IShares Core Ownership
| IVV Etf | USD 630.95 0.78 0.12% |
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.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Core SP. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. IShares Etf Ownership Analysis
IShares Core is is formed as Regulated Investment Company in the United States. ETF is managed and operated by J.P. Morgan Chase Bank, N.A.. The fund has 508 constituents with avarage daily trading value of 7.4 M. The fund charges 0.03 percent management fee with a total expences of 0.03 percent of total asset. The fund generated five year return of 16.0%. iShares Core SP retains 99.82% of assets under management (AUM) in equities. This fund last dividend was 0.7984 per share. The index measures the performance of the large-capitalization sector of the U.S. equity market, as determined by SPDJI. SP 500 is traded on NYSEARCA Exchange in the United States. To learn more about iShares Core SP 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
| AAPL | Apple Inc | Stock | |
| AMZN | Amazon Inc | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| GOOG | Alphabet Inc Class C | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| JNJ | Johnson Johnson | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| MSFT | Microsoft | Stock | |
| NVDA | NVIDIA | Stock | |
| PG | Procter Gamble | Stock | |
| TSLA | Tesla Inc | Stock | |
| V | Visa Class A | Stock | |
| XOM | Exxon Mobil Corp | Stock |
Institutional Etf Holders for IShares Core
| USBSX | Cornerstone Moderate Fund | Mutual Fund | |
| VTRUX | Voya Target Retirement | Mutual Fund | |
| VRSAX | Voya Retirement Solution | Mutual Fund | |
| VRROX | Voya Target Retirement | Mutual Fund | |
| TDOTX | Cleartrack 2025 Class | Mutual Fund | |
| VTROX | Voya Target Retirement | Mutual Fund | |
| IRSVX | Voya Target Retirement | Mutual Fund | |
| VTUFX | Voya Target Retirement | Mutual Fund | |
| VRRLX | Voya Target Retirement | Mutual Fund | |
| UCAGX | Cornerstone Aggressive Fund | Mutual Fund | |
| HEGD | Swan Hedged Equity | Etf | |
| AOA | iShares Core Aggressive | Etf | |
| WGAYX | Wells Fargo Spectrum | Mutual Fund | |
| WEACX | Wealthbuilder Equity | Mutual Fund | |
| AOM | iShares Core Moderate | Etf | |
| SPD | Simplify Equity PLUS | Etf | |
| RHTX | Starboard Investment Trust | Etf | |
| IRSLX | Voya Target Retirement | Mutual Fund | |
| TDKTX | Cleartrack 2015 Class | Mutual Fund | |
| VTRSX | Voya Target Retirement | Mutual Fund | |
| TCSSX | Cleartrack 2060 Class | Mutual Fund | |
| AMFEX | Aama Equity Fund | Mutual Fund | |
| SDACX | Swan Defined Risk | Mutual Fund | |
| IPSAX | Ips Strategic Capital | Mutual Fund | |
| SPYC | Simplify Equity PLUS | Etf | |
| AOR | iShares Core Growth | Etf | |
| WGAFX | Wealthbuilder Growth Allocation | Mutual Fund |
IShares Core's latest congressional trading
Congressional trading in companies like iShares Core SP, 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.
| 2024-10-18 | Senator John Boozman | Acquired Under $15K | Verify | ||
| 2024-10-17 | Senator John Boozman | Acquired Under $15K | Verify | ||
| 2024-07-11 | Senator John Boozman | Acquired Under $15K | Verify | ||
| 2024-07-10 | Senator John Boozman | Acquired Under $15K | Verify | ||
| 2023-03-01 | Senator Thomas R Carper | Acquired Under $15K | Verify | ||
| 2023-02-28 | Senator Thomas R Carper | Acquired Under $15K | Verify | ||
| 2022-09-15 | Senator Tommy Tuberville | 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 SP 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 SP 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.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Thematic Opportunities
Explore Investment Opportunities
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Core SP. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
The market value of iShares Core SP 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.