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iShares Trust (IBIB)
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Upturn Advisory Summary
01/21/2025: IBIB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 6.91% | Avg. Invested days 292 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance 5.0 | ETF Returns Performance 2.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 13318 | Beta - | 52 Weeks Range 23.98 - 25.39 | Updated Date 01/22/2025 |
52 Weeks Range 23.98 - 25.39 | Updated Date 01/22/2025 |
AI Summary
Overview of iShares Trust ETFs
Profile:
iShares Trust is a leading provider of exchange-traded funds (ETFs) globally, offering a wide range of investment solutions across major asset classes and regions. The ETFs cover various sectors, including equities, fixed income, commodities, and real estate, with strategies ranging from broad market exposure to targeted sector and thematic investing.
Objective:
iShares Trust aims to provide investors with cost-effective and efficient access to various asset classes through its ETF products. Their goal is to help investors achieve their financial goals through diversified and transparent investment solutions.
Issuer:
BlackRock:
- Reputation and Reliability: BlackRock is the world's largest asset manager with a strong reputation and proven track record in the market. The firm boasts a long history of managing investments for institutional and individual investors globally.
- Management: BlackRock employs experienced and highly qualified investment professionals with expertise in various asset classes. The ETF management team comprises seasoned portfolio managers and analysts responsible for selecting and managing the underlying assets within each ETF.
Market Share:
iShares Trust has a dominant market share in the global ETF industry, managing over $4 trillion in assets under management. This vast size provides economies of scale and access to a broader investor base.
Total Net Assets:
As of November 9th, 2023, iShares Trust manages over $4.3 trillion in total net assets across its diverse range of ETFs. This vast amount demonstrates the trust investors place in the company and the ETF products it offers.
Moat:
Competitive Advantages:
- Extensive Product Range: iShares Trust offers a comprehensive lineup of ETFs covering nearly all major asset classes and investment styles, catering to various investor preferences and risk profiles.
- Low Expense Ratios: iShares Trust ETFs generally maintain competitive expense ratios compared to other ETF providers. This translates to lower overall investment costs for investors.
- Global Presence: BlackRock has a global footprint, offering its ETF products in numerous markets worldwide. This provides investors access to diverse and international investment opportunities.
- Strong Brand Recognition: iShares is a well-recognized and established brand within the ETF industry. This recognition attracts investors seeking reliable and reputable investment solutions.
Financial Performance:
Historical Performance: iShares Trust ETFs have historically delivered strong performance across various market cycles. The specific performance will depend on the individual ETF and its investment strategy. Comparing performance against relevant benchmark indices is essential to assess the effectiveness of each ETF.
Growth Trajectory: iShares Trust continues to see consistent growth in its assets under management, reflecting increasing investor demand for ETF solutions.
Liquidity:
Average Trading Volume: iShares Trust ETFs generally experience high average trading volumes, ensuring easy buying and selling of ETF units on the secondary market. Bid-Ask Spread: The bid-ask spread for iShares Trust ETFs is typically tight, indicating minimal trading costs for investors.
Market Dynamics:
Factors affecting the ETF’s market environment include:
- Economic Indicators: Macroeconomic conditions like GDP growth, inflation, and interest rates impact investor sentiment and investment decisions, impacting ETF performance.
- Sector Growth Prospects: Growth prospects for specific sectors influence the demand for sector-specific ETFs.
- Current Market Conditions: Market volatility, investor sentiment, and geopolitical factors can impact the overall ETF market environment.
Competitors:
Key competitors in the ETF industry include:
- Vanguard Group (Ticker: VTI, VOO)
- State Street Global Advisors (Ticker: SPY, IVV)
- Invesco (Ticker: QQQ, XLF)
- Charles Schwab (Ticker: SCHX, SCHB)
Market Share Percentages: iShares Trust holds the top market share in the global ETF industry, followed by Vanguard and State Street.
Expense Ratio:
The expense ratio for iShares Trust ETFs varies depending on the specific ETF. It typically ranges between 0.03% and 0.70%. This fee covers the management and administrative costs associated with the ETF.
Investment Approach and Strategy:
Strategy: iShares Trust ETFs employ various strategies, including:
- Index Tracking: Some ETFs track specific market indices like the S&P 500 or the Nasdaq 100, aiming to replicate the performance of those benchmarks.
- Sector and Thematic Investing: Other ETFs focus on specific sectors or themes like technology, healthcare, or clean energy.
- Active Management: A few ETFs employ active management strategies where portfolio managers select individual securities within the ETF to outperform a benchmark index.
Composition: The assets held within an ETF depend on its investment strategy. Equity ETFs primarily hold stocks, while bond ETFs invest primarily in bonds. Commodity and real estate ETFs track the underlying commodities or real estate holdings.
Key Points:
iShares Trust offers investors the following advantages:
- Diversification: Access to various asset classes and sectors within a single investment vehicle.
- Cost-Effectiveness: Low expense ratios compared to other investment options like mutual funds.
- Liquidity: High trading volumes and tight bid-ask spreads ensure ease of buying and selling.
- Transparency: Underlying holdings are readily available, providing investors with clear insight into the ETF's composition.
- Global Reach: Access to international markets and diverse investment opportunities.
Risks:
Investing in iShares Trust ETFs involves certain risks:
- Market Risk: ETF values fluctuate with the underlying asset prices. Market downturns could lead to potential losses.
- Tracking Error: Index-tracking ETFs may not perfectly replicate their benchmark index due to factors like fees and trading costs.
- Sector-Specific Risk: Sector-focused ETFs are exposed to risks associated with the specific sector, such as industry-specific downturns or regulations.
Who Should Consider Investing:
iShares Trust ETFs are suitable for investors seeking:
- Diversified exposure to various asset classes.
- Cost-effective investment solutions.
- Transparency and ease of trading.
- Access to specific sectors or thematic investment opportunities.
Fundamental Rating Based on AI:
8.5/10
Analysis: iShares Trust scores highly due to its:
- Strong market position and global reach.
- Comprehensive range of ETF products.
- Competitive expense ratios.
- Experienced management team.
- Solid financial performance track record.
- Future growth prospects within the expanding ETF market.
However, it is crucial to consider individual ETF-specific risks and align your investment goals and risk tolerance before making investment decisions.
Resources and Disclaimers:
- iShares Trust website: https://www.ishares.com/us
- ETF.com: https://www.etf.com/
- Morningstar: https://www.morningstar.com/
Disclaimer: This analysis is for informational purposes only and does not constitute financial advice. It is essential to conduct your due diligence and consider your investment objectives, risk tolerance, and financial circumstances before making any investment decisions.
About iShares Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The index consists of inflation-protected public obligations of the U.S. Treasury, commonly known as "TIPS," that are scheduled to mature between January 1, 2025 and October 15, 2025, inclusive. The fund will invest at least 80% of its assets in the component securities of the underlying index.
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