Ishares Core Sp Etf Profile
| IJR Etf | USD 126.22 0.07 0.06% |
Performance8 of 100
| Odds Of DistressLess than 9
|
IShares Core is selling at 126.22 as of the 28th of November 2024; that is 0.06 percent increase since the beginning of the trading day. The etf's lowest day price was 126.11. IShares Core has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Note, on September 18, 2024, Representative Michael McCaul of US Congress acquired $15k to $50k worth of iShares Core SP's common stock.
The index measures the performance of the small-capitalization sector of the U.S. equity market, as determined by SPDJI. SP Small-Cap is traded on NYSEARCA Exchange in the United States. More on iShares Core SP
Moving together with IShares Etf
IShares Etf Highlights
| Chairman | Robert Silver |
| Thematic Ideas | (View all Themes) |
| Business Concentration | Small Cap ETFs, Baby Boomer Prospects, Size And Style ETFs, Small Blend, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2000-05-22 |
| Benchmark | S&P SmallCap 600 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 94.54 Billion |
| Average Trading Valume | 3.84 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small 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 | 675 |
| Market Maker | Old Mission |
| Total Expense | 0.06 |
| Management Fee | 0.06 |
| Country Name | USA |
| Returns Y T D | 17.84 |
| Name | iShares Core SP Small-Cap ETF |
| Currency Code | USD |
| Open Figi | BBG000BWCNN7 |
| In Threey Volatility | 22.04 |
| 1y Volatility | 20.64 |
| 200 Day M A | 111.26 |
| 50 Day M A | 117.98 |
| Code | IJR |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
iShares Core SP [IJR] is traded in USA and was established 2000-05-22. The fund is classified under Small Blend category within iShares family. The entity is thematically classified as Small Cap ETFs. iShares Core SP currently have 59.05 B in assets under management (AUM). , while the total return for the last 3 years was 5.3%.
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.
iShares Core SP Currency Exposure
iShares Core SP holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Core will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares Core SP.
Top iShares Core SP Etf Constituents
| HQY | HealthEquity | Stock | Health Care | |
| SAIA | Saia Inc | Stock | Industrials | |
| BLD | Topbuild Corp | Stock | Consumer Discretionary | |
| BCPC | Balchem | Stock | Materials | |
| MSTR | MicroStrategy Incorporated | Stock | Information Technology | |
| FFIN | First Financial Bankshares | Stock | Financials | |
| FCFS | FirstCash | Stock | Financials | |
| LITE | Lumentum Holdings | Stock | Information Technology |
IShares Core Top Holders
| USBSX | Cornerstone Moderate Fund | Mutual Fund | Allocation--50% to 70% Equity | |
| NCDMX | Nationwide Investor Destinations | Mutual Fund | Allocation--50% to 70% Equity | |
| MBXAX | Catalystmillburn Hedge Strategy | Mutual Fund | Macro Trading | |
| ATCIX | Atac Inflation Rotation | Mutual Fund | Tactical Allocation | |
| MDARX | Mainstay Moderate Etf | Mutual Fund | Allocation--50% to 70% Equity | |
| MOECX | Mainstay Growth Etf | Mutual Fund | Allocation--70% to 85% Equity | |
| BRGPX | Blackrock Gwth Prepared | Mutual Fund | Allocation--50% to 70% Equity | |
| BIAPX | Blackrock Aggrssvgwthprprdptfinstttnlshs | Mutual Fund | Allocation--70% to 85% Equity |
iShares Core SP 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 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.
| Risk Adjusted Performance | 0.0847 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | 0.006 |
IShares Core Against Markets
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 closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
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.