Ishares Oil Equipment Etf Profile

IEZ Etf  USD 21.78  0.16  0.74%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 9

 
High
 
Low
Low
IShares Oil is trading at 21.78 as of the 30th of November 2024; that is 0.74 percent increase since the beginning of the trading day. The etf's open price was 21.62. IShares Oil has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for iShares Oil Equipment are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The index measures the performance of the oil equipment and services sector of the U.S. equity market. US Oil is traded on NYSEARCA Exchange in the United States. More on iShares Oil Equipment

Moving together with IShares Etf

  0.8XLE Energy Select SectorPairCorr
  0.8VDE Vanguard Energy IndexPairCorr
  0.86XOP SPDR SP OilPairCorr
  0.88OIH VanEck Oil ServicesPairCorr
  0.88IYE iShares Energy ETFPairCorr
  0.8IXC iShares Global EnergyPairCorr

IShares Etf Highlights

ChairmanGeorge Parker
Thematic Ideas
(View all Themes)
Old NameBtc Ishares U.s. Oil Equipment & Services Etf
Business ConcentrationSector ETFs, Energy ETFs, Equity Energy, iShares (View all Sectors)
IssueriShares
Inception Date2006-05-01
BenchmarkDow Jones U.S. Select Oil Equipment & Services Index
Entity TypeRegulated Investment Company
Asset Under Management163.22 Million
Average Trading Valume139,580.7
Asset TypeEquity
CategorySector
FocusEnergy
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCitibank, N.A.
AdvisorBlackRock Fund Advisors
CustodianCitibank, N.A.
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentCitibank, N.A.
Fiscal Year End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents34.0
Market MakerLatour Trading
Total Expense0.4
Management Fee0.4
Country NameUSA
Returns Y T D(0.13)
NameiShares U.S. Oil Equipment Services ETF
Currency CodeUSD
Open FigiBBG000P8HGR1
In Threey Volatility41.28
1y Volatility23.07
200 Day M A21.7235
50 Day M A20.6998
CodeIEZ
Updated At30th of November 2024
Currency NameUS Dollar
iShares Oil Equipment [IEZ] is traded in USA and was established 2006-05-01. The fund is classified under Equity Energy category within iShares family. The entity is thematically classified as Sector ETFs. iShares Oil Equipment currently have 132.35 M in assets under management (AUM). , while the total return for the last 3 years was 20.8%.
Check IShares Oil Probability Of Bankruptcy

Geographic Allocation (%)

Top iShares Oil Equipment Etf Constituents

NBRNabors IndustriesStockEnergy
HPHelmerich and PayneStockEnergy
WHDCactus IncStockEnergy
VALValarisStockEnergy
SLBSchlumberger NVStockEnergy
RIGTransoceanStockEnergy
PTENPatterson UTI EnergyStockEnergy
NOVNOV IncStockEnergy
More Details

iShares Oil Equipment Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Oil. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

IShares Oil Against Markets

When determining whether iShares Oil Equipment offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of IShares Oil's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Ishares Oil Equipment Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Ishares Oil Equipment Etf:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Oil Equipment. 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 Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
The market value of iShares Oil Equipment 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.