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Upturn AI SWOT - About
iShares Trust (IBDZ)
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Upturn Advisory Summary
10/24/2025: IBDZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.75% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.06 - 26.67 | Updated Date 06/30/2025 |
52 Weeks Range 24.06 - 26.67 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Trust
ETF Overview
Overview
iShares Trust is a family of exchange-traded funds (ETFs) offering diverse investment strategies across various asset classes, sectors, and geographies. It provides investors with tools to achieve specific investment goals.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is a highly reputable and reliable global asset manager with a long track record of successful ETF management.
Management Expertise
BlackRock boasts a team of experienced professionals with expertise in investment management, trading, and ETF operations.
Investment Objective
Goal
To provide investors with access to a wide range of investment strategies and asset classes through a diverse suite of ETFs.
Investment Approach and Strategy
Strategy: iShares ETFs employ various strategies, including index tracking, active management, and factor-based investing, depending on the specific ETF.
Composition The composition varies significantly across different iShares ETFs, encompassing stocks, bonds, commodities, and other asset classes.
Market Position
Market Share: iShares is one of the largest ETF providers globally, holding a significant market share in the ETF industry.
Total Net Assets (AUM): Data varies widely across individual iShares ETFs, ranging from millions to billions of dollars per fund. Aggregate AUM for iShares Trust is one of the highest in the industry.
Competitors
Key Competitors
- IVV
- VTI
- SPY
- QQQ
- VTV
Competitive Landscape
The ETF industry is highly competitive, with iShares facing strong competition from Vanguard, State Street, and Invesco. iShares' advantages include its extensive product lineup, brand recognition, and distribution network. Disadvantages may include slightly higher expense ratios for some funds compared to competitors.
Financial Performance
Historical Performance: Historical performance varies significantly across different iShares ETFs, depending on the underlying assets and investment strategy. Data available on BlackRock's official website.
Benchmark Comparison: The performance of index-tracking iShares ETFs closely mirrors their respective benchmark indices, while actively managed ETFs may deviate based on investment decisions.
Expense Ratio: Expense ratios range from 0.03% to over 0.75%, depending on the specific iShares ETF.
Liquidity
Average Trading Volume
Liquidity varies across iShares ETFs, with larger, more popular funds exhibiting higher average trading volume.
Bid-Ask Spread
Bid-ask spreads are generally tight for liquid iShares ETFs, reflecting the ease of trading.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, interest rates, and overall market sentiment all influence iShares ETFs.
Growth Trajectory
iShares has experienced significant growth due to increasing investor adoption of ETFs and its diversified product offerings. Recent changes include the launch of new ETFs focusing on emerging themes and ESG.
Moat and Competitive Advantages
Competitive Edge
iShares possesses a strong brand reputation, extensive distribution network, and a diverse product lineup covering various asset classes and investment strategies. This allows iShares to capture a wide range of investor needs and preferences. BlackRock's size and scale enable it to offer competitive pricing and efficient trading. The issuer's commitment to innovation and product development further strengthens its position in the market.
Risk Analysis
Volatility
Volatility depends on the underlying assets of the specific iShares ETF. Sector-specific and emerging market ETFs may exhibit higher volatility.
Market Risk
iShares ETFs are subject to market risk, including the potential for losses due to declines in the value of their underlying assets. Specific risks vary depending on the ETF's investment focus.
Investor Profile
Ideal Investor Profile
The ideal investor varies depending on the specific iShares ETF, ranging from passive index followers to active traders seeking specific sector or factor exposure.
Market Risk
iShares ETFs can be suitable for both long-term investors seeking diversification and active traders seeking tactical exposure, depending on the specific fund.
Summary
iShares Trust provides a diverse range of ETFs catering to various investment objectives and risk profiles. BlackRock's reputable management and established market presence make iShares a popular choice among investors. Investors can use iShares ETFs to build diversified portfolios, gain exposure to specific sectors or asset classes, and implement various investment strategies. The funds' liquidity and transparent structure further enhance their appeal.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Market conditions are subject to change, and past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index consists of U.S. dollar-denominated, investment-grade securities publicly issued by U.S. and non-U.S. corporate issuers that have $300 million or more of outstanding face value at the time of inclusion. The fund will invest at least 80% of its assets in the component instruments of the underlying index. The fund is non-diversified.
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