IShares Consumer Ownership
| IYK Etf | USD 66.02 0.20 0.30% |
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 Consumer is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 59 constituents with avarage daily trading value of 85.2 K. The fund charges 0.4 percent management fee with a total expences of 0.4 percent of total asset. The fund generated five year return of 11.0%. iShares Consumer Staples retains 99.65% of assets under management (AUM) in equities. This fund last dividend was 0.444 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. US Consumer is traded on NYSEARCA Exchange in the United States. To learn more about iShares Consumer Staples 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 Consumer , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| KO | The Coca Cola | Stock | |
| TSLA | Tesla Inc | Stock | |
| PM | Philip Morris International | Stock | |
| PG | Procter Gamble | Stock | |
| PEP | PepsiCo | Stock | |
| NKE | Nike Inc | Stock | |
| MO | Altria Group | Stock | |
| MDLZ | Mondelez International | Stock | |
| ATVI | Activision Blizzard | Stock | |
| GM | General Motors | Stock | |
| EL | Estee Lauder Companies | Stock | |
| CVS | CVS Health Corp | Stock | |
| CL | Colgate Palmolive | Stock | |
| KMB | Kimberly Clark | Stock | |
| KHC | Kraft Heinz Co | Stock | |
| F | Ford Motor | Stock |
Institutional Etf Holders for IShares Consumer
| SZK | ProShares UltraShort Consumer | Etf | |
| CPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | |
| IPSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | |
| APSHX | Pinnacle Sherman Multi Strategy | Mutual Fund | |
| OTRFX | Ontrack E Fund | Mutual Fund | |
| OTRGX | Ontrack E Fund | Mutual Fund |
IShares Consumer Outstanding Bonds
IShares Consumer 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 Consumer Staples 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 Consumer Staples 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 | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 4875 Corp BondUS55336VAG59 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
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The market value of iShares Consumer Staples 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 Consumer's value that differs from its market value or its book value, called intrinsic value, which is IShares Consumer'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 Consumer's market value can be influenced by many factors that don't directly affect IShares Consumer'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 Consumer's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Consumer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Consumer'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.