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IDAT

Ishares Trust - Cloud Data Tech and Consumer ETF (IDAT)

$30.45

Delayed price

PASS

BUY Advisory
SELL Advisory (Profit)
SELL Advisory (Loss)

Profit
Loss
Pass (Skip investing)

Time period over

ALL
YEAR
MONTH
WEEK

Upturn Advisory Summary

04/01/2025: IDAT (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Analysis of Past Performance

Type ETF

Historic Profit 14.3%

Avg. Invested days 56

Today’s Advisory PASS

Upturn Star Rating

Upturn Advisory Performance

4.0

ETF Returns Performance

3.0

Profits based on simulation

Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 2013	Beta 1.26	52 Weeks Range 26.85 - 35.77	Updated Date 04/2/2025
52 Weeks Range 26.85 - 35.77	Updated Date 04/2/2025

Upturn AI SWOT

Ishares Trust - Cloud Data Tech and Consumer ETF

ETF Overview

Overview

The iShares Cloud, Data and Tech and Consumer Technology ETF (IDAT) seeks to track the investment results of an index composed of global developed and emerging market companies that may benefit from the increased adoption of cloud and data technologies, as well as those companies related to consumer technology. The ETF provides access to companies involved in cloud computing, data analytics, and consumer technology.

Reputation and Reliability

iShares is a well-established and reputable ETF provider with a long track record in the market.

Management Expertise

iShares has extensive experience and expertise in managing a wide range of ETFs across various asset classes and sectors.

Investment Objective

Goal

To track the investment results of an index composed of global developed and emerging market companies involved in cloud, data, tech, and consumer technologies.

Investment Approach and Strategy

Strategy: Tracks an index focused on companies that are expected to benefit from growth in cloud computing, data analysis, and consumer technologies.

Composition Primarily holds stocks of companies operating in cloud computing, data analytics, consumer electronics, and related industries.

Market Position

Market Share: Data on specific market share for IDAT is not readily available without access to proprietary market data sources.

Total Net Assets (AUM): 225710440

Competitors

Key Competitors

Global X Cloud Computing ETF (CLOU)
First Trust Cloud Computing ETF (SKYY)
WisdomTree Cloud Computing Fund (WCLD)

Competitive Landscape

The cloud computing ETF industry is competitive, with several ETFs offering exposure to companies involved in the cloud computing ecosystem. IDAT competes with more established cloud computing ETFs. Advantages of IDAT could be its specific index methodology, while disadvantages include lower AUM and trading volume compared to its larger peers.

Financial Performance

Historical Performance: Historical performance data needs to be pulled dynamically from financial data providers.

Benchmark Comparison: Benchmark comparison needs to be based on the underlying index, which needs to be pulled dynamically.

Expense Ratio: 0.47

Liquidity

Average Trading Volume

Average trading volume is moderate and should be monitored to ensure efficient trading.

Bid-Ask Spread

The bid-ask spread should be monitored for cost-effectiveness when trading this ETF.

Market Dynamics

Market Environment Factors

Growth in cloud computing, data analytics, and consumer technology industries, impacted by overall economic conditions, technological advancements, and consumer spending patterns.

Growth Trajectory

Growth is dependent on the increasing adoption of cloud services, data-driven decision-making, and evolving consumer technology trends.

Moat and Competitive Advantages

Competitive Edge

IDAT provides a focused exposure to cloud, data, and consumer tech companies. Its competitive edge lies in its targeted sector focus, which allows investors to concentrate their investments in these potentially high-growth areas. This focus may appeal to investors seeking specific exposure within the broader technology market. However, this targeted approach also makes it susceptible to sector-specific risks.

Risk Analysis

Volatility

The ETF's volatility is expected to be relatively high due to its concentration in the technology sector.

Market Risk

Market risk includes factors such as economic downturns, changes in consumer preferences, and increased regulatory scrutiny, which could negatively impact the performance of the underlying holdings.

Investor Profile

Ideal Investor Profile

Investors seeking targeted exposure to companies involved in cloud, data, tech, and consumer technologies, and who have a higher risk tolerance and a long-term investment horizon.

Market Risk

Suitable for long-term investors seeking growth potential in cloud, data, and consumer technology sectors.

Summary

IDAT offers targeted exposure to cloud, data, tech, and consumer technology companies, appealing to investors seeking sector-specific growth. The ETF is relatively new compared to competitors and has moderate liquidity. Investors should carefully consider the potential risks and expenses before investing. While it provides a focused approach, it's crucial to compare it with other similar ETFs for the best fit.

Similar Companies

CLOU

Global X Cloud Computing

$22.54

ETF

PASS

CLOU

iShares Website
ETF.com
Morningstar

Disclaimers:

This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence before making any investment decisions.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Ishares Trust - Cloud Data Tech and Consumer ETF

Exchange NYSE ARCA	Headquaters -
IPO Launch date -	CEO -
Sector -	Industry -	Full time employees -	Website
Full time employees -	Website

The fund will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The fund is non-diversified.

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Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.