Robert Kapito - IShares Oil Trustee
| IEO Etf | USD 99.17 2.66 2.61% |
Mr. Robert S. Kapito serves as the Trustee of iShares Dow Jones US Oil and Gas Exploration and Production Index Fund. He was President and Director, BlackRock, Inc. Vice Chairman of BlackRock, Inc. and Head of BlackRocks Portfolio Management Group and BlackRocks predecessor entities Trustee, University of Pennsylvania President of Board of Directors, Hope Heroes Childrens Cancer Fund President of the Board of Directors, Periwinkle Theatre for Youth . He is the Trustee of iShares Trust Director of iShares MSCI Russia Capped Index Fund, Inc. Director of BlackRock, Inc. .
| Age | 62 |
| Tenure | 15 years |
| Issuer | iShares |
| Inception Date | 2006-05-01 |
| Benchmark | Dow Jones U.S. Select Oil Exploration & Production Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 665.5 Million |
| Average Trading Valume | 102,024.5 |
| Asset Type | Equity |
| Category | Sector |
| Focus | Energy |
| Market Concentration | Developed Markets |
Similar Fund Executives
| Found 1 records | One Year Return | ||
| Michael Ellis | Rumble Inc | 39 | |
iShares Oil Gas Money Managers
| Geoffrey Flynn, Chief Operating Officer, Executive Vice President | ||
| Robert Silver, Independent Trustee | ||
| John Kerrigan, Independent Trustee | ||
| Madhav Rajan, Independent Trustee | ||
| Matt Tucker, Vice President | ||
| Cecilia Herbert, Independent Trustee | ||
| Michael Latham, President Trustee | ||
| Jack Gee, Chief Financial Officer, Treasurer | ||
| Charles Hurty, Independent Trustee | ||
| Eilleen Clavere, Secretary | ||
| George Parker, Independent Chairman of the Board of Trustee | ||
| John Martinez, Independent Trustee | ||
| Amy Schioldager, Executive Vice President | ||
| Robert Kapito, Trustee | ||
| Ira Shapiro, Vice President and Chief Legal Officer |
IShares Etf Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right etf is not an easy task. Is IShares Oil a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 18.32 X | |||
| Price To Book | 1.70 X | |||
| Price To Sales | 1.13 X | |||
| Number Of Employees | 15 | |||
| Beta | 0.67 | |||
| Total Asset | 874.15 M | |||
| One Year Return | 11.50 % | |||
| Three Year Return | 22.30 % | |||
| Five Year Return | 18.20 % | |||
| Ten Year Return | 4.50 % |
Pair Trading with IShares Oil
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IShares Oil position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IShares Oil will appreciate offsetting losses from the drop in the long position's value.Moving together with IShares Etf
| 0.94 | XLE | Energy Select Sector Aggressive Push | PairCorr |
| 0.94 | VDE | Vanguard Energy Index | PairCorr |
| 0.99 | XOP | SPDR SP Oil | PairCorr |
| 0.9 | OIH | VanEck Oil Services | PairCorr |
| 0.95 | IYE | iShares Energy ETF | PairCorr |
The ability to find closely correlated positions to IShares Oil could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares Oil when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IShares Oil - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling iShares Oil Gas to buy it.
The correlation of IShares Oil is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IShares Oil moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Oil Gas moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IShares Oil can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Oil Gas. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
The market value of iShares Oil Gas is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Oil's value that differs from its market value or its book value, called intrinsic value, which is IShares Oil's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Oil's market value can be influenced by many factors that don't directly affect IShares Oil's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Oil's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Oil is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Oil's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.