Ishares Trust Etf Profile
| IWTR Etf | USD 31.46 0.22 0.70% |
Performance4 of 100
| Odds Of DistressLess than 9
|
IShares Trust is selling at 31.46 as of the 30th of November 2024; that is 0.70 percent increase since the beginning of the trading day. The etf's lowest day price was 31.46. IShares Trust has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for iShares Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
The investment seeks to track the MSCI ACWI IMI Sustainable Water Transition Extended Capped Index composed of U.S. and non-U.S. companies that either 1 derive a proportion of their revenues from sustainable water products or services or 2 demonstrate relative efficiency in their water management. More on iShares Trust
Moving together with IShares Etf
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Natural Resources, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2022-09-20 |
| Benchmark | MSCI ACWI IMI Sustainable Water Transition Extended Capped Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 6.26 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | State Street Bank and Trust Company |
| Advisor | BlackRock Fund Advisors |
| Custodian | State Street Bank and Trust Company |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Jennifer Hsui, Greg Savage, Paul Whitehead, Amy Whitelaw |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NASDAQ |
| Number of Constituents | 84.0 |
| Market Maker | Flow Traders |
| Total Expense | 0.47 |
| Management Fee | 0.47 |
| 200 Day M A | 30.9721 |
| Country Name | USA |
| 50 Day M A | 31.7722 |
| Code | IWTR |
| Updated At | 30th of November 2024 |
| Returns Y T D | 9.16 |
| Name | iShares Trust - iShares MSCI Water Management Multisector ETF |
| Currency Name | US Dollar |
| Currency Code | USD |
| Open Figi | BBG019R0B293 |
| Type | ETF |
| 1y Volatility | 14.09 |
iShares Trust [IWTR] is traded in USA and was established 2022-09-20. The fund is listed under Natural Resources category and is part of iShares family. The entity is thematically classified as Strategy ETFs. iShares Trust currently have 4.99 M in assets under management (AUM). , while the total return for the last year was 17.3%.
Check IShares Trust Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
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 Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Trust Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
iShares Trust Currency Exposure
iShares Trust holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Trust will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares Trust .
Top iShares Trust Etf Constituents
| INTC | Intel | Stock | Information Technology | |
| CNM | Core Main | Stock | Industrials | |
| 2337 | Macronix International Co | Stock | Information Technology | |
| WTS | Watts Water Technologies | Stock | Industrials | |
| BMI | Badger Meter | Stock | Information Technology | |
| IONEXCHANG | ION Exchange Limited | Stock | Industrials | |
| MAR | Marriott International | Stock | Consumer Discretionary | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
iShares Trust 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 Trust. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0143 | |||
| Jensen Alpha | (0.1) | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | (0.13) |
IShares Trust Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Trust . Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate. To learn how to invest in IShares Etf, please use our How to Invest in IShares Trust guide.You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
The market value of iShares Trust 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 Trust's value that differs from its market value or its book value, called intrinsic value, which is IShares Trust'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 Trust's market value can be influenced by many factors that don't directly affect IShares Trust'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 Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Trust'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.