Robert Kapito - IShares Core Trustee
| IJR Etf | USD 122.98 1.96 1.62% |
Mr. Robert S. Kapito is Trustee of iShares Core SP SmallCap ETF. Mr. Kapito has served as a Director of iShares, Inc. since 2009, a Director of iShares MSCI Russia Capped ETF, Inc. since 2010, a Trustee of iShares U.S. ETF Trust since 2011 and a Director of BlackRock, Inc. since 2007. In addition, he has over 20 years of experience as part of BlackRock, Inc. and BlackRocks predecessor entities. Mr. Kapito serves as President and Director of BlackRock, Inc., and is the Chairman of the Operating Committee, a member of the Office of the Chairman, the Leadership Committee and the Corporationrationrate Council. He is responsible for daytoday oversight of BlackRock key operating units, including the Account Management and Portfolio Management Groups, Real Estate Group and BlackRock Solutions. Prior to assuming his current responsibilities in 2007, Mr. Kapito served as Head of BlackRock Portfolio Management Group. In that role, he was responsible for overseeing all portfolio management within BlackRock, including the Fixed Income, Equity, Liquidity, and Alternative Investment Groups. Mr. Kapito serves as a member of the Board of Trustees of the University of Pennsylvania. He has also been President of the Board of Directors for the Hope Heroes Children Cancer Fund since 2002 and President of the Board of Directors for Periwinkle Theatre for Youth, a national nonprofit artsineducation organization, since 1983
| Age | 61 |
| Tenure | 15 years |
| Professional Marks | MBA |
| Issuer | iShares |
| Inception Date | 2000-05-22 |
| Benchmark | S&P SmallCap 600 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 90.51 Billion |
| Average Trading Valume | 3.49 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
Similar Fund Executives
| Showing other executives | One Year Return | ||
| Robert Silver | iShares SP Small Cap | 57 | |
| Charles Hurty | iShares Core SP | 72 | |
| John Martinez | iShares SP 500 | 55 | |
| John Kerrigan | iShares Core SP | 60 | |
| Eilleen Clavere | iShares SP 500 | 60 | |
| Madhav Rajan | iShares SP 500 | 52 | |
| Madhav Rajan | iShares SP 500 | 52 | |
| John Martinez | iShares Core SP | 55 | |
| Eilleen Clavere | iShares Core SP | 60 | |
| Cecilia Herbert | iShares SP 500 | 67 | |
| Cecilia Herbert | iShares Core SP | 67 | |
| Cecilia Herbert | iShares SP 500 | 67 | |
| Eilleen Clavere | iShares Core SP | 60 | |
| John Martinez | iShares Core SP | 55 | |
| Madhav Rajan | iShares Core SP | 52 | |
| Eilleen Clavere | iShares SP 500 | 60 | |
| John Kerrigan | iShares SP 500 | 60 | |
| John Kerrigan | iShares Core SP | 60 | |
| George Parker | iShares Core SP | 80 | |
| Madhav Rajan | iShares Core SP | 52 | |
| Charles Hurty | iShares SP Small Cap | 72 | |
iShares Core SP Money Managers
| Robert Silver, Independent Chairman of the Board of Trustees | ||
| John Kerrigan, Independent Trustee | ||
| Madhav Rajan, Independent Trustee | ||
| Cecilia Herbert, Independent Trustee | ||
| Michael Latham, President Trustee | ||
| Jack Gee, Chief Financial Officer, Treasurer | ||
| Charles Hurty, Independent Trustee | ||
| Edward Baer, Vice President Chief Legal Officer | ||
| Eilleen Clavere, Secretary | ||
| Scott Radell, Executive Vice President | ||
| George Parker, Independent Trustee | ||
| John Martinez, Independent Trustee | ||
| Amy Schioldager, Executive Vice President | ||
| Robert Kapito, Trustee | ||
| Ira Shapiro, Vice President |
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 Core 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 | 2.03 X | |||
| Price To Book | 2.07 X | |||
| Price To Sales | 0.99 X | |||
| Gross Profit | 642.35 M | |||
| Earnings Per Share | 8.66 X | |||
| Number Of Employees | 15 | |||
| Beta | 1.06 | |||
| Market Capitalization | 57.16 B | |||
| Total Asset | 59.05 B | |||
| One Year Return | 27.00 % |
Pair Trading with IShares Core
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 Core 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 Core will appreciate offsetting losses from the drop in the long position's value.Moving together with IShares Etf
| 0.96 | VB | Vanguard Small Cap | PairCorr |
| 0.99 | IWM | iShares Russell 2000 Aggressive Push | PairCorr |
| 0.99 | VRTIX | Vanguard Russell 2000 | PairCorr |
| 0.99 | VTWO | Vanguard Russell 2000 | PairCorr |
Moving against IShares Etf
The ability to find closely correlated positions to IShares Core 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 Core 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 Core - 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 Core SP to buy it.
The correlation of IShares Core 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 Core moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Core SP 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 Core 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 Core SP. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in inflation. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
The market value of iShares Core SP 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 Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core'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 Core's market value can be influenced by many factors that don't directly affect IShares Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core'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.