as of October 31, 2023).
3 BlackRock Global Business Intelligence as of 11/30/23.
4 BlackRock Global Business Intelligence as of 11/30/23.
5 BlackRock Global Business Intelligence as of 11/30/23.
6 BlackRock as of September 30, 2023. Cumulative cost-savings figure is calculated by taking the difference between the previous fund expense ratio and the new fund expense ratio from 2015 through September 30, 2023, multiplied by the fund assets under management at the time of the fund reduction.
7 In 1973, Wells Fargo set up an index fund based on the S&P 500.
8 Our first 17 ETFs were originally known as WEBS, then acquired by iShares in 2000.
9iShares launched the first bond ETFs in the U.S. in July 2002 (LQD, SHY, IEF, TLT).
10 iShares MSCI USA ESG Select ETF debuted on January 24, 2005 (SUSA).
11iShares ESG Aware USD Corporate Bond ETF (SUSC) debuted on July 11, 2017.
12 IDRV, IHAK, and IDNA all launched during 2019, and iShares formalized its Megatrends product suite.
13 BlackRock Global Business Intelligence as of 11/30/23
14 Figure estimates the combined reach of our iShares ETFs and index mutual funds, LifePath® index target-date funds and other index-tracking products that are used in retirement plans BlackRock, Broadridge (as of Nov 4, 2021); Blackrock FP&A (Institutional Index AUM as of Oct. 31, 2021); BlackRock estimated target date fund choice for 20% of Fortune 100 companies (June 2019); BlackRock Lifepath DC plan clients (as of Oct. 31, 2021). Publicly reported average “number of members” statistics collected from various relevant client websites. U.S. iShares users calculated based on total number of accounts in the U.S. holding iShares ETFs [or index mutual funds], by ticker level and internal assumptions on number of accounts per household, per user and tickers per account; Institutional index mandate client (ex ETF) estimate based on Blackrock AUM and number of users across accounts.
15 BlackRock Global Business Intelligence as of 11/30/23.
16 BlackRock Global Business Intelligence as of 11/30/23.
