IUSZ 📈 iShares Public Limited - - Overview
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE0005042456 • UK Large-Cap Equity
IUSZ: Index, Funds, ETF, Stocks, Bonds
The iShares Core FTSE 100 UCITS ETF, listed on XETRA under the ticker IUSZ, is a prominent exchange-traded fund (ETF) offered by iShares, a subsidiary of BlackRock, one of the world's leading asset management companies. This ETF is domiciled in Ireland, which provides a favorable regulatory environment for investment funds. The fund's primary objective is to track the performance of the FTSE 100 index, although it's worth noting that the provided index name is the Morningstar UK All Cap TME NR GBP, indicating a broader investment scope that encompasses a wide range of UK companies, not strictly limited to the large-cap segment of the FTSE 100.
With an ISIN of IE0005042456, this ETF is classified under the category of UK Large-Cap Equity, suggesting its focus on the larger, more established companies within the UK market. However, the mention of 'All Cap' in its index name suggests a strategy that may also include smaller capitalization stocks, providing a more comprehensive view of the UK equity market. As an ETF, it offers investors the benefits of diversification, liquidity, and transparency, making it an attractive option for those seeking to gain exposure to the UK stock market. The fund's structure as a UCITS (Undertakings for the Collective Investment in Transferable Securities) compliant ETF ensures that it adheres to a strict set of regulatory requirements, aimed at protecting investors and promoting transparency and liquidity.
The company behind this ETF, BlackRock, operates through its website at http://www.blackrock.com, providing a wealth of information for investors, including detailed product information, performance data, and educational resources. BlackRock's scale and expertise in asset management contribute to the efficiency and effectiveness of the iShares Core FTSE 100 UCITS ETF, making it a popular choice among investors seeking a low-cost, diversified investment vehicle for accessing the UK equity market. The ETF's listing on XETRA, a major European stock exchange, further enhances its accessibility and liquidity for a broad range of investors.
Additional Sources for IUSZ ETF
IUSZ ETF Overview
Market Cap in USD | 10,328m |
Category | UK Large-Cap Equity |
TER | 0.07% |
IPO / Inception | 2000-04-27 |
IUSZ ETF Ratings
Growth 5y | 53.2% |
Fundamental | - |
Dividend | 9.85% |
Rel. Strength Industry | -45.1 |
Analysts | - |
Fair Price Momentum | 9.28 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 | 14.8% |
Growth Correlation 12m | 79.3% |
Growth Correlation 5y | 94.2% |
CAGR 5y | 4.43% |
CAGR/Mean DD 5y | 0.64 |
Sharpe Ratio 12m | 0.48 |
Alpha | -9.17 |
Beta | 0.64 |
Volatility | 14.11% |
Current Volume | 16.1k |
Average Volume 20d | 100.4k |
As of January 03, 2025, the stock is trading at EUR 9.51 with a total of 16,106 shares traded.
Over the past week, the price has changed by -0.38%, over one month by -2.76%, over three months by -1.26% and over the past year by +9.86%.
Partly, yes. Based on ValueRay Analyses, iShares Public Limited - (XETRA:IUSZ) is currently (January 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 53.19 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IUSZ as of January 2025 is 9.28. This means that IUSZ is currently overvalued and has a potential downside of -2.42%.
iShares Public Limited - has no consensus analysts rating.
According to ValueRays Forecast Model, IUSZ iShares Public Limited - will be worth about 10.2 in January 2026. The stock is currently trading at 9.51. This means that the stock has a potential upside of +7.26%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 10.2 | 7.3% |