Skip to content
BlackRock BlackRock
iShares iShares
Aladdin Aladdin
Our company Our company
Sign In

  • Manage communications
  • Mutual Fund & 529 accounts
Leave the BlackRock site for Individuals to explore other content
Advisors

I invest on behalf of my clients.

Institutions

I consult or invest on behalf of a financial institution.

General Public

I want to learn more about BlackRock.

Change location
Americas Offshore Australia Austria Belgium Brazil Canada Chile China Offshore - 中国境外 China Onshore - 中国境内 Colombia Czech Republic Denmark Dubai (IFC) Finland France Germany Hong Kong - 香港 Hungary Israel Italy Japan - 日本 Korea - 한국 Luxembourg México Netherlands Norway Poland Portugal Saudi Arabia Singapore Slovakia South Africa Spain Sweden Switzerland Taiwan - 台灣 United Kingdom United States Location not listed
Welcome to the BlackRock site for individuals

To reach a different BlackRock site directly, please update your user type. 

BlackRock homepage
Funds
Investment strategies
Insights & education
About us
Open Search Close Search
  • FUND TYPE
    • Mutual funds
    • iShares ETFs
    • Closed-end funds
  • ASSET CLASS
    • Cash alternatives
    • Commodity funds
    • Stock funds
    • Bond funds
    • Multi-asset funds
    • Real estate funds
  • FUNDS IN FOCUS
    • Science and Technology Trust
    • Resources & Commodities Strategy Trust
    • Global Allocation Fund
    • LifePath Index Retirement Fund
    • Technology Opportunities Fund
    • iShares Core S&P 500 ETF
  • All funds All funds
  • 529 College Savings Plan 529 College Savings Plan
  • ACTIVE STRATEGIES
    • BlackRock Impact Opportunities
    • Fixed Income
    • Fundamental Equities
    • Multi-Asset Strategies & Solutions
    • Systematic Investing
  • OTHER STRATEGIES
    • Cash management
    • Factor-based investing
    • Investing for retirement
    • LifePath® target date funds
  • All active investment strategies All active investment strategies
  • INSIGHTS
    • Weekly commentary
    • Global investment outlook
    • BlackRock Investment Institute
    • Investment stewardship
    • Our approach to sustainability
    • Portfolio management views
    • All insights
  • EDUCATION
    • Education center
    • Retirement 101
    • Retirement volatility strategies
    • What is a 401(K)?
    • Closed-end funds
    • Document library
  • DOCUMENTS & FORMS
    • Factsheets
    • Shareholder reports
    • Regulatory documents
    • Share classes and loads
    • Tax information
    • Forms & Applications
    • 529 Forms & Applications
  • TOOLS
    • LifePath spending tool
    • LifePath selector tool
    • iShares core builder
    • College saving estimator
  • Planning for retirement Planning for retirement
  • The Bid podcast The Bid podcast
  • OUR COMPANY
    • About BlackRock
    • BlackRock retirement
    • Careers
  • Connect with us
    • Customer service
    • Digital service
BlackRock homepage
Open Search Close Search
  • Welcome to the BlackRock site for individuals

    To reach a different BlackRock site directly, please update your . 

  • BlackRock
  • iShares
  • Aladdin
  • Our company
  • All funds 529 College Savings Plan
  • FUND TYPE
    • Mutual funds
    • iShares ETFs
    • Closed-end funds
  • ASSET CLASS
    • Cash alternatives
    • Commodity funds
    • Stock funds
    • Bond funds
    • Multi-asset funds
    • Real estate funds
  • FUNDS IN FOCUS
    • Science and Technology Trust
    • Resources & Commodities Strategy Trust
    • Global Allocation Fund
    • LifePath Index Retirement Fund
    • Technology Opportunities Fund
    • iShares Core S&P 500 ETF
  • All active investment strategies
  • ACTIVE STRATEGIES
    • BlackRock Impact Opportunities
    • Fixed Income
    • Fundamental Equities
    • Multi-Asset Strategies & Solutions
    • Systematic Investing
  • OTHER STRATEGIES
    • Cash management
    • Factor-based investing
    • Investing for retirement
    • LifePath® target date funds
  • Planning for retirement The Bid podcast
  • INSIGHTS
    • Weekly commentary
    • Global investment outlook
    • BlackRock Investment Institute
    • Investment stewardship
    • Our approach to sustainability
    • Portfolio management views
    • All insights
  • EDUCATION
    • Education center
    • Retirement 101
    • Retirement volatility strategies
    • What is a 401(K)?
    • Closed-end funds
    • Document library
  • DOCUMENTS & FORMS
    • Factsheets
    • Shareholder reports
    • Regulatory documents
    • Share classes and loads
    • Tax information
    • Forms & Applications
    • 529 Forms & Applications
  • TOOLS
    • LifePath spending tool
    • LifePath selector tool
    • iShares core builder
    • College saving estimator
  • OUR COMPANY
    • About BlackRock
    • BlackRock retirement
    • Careers
  • Connect with us
    • Customer service
    • Digital service
Advisors Institutions General Public
Americas Offshore Australia Austria Belgium Brazil Canada Chile China Offshore - 中国境外 China Onshore - 中国境内 Colombia Czech Republic Denmark Dubai (IFC) Finland France Germany Hong Kong - 香港 Hungary Israel Italy Japan - 日本 Korea - 한국 Luxembourg México Netherlands Norway Poland Portugal Saudi Arabia Singapore Slovakia South Africa Spain Sweden Switzerland Taiwan - 台灣 United Kingdom United States Location not listed
Manage communications Mutual Fund & 529 accounts
    • Subscriptions 0
    • Favorites 0

