IShares Core Ownership
| DGRO Etf | USD 61.52 0.20 0.32% |
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 415 constituents with avarage daily trading value of 1.9 M. The fund charges 0.08 percent management fee with a total expences of 0.08 percent of total asset. The fund created five year return of 19.0%. iShares Core Dividend retains 99.66% of assets under management (AUM) in equities. This fund last dividend was 0.249 per share. 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. Dividend Growth is traded on NYSEARCA Exchange in the United States. To learn more about iShares Core Dividend 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
| XOM | Exxon Mobil Corp | Stock | |
| KO | The Coca Cola | Stock | |
| WFC | Wells Fargo | Stock | |
| VZ | Verizon Communications | Stock | |
| PG | Procter Gamble | Stock | |
| PFE | Pfizer Inc | Stock | |
| MSFT | Microsoft | Stock | |
| MRK | Merck Company | Stock | |
| AAPL | Apple Inc | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| JNJ | Johnson Johnson | Stock | |
| INTC | Intel | Stock | |
| HD | Home Depot | Stock | |
| CVX | Chevron Corp | Stock | |
| CSCO | Cisco Systems | Stock | |
| BAC | Bank of America | Stock | |
| ABBV | AbbVie Inc | Stock | |
| PEP | PepsiCo | Stock |
Institutional Etf Holders for IShares Core
IShares Core's latest congressional trading
Congressional trading in companies like iShares Core Dividend, 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.
| 2024-08-20 | Representative Scott Franklin | Acquired $15K to $50K | 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 Dividend 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 Dividend 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 | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
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
| 0.97 | VTV | Vanguard Value Index | PairCorr |
| 0.98 | VYM | Vanguard High Dividend | PairCorr |
| 0.96 | IWD | iShares Russell 1000 | PairCorr |
| 0.92 | IVE | iShares SP 500 | 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 Dividend 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 Dividend 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 Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares Core Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
The market value of iShares Core Dividend 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.