iShares Total U.S. Stock Market Index Fund Institutional Shares (BITSX)

Fund Assets	4.86B
Expense Ratio	0.06%
Min. Investment	$2,000,000
Turnover	8.00%
Dividend (ttm)	0.35
Dividend Yield	1.02%
Dividend Growth	-1.13%
Payout Frequency	Quarterly
Ex-Dividend Date	Oct 14, 2026

Previous Close	35.41
YTD Return	12.99%
1-Year Return	16.13%
5-Year Return	79.41%
52-Week Low	28.97
52-Week High	35.56
Beta (5Y)	1.05
Holdings	2634
Inception Date	Aug 13, 2015

About BITSX

The iShares Total U.S. Stock Market Index Fund Institutional Shares is an open-end mutual fund designed to provide comprehensive exposure to the broad U.S. equity market. Its primary goal is to track the performance of the Russell 3000 Index, a float-adjusted, capitalization-weighted index that encompasses approximately 98% of the market capitalization of all publicly traded, U.S.-domiciled companies. By investing across more than 2,700 holdings, the fund covers large-, mid-, and small-cap stocks from diverse sectors, representing both growth and value strategies. Key features of this institutional class fund include a competitively low expense ratio of 0.07%, a quarterly dividend payout, and a sizable asset base, making it suitable for large investors seeking efficient access to the entire U.S. stock market in a single portfolio. Managed by BlackRock, the fund does not employ ESG or impact investing criteria and instead focuses purely on broad market replication. Since its inception in 2015, it has played a significant role as a core portfolio holding for institutions seeking diversified U.S. equity exposure with minimal tracking error and operational efficiency.

• Fund Family: BlackRock
• Category: Large Blend
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: BITSX
• Index: Russell 3000 TR

Performance

BITSX had a total return of 16.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.63%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VRTTX	Vanguard	Vanguard Russell 3000 Index Fund Institutional Shares	0.07%

Top 10 Holdings

33.01% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	6.87%
Apple Inc.	AAPL	6.12%
Microsoft Corporation	MSFT	5.03%
Amazon.com, Inc.	AMZN	3.36%
Alphabet Inc.	GOOGL	2.63%
Broadcom Inc.	AVGO	2.30%
Alphabet Inc.	GOOG	2.14%
Meta Platforms, Inc.	META	1.68%
Micron Technology, Inc.	MU	1.44%
Tesla, Inc.	TSLA	1.43%

Dividend History

Ex-Dividend	Amount	Pay Date
Oct 14, 2026	$0.08885	Oct 15, 2026
Jul 22, 2026	$0.09174	Jul 23, 2026
Apr 15, 2026	$0.08044	Apr 16, 2026
Dec 16, 2025	$0.09338	Dec 17, 2025
Oct 9, 2025	$0.08776	Oct 10, 2025
Jul 17, 2025	$0.08716	Jul 18, 2025

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 15, 2026

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