    Filter By

    • Material types

     

     

    You must enter at least two characters
    Search by keyword
     

    46 Search Results

      1 of 5  
    0 items selected
    • Download
       

      Download

      Please select at least one document

      You have selected to download 3 items:

      Total Size:  

      You have reached the 10MB download limit, please remove some documents from your selection.

      Download
    • Email
       

      Email

      Please select at least one document

      You have selected to email  items:

      0 item(s) unavailable for emailing [Show]

      You have reached the email character limit, please remove some documents from your selection.

      Send
    • Subscribe
    • Add to Favorites
    Document Name Date
    •  
    •  
    •  

    Equity Playbook

    • Presentation
    • Actions  
    • Information
       

      Information

      Description:
      IVV, IJH, IJR, DYNF, THRO, QUAL, IXUS, IEFA, IEMG, MAEGX, BROIX, BAI, BALI, MAXJ, IVVM, IVVB

      Publication date:
      Jun 30, 2025

      Target Audience:
      For Professional Investor Use Only

      Product group:
      US iShares

      Done
    		Jun 30, 2025
    •  

    Fact Sheet - iShares U.S. Thematic Rotation Active ETF

    • Fact Sheet
    • Actions  
      • Download
      • Email
      • Subscribe
      • Add to favorites
    • Information
       

      Information

      Description:
      Monthly fact sheet featuring a snapshot of the fund's performance, portfolio construction, asset mix and third-party performance ratings

      Publication date:
      Jun 30, 2025

      Target Audience:
      For Individuals

      Product group:
      US iShares

      Done
    		Jun 30, 2025
    •  

    Product Brief: iShares U.S. Thematic Rotation Active ETF (THRO)

    • Product Brief
    • Actions  
      • Download
      • Email
      • Subscribe
      • Add to favorites
    • Information
       

      Information

      Description:
      Product Brief: iShares U.S. Thematic Rotation Active ETF (THRO)

      Publication date:
      Mar 31, 2025

      Target Audience:
      For Individuals

      Product group:
      US iShares

      Done
    		Mar 31, 2025
    •  
    •  
    •  

    Deck: Navigating equities

    • Presentation
    • Actions  
    • Information
       

      Information

      Description:
      QUAL, USMV, BROIX, BALI, DYNF, THRO, BAI, ARTY, IFRA, BELT, MAEGX

      Publication date:
      Jul 15, 2025

      Target Audience:
      For Professional Investor Use Only

      Product group:
      US iShares

      Done
    		Jul 15, 2025
    •  
    •  
    •  

    THRO Product Deck

    • Presentation
    • Actions  
    • Information
       

      Information

      Description:
      THRO Product Deck

      Publication date:
      Mar 31, 2025

      Target Audience:
      For Professional Investor Use Only

      Product group:
      US iShares

      Done
    		Mar 31, 2025
    •  

    iShares and BlackRock ETF Distribution Schedule

    • Shareholder Letter
    • Actions  
      • Download
      • Add to favorites
    • Information
       

      Information

      Description:
      Distribution Information

      Publication date:
      Feb 10, 2025

      Target Audience:
      For Individuals

      Product group:
      US iShares

      Done
    		Feb 10, 2025
    •  

    2022 Passive Foreign Investment Companies (PFIC)

    • Tax Information
    • Actions  
      • Download
      • Add to favorites
    • Information
       

      Information

      Description:
      2022 Passive Foreign Investment Companies (PFIC)

      Publication date:
      Dec 12, 2022

      Target Audience:
      For Individuals

      Product group:
      US iShares

      Done
    		Dec 12, 2022
    •  

    2021 Tax Exempt Interest by State

    • Tax Information
    • Actions  
      • Download
      • Add to favorites
    • Information
       

