Ishares Core Sp Etf Profile

IUSV Etf  USD 90.11  1.42  1.60%   

Performance

16 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
IShares Core is selling for under 90.11 as of the 28th of March 2024; that is 1.60 percent up since the beginning of the trading day. The etf's lowest day price was 89.19. IShares Core has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for IShares Core SP are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of April 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. More on IShares Core SP

Moving together with IShares Etf

  0.97VTV Vanguard Value IndexPairCorr
  0.97VYM Vanguard High DividendPairCorr
  0.97IWD IShares Russell 1000PairCorr
  0.95DGRO IShares Core DividendPairCorr
  1.0IVE IShares SP 500PairCorr
  0.73DVY IShares Select DividendPairCorr
  0.97SPYV SPDR Portfolio SPPairCorr

Moving against IShares Etf

  0.65CYB CYBPairCorr
  0.63YCL ProShares Ultra YenPairCorr
  0.59FXY Invesco CurrencySharesPairCorr

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 Core's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Core or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
ChairmanGeorge Parker
Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Broad Equity ETFs, Large Value, iShares (View all Sectors)
IssueriShares
Inception Date2000-07-24
BenchmarkS&P 900 Value Index
Entity TypeRegulated Investment Company
Asset Under Management16.64 Billion
Average Trading Valume587,732.2
Asset TypeEquity
CategoryBroad Equity
FocusSize and Style
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorBlackRock Fund Advisors
CustodianThe Bank of New York Mellon Corporation
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End31-Mar
ExchangeNASDAQ
Number of Constituents745
Market MakerJane Street
Total Expense0.04
Management Fee0.04
Country NameUSA
Returns Y T D5.84
NameiShares Core SP U.S. Value ETF
Currency CodeUSD
Open FigiBBG000C183Y1
In Threey Volatility16.8
1y Volatility14.91
200 Day M A80.3115
50 Day M A86.1296
CodeIUSV
Updated At26th of March 2024
Currency NameUS Dollar
IShares Core SP [IUSV] is traded in USA and was established 2000-07-24. The fund is listed under Large Value category and is part of iShares family. The entity is thematically classified as Size And Style ETFs. IShares Core SP currently have 10.71 B in assets under management (AUM). , while the total return for the last 3 years was 11.4%.
Check IShares Core Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as IShares Core SP Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top IShares Core SP Etf Constituents

AAPLApple IncStockInformation Technology
CCitigroupStockFinancials
JPMJPMorgan Chase CoStockFinancials
XOMExxon Mobil CorpStockEnergy
WMTWalmartStockConsumer Staples
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
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IShares Core Target Price Odds Analysis

Depending on a normal probability distribution, the odds of IShares Core jumping above the current price in 90 days from now is near 1%. The IShares Core SP probability density function shows the probability of IShares Core etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days IShares Core SP has a beta of -0.1449. This usually indicates as returns on benchmark increase, returns on holding IShares Core are expected to decrease at a much lower rate. During the bear market, however, IShares Core SP is likely to outperform the market. Additionally, iShares Core SP has an alpha of 0.1226, implying that it can generate a 0.12 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 90.11HorizonTargetOdds Above 90.11
99.42%90 days
 90.11 
0.56%
Based on a normal probability distribution, the odds of IShares Core to move above the current price in 90 days from now is near 1 (This IShares Core SP probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares Core Top Holders

FLSJXFranklin Lifesmart 2050Mutual FundTarget-Date 2050
TLGUXLarge Cap EquityMutual FundLarge Blend
GTAAXPower Global TacticalMutual FundTactical Allocation
FLTFXFranklin Lifesmart 2055Mutual FundTarget-Date 2055
FLASXFranklin Lifesmart 2060Mutual FundTarget-Date 2060+
GTAIXPower Global TacticalMutual FundTactical Allocation
GLACXPower Global TacticalMutual FundTactical Allocation
More Details

IShares Core SP Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Core market risk premium is the additional return an investor will receive from holding IShares Core 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 Core. 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 Core's alpha and beta are two of the key measurements used to evaluate IShares Core's performance over the market, the standard measures of volatility play an important role as well.

IShares Core Against Markets

Picking the right benchmark for IShares Core 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 Core 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 Core is critical whether you are bullish or bearish towards IShares Core SP at a given time. Please also check how IShares Core'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 Core 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.

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How to buy IShares Etf?

Before investing in IShares Core, 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 Core. To buy IShares Core etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Core. 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 Core etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located IShares Core SP 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 Core SP 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 Core SP, 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 Core guide.

Already Invested in IShares Core SP?

The danger of trading IShares Core SP 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 Core 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 Core. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares Core SP 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 Core SP is a strong investment it is important to analyze IShares Core's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Core's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in IShares Core SP. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in state.
You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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When running IShares Core's price analysis, check to measure IShares Core's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy IShares Core is operating at the current time. Most of IShares Core's value examination focuses on studying past and present price action to predict the probability of IShares Core's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move IShares Core's price. Additionally, you may evaluate how the addition of IShares Core to your portfolios can decrease your overall portfolio volatility.
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The market value of IShares Core SP 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 Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core'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 Core's market value can be influenced by many factors that don't directly affect IShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core'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.