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Upturn AI SWOT - About
iShares Core S&P Total U.S. Stock Market ETF (ITOT)
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Upturn Advisory Summary
07/29/2025: ITOT (4-star) is a STRONG-BUY. BUY since 54 days. Profits (9.24%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 33.58% | Avg. Invested days 68 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 104.69 - 134.75 | Updated Date 06/29/2025 |
52 Weeks Range 104.69 - 134.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Core S&P Total U.S. Stock Market ETF
ETF Overview
Overview
The iShares Core S&P Total U.S. Stock Market ETF (ITOT) seeks to track the investment results of a broad market-weighted index representing the U.S. equity market, targeting comprehensive exposure across all capitalization segments and sectors.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and extensive experience in the ETF market.
Management Expertise
BlackRock has a highly experienced team of portfolio managers and analysts dedicated to managing its ETF offerings.
Investment Objective
Goal
To track the investment results of the S&P Total U.S. Stock Market Index, providing broad exposure to the U.S. equity market.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, holding all or a representative sample of the securities included in the underlying index.
Composition The ETF holds a diversified portfolio of U.S. stocks across all market capitalizations and sectors.
Market Position
Market Share: ITOT holds a significant share of the total U.S. stock market ETF market.
Total Net Assets (AUM): 54280000000
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- Schwab Total Stock Market ETF (SCHB)
Competitive Landscape
The U.S. total stock market ETF segment is highly competitive, with several large players vying for market share. ITOT benefits from BlackRock's brand recognition and extensive distribution network, while VTI attracts investors with its low expense ratio. SCHB is another low-cost option appealing to cost-conscious investors. ITOT's slightly higher expense ratio compared to VTI and SCHB is its disadvantage.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Historical data should be considered in conjunction with other factors.
Benchmark Comparison: ITOT's performance closely tracks the S&P Total U.S. Stock Market Index.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
ITOT exhibits high liquidity, with a substantial average daily trading volume making it easy to buy and sell shares.
Bid-Ask Spread
ITOT's bid-ask spread is generally tight, reflecting its high liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can all influence ITOT's performance.
Growth Trajectory
ITOT's growth trajectory is closely tied to the overall performance of the U.S. stock market and investor demand for broad market exposure. There have been no recent changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
ITOT's competitive advantages include BlackRock's strong brand reputation, its extensive distribution network, and its efficient tracking of the S&P Total U.S. Stock Market Index. ITOT provides investors with a low-cost and convenient way to gain exposure to the entire U.S. equity market. It is a core holding in many portfolios, offering diversification and passive investment. The ETF also benefits from BlackRock's scale and expertise in managing large portfolios.
Risk Analysis
Volatility
ITOT's volatility mirrors the volatility of the broader U.S. stock market.
Market Risk
ITOT is subject to market risk, meaning its value can fluctuate based on overall market conditions and investor sentiment.
Investor Profile
Ideal Investor Profile
ITOT is suitable for investors seeking broad exposure to the U.S. stock market as a core holding in a diversified portfolio.
Market Risk
ITOT is well-suited for long-term investors and passive index followers.
Summary
ITOT provides broad exposure to the U.S. stock market, making it a core holding for diversified portfolios. With BlackRock's management and a low expense ratio, ITOT offers a cost-effective way to track the S&P Total U.S. Stock Market Index. Its high liquidity and tight bid-ask spread make it easy to trade. Investors seeking long-term growth and passive market exposure may find ITOT a suitable choice. However, investors should be aware of market risks associated with investing in equities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- Vanguard Website
- Schwab Website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.
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 Core S&P Total U.S. Stock Market ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index consists of all U.S. common equities listed on the NYSE, the NASDAQ Global Select Market, the NASDAQ Select Market, the NASDAQ Capital Market, Cboe BZX, Cboe BYX, Cboe EDGA and Cboe EDGX, Inc. The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
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