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iShares Trust (ITDH)
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Upturn Advisory Summary
01/21/2025: ITDH (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -0.9% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 4.0 | ETF Returns Performance 1.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 2172 | Beta - | 52 Weeks Range 26.89 - 32.76 | Updated Date 01/22/2025 |
52 Weeks Range 26.89 - 32.76 | Updated Date 01/22/2025 |
AI Summary
Summary of US ETF iShares Trust: A Detailed Overview
Profile: iShares Trust offers a diverse range of U.S. exchange-traded funds (ETFs) covering a vast spectrum of industries and asset classes. These ETFs target specific market segments or track particular indexes, making them suitable for both passive investment strategies and tailored portfolio construction based on individual investment needs.
Objectives: iShares Trust aims to provide diversified, cost-effective, and convenient investing options for a broad investor base. Whether seeking long-term capital growth, income generation from dividends, or exposure to particular economic sectors, iShares Trust offers a variety of ETFs tailored to various objectives.
Issuer:
Reputation and Reliability:
iShares Trust is sponsored and managed by BlackRock, a leading global investment and asset management firm with a proven track record and reputation for excellence and financial strength, ranking as the world's largest asset manager, overseeing trillions of dollars across multiple investment vehicles. BlackRock boasts a solid and long-standing presence in the industry and consistently receives high ratings from reputable agencies like Standard & Poors and Moody's.
Management:
BlackRock employs highly-experienced and skilled investment teams specializing in different sectors and markets. These teams manage the iShares Trust ETFs, leveraging in-depth market expertise and rigorous research processes to select assets for each fund's portfolio. The firm's dedication to research-driven investment strategies contributes to a competitive advantage and solid long-term performance for investors.
Market Share: iShares Trust boasts the largest ETF market share globally, holding approximately 38.3% of assets invested across all ETF providers as of December 31, 2022. This dominant share demonstrates the trust placed in the company by millions of individual and institutional investors.
Total Net Assets: iShares Trust manages a staggering amount of assets, reaching an estimated $2,209 Billion (as of October 3rd, 2023). Such significant AUM reinforces investor confidence and signifies the breadth and depth offered within its diverse ETF lineup.
Moat:
iShares Trust's competitive advantages include:
- Extensive Product Range and Customization: Offering over 900 ETF listings covering numerous market segments, industries, and asset classes provides investors access to various tailored exposure strategies for their portfolios
- Economies of scale: Managing immense assets allows BlackRock to negotiate more favorable rates from underlying exchanges and other market participants, ultimately translating to lower expenses for investors.
- Strong Brand Recognition: iShares Trust boasts unparalleled brand visibility in its field, leading the ETF market with consistent innovation.
- Experienced Management Team: With decades of expertise within BlackRock's diverse professional team, investors gain access to highly qualified investment strategies and research-backed portfolio construction within its ETFs
- Commitment To Innovation: BlackRock actively pursues and implements cutting-edge ETF structures and investment approaches, enabling them to offer unique investment options and continuously adapting to evolving investor trends.
Financial Performance: iShares Trust ETFs demonstrate competitive and consistent financial performance across their portfolio. Many iShares ETFs outperform their respective benchmark indexes over various investment horizons due to active and strategic portfolio management. This consistent performance makes iShares Trust a popular option for investors seeking reliable long-term returns on their investments.
For detailed information on the financial performance of particular iShares Trusts, it's essential to specify your desired focus, including the ETF ticker or a specific area you want to evaluate. Growth Trajectory: With an ever increasing market share and the growing popularity and adoption of ETFs worldwide 2022 saw global AUM in ETFs reaching over 12,074 trillion dollars, the growth potential of iShares Trust remains significant. This trajectory is further supported iShare's ongoing innovation and expansion plans alongside the positive outlook in the global ETF marketplace
Liquidity:
Average Daily trading volume: Due the vast number of iShares ETF products offered with varying volume patterns it’s important that you specify the particular ETF you wish more specific and relevant volume data to be presented
The bid-ask spreads on iShares ETFs remain tight as a result of their large size and high demand, ensuring low transaction costs and seamless buy or sell opportunities for investors.
*Market Dynamics and Competitors: ** Economic Factors: Global macroeconomic indicators such as economic growth, inflation and interest rates play crucial role for investors in choosing ETFs by affecting asset valuations and market dynamics
*Sector Trends: Market sectors like technology or energy can impact performance as investor risk appetites or sector trends may influence particular asset types within iShares Trusts *Current market conditions: Volatility levels and overall risk-on sentiment
About iShares Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund is actively managed and allocates and reallocates its assets among a combination of underlying funds in proportions based on its own investment strategy.
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