Ishares Regional Banks Etf Profile
| IAT Etf | USD 39.74 0.11 0.28% |
Performance0 of 100
| Odds Of DistressLess than 9
|
IShares Regional is selling for under 39.74 as of the 19th of April 2024; that is 0.28 percent up since the beginning of the trading day. The etf's last reported lowest price was 39.52. IShares Regional has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares Regional Banks are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on iShares Regional Banks
Moving together with IShares Etf
| 0.66 | KRE | SPDR SP Regional | PairCorr |
| 0.96 | KBE | SPDR SP Bank | PairCorr |
IShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Regional's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Regional or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman | George Parker |
| Thematic Ideas | (View all Themes) |
| Business Concentration | Financials ETFs, Sector ETFs, Financial, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2006-05-01 |
| Benchmark | Dow Jones U.S. Select Regional Banks Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 585.18 Million |
| Average Trading Valume | 199,338.6 |
| Asset Type | Equity |
| Category | Sector |
| Focus | Financials |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Citibank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | Citibank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 39.0 |
| Market Maker | Virtu Financial |
| Total Expense | 0.39 |
| Management Fee | 0.39 |
| Country Name | USA |
| Returns Y T D | (4.61) |
| Name | iShares U.S. Regional Banks ETF |
| Currency Code | USD |
| Open Figi | BBG000PB1WV1 |
| In Threey Volatility | 30.22 |
| 1y Volatility | 32.35 |
| 200 Day M A | 37.8312 |
| 50 Day M A | 40.954 |
| Code | IAT |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
iShares Regional Banks [IAT] is traded in USA and was established 2006-05-01. The fund is classified under Financial category within iShares family. The entity is thematically classified as Financials ETFs. iShares Regional Banks currently have 771.89 M in assets under management (AUM). , while the total return for the last 3 years was -9.1%.
Check IShares Regional Probability Of Bankruptcy
Top iShares Regional Banks Etf Constituents
| CFG | Citizens Financial Group | Stock | Financials |
| FITB | Fifth Third Bancorp | Stock | Financials |
| FRC | FIRST REP BK | Stock | Financials |
| HBAN | Huntington Bancshares Incorporated | Stock | Financials |
| KEY | KeyCorp | Stock | Financials |
| MTB | MT Bank Corp | Stock | Financials |
| PNC | PNC Financial Services | Stock | Financials |
IShares Regional Target Price Odds Analysis
Attributed to a normal probability distribution, the odds of IShares Regional jumping above the current price in 90 days from now is about 81.45%. The iShares Regional Banks probability density function shows the probability of IShares Regional etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.4059. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, IShares Regional will likely underperform. Additionally, iShares Regional Banks has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of IShares Regional to move above the current price in 90 days from now is about 81.45 (This iShares Regional Banks probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares Regional Top Holders
| WIZ | MerlynAI Corp | Etf | Moderate Allocation |
iShares Regional Banks Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Regional market risk premium is the additional return an investor will receive from holding IShares Regional long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Regional. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Regional's alpha and beta are two of the key measurements used to evaluate IShares Regional's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0097 | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.15) | |||
| Sortino Ratio | (0.04) |
IShares Regional Against Markets
Picking the right benchmark for IShares Regional etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Regional etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Regional is critical whether you are bullish or bearish towards iShares Regional Banks at a given time. Please also check how IShares Regional's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in IShares Regional without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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SectorsList of equity sectors categorizing publicly traded companies based on their primary business activities |
| All Next | Launch Module |
How to buy IShares Etf?
Before investing in IShares Regional, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Regional. To buy IShares Regional etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Regional. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Regional etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares Regional Banks etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased iShares Regional Banks etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares Regional Banks, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Regional guide.
Already Invested in iShares Regional Banks?
The danger of trading iShares Regional Banks is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Regional is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Regional. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares Regional Banks is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares Regional Banks is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if IShares Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Ishares Regional Banks Etf. Highlighted below are key reports to facilitate an investment decision about Ishares Regional Banks Etf: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Regional Banks. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the iShares Regional Banks information on this page should be used as a complementary analysis to other IShares Regional's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
The market value of iShares Regional Banks is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Regional's value that differs from its market value or its book value, called intrinsic value, which is IShares Regional's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Regional's market value can be influenced by many factors that don't directly affect IShares Regional's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Regional's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Regional is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Regional's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.