IShares Core Ownership
| IJH Etf | USD 67.40 0.08 0.12% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
IShares |
IShares Etf Ownership Analysis
IShares Core is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has 415 constituents with avarage daily trading value of 8.3 M. The fund charges 0.05 percent management fee with a total expences of 0.05 percent of total asset. The fund generated five year return of 13.0%. iShares Core SP retains 99.74% of assets under management (AUM) in equities. This fund last dividend was 0.2927 per share. The index measures the performance of the mid-capitalization sector of the U.S. equity market, as determined by SPDJI. SP Mid-Cap is traded on NYSEARCA Exchange in the United States. To learn more about iShares Core SP call the company at NA.Sector Exposure (%)
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 Core , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| BIO | Bio Rad Laboratories | Stock | |
| SBNY | Signature Bank | Pink Sheet | |
| MKTX | MarketAxess Holdings | Stock | |
| ALGN | Align Technology | Stock | |
| WSM | Williams Sonoma | Stock | |
| MSCI | MSCI Inc | Stock | |
| FDS | FactSet Research Systems | Stock | |
| ATO | Atmos Energy | Stock | |
| TFX | Teleflex Incorporated | Stock | |
| JKHY | Jack Henry Associates | Stock | |
| STLD | Steel Dynamics | Stock | |
| TRMB | Trimble | Stock | |
| PTC | PTC Inc | Stock | |
| BR | Broadridge Financial Solutions | Stock | |
| FSLR | First Solar | Stock | |
| BRO | Brown Brown | Stock | |
| POOL | Pool Corporation | Stock | |
| LW | Lamb Weston Holdings | Stock | |
| MPW | Medical Properties Trust | Stock | |
| FHN | First Horizon National | Stock | |
| CC | Chemours Co | Stock | |
| KEYS | Keysight Technologies | Stock | |
| MASI | Masimo | Stock | |
| ODFL | Old Dominion Freight | Stock | |
| LII | Lennox International | Stock |
Institutional Etf Holders for IShares Core
| MBXAX | Catalystmillburn Hedge Strategy | Mutual Fund | |
| MBXCX | Catalystmillburn Hedge Strategy | Mutual Fund | |
| AOA | iShares Core Aggressive | Etf | |
| MIDU | Direxion Daily Mid | Etf | |
| AOM | iShares Core Moderate | Etf | |
| RHTX | Starboard Investment Trust | Etf | |
| HASIX | Horizon Active Asset | Mutual Fund | |
| AOR | iShares Core Growth | Etf | |
| VYMRX | Voya Mid Cap | Mutual Fund | |
| PWTAX | Ubs Allocation Fund | Mutual Fund | |
| VYMQX | Voya Mid Cap | Mutual Fund | |
| AOK | iShares Core Conservative | Etf | |
| VYMYX | Voya Mid Cap | Mutual Fund | |
| VYMVX | Voya Mid Cap | Mutual Fund | |
| EVFGX | Evaluator Aggressive Rms | Mutual Fund | |
| EVAGX | Evaluator Aggressive Rms | Mutual Fund | |
| AAANX | Horizon Active Asset | Mutual Fund | |
| FFSG | FFSG | Etf | |
| VYMSX | Voya Mid Cap | Mutual Fund | |
| EVGRX | Evaluator Growth Rms | Mutual Fund | |
| MWFIX | Mainstay Equity Etf | Mutual Fund | |
| MBXFX | Catalystmillburn Hedge Strategy | Mutual Fund | |
| MBXIX | Catalystmillburn Hedge Strategy | Mutual Fund | |
| EVGLX | Evaluator Growth Rms | Mutual Fund | |
| PWTYX | Ubs Allocation Fund | Mutual Fund | |
| FFHG | FFHG | Etf | |
| HASAX | Horizon Active Asset | Mutual Fund | |
| PQCCX | Prudential Qma Mid Cap | Mutual Fund |
IShares Core Outstanding Bonds
IShares Core issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. iShares Core SP uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most IShares bonds can be classified according to their maturity, which is the date when iShares Core SP has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Currently Active Assets on Macroaxis
When determining whether iShares Core SP is a strong investment it is important to analyze IShares Core'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 Core'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 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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
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.