Ishares Sp 500 Etf Profile
| IVW Etf | USD 81.12 0.48 0.59% |
Performance6 of 100
| Odds Of DistressLess than 9
|
IShares SP is selling for under 81.12 as of the 18th of April 2024; that is -0.59 percent decrease since the beginning of the trading day. The etf's lowest day price was 81.05. IShares SP has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for iShares SP 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The index measures the performance of the large-capitalization growth sector of the U.S. equity market. SP 500 is traded on NYSEARCA Exchange in the United States. More on iShares SP 500
Moving together with IShares Etf
| 0.96 | VUG | Vanguard Growth Index | PairCorr |
| 0.96 | IWF | iShares Russell 1000 | PairCorr |
| 0.96 | SPYG | SPDR Portfolio SP | PairCorr |
| 0.96 | IUSG | iShares Core SP | PairCorr |
| 0.96 | VONG | Vanguard Russell 1000 | PairCorr |
| 0.99 | MGK | Vanguard Mega Cap | PairCorr |
Moving against IShares Etf
| 0.88 | BITI | ProShares Trust | 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 SP's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares SP 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) |
| Old Name | IVERNIA |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Growth, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2000-05-22 |
| Benchmark | S&P 500(R) Growth Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 42.98 Billion |
| Average Trading Valume | 3.03 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | BlackRock Fund Advisors |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 232 |
| Market Maker | Latour Trading |
| Total Expense | 0.18 |
| Management Fee | 0.18 |
| Country Name | USA |
| Returns Y T D | 9.82 |
| Name | iShares SP 500 Growth ETF |
| Currency Code | USD |
| Open Figi | BBG000BWDHF8 |
| In Threey Volatility | 20.68 |
| 1y Volatility | 13.57 |
| 200 Day M A | 74.6015 |
| 50 Day M A | 82.9648 |
| Code | IVW |
| Updated At | 17th of April 2024 |
| Currency Name | US Dollar |
iShares SP 500 [IVW] is traded in USA and was established 2000-05-22. The fund is classified under Large Growth category within iShares family. The entity is thematically classified as Size And Style ETFs. iShares SP 500 currently have 26.83 B in assets under management (AUM). , while the total return for the last 3 years was 6.4%.
Check IShares SP 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 SP 500 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 SP 500 Etf Constituents
| MRK | Merck Company | Stock | Health Care |
| JNJ | Johnson Johnson | Stock | Health Care |
| PG | Procter Gamble | Stock | Consumer Staples |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology |
| V | Visa Class A | Stock | Financials |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
IShares SP Target Price Odds Analysis
Depending on a normal probability distribution, the odds of IShares SP jumping above the current price in 90 days from now is about 60.92%. The iShares SP 500 probability density function shows the probability of IShares SP etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon IShares SP has a beta of 0.2832. This usually indicates as returns on the market go up, IShares SP average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding iShares SP 500 will be expected to be much smaller as well. Additionally, iShares SP 500 has an alpha of 0.0986, implying that it can generate a 0.0986 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of IShares SP to move above the current price in 90 days from now is about 60.92 (This iShares SP 500 probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .
IShares SP Top Holders
| TFALX | Tfa Tactical Income | Mutual Fund | Multistrategy |
| APSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation |
| IPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation |
| CPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation |
| TFAZX | Tfa Tactical Income | Mutual Fund | Nontraditional Bond |
| DWTTX | Arrow Dwa Tactical | Mutual Fund | Tactical Allocation |
| DWTNX | Arrow Dwa Tactical | Mutual Fund | Tactical Allocation |
iShares SP 500 Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares SP market risk premium is the additional return an investor will receive from holding IShares SP 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 SP. 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 SP's alpha and beta are two of the key measurements used to evaluate IShares SP's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.079 | |||
| Jensen Alpha | 0.0986 | |||
| Total Risk Alpha | 0.038 | |||
| Sortino Ratio | 0.0723 |
IShares SP Against Markets
Picking the right benchmark for IShares SP 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 SP 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 SP is critical whether you are bullish or bearish towards iShares SP 500 at a given time. Please also check how IShares SP'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 SP 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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Risk-Return AnalysisView associations between returns expected from investment and the risk you assume |
| All Next | Launch Module |
How to buy IShares Etf?
Before investing in IShares SP, 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 SP. To buy IShares SP etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares SP. 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 SP etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located iShares SP 500 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 SP 500 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 SP 500, 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 SP guide.
Already Invested in iShares SP 500?
The danger of trading iShares SP 500 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 SP 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 SP. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares SP 500 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 SP 500 is a strong investment it is important to analyze IShares SP'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 SP'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 SP 500. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of iShares SP 500 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 SP's value that differs from its market value or its book value, called intrinsic value, which is IShares SP'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 SP's market value can be influenced by many factors that don't directly affect IShares SP'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 SP's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares SP is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares SP'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.