US Insurance Etf Profile


USD 79.09  0.60  0.75%   

Market Performance
0 of 100
Odds Of Distress
Less than 2
US Insurance is trading at 79.09 as of the 1st of October 2022. This is a -0.75 percent down since the beginning of the trading day. The etf's last reported lowest price was 78.96. US Insurance has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for US Insurance Ishares are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2022 and ending today, the 1st of October 2022. 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 and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the underlying index, but which BFA believes will help the fund track the index. More on US Insurance Ishares

Moving together with US Insurance

+0.81DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr

US Insurance Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. US Insurance's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding US Insurance or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
US Insurance Ishares generated a negative expected return over the last 90 days
US Insurance Ishares is unlikely to experience financial distress in the next 2 years
The fund retains 99.7% of its assets under management (AUM) in equities
ChairmanGeorge Parker
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of US Insurance's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Inception Date2006-05-01
BenchmarkDow Jones US Select Insurance Index
Entity TypeRegulated Investment Company
Asset Under Management320.89 Million
Average Trading Valume21,530.2
Asset TypeEquity
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Dec
ExchangeNYSE Arca, Inc.
Number of Constituents62.0
Market MakerCitadel
Total Expense0.42
Management Fee0.42
Nav Price82.31
Two Hundred Day Average85.36
Average Daily Volume In Three Month38.08k
Fifty Two Week Low77.83
As Of Date22nd of July 2022
Average Daily Volume Last 10 Day17.91k
Fifty Two Week High93.64
One Month-0.19%
Fifty Day Average83.84
Three Month-9.06%
Beta In Three Year1.0
US Insurance Ishares [IAK] is traded in USA and was established 2006-05-01. The fund is classified under Financial category within iShares family. US Insurance Ishares currently have 298.81 M in assets under management (AUM). , while the total return for the last 3 years was 6.38%.
Check US Insurance Probability Of Bankruptcy

Geographic Allocation (%)

Top US Insurance Ishares Constituents

US Insurance Target Price Odds Analysis

Coming from a normal probability distribution, the odds of US Insurance jumping above the current price in 90 days from now is under 95%. The US Insurance Ishares probability density function shows the probability of US Insurance etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon US Insurance has a beta of 0.8377. This usually indicates as returns on the market go up, US Insurance average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding US Insurance Ishares will be expected to be much smaller as well. Additionally, the company has an alpha of 0.0381, implying that it can generate a 0.0381 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 79.09HorizonTargetOdds Above 79.09
5.48%90 days
Based on a normal probability distribution, the odds of US Insurance to move above the current price in 90 days from now is under 95 (This US Insurance Ishares probability density function shows the probability of US Insurance Etf to fall within a particular range of prices over 90 days) .

US Insurance Top Holders

US Insurance Major Institutional Holders

Institutional Holdings refers to the ownership stake in US Insurance that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of US Insurance's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing US Insurance's value.
InstituionSecurity TypeTotal SharesValue
Morgan StanleyFund Units712.6 K59.1 M
View US Insurance Diagnostics

US Insurance Ishares Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. US Insurance market risk premium is the additional return an investor will receive from holding US Insurance long position in a well-diversified portfolio. 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 US Insurance. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although US Insurance's alpha and beta are two of the key measurements used to evaluate US Insurance's performance over the market, the standard measures of volatility play an important role as well.

US Insurance Ishares Technical Analysis

The output start index for this execution was zero with a total number of output elements of sixty-one. US Insurance Ishares Tanh Of Price Series is a hyperbolic price transformation function.

US Insurance Against Markets

Picking the right benchmark for US Insurance etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in US Insurance etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for US Insurance is critical whether you are bullish or bearish towards US Insurance Ishares at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in US Insurance without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Portfolio Holdings Now


Portfolio Holdings

Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
All  Next Launch Module

Invested in US Insurance Ishares?

The danger of trading US Insurance Ishares is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of US Insurance is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than US Insurance. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile US Insurance Ishares is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Please see Risk vs Return Analysis. Note that the US Insurance Ishares information on this page should be used as a complementary analysis to other US Insurance's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..

Complementary Tools for US Insurance Etf analysis

When running US Insurance Ishares price analysis, check to measure US Insurance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy US Insurance is operating at the current time. Most of US Insurance's value examination focuses on studying past and present price action to predict the probability of US Insurance's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move US Insurance's price. Additionally, you may evaluate how the addition of US Insurance to your portfolios can decrease your overall portfolio volatility.
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Money Managers
Screen money managers from public funds and ETFs managed around the world
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
The market value of US Insurance Ishares is measured differently than its book value, which is the value of US Insurance that is recorded on the company's balance sheet. Investors also form their own opinion of US Insurance's value that differs from its market value or its book value, called intrinsic value, which is US Insurance'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 US Insurance's market value can be influenced by many factors that don't directly affect US Insurance'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 US Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine US Insurance value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, US Insurance'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.