SP 500 Etf Profile

IVV -  USA Etf  

USD 466.50  5.88  1.28%

SP 500 is selling for under 466.50 as of the 30th of November 2021; that is 1.28 percent up since the beginning of the trading day. The etf's lowest day price was 463.6. SP 500 has a very small chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for SP 500 Ishares are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2021 and ending today, the 30th of November 2021. Click here to learn more.
Market Performance
5 of 100
Odds Of Distress
Less than 1
The investment seeks to track the investment results of the SP 500 , which measures the performance of the large-capitalization sector of the U.S. equity market. The fund generally invests at least 90 percent of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. More on SP 500 Ishares

SP 500 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. If you consider yourself one of those investors, make sure you clearly understand your entering position. SP 500's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding SP 500 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
SP 500 Ishares is unlikely to experience financial distress in the next 2 years
The fund retains 99.77% of its assets under management (AUM) in equities
Legal NameSP 500 Ishares
ChairmanRobert Silver  (View All)
Macroaxis Advice
Unlike general analyst consensus, Macroaxis 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 SP 500's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldOvervalued
IssueriShares
DescriptioniShares S&P 500 ETF
Inception Date2000-05-15
BenchmarkS&P 500 Index
Entity TypeRegulated Investment Company
Asset Under Management327.2 Billion
Average Trading Valume3.59 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-May
ExchangeNYSE Arca, Inc.
Number of Constituents509
Total Expense0.03
Management Fee0.03
Nav Price442.62
Two Hundred Day Average429.71
Ytd15.24%
Average Daily Volume In Three Month4.09M
Trailing Annual Dividend Rate4.76
Fifty Two Week Low360.5
As Of Date30th of June 2021
Trailing Annual Dividend Yield1.01%
Average Daily Volume Last 10 Day4.54M
Fifty Two Week High475.5
One Month2.26%
Fifty Day Average453.43
SP 500 Ishares [IVV] is traded in USA and was established 2000-05-15. The fund is classified under Large Blend category within iShares family. SP 500 Ishares currently have 286.99 B in assets under management (AUM). , while the total return for the last 3 years was 18.62%.
Check SP 500 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 SP 500 Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SP 500 , and the less return is expected.

Top SP 500 Ishares Constituents

SP 500 Target Price Odds Analysis

What are SP 500's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of SP 500 jumping above the current price in 90 days from now is about 12.7%. The SP 500 Ishares probability density function shows the probability of SP 500 etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon SP 500 has a beta of 0.9127. This usually indicates SP 500 Ishares market returns are correlated to returns on the market. As the market goes up or down, SP 500 is expected to follow. Additionally, the company has an alpha of 0.0572, implying that it can generate a 0.0572 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 466.5HorizonTargetOdds Up 466.5 
87.09%90 days
 466.50 
12.70%
Based on a normal probability distribution, the odds of SP 500 to move above the current price in 90 days from now is about 12.7 (This SP 500 Ishares probability density function shows the probability of SP 500 Etf to fall within a particular range of prices over 90 days) .

SP 500 Top Holders

SP 500 Major Institutional Holders

Institutional Holdings refers to the ownership stake in SP 500 that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of SP 500'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 SP 500's value.
InstituionSecurity TypeTotal SharesValue
Blackrock IncFund Units64.2 M27.7 B
View SP 500 Diagnostics

SP 500 Ishares Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. SP 500 market risk premium is the additional return an investor will receive from holding SP 500 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 SP 500. 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 SP 500's alpha and beta are two of the key measurements used to evaluate SP 500's performance over the market, the standard measures of volatility play an important role as well.

SP 500 Ishares Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. SP 500 Ishares Sine Of Price Series is a trigonometric price transformation method. View also all equity analysis or get more info about sine of price series math transform indicator.

SP 500 Against Markets

Picking the right benchmark for SP 500 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 SP 500 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 SP 500 is critical whether you are bullish or bearish towards SP 500 Ishares at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in SP 500 without increasing your portfolio risk or giving up 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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Please see Risk vs Return Analysis. Note that the SP 500 Ishares information on this page should be used as a complementary analysis to other SP 500'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 Piotroski F Score module to get Piotroski F Score based on binary analysis strategy of nine different fundamentals.

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When running SP 500 Ishares price analysis, check to measure SP 500'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 SP 500 is operating at the current time. Most of SP 500's value examination focuses on studying past and present price action to predict the probability of SP 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SP 500's price. Additionally, you may evaluate how the addition of SP 500 to your portfolios can decrease your overall portfolio volatility.
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The market value of SP 500 Ishares is measured differently than its book value, which is the value of SP 500 that is recorded on the company's balance sheet. Investors also form their own opinion of SP 500's value that differs from its market value or its book value, called intrinsic value, which is SP 500'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 SP 500's market value can be influenced by many factors that don't directly affect SP 500'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 SP 500's value and its price as these two are different measures arrived at by different means. Investors typically determine SP 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SP 500'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.