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Upturn AI SWOT - About
iShares Trust (LDRH)
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Upturn Advisory Summary
03/24/2025: LDRH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 0.77% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 944 | Beta - | 52 Weeks Range 24.38 - 24.96 | Updated Date 03/27/2025 |
52 Weeks Range 24.38 - 24.96 | Updated Date 03/27/2025 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Upturn AI SWOT
iShares Trust
ETF Overview
Overview
iShares Trust encompasses a range of ETFs focusing on diverse investment strategies, from broad market exposure to specific sectors and asset classes, catering to various investment objectives and risk tolerances.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is a global investment management firm with a strong reputation and extensive track record.
Management Expertise
BlackRock has a highly experienced management team with expertise in investment management and ETF operations.
Investment Objective
Goal
The investment goal of each iShares ETF varies depending on its specific focus, ranging from tracking market indices to achieving specific income or growth targets.
Investment Approach and Strategy
Strategy: iShares ETFs employ various strategies, including passive index tracking, active management, and factor-based investing.
Composition The composition of iShares ETFs varies widely, encompassing stocks, bonds, commodities, and other asset classes based on the fund's investment objective.
Market Position
Market Share: iShares is a leading ETF provider with a substantial market share in the US ETF market.
Total Net Assets (AUM): The total AUM for iShares Trust varies greatly depending on the specific ETF; it ranges from a few million to hundreds of billions USD.
Competitors
Key Competitors
- SPDR Portfolio S&P 500 ETF (SPY)
- Vanguard S&P 500 ETF (VOO)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The ETF industry is highly competitive, with several major players offering similar products. iShares benefits from its established brand, extensive product lineup, and BlackRock's resources. However, competitors like Vanguard often offer lower expense ratios, attracting cost-conscious investors.
Financial Performance
Historical Performance: Historical performance varies significantly across different iShares ETFs. Reviewing individual ETF prospectuses is recommended.
Benchmark Comparison: Benchmark comparison is crucial for evaluating iShares ETFs, assessing how well they track their intended benchmarks.
Expense Ratio: The expense ratio for iShares ETFs varies, typically ranging from 0.03% to 0.75% depending on the fund's complexity and investment strategy.
Liquidity
Average Trading Volume
Average trading volume varies across iShares ETFs, with more popular funds exhibiting higher liquidity.
Bid-Ask Spread
Bid-ask spreads also vary, and investors should check the spread before trading to minimize transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events all affect iShares ETFs.
Growth Trajectory
iShares ETF's growth trajectory depends on sector trends, investor demand, and its ability to innovate and attract assets.
Moat and Competitive Advantages
Competitive Edge
iShares benefits from BlackRock's scale, brand recognition, and extensive distribution network. iShares also leverages proprietary index methodologies and active management expertise in certain funds. These advantages provide a competitive edge in attracting assets and delivering investment performance. The diverse range of offerings caters to varied investment needs and makes the platform attractive to a broad spectrum of investors. Furthermore, BlackRocku2019s focus on innovation and product development allows iShares to stay ahead of market trends.
Risk Analysis
Volatility
Volatility varies across iShares ETFs depending on the underlying assets, market conditions, and investment strategies.
Market Risk
iShares ETFs are exposed to market risk, including fluctuations in asset prices, economic downturns, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific iShares ETF, ranging from conservative income seekers to aggressive growth investors.
Market Risk
iShares ETFs cater to a diverse range of investors, including long-term investors, active traders, and passive index followers.
Summary
iShares Trust provides a broad suite of ETFs targeting various market segments and investment strategies. Backed by BlackRock's expertise and scale, iShares ETFs offer diverse exposure opportunities, albeit with varying risks and expense ratios. Their performance is directly linked to the underlying asset classes and market conditions. Investors should thoroughly research and understand each fund's specific objectives and risks before investing. The brand recognition and extensive product line position iShares as a leading force in the ETF market.
Similar Companies
- VOO
- SPY
- IVV
- VTI
- AGG
- IWB
Sources and Disclaimers
Data Sources:
- iShares official website
- BlackRock official website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor 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
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is composed exclusively of underlying iShares iBonds High Yield and Income ETFs that themselves seek investment results corresponding to their own underlying indexes. Under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the fund"s underlying index and/or bonds included in the underlying index of the underlying funds. The fund is non-diversified.
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