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Research and Performance

Fund Screener

Dynamically filter iShares ETFs by a wide range of criteria including asset class and holdings exposure.

 

Use it to:

  • See which iShares funds hold a particular security.
  • Explore funds easily with a graphic interface.
  • Download the results.

Use it with:

  • The Correlation Calculator to maintain exposure to a sector while replacing a specific security with an iShares ETF.

Index Returns Chart

Research index performance and track your favorite benchmarks.

 

Use it to:

  • Find the return of more than 150 worldwide indexes.
  • Compare returns by asset class, market segment, country and sector.
  • See which iShares ETF is associated to each index.
  • Make tactical calls regarding sector rotation.

Premium/Discount Chart

Research how closely an iShares ETF is priced to net asset value.

 

Use it to:

  • View the number of days iShares ETFs have traded at a premium or discount.
  • Examine or download daily historical data by for the last four quarters.

Quotes & Charts

View a summary of intra-day market quotes for all iShares ETFs or other securities.

 

Use it to:

  • View intra-day quotes for any ETF, security or fund.
  • Perform a technical analysis and compare multiple securities.

Tracking Error Chart

Examine how closely an iShares ETF tracks to its index.

 

Use it to:

  • Check iShares ETF returns in comparison to their stated benchmarks.
  • Download historical net asset values, distributions and index levels.
  • Print a chart for client discussions or further research.

iShares Performance Reports Tool

Research and monitor iShares ETF performance.

 

Use it to:

  • View daily, monthly, month-by-month and annual performance.
  • Download data into Excel for printing and further analysis.

Desktop Widgets

 

Index Leaders & Trailers

Track index performance from your desktop.

System requirements:

  • Windows XP or Windows Vista
  • Internet connection - high speed recommended
  • Permission to install software on your PC
  • 1024x768 or greater monitor

Use it to:

  • Follow the top three leading and trailing indexes directly on your desktop.
  • See which iShares ETF is associated to each index.
 

iShares Fund Quick Finder

Quick access to iShares ETFs from your desktop.

System requirements:

  • Windows XP or Windows Vista
  • Internet connection - high speed recommended
  • Permission to install software on your PC
  • 1024x768 or greater monitor

Use it to:

  • Find iShares ETFs by category and go directly to the fund page on iShares.com.
  • Search iShares.com.
  • Get the latest iShares news headlines.

 
Carefully consider the funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the funds' prospectuses, which may be obtained by calling 1-800-iShares or click here to view or download a prospectus. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Securities focusing on a single country and narrowly focused investments may be subject to higher volatility. Bonds and bond funds will decrease in value as interest rates rise. Diversification and asset allocation may not protect against market risk.

No proprietary technology or asset allocation model is a guarantee against loss of principal. There can be no assurance that an investment strategy based on the tools will be successful.

The strategies discussed are strictly for illustrative and educational purposes and should not be construed as a recommendation to purchase or sell, or an offer to sell or a solicitation of an offer to buy any security. The information provided is not intended to be a complete analysis of every material fact respecting any strategy. The examples presented do not take into consideration commissions, tax implications, or other transactions costs, which may significantly affect the economic consequences of a given strategy.

The information provided is not intended to be tax advice. Investors should be urged to consult their tax professionals or financial advisers for more information regarding their specific tax situations. Neither BGI nor SEI provides investment or tax advice.

Transactions in shares of the iShares Funds will result in brokerage commissions and will generate tax consequences. Mutual funds and iShares Funds are obliged to distribute portfolio gains to shareholders.

Sample screenshots from the iShares.com web site are for illustrative purposes only. Data on any sample screenshot is as of a certain date and there is no representation that it is current, accurate or complete, and should not be relied on as such. Neither is the data representative of any investment. For current iShares Fund information, including fund performance, visit www.iShares.com or call 1 800 iShares.

The iShares Funds ("Funds") are distributed by SEI Investments Distribution Co. (SEI). Barclays Global Fund Advisors (BGFA) serves as the investment advisor to the Funds. BGFA is a subsidiary of Barclays Global Investors, N.A., a majority-owned subsidiary of Barclays Bank PLC, none of which is affiliated with SEI.

©2009 Barclays Global Investors, N.A. All rights reserved. iShares® is a registered trademark of Barclays Global Investors, N.A. All other trademarks, service marks or registered trademarks are the property of their respective owners.