(IUSZ) iShares Public Limited - - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE0005042456 • UK Large-Cap Equity
IUSZ: Index, Funds, ETF, Stocks, Bonds
BlackRock, the issuer of the iShares Core FTSE 100 UCITS ETF, is a global leader in asset management, known for its extensive range of exchange-traded funds. This ETF, traded under the ticker IUSZ on the XETRA exchange, is designed for investors seeking exposure to the UK equity market, particularly focusing on large-cap companies.
The fund tracks the Morningstar UK All Cap Index, which provides a comprehensive representation of the UK equity market by including companies across various market capitalizations. This broad coverage allows investors to gain diversified exposure, capturing both established large-cap firms and smaller, potentially high-growth companies.
As an Irish-domiciled fund, the ETF benefits from Irelands favorable tax environment and robust regulatory framework, which can enhance its appeal to international investors. The funds structure often provides tax efficiencies, making it an attractive option for those looking to optimize their investment returns.
With an impressive Assets Under Management (AUM) of approximately €9,834.45 million, the ETF stands out for its liquidity and economies of scale. A larger AUM typically translates to lower expense ratios, making it a cost-effective choice for investors. Additionally, the funds liquidity is supported by its listing on XETRA, a major European exchange, ensuring that investors can easily buy and sell shares.
Investors considering this ETF should note its suitability for those aiming to diversify their portfolios with UK equities. The funds track record and the expertise of BlackRock in ETF management make it a compelling option for both individual and institutional investors seeking efficient market exposure.
Additional Sources for IUSZ ETF
IUSZ ETF Overview
Market Cap in USD | 10,603m |
Category | UK Large-Cap Equity |
TER | 0.07% |
IPO / Inception | 2000-04-27 |
IUSZ ETF Ratings
Growth 5y | 74.8% |
Fundamental | - |
Dividend | 9.85% |
Rel. Strength Industry | -10.7 |
Analysts | - |
Fair Price Momentum | 10.26 EUR |
Fair Price DCF | - |
IUSZ Dividends
Dividend Yield 12m | 0.00% |
Yield on Cost 5y | % |
Annual Growth 5y | -100.00% |
Payout Consistency | 58.6% |
IUSZ Growth Ratios
Growth Correlation 3m | 79.8% |
Growth Correlation 12m | 75.9% |
Growth Correlation 5y | 96.6% |
CAGR 5y | 11.19% |
CAGR/Max DD 5y | 0.51 |
Sharpe Ratio 12m | 0.83 |
Alpha | 5.23 |
Beta | 0.46 |
Volatility | 16.75% |
Current Volume | 25.5k |
Average Volume 20d | 56.3k |
As of March 08, 2025, the stock is trading at EUR 10.11 with a total of 25,495 shares traded.
Over the past week, the price has changed by -2.75%, over one month by -0.41%, over three months by +2.59% and over the past year by +14.47%.
Yes. Based on ValueRay Analyses, iShares Public Limited - (XETRA:IUSZ) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 74.80 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IUSZ as of March 2025 is 10.26. This means that IUSZ is currently overvalued and has a potential downside of 1.48%.
iShares Public Limited - has no consensus analysts rating.
According to ValueRays Forecast Model, IUSZ iShares Public Limited - will be worth about 11.4 in March 2026. The stock is currently trading at 10.11. This means that the stock has a potential upside of +13.16%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 11.4 | 13.2% |