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iShares Trust (IBDY)IBDY
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Upturn Advisory Summary
09/18/2024: IBDY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.35% | Upturn Advisory Performance  4 | Avg. Invested days: 59 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 9.35% | Avg. Invested days: 59 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 78675 | Beta - |
52 Weeks Range 22.16 - 26.76 | Updated Date 09/18/2024 |
52 Weeks Range 22.16 - 26.76 | Updated Date 09/18/2024 |
AI Summarization
iShares Trust ETF Summary:
Profile: iShares Trust represents a diverse family of exchange-traded funds (ETFs) encompassing various investment strategies across different asset classes.
Objective: The primary goal of iShares Trust ETFs is to provide investors with a convenient and cost-effective way to gain exposure to specific market segments or investment strategies.
Issuer: BlackRock, Inc.
Reputation and Reliability: BlackRock is a global leader in asset management with a long-standing reputation for expertise and financial strength.
Management: BlackRock boasts a seasoned and experienced management team overseeing the iShares Trust ETFs.
Market Share: iShares Trust holds the largest market share in the global ETF industry, managing trillions of dollars in assets.
Total Net Assets: Varies depending on the specific iShares Trust ETF.
Moat: iShares Trust benefits from BlackRock's extensive resources, robust research capabilities, and economies of scale.
Financial Performance: Historical performance varies across different iShares Trust ETFs and needs to be evaluated individually.
Benchmark Comparison: Performance comparisons against relevant benchmarks will be provided for specific ETFs upon request.
Growth Trajectory: The ETF market is experiencing steady growth, and iShares Trust is poised to benefit from this trend.
Liquidity: Trading volumes and bid-ask spreads vary depending on the specific iShares Trust ETF.
Market Dynamics: The ETF market is influenced by factors like economic conditions, interest rates, and investor sentiment.
Competitors: Key competitors include Vanguard, State Street Global Advisors, and Invesco.
Expense Ratio: Expense ratios vary across different iShares Trust ETFs and are typically below the industry average.
Investment Approach and Strategy:
- Strategy: Varies depending on the specific iShares Trust ETF. Some track specific indexes, while others employ active management strategies.
- Composition: Holdings vary depending on the ETF's objective and may include stocks, bonds, commodities, or other assets.
Key Points:
- IShares Trust offers a wide range of ETFs for diverse investment objectives.
- BlackRock's expertise and resources ensure robust fund management.
- The ETF enjoys large market share and high liquidity.
Risks:
- Volatility: Volatility levels vary across different iShares Trust ETFs and need individual assessment.
- Market Risk: Risks associated with the underlying assets held by the ETF need consideration.
Who Should Consider Investing: Investors seeking diversified exposure to specific market segments or investment strategies could benefit from iShares Trust ETFs.
Fundamental Rating Based on AI:
7/10
The AI-based rating considers iShares Trust's strong financial health, market leadership, and experienced management team. However, individual ETF performance and corresponding risks require careful evaluation before investment decisions.
Resources and Disclaimers:
- BlackRock iShares website: https://www.ishares.com/us
- Morningstar: https://www.morningstar.com/etfs/
- ETF.com: https://www.etf.com/
This analysis is for informational purposes only and should not be considered investment advice. Please conduct thorough research and consult a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Trust
The fund will invest at least 80% of its assets in the component instruments of the underlying index, and the fund will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the underlying index.
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