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Upturn AI SWOT - About
Ishares Trust - Cloud Data Tech and Consumer ETF (IDAT)
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Upturn Advisory Summary
08/25/2025: IDAT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 37.09% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/25/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.27 | 52 Weeks Range 25.56 - 35.82 | Updated Date 06/29/2025 |
52 Weeks Range 25.56 - 35.82 | Updated Date 06/29/2025 |
Upturn AI SWOT
Ishares Trust - Cloud Data Tech and Consumer ETF
ETF Overview
Overview
The iShares Cloud, Data and Tech Consumer Technology ETF (IDAT) seeks to track the investment results of an index composed of global equities in the cloud, data, consumer technology and technology subsectors.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation and extensive track record.
Management Expertise
BlackRock has a large team of experienced portfolio managers and analysts.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the cloud, data, consumer technology and technology subsectors.
Investment Approach and Strategy
Strategy: The ETF uses a passive management strategy to track the investment results of the underlying index.
Composition The ETF primarily holds stocks of companies involved in cloud computing, data analytics, consumer technology, and technology subsectors.
Market Position
Market Share: Data not readily available for the specific sub-segment, requires specialized industry data sources.
Total Net Assets (AUM): 27040000
Competitors
Key Competitors
- First Trust Cloud Computing ETF (SKYY)
- Global X Cloud Computing ETF (CLOU)
- WisdomTree Cloud Computing Fund (WCLD)
Competitive Landscape
The cloud computing ETF space is moderately competitive. IDAT faces competition from larger, more established ETFs with higher AUM and trading volume. IDAT provides exposure to data, cloud, and consumer tech, while competitors may focus primarily on cloud computing. IDATu2019s advantage could stem from specific stock selection and weighting methodology within its index.
Financial Performance
Historical Performance: Historical performance data needs to be fetched from financial data providers.
Benchmark Comparison: Benchmark comparison requires specific data and should be based on the ETF's underlying index.
Expense Ratio: 0.47
Liquidity
Average Trading Volume
The ETF's liquidity depends on its trading volume, which reflects the ease of buying and selling shares. The average trading volume is relatively low, impacting liquidity.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept; IDAT exhibits a relatively wider bid-ask spread due to low volume.
Market Dynamics
Market Environment Factors
Growth in cloud computing, data analytics, and consumer technology sectors drives IDAT's performance; macroeconomic conditions and investor sentiment also play a role.
Growth Trajectory
Growth trajectory depends on the continued expansion of the cloud, data, and consumer technology sectors, along with any changes in the ETF's strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
IDAT's competitive advantage hinges on its unique blend of cloud, data, consumer tech exposure. The consumer technology segment differentiates the ETF as it focuses on tech companies that are actively consumer facing. A well defined strategy helps capture specific investment opportunities. It requires diligent index rebalancing to benefit the ETF's total value.
Risk Analysis
Volatility
Volatility can be measured using metrics like standard deviation of returns and beta, however, data is not available in this context.
Market Risk
The ETF is exposed to market risk, particularly related to the technology sector, including cyclical downturns, regulatory changes, and competition.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to cloud computing, data analytics, and consumer technology sectors may find IDAT appealing. Investors looking for growth opportunities in the tech sector with a specific focus on these areas.
Market Risk
This ETF may be suitable for long-term growth investors or those seeking targeted exposure to specific subsectors of the technology industry and has the risk tolerance for these types of stocks.
Summary
IDAT provides targeted exposure to cloud, data, and consumer technology companies through global equities. The ETF is managed by BlackRock and aims to track the underlying index. However, the AUM and trading volume are relatively low. Investors need to assess sector specific risk and trading cost before investing in IDAT.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
- BlackRock
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market share is an estimate.
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 - Cloud Data Tech and Consumer ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The fund is non-diversified.
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