Key stats
About iShares Trust iShares S&P 500 3% Capped ETF
Home page
Inception date
Apr 15, 2025
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
TOPC captures the US equity large-cap space by tracking a capped version of the well-known index, the S&P 500, which covers approximately 80% of available market capitalization. S&P's index committee chooses at least 500 securities to represent the US large-cap space not necessarily the 500 largest by market-cap, which can lead to some omissions of single names. The index considers sector balance as well as minimum size and liquidity in selecting securities for inclusion. A 3% weight cap is applied to all constituent issuers. The index is rebalanced on a quarterly basis.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Electronic Technology
Stock breakdown by region
Top 10 holdings