      Information

      Description:
      2021 Tax Exempt Interest by State

      Publication date:
      Jan 31, 2022

      Target Audience:
      For Individuals

      Product group:
      US iShares

      Done
    		Jan 31, 2022
    •  

    2024 Qualified Interest Income (QII) Dividend Report for NRA for the iShares Funds

    • Tax Information
    • Actions  
      • Download
      • Add to favorites
    • Information
       

      Information

      Description:
      2024 Qualified Interest Income (QII) Dividend Report 2024 Qualified Interest Income (QII) Dividend Report for NRA for the iShares Funds 2024 Tax Kit

      Publication date:
      Feb 19, 2025

      Target Audience:
      For Individuals

      Product group:
      US iShares

      Done
    		Feb 19, 2025
    •  

    2024 QDI Summary

    • Tax Information
    • Actions  
      • Download
      • Add to favorites
    • Information
       

      Information

      Description:
      2024 QDI Summary 2024 Tax Kit

      Publication date:
      Feb 18, 2025

      Target Audience:
      For Individuals

      Product group:
      US iShares

      Done
    		Feb 18, 2025
     
      1 of 5  
    Subscribe
    Unsubscribe
    Add to favorites
    Remove favorite

    • Material types

    Explore more

    Funds
    • FUND TYPE
      • Mutual funds
      • iShares ETFs
      • Closed-end funds
    • ASSET CLASS
      • Cash alternatives
      • Commodity funds
      • Stock funds
      • Bond funds
      • Multi-asset funds
      • Real estate funds
    • FUNDS IN FOCUS
      • Science and Technology Trust
      • Resources & Commodities Strategy Trust
      • Global Allocation Fund
      • LifePath Index Retirement Fund
      • Technology Opportunities Fund
      • iShares Core S&P 500 ETF
    • All funds All funds
    • 529 College Savings Plan 529 College Savings Plan
    Investment strategies
    • ACTIVE STRATEGIES
      • BlackRock Impact Opportunities
      • Fixed Income
      • Fundamental Equities
      • Multi-Asset Strategies & Solutions
      • Systematic Investing
    • OTHER STRATEGIES
      • Cash management
      • Factor-based investing
      • Investing for retirement
      • LifePath® target date funds
    • All active investment strategies All active investment strategies
    Insights & education
    • INSIGHTS
      • Weekly commentary
      • Global investment outlook
      • BlackRock Investment Institute
      • Investment stewardship
      • Our approach to sustainability
      • Portfolio management views
      • All insights
    • EDUCATION
      • Education center
      • Retirement 101
      • Retirement volatility strategies
      • What is a 401(K)?
      • Closed-end funds
      • Document library
    • DOCUMENTS & FORMS
      • Factsheets
      • Shareholder reports
      • Regulatory documents
      • Share classes and loads
      • Tax information
      • Forms & Applications
      • 529 Forms & Applications
    • TOOLS
      • LifePath spending tool
      • LifePath selector tool
      • iShares core builder
      • College saving estimator
    • Planning for retirement Planning for retirement
    • The Bid podcast The Bid podcast
    About us
    • OUR COMPANY
      • About BlackRock
      • BlackRock retirement
      • Careers
    • Connect with us
      • Customer service
      • Digital service
    Access the BlackRock US homepage.

    As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. 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.

    • twitter-x-logo

    Corporate

    • Fraud protection tips Fraud protection tips
    • Careers Careers
    • Newsroom Newsroom
    • Investor relations Investor relations
    • Contact us Contact us
    • Accessibility Accessibility
    • Responsible Disclosure Responsible Disclosure

    Legal

    • Terms & conditions Terms & conditions
    • Privacy Notice Privacy Notice
    • Business continuity Business continuity
    • FINRA BrokerCheck FINRA BrokerCheck
    • Rule 606 Disclosure Rule 606 Disclosure
    • Cookie Notice Cookie Notice
    © 2025 BlackRock, Inc. or its affiliates. All rights reserved.
    You are now leaving BlackRock’s website
    You are leaving BlackRock’s website and entering a third-party website that is not controlled, maintained, or monitored by BlackRock. BlackRock is not responsible for the content or availability of the third-party website. By leaving BlackRock’s website, you will be subject to the third-party website’s terms, policies and/or notices, including those related to privacy and security, as applicable. Please review such policies and notices on the third-party website.

    © 2024 BlackRock, Inc. or its affiliates. All rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iRETIRE, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc. or its affiliates. All other trademarks are those property of their respective owners.

    • Default
    • Document Name
    • Date
    • 10
    • 20
    • 30
    • 1 of 5
    • 2 of 5
    • 3 of 5
    • 4 of 5
    • 5 of 5
    • Default
    • Document Name
    • Date
    • 10
    • 20
    • 30
    • 1 of 5
    • 2 of 5
    • 3 of 5
    • 4 of 5
    • 5 of 5