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Upturn AI SWOT - About
iShares Trust (LDRI)
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Upturn Advisory Summary
08/14/2025: LDRI (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 4.42% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 12.71 - 31.18 | Updated Date 06/29/2025 |
52 Weeks Range 12.71 - 31.18 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Trust
ETF Overview
Overview
iShares Trust is a collection of exchange-traded funds (ETFs) offering diverse investment strategies, asset allocations, and sector exposures. Each iShares ETF targets a specific market segment or investment theme.
Reputation and Reliability
BlackRock, the issuer, is a global leader in investment management with a strong reputation for reliability and innovation.
Management Expertise
BlackRock possesses extensive experience and expertise in managing ETFs and other investment products.
Investment Objective
Goal
The investment goal varies across different iShares ETFs, ranging from tracking a market index to achieving specific investment outcomes.
Investment Approach and Strategy
Strategy: iShares ETFs employ various strategies, including passive index tracking, active management, and factor-based investing.
Composition The ETF holdings are diverse, including stocks, bonds, commodities, and other assets, depending on the specific ETF.
Market Position
Market Share: iShares commands a significant market share in the ETF industry.
Total Net Assets (AUM): 2385000000000
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- SPDR S&P 500 ETF Trust (SPY)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The ETF industry is highly competitive, with iShares facing competition from Vanguard, State Street, and Invesco. iShares benefits from its brand recognition, extensive product suite, and distribution network. However, competitors like Vanguard often offer lower expense ratios, potentially attracting cost-sensitive investors. Competition is driven by product innovation, expense ratios, and distribution capabilities.
Financial Performance
Historical Performance: Historical performance varies significantly among iShares ETFs based on their specific investment objectives and asset allocations.
Benchmark Comparison: Performance is typically compared against relevant benchmark indices to assess the ETF's tracking efficiency and added value.
Expense Ratio: 0.03
Liquidity
Average Trading Volume
Average trading volume varies significantly across iShares ETFs, but many are highly liquid.
Bid-Ask Spread
Bid-ask spreads are generally tight for popular iShares ETFs, reflecting their high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, interest rates, and geopolitical events can all influence the performance of iShares ETFs.
Growth Trajectory
Growth is driven by increasing investor adoption of ETFs, product innovation, and expansion into new markets. iShares continually expands its product offerings to capture emerging investment themes and investor preferences.
Moat and Competitive Advantages
Competitive Edge
iShares benefits from its strong brand recognition, extensive product suite, and global distribution network. The firm's scale enables it to offer competitive expense ratios and maintain robust liquidity in its ETFs. Additionally, BlackRock's expertise in investment management and research provides a significant advantage. iShares' commitment to innovation ensures it remains a leader in the evolving ETF landscape. Overall this leads to significant economies of scale that cannot be easily replicated.
Risk Analysis
Volatility
Volatility varies depending on the underlying assets and investment strategy of each iShares ETF.
Market Risk
Market risk is inherent in all iShares ETFs, as their performance is linked to the performance of the underlying assets they hold.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific iShares ETF, ranging from individual investors to institutional investors seeking targeted exposure to specific asset classes or investment strategies.
Market Risk
iShares ETFs cater to a wide range of investors, including long-term investors, active traders, and passive index followers.
Summary
iShares Trust offers a broad range of ETFs catering to diverse investment objectives and risk profiles. As a leader in the ETF industry, BlackRock provides investors with access to various asset classes, sectors, and investment strategies. The firm's commitment to innovation and cost efficiency has made iShares a popular choice for both institutional and retail investors. While performance varies among individual ETFs, iShares benefits from its strong brand, global reach, and experienced management team. Investors should carefully consider their investment goals and risk tolerance before investing in any iShares ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock iShares Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence and 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 NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is composed exclusively of underlying iShares iBonds TIPS ETFs that themselves seek investment results corresponding to their own underlying indexes. Under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in component securities and instruments in the fund"s underlying index and/or bonds included in the underlying index of the underlying funds.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.