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iShares Morningstar U.S. Equity ETF (ILCB): 2025 tax information

iShares published the U.S. government obligation percentage for iShares Morningstar U.S. Equity ETF for tax year 2025. This page shows what is on file for this ETF and where it was published.

iShares Morningstar U.S. Equity ETF, tax year 2025
ItemPublished figureFund company source
U.S. government obligation income••.••%2025 U.S. Government Source Income Information
Page 5. U.S. government obligations

What's on file for this fund

How iShares reports this

iShares collects its documents in an annual Tax Kit, including a by-state table for its municipal ETFs and a U.S. government source income list for its whole ETF lineup.

iShares reports the U.S. government percentage per ETF symbol and notes that in many states only Treasury income qualifies, so the source wording is worth reading.

Common questions

Does ILCB report income from U.S. government obligations?

Yes. iShares reports one percentage for this fund for tax year 2025, and it is the same whichever state the return is for. It applies to ordinary dividends in Box 1a of Form 1099-DIV.

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