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Upturn AI SWOT - About
iShares Trust (LDRC)
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Upturn Advisory Summary
06/30/2025: LDRC (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 1.41% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.29 - 25.22 | Updated Date 02/26/2025 |
52 Weeks Range 24.29 - 25.22 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
iShares Trust
Company Overview
History and Background
iShares is a collection of exchange-traded funds (ETFs) managed by BlackRock, Inc. The first iShares ETFs were launched in 2000. They grew quickly by offering a range of low-cost, diversified investment options.
Core Business Areas
- ETFs: iShares' core business is offering ETFs covering various asset classes, geographies, sectors, and investment strategies. These ETFs are designed to track specific indices or benchmarks, providing investors with diversified exposure to markets.
- Fixed Income ETFs: Offers ETFs that invest in bonds, ranging from government to corporate bonds, with various maturities and credit ratings.
- Equity ETFs: Equity ETFs focused on specific industries, market cap sizes, investment styles (value, growth).
Leadership and Structure
iShares is managed by BlackRock, Inc., one of the world's largest asset management companies. BlackRock's leadership team oversees iShares' strategy and operations. iShares operates as a business unit within BlackRock.
Top Products and Market Share
Key Offerings
- IVV (iShares Core S&P 500 ETF): Tracks the S&P 500 index, providing exposure to 500 of the largest U.S. companies. Competitors include SPY (SPDR S&P 500 ETF Trust) and VOO (Vanguard S&P 500 ETF). IVV has significant AUM. Market Share is large, but difficult to determine exact percentage of the whole ETF market. Data is fluid based on market conditions.
- AGG (iShares Core U.S. Aggregate Bond ETF): Tracks the Bloomberg Barclays U.S. Aggregate Bond Index, providing exposure to a broad range of U.S. investment-grade bonds. Competitors include BND (Vanguard Total Bond Market ETF) and SCHZ (Schwab U.S. Aggregate Bond ETF). AGG has significant AUM. Market Share is large, but difficult to determine exact percentage of the whole ETF market. Data is fluid based on market conditions.
- EEM (iShares MSCI Emerging Markets ETF): Tracks the MSCI Emerging Markets Index, providing exposure to stocks from emerging market countries. Competitors include VWO (Vanguard FTSE Emerging Markets ETF) and IEMG (iShares Core MSCI Emerging Markets ETF). Market Share is large, but difficult to determine exact percentage of the whole ETF market. Data is fluid based on market conditions.
Market Dynamics
Industry Overview
The ETF industry is experiencing significant growth, driven by increasing investor demand for low-cost, transparent, and diversified investment products. Competition is intense, with numerous providers offering similar products.
Positioning
iShares is a leading ETF provider with a strong brand reputation and a wide range of products. Its competitive advantages include its scale, expertise, and distribution network.
Total Addressable Market (TAM)
The global ETF market is estimated to be trillions of dollars. iShares is well-positioned to capture a significant share of this market due to its diverse product offerings and established brand.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large product range
- Extensive distribution network
- Low expense ratios
- Backed by BlackRock's resources and expertise
Weaknesses
- Reliance on BlackRock
- Potential for tracking error (difference between ETF performance and the index it tracks)
- Vulnerability to market downturns
Opportunities
- Growing demand for ETFs
- Expansion into new asset classes and geographies
- Development of innovative ETF products
- Increased adoption by institutional investors
Threats
- Intense competition
- Regulatory changes
- Market volatility
- Economic downturns
Competitors and Market Share
Key Competitors
- State Street (SPY)
- Vanguard (VOO)
- Invesco (QQQ)
Competitive Landscape
iShares competes with other major ETF providers on price, product range, and brand recognition. iShares' strengths include its scale and distribution network, while its weaknesses include its reliance on BlackRock.
Growth Trajectory and Initiatives
Historical Growth: iShares has experienced significant growth in assets under management (AUM) over the past decade, driven by increasing adoption of ETFs. Growth rates vary depending on market conditions and product innovation.
Future Projections: Analysts project continued growth for the ETF industry, with iShares expected to remain a leading player. Growth will likely be driven by increasing investor demand for low-cost, diversified investment solutions.
Recent Initiatives: Recent initiatives include the launch of new ETFs focused on ESG (Environmental, Social, and Governance) investing, thematic investing, and other emerging trends.
Summary
iShares is a leading ETF provider, backed by BlackRock, with a strong brand and diverse product range. Its strengths include low expense ratios and an extensive distribution network. However, it faces intense competition and is vulnerable to market downturns. Overall, iShares is well-positioned for future growth in the expanding ETF market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock's website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. Market share data is approximate and may vary depending on the source.
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 2024-11-08 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index is composed exclusively of underlying iShares iBonds Corporate 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. The fund is non-diversified.
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.