Ishares Sp 500 Etf Profile
| IVW Etf | USD 101.08 0.06 0.06% |
Performance10 of 100
| Odds Of DistressLess than 9
|
IShares SP is selling for under 101.08 as of the 13th of November 2024; that is 0.06 percent increase since the beginning of the trading day. The etf's lowest day price was 100.46. IShares SP has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Note, on June 4, 2024, Senator John Boozman of US Senate acquired under $15k worth of iShares SP 500's common stock.
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
IShares Etf Highlights
| Chairman | George Parker |
| Thematic Ideas | (View all Themes) |
| Old Name | IVERNIA |
| Business Concentration | Large Cap ETFs, Size And Style 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 | 55.92 Billion |
| Average Trading Valume | 2.08 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 | 237 |
| Market Maker | Latour Trading |
| Total Expense | 0.18 |
| Management Fee | 0.18 |
| Country Name | USA |
| Returns Y T D | 35.12 |
| Name | iShares SP 500 Growth ETF |
| Currency Code | USD |
| Open Figi | BBG000BWDHF8 |
| In Threey Volatility | 19.94 |
| 1y Volatility | 13.28 |
| 200 Day M A | 89.1208 |
| 50 Day M A | 95.6414 |
| Code | IVW |
| Updated At | 13th of November 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 Large Cap ETFs. iShares SP 500 currently have 26.83 B in assets under management (AUM). , while the total return for the last 3 years was 7.8%.
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 | |
| PYPL | PayPal Holdings | Stock | Financials |
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 | |
| DWTFX | Arrow Dwa Tactical | Mutual Fund | Tactical Allocation |
iShares SP 500 Risk Profiles
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.
| Risk Adjusted Performance | 0.152 | |||
| Jensen Alpha | 0.0416 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | 0.0328 |
IShares SP Against Markets
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 closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
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.