Ishares Sp Small Cap Etf Profile
| IJT Etf | USD 149.12 0.01 0.01% |
Performance7 of 100
| Odds Of DistressLess than 9
|
IShares SP is selling for under 149.12 as of the 28th of November 2024; that is 0.01 percent increase since the beginning of the trading day. The etf's last reported lowest price was 149.0. IShares SP 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. Equity ratings for iShares SP Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The index measures the performance of the small-capitalization growth sector of the U.S. equity market. SP Small-Cap is traded on NASDAQ Exchange in the United States. More on iShares SP Small Cap
Moving together with IShares Etf
| 0.95 | VBK | Vanguard Small Cap | PairCorr |
| 0.97 | IWO | iShares Russell 2000 | PairCorr |
| 1.0 | SLYG | SPDR SP 600 | PairCorr |
| 0.92 | JKK | iShares Morningstar | PairCorr |
Moving against IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | iShares S&P Small-Cap 600 Growth ETF |
| Business Concentration | Small Cap ETFs, Size And Style ETFs, Small Growth, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2000-07-24 |
| Benchmark | S&P SmallCap 600(R) Growth Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 6.98 Billion |
| Average Trading Valume | 142,434.2 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | JPMorgan Chase Bank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NASDAQ |
| Number of Constituents | 379 |
| Market Maker | Latour Trading |
| Total Expense | 0.18 |
| Management Fee | 0.18 |
| Country Name | USA |
| Returns Y T D | 20.14 |
| Name | iShares SP Small-Cap 600 Growth ETF |
| Currency Code | USD |
| Open Figi | BBG000C16NW1 |
| In Threey Volatility | 21.41 |
| 1y Volatility | 19.21 |
| 200 Day M A | 132.53 |
| 50 Day M A | 140.14 |
| Code | IJT |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
iShares SP Small Cap [IJT] is traded in USA and was established 2000-07-24. The fund is classified under Small Growth category within iShares family. The entity is thematically classified as Small Cap ETFs. iShares SP Small currently have 4.7 B in assets under management (AUM). , while the total return for the last 3 years was 4.3%.
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 Small Cap 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 SP Small Currency Exposure
iShares SP Small Cap 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 SP 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 SP Small Cap.
Top iShares SP Small Cap Etf Constituents
| ENSG | The Ensign Group | Stock | Health Care | |
| NEO | NeoGenomics | Stock | Health Care | |
| OLLI | Ollies Bargain Outlet | Stock | Consumer Discretionary | |
| ARWR | Arrowhead Pharmaceuticals | Stock | Health Care | |
| ROG | Rogers | Stock | Information Technology | |
| BLKB | Blackbaud | Stock | Information Technology | |
| INGN | Inogen Inc | Stock | Health Care | |
| EBS | Emergent Biosolutions | Stock | Health Care |
IShares SP Top Holders
| DWAT | Arrow DWA Tactical | Etf | Tactical Allocation | |
| DWTFX | Arrow Dwa Tactical | Mutual Fund | Tactical Allocation | |
| DWTNX | Arrow Dwa Tactical | Mutual Fund | Tactical Allocation | |
| DWTTX | Arrow Dwa Tactical | Mutual Fund | Tactical Allocation | |
| IPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation | |
| APSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation | |
| CPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | Tactical Allocation | |
| RQEIX | Resq Dynamic Allocation | Mutual Fund | Tactical Allocation |
iShares SP Small 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 | 0.0765 | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | (0.01) |
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 Small Cap. 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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
The market value of iShares SP Small 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.