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iShares Trust (LDRC)
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Upturn Advisory Summary
12/18/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 4.11% | Avg. Invested days 167 | 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 12/18/2025 |
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 - |
Upturn AI SWOT
iShares Trust
Company Overview
History and Background
iShares Trust is a family of exchange-traded funds (ETFs) managed by BlackRock. The iShares brand was launched in 2000, building upon the success of early ETFs like the S&P 500 SPDR. BlackRock acquired Barclays Global Investors, the then-owner of iShares, in 2009, significantly expanding its ETF offerings and market presence. Over the years, iShares has become the largest provider of ETFs globally, offering a wide range of products that track various asset classes, geographies, and investment strategies.
Core Business Areas
- ETF Product Development and Management: Designing, launching, and managing a diverse suite of exchange-traded funds across various asset classes including equities, fixed income, commodities, and alternatives. This includes passive index-tracking ETFs, as well as some actively managed and factor-based strategies.
- Investment Solutions and Services: Providing institutional and retail investors with access to diversified portfolios through ETFs. This also extends to offering portfolio construction tools, research, and customized solutions for large clients.
- Trading and Distribution: Facilitating the efficient trading of iShares ETFs on major stock exchanges and distributing these products through financial advisors, brokerage platforms, and retirement plans.
Leadership and Structure
iShares Trust is a product of BlackRock, Inc. The leadership and governance structure are integrated within BlackRock's global operations. Key figures responsible for iShares often fall under BlackRock's Global Head of iShares and Head of Passive Assets, with the overall strategic direction set by BlackRock's executive leadership team.
Top Products and Market Share
Key Offerings
- Description: Seeks to track the performance of the S&P 500 Index. It is one of the largest and most liquid ETFs in the world, offering broad exposure to large-cap US equities. Competitors include SPDR S&P 500 ETF Trust (SPY) and Vanguard S&P 500 ETF (VOO).
- Product Name: iShares Core S&P 500 ETF (IVV)
- Description: Tracks the performance of the Bloomberg U.S. Aggregate Bond Index. It provides diversified exposure to US investment-grade bonds, including government, corporate, and mortgage-backed securities. Competitors include Vanguard Total Bond Market ETF (BND) and iShares Core Total USD Bond Market ETF (IUSB).
- Product Name: iShares Core U.S. Aggregate Bond ETF (AGG)
- Description: Seeks to track the performance of the MSCI EAFE Index, providing exposure to developed market equities in Europe, Australasia, and the Far East. Competitors include Vanguard FTSE Developed Markets ETF (VEA) and iShares Core MSCI EAFE ETF (IEFA).
- Product Name: iShares MSCI EAFE ETF (EFA)
Market Dynamics
Industry Overview
The ETF industry is a rapidly growing segment of the asset management world, driven by demand for low-cost, diversified, and tax-efficient investment vehicles. Key trends include increased institutional adoption, the rise of thematic and factor-based ETFs, and ongoing competition to offer the lowest expense ratios.
Positioning
iShares, as part of BlackRock, holds a dominant position in the ETF market, often ranking as the largest or second-largest provider globally by assets under management. Its competitive advantages stem from its extensive product suite, strong brand recognition, sophisticated distribution network, and economies of scale derived from being part of a larger asset management firm.
Total Addressable Market (TAM)
The total addressable market for ETFs is enormous and continues to grow, encompassing trillions of dollars in global assets. iShares is positioned to capture a significant portion of this TAM through its comprehensive offerings that cater to a wide range of investor needs, from basic market-tracking to specialized strategies.
Upturn SWOT Analysis
Strengths
- Largest ETF provider by AUM globally, providing significant scale and brand recognition.
- Extensive and diverse product suite covering a vast array of asset classes and strategies.
- Strong distribution network and established relationships with financial advisors and institutions.
- Integration with BlackRock's broader asset management platform and resources.
- Reputation for operational efficiency and liquidity in its ETFs.
Weaknesses
- High competition in the ETF space, particularly from Vanguard and State Street, leading to pressure on fees.
- Reliance on passive investing strategies, which can underperform in certain market conditions.
- Potential for product cannibalization within its own vast ETF offerings.
- Regulatory scrutiny common to large financial institutions.
Opportunities
- Continued growth in passive investing and the shift of assets from active to passive funds.
- Expansion into emerging markets and developing economies.
- Development of innovative new ETF products (e.g., ESG, alternative data-driven, actively managed ETFs).
- Leveraging technology for enhanced data analytics and client engagement.
- Growth in defined contribution plans and retirement investing.
Threats
- Intensifying fee compression and competition leading to lower profit margins.
- Increased regulatory changes impacting the ETF industry.
- Potential for market downturns to significantly impact AUM and investor sentiment.
- Emergence of new, disruptive investment vehicles or platforms.
- Cybersecurity risks and data breaches.
Competitors and Market Share
Key Competitors
- SPDR ETFs (State Street Global Advisors)
- Vanguard ETFs
- Invesco QQQ Trust (Invesco)
Competitive Landscape
iShares benefits from its scale, product breadth, and established brand. However, it faces intense competition from Vanguard, known for its low-cost structure, and State Street, a pioneer in the ETF space. Invesco is a significant competitor in specific niche areas like technology ETFs.
Major Acquisitions
Barclays Global Investors (BGI)
- Year: 2009
- Acquisition Price (USD millions): 13500
- Strategic Rationale: Acquisition of BGI significantly expanded BlackRock's asset management capabilities and solidified its position as a leading global provider of ETFs, integrating the iShares brand and its extensive product lineup.
Growth Trajectory and Initiatives
Historical Growth: The iShares brand has experienced substantial historical growth, mirroring the overall expansion of the ETF industry. Significant growth has been driven by aggressive product development, marketing, and the ability to attract large institutional mandates.
Future Projections: Future growth for iShares is projected to remain strong, underpinned by the continued secular shift towards passive investing, product innovation, and BlackRock's global reach. Analysts expect continued net inflows into iShares ETFs, although fee compression will be a factor influencing revenue growth.
Recent Initiatives: Recent initiatives by iShares have included expanding its offerings in ESG (Environmental, Social, and Governance) ETFs, launching new thematic ETFs, and focusing on enhancing its digital platforms for advisors and investors.
Summary
iShares Trust, as a BlackRock product, is a dominant force in the global ETF market, benefiting from scale, a vast product range, and strong distribution. Its primary strength lies in its comprehensive offerings and brand recognition, attracting significant investor inflows. However, intense competition and fee compression pose ongoing challenges, requiring continuous innovation and operational efficiency to maintain market leadership and profitability.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BlackRock Investor Relations Filings (10-K, 10-Q)
- ETF Industry Reports (e.g., ETFGI, Morningstar)
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg)
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. The market share data is estimated based on general industry knowledge and may not reflect exact real-time figures. iShares Trust is a product of BlackRock, Inc., and financial performance is reported under BlackRock's consolidated statements.
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.