Ishares Financial Services Etf Profile

IYG Etf  USD 78.11  0.18  0.23%   

Performance

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Odds Of Distress

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IShares Financial is trading at 78.11 as of the 22nd of March 2025. This is a 0.23 percent decrease since the beginning of the trading day. The etf's lowest day price was 77.63. IShares Financial has 51 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund generally will invest at least 80 percent of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. More on iShares Financial Services

Moving together with IShares Etf

  0.96XLF Financial Select Sector Aggressive PushPairCorr
  1.0VFH Vanguard Financials IndexPairCorr
  0.91KRE SPDR SP Regional Sell-off TrendPairCorr
  0.93KBE SPDR SP BankPairCorr
  0.99IYF iShares Financials ETFPairCorr
  0.98FNCL Fidelity MSCI FinancialsPairCorr

IShares Etf Highlights

ChairmanLee Kranefuss
Thematic Ideas
(View all Themes)
Business ConcentrationFinancials ETFs, Sector ETFs, Financial, iShares (View all Sectors)
IssueriShares
Inception Date2000-06-12
BenchmarkDow Jones U.S. Financial Services Index
Entity TypeRegulated Investment Company
Asset Under Management1.69 Billion
Average Trading Valume152,729.7
Asset TypeEquity
CategorySector
FocusFinancials
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerJennifer Hsui, Greg Savage, Paul Whitehead, Amy Whitelaw
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Apr
ExchangeNYSE Arca, Inc.
Number of Constituents106
Market MakerLatour Trading
Total Expense0.4
Management Fee0.4
Country NameUSA
Returns Y T D0.9
NameiShares U.S. Financial Services ETF
Currency CodeUSD
Open FigiBBG000BXXGQ4
In Threey Volatility23.08
1y Volatility17.07
200 Day M A74.2665
50 Day M A80.8934
CodeIYG
Updated At21st of March 2025
Currency NameUS Dollar
iShares Financial Services [IYG] is traded in USA and was established 2000-06-12. The fund is classified under Financial category within iShares family. The entity is thematically classified as Financials ETFs. iShares Financial currently have 1.28 B in assets under management (AUM). , while the total return for the last 3 years was 10.2%.
Check IShares Financial Probability Of Bankruptcy

Top iShares Financial Services Etf Constituents

TFCTruist Financial CorpStockFinancials
AXPAmerican ExpressStockFinancials
BACBank of AmericaStockFinancials
BLKBlackRockStockFinancials
CCitigroupStockFinancials
CMECME GroupStockFinancials
GSGoldman Sachs GroupStockFinancials
JPMJPMorgan Chase CoStockFinancials
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IShares Financial Top Holders

RLGCXRiverfront Dynamic EquityMutual FundAllocation--50% to 70% Equity
RLIIXRiverfront Dynamic EquityMutual FundAllocation--50% to 70% Equity
RLGAXRiverfront Dynamic EquityMutual FundAllocation--50% to 70% Equity
QMLFXQuantified Market LeadersMutual FundTactical Allocation
QMLAXQuantified Market LeadersMutual FundTactical Allocation
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iShares Financial 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 Financial. 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 Financial Against Markets

When determining whether iShares Financial is a strong investment it is important to analyze IShares Financial's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Financial's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Financial Services. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing.
You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
The market value of iShares Financial 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 Financial's value that differs from its market value or its book value, called intrinsic value, which is IShares Financial'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 Financial's market value can be influenced by many factors that don't directly affect IShares Financial'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 Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Financial'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.