Ishares Core Dividend Etf Profile

DGRO Etf  USD 51.66  0.48  0.94%   


0 of 100

Very Weak

Odds Of Distress

Less than 1

Very Small
IShares Core is selling at 51.66 as of the 30th of November 2023; that is 0.94% increase since the beginning of the trading day. The etf's open price was 51.18. IShares Core has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for IShares Core Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2023 and ending today, the 30th of November 2023. 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 Core Dividend

Moving together with IShares Etf

+1.0VTVVanguard Value IndexPairCorr
+0.99VYMVanguard High DividendPairCorr
+0.99IWDIShares Russell 1000PairCorr
+0.93IVEIShares SP 500PairCorr
+0.98DVYIShares Select DividendPairCorr
+0.93SPYVSPDR Portfolio SPPairCorr

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.
Thematic Ideas
(View all Themes)
Old Names[Btc Ishares Core Dividend Growth Etf, iShares Trust - iShares Core Dividend Growth ETF]
Business ConcentrationHigh Dividend Yield ETFs, Strategy ETFs (View all Sectors)
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of IShares Core's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Inception Date2014-06-10
BenchmarkMorningstar US Dividend Growth Index
Entity TypeRegulated Investment Company
Asset Under Management24.12 Billion
Average Trading Valume1.67 Million
Asset TypeEquity
FocusHigh Dividend Yield
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 End30-Apr
ExchangeNYSE Arca, Inc.
Number of Constituents434
Market MakerCitadel
Total Expense0.08
Management Fee0.08
Country NameUSA
Returns Y T D4.34
NameiShares Core Dividend Growth ETF
Currency CodeUSD
Open FigiBBG006MJFZJ6
In Threey Volatility16.6
1y Volatility13.31
200 Day M A50.4864
50 Day M A49.6646
Updated At30th of November 2023
Currency NameUS Dollar
IShares Core Dividend [DGRO] is traded in USA and was established 2014-06-10. The fund is listed under Large Value category and is part of iShares family. The entity is thematically classified as High Dividend Yield ETFs. IShares Core Dividend currently have 23.67 B in assets under management (AUM). , while the total return for the last 3 years was 7.5%.
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 Dividend 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 Dividend Etf Constituents

XOMExxon Mobil CorpStockEnergy
KOThe Coca ColaStockConsumer Staples
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
PGProcter GambleStockConsumer Staples
PFEPfizer IncStockHealth Care
MSFTMicrosoftStockInformation Technology
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IShares Core Target Price Odds Analysis

Contingent on a normal probability distribution, the odds of IShares Core jumping above the current price in 90 days from now is about 7.89%. The IShares Core Dividend 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 has a beta of 0.8981 suggesting IShares Core Dividend market returns are highly reactive to returns on the market. As the market goes up or down, IShares Core is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. IShares Core Dividend is significantly underperforming NYSE Composite.
  Odds Below 51.66HorizonTargetOdds Above 51.66
91.93%90 days
Based on a normal probability distribution, the odds of IShares Core to move above the current price in 90 days from now is about 7.89 (This IShares Core Dividend probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares Core Top Holders

BAICXBlackrock Incm PtfMutual FundAllocation--30% to 50% Equity
BIICXBlackrock Incm PtfMutual FundAllocation--30% to 50% Equity
STTIXStadion Trilogy AlternativeMutual FundOptions Trading
PFTSXPfg Tactical IncomeMutual FundAllocation--30% to 50% Equity
BLDRXBlackrock Managed IncomeMutual FundAllocation--15% to 30% Equity
BLADXBlackrock Managed IncomeMutual FundAllocation--15% to 30% Equity
BDHIXBlackrock High IncomeMutual FundWorld Allocation
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IShares Core Major Institutional Holders

Institutional Holdings refers to the ownership stake in IShares Core that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of IShares Core's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing IShares Core's value.
InstituionLast TransactionTypeSharesValue
Morgan Stanley2023-09-30Fund Units19 M939 M
Lpl Financial Llc2023-09-30Fund Units10.6 M526.3 M
Raymond James Financial Services Advisors Inc2023-09-30Fund Units8.8 M435.9 M
Pnc Financial Services Group Inc2023-09-30Fund Units8.7 M432.4 M
Royal Bank Of Canada2023-09-30Fund Units5.6 M277.4 M
Ubs Group Ag2023-09-30Fund Units5.1 M252.6 M
Wells Fargo Company2023-09-30Fund Units4.7 M234.5 M
Osaic Holdings Inc2023-09-30Fund Units4.2 M208.2 M
Wealthfront Advisers Llc2023-09-30Fund Units4.2 M205.7 M
Mml Investors Services Llc2023-09-30Fund Units3.4 M168.9 M
Truist Financial Corp2023-09-30Fund Units3.3 M163.4 M
View IShares Core Diagnostics

IShares Core Dividend 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 Dividend Technical Analysis

The output start index for this execution was zero with a total number of output elements of sixty-one. IShares Core Dividend Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe IShares Core price patterns.

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 Dividend 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 Dividend 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 Dividend 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 Dividend, 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 Dividend?

The danger of trading IShares Core Dividend 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 Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile IShares Core Dividend 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 Dividend offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Core's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Core Dividend Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Core Dividend Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in IShares Core Dividend. Also, note that the market value of any ETF could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.
You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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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 Dividend 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.