IShares Core Ownership
| IUSV Etf | USD 99.68 0.71 0.72% |
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 734 constituents with avarage daily trading value of 499.2 K. The fund charges 0.04 percent management fee with a total expences of 0.04 percent of total asset. The fund created five year return of 13.0%. iShares Core SP retains 99.83% of assets under management (AUM) in equities. This fund last dividend was 1.4223 per share. The fund generally will invest at least 80 percent of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. SP US is traded on NASDAQ 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.
Investment Allocations (%)
Top Etf Constituents
| AAPL | Apple Inc | Stock | |
| C | Citigroup | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| XOM | Exxon Mobil Corp | Stock | |
| WMT | Walmart | Stock | |
| WFC | Wells Fargo | Stock | |
| VZ | Verizon Communications | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| T | ATT Inc | Stock | |
| PG | Procter Gamble | Stock | |
| PFE | Pfizer Inc | Stock | |
| MRK | Merck Company | Stock | |
| KO | The Coca Cola | Stock | |
| JNJ | Johnson Johnson | Stock | |
| INTC | Intel | Stock | |
| DIS | Walt Disney | Stock | |
| CVX | Chevron Corp | Stock | |
| CSCO | Cisco Systems | Stock | |
| BAC | Bank of America | Stock |
Institutional Etf Holders for IShares Core
| FLSJX | Franklin Lifesmart 2050 | Mutual Fund | |
| TLGUX | Large Cap Equity | Mutual Fund | |
| GTAAX | Power Global Tactical | Mutual Fund | |
| FLTFX | Franklin Lifesmart 2055 | Mutual Fund | |
| FLASX | Franklin Lifesmart 2060 | Mutual Fund | |
| GTAIX | Power Global Tactical | Mutual Fund | |
| GLACX | Power Global Tactical | Mutual Fund | |
| FLSKX | Franklin Lifesmart 2050 | Mutual Fund | |
| FLSBX | Franklin Lifesmart 2055 | Mutual Fund | |
| FRLEX | Franklin Lifesmart 2050 | Mutual Fund | |
| FLSZX | Franklin Lifesmart 2055 | Mutual Fund | |
| FLSNX | Franklin Lifesmart 2050 | Mutual Fund | |
| FLSOX | Franklin Lifesmart 2050 | Mutual Fund | |
| FLESX | Franklin Lifesmart 2060 | Mutual Fund | |
| FLBSX | Franklin Lifesmart 2060 | Mutual Fund | |
| FLJSX | Franklin Lifesmart 2060 | Mutual Fund | |
| FLTKX | Franklin Lifesmart 2055 | Mutual Fund | |
| FLTNX | Franklin Lifesmart 2055 | Mutual Fund | |
| LBFIX | Clearbridge Select Fund | Mutual Fund | |
| LCBSX | Clearbridge Select Fund | Mutual Fund | |
| LCLAX | Clearbridge Select | Mutual Fund | |
| LCLCX | Clearbridge Select | Mutual Fund | |
| LCSSX | Clearbridge Select Fund | Mutual Fund |
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.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Volcan Compania Minera Corp BondUSP98047AC08 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 4875 Corp BondUS55336VAG59 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View |
Thematic Opportunities
Explore Investment Opportunities
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 state. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
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.