IShares Core Ownership
| IJR Etf | USD 119.44 1.12 0.95% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
IShares |
IShares Etf Ownership Analysis
IShares Core is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has 681 constituents with avarage daily trading value of 4 M. The fund charges 0.06 percent management fee with a total expences of 0.06 percent of total asset. The fund retains 99.67% of assets under management (AUM) in equities. iShares Core SP last dividend was 0.235 per share. The index measures the performance of the small-capitalization sector of the U.S. equity market, as determined by SPDJI. SP Small-Cap is traded on NYSEARCA Exchange in the United States. To learn more about iShares Core SP call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Core , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Top Etf Constituents
| GME | GameStop Corp | Stock | |
| FCN | FTI Consulting | Stock | |
| STRA | Strategic Education | Stock | |
| INGN | Inogen Inc | Stock | |
| AJRD | Aerojet Rocketdyne Holdings | Stock | |
| RGEN | Repligen | Stock | |
| IBKR | Interactive Brokers Group | Stock | |
| LITE | Lumentum Holdings | Stock | |
| CHE | Chemed Corp | Stock | |
| ASGN | ASGN Inc | Stock | |
| VIAV | Viavi Solutions | Stock | |
| OMCL | Omnicell | Stock | |
| ADC | Agree Realty | Stock | |
| EBS | Emergent Biosolutions | Stock | |
| BCPC | Balchem | Stock | |
| MSTR | MicroStrategy Incorporated | Stock | |
| HAE | Haemonetics | Stock | |
| EVR | Evercore Partners | Stock | |
| KNSL | Kinsale Capital Group | Stock | |
| TREX | Trex Company | Stock | |
| GDOT | Green Dot | Stock | |
| AWR | American States Water | Stock | |
| NKTR | Nektar Therapeutics | Stock | |
| CLF | Cleveland Cliffs | Stock | |
| RLI | RLI Corp | Stock | |
| BLD | Topbuild Corp | Stock |
Institutional Etf Holders for IShares Core
IShares Core's latest congressional trading
Congressional trading in companies like iShares Core SP, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in IShares Core by those in governmental positions are based on the same information available to the general public.
| 2024-09-18 | Representative Michael McCaul | Acquired $15K to $50K | Verify | ||
| 2024-08-20 | Representative C Scott Franklin | Acquired Under $15K | Verify |
IShares Core Outstanding Bonds
IShares Core issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. iShares Core SP uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most IShares bonds can be classified according to their maturity, which is the date when iShares Core SP has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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 |
| 1.0 | IWM | iShares Russell 2000 | PairCorr |
| 0.92 | VRTIX | Vanguard Russell 2000 | PairCorr |
| 0.92 | VTWO | Vanguard Russell 2000 | PairCorr |
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 Bonds Directory module to find actively traded corporate debentures issued by US companies.
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.