<SEC-DOCUMENT>0001193125-22-172131-index.html : 20220613 <SEC-HEADER>0001193125-22-172131.hdr.sgml : 20220613 <ACCEPTANCE-DATETIME>20220610175930 ACCESSION NUMBER: 0001193125-22-172131 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20220613 DATE AS OF CHANGE: 20220610 EFFECTIVENESS DATE: 20220613 FILER: COMPANY DATA: COMPANY CONFORMED NAME: iSHARES TRUST CENTRAL INDEX KEY: 0001100663 IRS NUMBER: 943351276 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-92935 FILM NUMBER: 221010134 BUSINESS ADDRESS: STREET 1: 400 HOWARD STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: (415) 670-2000 MAIL ADDRESS: STREET 1: 400 HOWARD STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FORMER COMPANY: FORMER CONFORMED NAME: ISHARES TRUST DATE OF NAME CHANGE: 19991213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: iShares, Inc. CENTRAL INDEX KEY: 0000930667 IRS NUMBER: 510396525 STATE OF INCORPORATION: MD FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-97598 FILM NUMBER: 221010135 BUSINESS ADDRESS: STREET 1: 400 HOWARD STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: (415) 670-2000 MAIL ADDRESS: STREET 1: 400 HOWARD STREET CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FORMER COMPANY: FORMER CONFORMED NAME: iSHARES INC DATE OF NAME CHANGE: 20070126 FORMER COMPANY: FORMER CONFORMED NAME: ISHARES INC DATE OF NAME CHANGE: 20000516 FORMER COMPANY: FORMER CONFORMED NAME: WEBS INDEX FUND INC DATE OF NAME CHANGE: 19970211 <SERIES-AND-CLASSES-CONTRACTS-DATA> <EXISTING-SERIES-AND-CLASSES-CONTRACTS> <SERIES> <OWNER-CIK>0000930667 <SERIES-ID>S000028709 <SERIES-NAME>iShares MSCI USA Equal Weighted ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000087836 <CLASS-CONTRACT-NAME>iShares MSCI USA Equal Weighted ETF <CLASS-CONTRACT-TICKER-SYMBOL>EUSA </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004318 <SERIES-NAME>iShares U.S. Basic Materials ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012048 <CLASS-CONTRACT-NAME>iShares U.S. Basic Materials ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYM </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004320 <SERIES-NAME>iShares U.S. Consumer Discretionary ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012050 <CLASS-CONTRACT-NAME>iShares U.S. Consumer Discretionary ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYC </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004321 <SERIES-NAME>iShares U.S. Energy ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012051 <CLASS-CONTRACT-NAME>iShares U.S. Energy ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYE </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004322 <SERIES-NAME>iShares U.S. Financial Services ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012052 <CLASS-CONTRACT-NAME>iShares U.S. Financial Services ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYG </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004323 <SERIES-NAME>iShares U.S. Financials ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012053 <CLASS-CONTRACT-NAME>iShares U.S. Financials ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYF </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004324 <SERIES-NAME>iShares U.S. Healthcare ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012054 <CLASS-CONTRACT-NAME>iShares U.S. Healthcare ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYH </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004325 <SERIES-NAME>iShares U.S. Industrials ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012055 <CLASS-CONTRACT-NAME>iShares U.S. Industrials ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYJ </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004328 <SERIES-NAME>iShares U.S. Real Estate ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012058 <CLASS-CONTRACT-NAME>iShares U.S. Real Estate ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYR </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004329 <SERIES-NAME>iShares U.S. Technology ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012059 <CLASS-CONTRACT-NAME>iShares U.S. Technology ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYW </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004330 <SERIES-NAME>iShares Dow Jones U.S. ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012060 <CLASS-CONTRACT-NAME>iShares Dow Jones U.S. ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYY </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004331 <SERIES-NAME>iShares U.S. Transportation ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012061 <CLASS-CONTRACT-NAME>iShares U.S. Transportation ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYT </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004332 <SERIES-NAME>iShares U.S. Utilities ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012062 <CLASS-CONTRACT-NAME>iShares U.S. Utilities ETF <CLASS-CONTRACT-TICKER-SYMBOL>IDU </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004333 <SERIES-NAME>iShares U.S. Telecommunications ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012063 <CLASS-CONTRACT-NAME>iShares U.S. Telecommunications ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYZ </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004345 <SERIES-NAME>iShares Russell 1000 Value ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012075 <CLASS-CONTRACT-NAME>iShares Russell 1000 Value ETF <CLASS-CONTRACT-TICKER-SYMBOL>IWD </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004346 <SERIES-NAME>iShares Russell 1000 Growth ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012076 <CLASS-CONTRACT-NAME>iShares Russell 1000 Growth ETF <CLASS-CONTRACT-TICKER-SYMBOL>IWF </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004347 <SERIES-NAME>iShares Russell 1000 ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012077 <CLASS-CONTRACT-NAME>iShares Russell 1000 ETF <CLASS-CONTRACT-TICKER-SYMBOL>IWB </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004431 <SERIES-NAME>iShares U.S. Consumer Staples ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012194 <CLASS-CONTRACT-NAME>iShares U.S. Consumer Staples ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYK </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000004436 <SERIES-NAME>iShares MSCI USA ESG Select ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000012199 <CLASS-CONTRACT-NAME>iShares MSCI USA ESG Select ETF <CLASS-CONTRACT-TICKER-SYMBOL>SUSA </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000009414 <SERIES-NAME>iShares U.S. Oil & Gas Exploration & Production ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000025768 <CLASS-CONTRACT-NAME>iShares U.S. Oil & Gas Exploration & Production ETF <CLASS-CONTRACT-TICKER-SYMBOL>IEO </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000009415 <SERIES-NAME>iShares U.S. Home Construction ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000025769 <CLASS-CONTRACT-NAME>iShares U.S. Home Construction ETF <CLASS-CONTRACT-TICKER-SYMBOL>ITB </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000009416 <SERIES-NAME>iShares U.S. Oil Equipment & Services ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000025770 <CLASS-CONTRACT-NAME>iShares U.S. Oil Equipment & Services ETF <CLASS-CONTRACT-TICKER-SYMBOL>IEZ </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000009417 <SERIES-NAME>iShares U.S. Pharmaceuticals ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000025771 <CLASS-CONTRACT-NAME>iShares U.S. Pharmaceuticals ETF <CLASS-CONTRACT-TICKER-SYMBOL>IHE </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000009418 <SERIES-NAME>iShares U.S. Healthcare Providers ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000025772 <CLASS-CONTRACT-NAME>iShares U.S. Healthcare Providers ETF <CLASS-CONTRACT-TICKER-SYMBOL>IHF </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000009419 <SERIES-NAME>iShares U.S. Medical Devices ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000025773 <CLASS-CONTRACT-NAME>iShares U.S. Medical Devices ETF <CLASS-CONTRACT-TICKER-SYMBOL>IHI </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000009420 <SERIES-NAME>iShares U.S. Broker-Dealers & Securities Exchanges ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000025774 <CLASS-CONTRACT-NAME>iShares U.S. Broker-Dealers & Securities Exchanges ETF <CLASS-CONTRACT-TICKER-SYMBOL>IAI </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000009421 <SERIES-NAME>iShares U.S. Insurance ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000025775 <CLASS-CONTRACT-NAME>iShares U.S. Insurance ETF <CLASS-CONTRACT-TICKER-SYMBOL>IAK </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000009422 <SERIES-NAME>iShares U.S. Regional Banks ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000025776 <CLASS-CONTRACT-NAME>iShares U.S. Regional Banks ETF <CLASS-CONTRACT-TICKER-SYMBOL>IAT </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000009423 <SERIES-NAME>iShares U.S. Aerospace & Defense ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000025777 <CLASS-CONTRACT-NAME>iShares U.S. Aerospace & Defense ETF <CLASS-CONTRACT-TICKER-SYMBOL>ITA </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000013931 <SERIES-NAME>iShares MSCI KLD 400 Social ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000038163 <CLASS-CONTRACT-NAME>iShares MSCI KLD 400 Social ETF <CLASS-CONTRACT-TICKER-SYMBOL>DSI </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000023585 <SERIES-NAME>iShares Core Conservative Allocation ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000069397 <CLASS-CONTRACT-NAME>iShares Core Conservative Allocation ETF <CLASS-CONTRACT-TICKER-SYMBOL>AOK </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000023586 <SERIES-NAME>iShares Core Moderate Allocation ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000069398 <CLASS-CONTRACT-NAME>iShares Core Moderate Allocation ETF <CLASS-CONTRACT-TICKER-SYMBOL>AOM </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000023587 <SERIES-NAME>iShares Core Growth Allocation ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000069399 <CLASS-CONTRACT-NAME>iShares Core Growth Allocation ETF <CLASS-CONTRACT-TICKER-SYMBOL>AOR </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000023588 <SERIES-NAME>iShares Core Aggressive Allocation ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000069400 <CLASS-CONTRACT-NAME>iShares Core Aggressive Allocation ETF <CLASS-CONTRACT-TICKER-SYMBOL>AOA </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000031838 <SERIES-NAME>iShares MSCI USA Min Vol Factor ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000099141 <CLASS-CONTRACT-NAME>iShares MSCI USA Min Vol Factor ETF <CLASS-CONTRACT-TICKER-SYMBOL>USMV </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000036830 <SERIES-NAME>iShares Morningstar Multi-Asset Income ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000112640 <CLASS-CONTRACT-NAME>iShares Morningstar Multi-Asset Income ETF <CLASS-CONTRACT-TICKER-SYMBOL>IYLD </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000040204 <SERIES-NAME>iShares MSCI USA Size Factor ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000124960 <CLASS-CONTRACT-NAME>iShares MSCI USA Size Factor ETF <CLASS-CONTRACT-TICKER-SYMBOL>SIZE </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000040205 <SERIES-NAME>iShares MSCI USA Value Factor ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000124961 <CLASS-CONTRACT-NAME>iShares MSCI USA Value Factor ETF <CLASS-CONTRACT-TICKER-SYMBOL>VLUE </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000040316 <SERIES-NAME>iShares MSCI USA Momentum Factor ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000125223 <CLASS-CONTRACT-NAME>iShares MSCI USA Momentum Factor ETF <CLASS-CONTRACT-TICKER-SYMBOL>MTUM </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000041444 <SERIES-NAME>iShares MSCI USA Quality Factor ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000128677 <CLASS-CONTRACT-NAME>iShares MSCI USA Quality Factor ETF <CLASS-CONTRACT-TICKER-SYMBOL>QUAL </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000055381 <SERIES-NAME>iShares ESG Aware MSCI USA ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000174221 <CLASS-CONTRACT-NAME>iShares ESG Aware MSCI USA ETF <CLASS-CONTRACT-TICKER-SYMBOL>ESGU </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000061314 <SERIES-NAME>iShares U.S. Infrastructure ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000198491 <CLASS-CONTRACT-NAME>iShares U.S. Infrastructure ETF <CLASS-CONTRACT-TICKER-SYMBOL>IFRA </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000061604 <SERIES-NAME>iShares ESG Aware MSCI USA Small-Cap ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000199548 <CLASS-CONTRACT-NAME>iShares ESG Aware MSCI USA Small-Cap ETF <CLASS-CONTRACT-TICKER-SYMBOL>ESML </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000064965 <SERIES-NAME>iShares Focused Value Factor ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000210345 <CLASS-CONTRACT-NAME>iShares Focused Value Factor ETF <CLASS-CONTRACT-TICKER-SYMBOL>FOVL </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000065418 <SERIES-NAME>iShares ESG MSCI USA Leaders ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000211558 <CLASS-CONTRACT-NAME>iShares ESG MSCI USA Leaders ETF <CLASS-CONTRACT-TICKER-SYMBOL>SUSL </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000068775 <SERIES-NAME>iShares ESG Advanced MSCI USA ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000219749 <CLASS-CONTRACT-NAME>iShares ESG Advanced MSCI USA ETF <CLASS-CONTRACT-TICKER-SYMBOL>USXF </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000069740 <SERIES-NAME>iShares US Small Cap Value Factor ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000222498 <CLASS-CONTRACT-NAME>iShares US Small Cap Value Factor ETF <CLASS-CONTRACT-TICKER-SYMBOL>SVAL </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000073837 <SERIES-NAME>iShares ESG MSCI USA Min Vol Factor ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000231047 <CLASS-CONTRACT-NAME>iShares ESG MSCI USA Min Vol Factor ETF <CLASS-CONTRACT-TICKER-SYMBOL>ESMV </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001100663 <SERIES-ID>S000074757 <SERIES-NAME>iShares Paris-Aligned Climate MSCI USA ETF <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000232922 <CLASS-CONTRACT-NAME>iShares Paris-Aligned Climate MSCI USA ETF <CLASS-CONTRACT-TICKER-SYMBOL>PABU </CLASS-CONTRACT> </SERIES> </EXISTING-SERIES-AND-CLASSES-CONTRACTS> </SERIES-AND-CLASSES-CONTRACTS-DATA> </SEC-HEADER> <DOCUMENT> <TYPE>497 <SEQUENCE>1 <FILENAME>d334785d497.htm <DESCRIPTION>FORM 497 <TEXT> Document 1 - file: d334785d497.htm
</DOCUMENT> </SEC-DOCUMENT>