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iShares Trust (TOPT)
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Upturn Advisory Summary
06/30/2025: TOPT (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 $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.4% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | 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 30.3 | 1Y Target Price - |
Price to earnings Ratio 30.3 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.37 - 27.24 | Updated Date 05/20/2025 |
52 Weeks Range 20.37 - 27.24 | Updated Date 05/20/2025 | ||
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 30.3 | 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. The first iShares ETFs were launched in 2000. They have grown to become one of the largest ETF providers globally.
Core Business Areas
- ETFs: iShares' primary business is creating, managing, and distributing ETFs that track various market indexes, sectors, and asset classes.
- Index Tracking: iShares ETFs aim to replicate the performance of their underlying indexes, providing investors with diversified exposure.
Leadership and Structure
iShares is part of BlackRock, one of the world's largest asset managers. The leadership structure is within BlackRock's organization.
Top Products and Market Share
Key Offerings
- Product Name 1: iShares Core S&P 500 ETF (IVV): Tracks the S&P 500 Index. IVV has one of the largest market shares for S&P 500 tracking ETFs. Competitors include SPY (SPDR S&P 500 ETF Trust) and VOO (Vanguard S&P 500 ETF).
- Product Name 2: iShares MSCI EAFE ETF (EFA): Tracks the MSCI EAFE Index, representing developed markets outside the US and Canada. Market share is substantial within its category. Competitors include VEA (Vanguard FTSE Developed Markets ETF) and SPDW (SPDR Portfolio Developed World ex-US ETF).
Market Dynamics
Industry Overview
The ETF industry is experiencing significant growth, driven by increasing investor demand for low-cost, transparent investment vehicles.
Positioning
iShares is a leading ETF provider with a broad range of products and a strong brand reputation. Their competitive advantages include scale, expertise, and distribution network.
Total Addressable Market (TAM)
The global ETF market is estimated at trillions of dollars. iShares is well-positioned to capture a significant portion of this TAM due to its comprehensive product suite and brand recognition.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Wide range of ETFs
- Global presence
- Experienced management team
- Strong distribution network
Weaknesses
- Fees can be slightly higher than some competitors
- Reliance on BlackRock's overall performance
Opportunities
- Expanding into new asset classes and markets
- Increasing demand for ESG ETFs
- Growing adoption of ETFs by institutional investors
Threats
- Increased competition from other ETF providers
- Regulatory changes
- Market volatility
- Economic downturn
Competitors and Market Share
Key Competitors
- IVV
- SPY
- VOO
- VEA
- SPDW
- VTI
- QQQ
- DIA
Competitive Landscape
iShares benefits from BlackRock's scale and brand. However, competitors like Vanguard offer lower-cost alternatives. Competition is intense in popular ETF categories.
Growth Trajectory and Initiatives
Historical Growth: iShares has experienced strong growth in assets under management (AUM) due to increasing investor demand for ETFs.
Future Projections: Analysts project continued growth for the ETF industry, with iShares expected to maintain its leading position.
Recent Initiatives: iShares has launched new ESG ETFs and expanded its offerings in emerging markets.
Summary
iShares, managed by BlackRock, is a dominant force in the ETF market, offering a diverse range of funds tracking various indexes. Its strengths lie in its brand recognition and global reach, but it faces competition from lower-cost providers. Growth is driven by increasing ETF adoption, but market volatility and regulatory changes pose potential threats. Overall, iShares appears well-positioned for continued success, leveraging BlackRock's resources to capitalize on market trends.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock's website
- ETF.com
- Morningstar
- Yahoo Finance
- Company Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change. Consult 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 NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-10-24 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the 20 largest U.S. companies by float-adjusted market capitalization within the S&P 500®. The fund generally will invest at least 80% of its assets in the component securities of its underlying index. The fund is non-diversified.
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