Industry distribution (estimated):

• Information Technology: 45%
• Healthcare: 15%
• Consumer Goods: 10%

TOP 3 Markets (estimated):

• USA: 65%
• Europe: 20%
• Asia: 10%

The iShares Core S&P U.S. Growth ETF (IUSG) mainly invests in high-growth US companies, with a focus on the information technology sector. This industry dominates the ETF due to the strong performance and innovation of technology companies.

The US market is the largest shareholder, reflecting the ETF's concentration on US growth companies. Europe and Asia follow as significant markets benefiting from global expansion and demand for US technology.

iShares Trust - iShares Core S&P U.S. Growth ETF (NasdaqGM:IUSG) is an exchange-traded fund (ETF) and not a company that produces physical products.

ETFs like the iShares Core S&P U.S. Growth ETF invest in a portfolio of stocks that track the underlying index. In this case, it is the S&P U.S. Growth Index. The fund itself does not produce physical products but offers investors the opportunity to invest in a diversified portfolio of growth-oriented US companies.

The administration and management of the fund are carried out by BlackRock, the issuer of iShares ETFs. BlackRock is a global company headquartered in New York City, USA.

Current Strategy: Focus on long-term growth through diversification and cost efficiency

The iShares Core S&P U.S. Growth ETF (IUSG) is an exchange-traded fund that aims to replicate the performance of the S&P U.S. Growth Index. The ETF's strategy focuses on investing in high-growth U.S. companies characterized by high earnings and revenue growth rates.

For future growth, the ETF relies on:

1. Diversification: The ETF invests in a wide range of high-growth companies from various sectors to diversify risk and benefit from different growth opportunities.

2. Cost efficiency: With a low expense ratio, the ETF aims to provide investors with a cost-effective way to invest in high-growth U.S. companies.

3. Long-term orientation: The ETF follows a long-term investment strategy aimed at benefiting from the long-term growth opportunities of the companies included in the index.

This strategy allows the ETF to benefit from positive developments in the U.S. economy and growth sectors while mitigating risk through diversification.

Raw materials/materials: No specific raw materials/materials

The iShares Trust - iShares Core S&P U.S. Growth ETF (IUSG) is an exchange-traded fund (ETF) that tracks the S&P U.S. Growth Index. As a financial product, the ETF invests in a variety of growth stocks included in the index, and not directly in raw materials or materials. Therefore, the ETF itself does not import any raw materials or materials.

However, the companies in which the ETF invests may import raw materials and materials. This information would be specific to each company in the ETF's portfolio and would vary depending on the industry and business model. To obtain detailed information on raw material imports, one would need to analyze the annual reports of the individual companies in the ETF.

Current fund size: $15 billion (estimated, 2025)
Expense ratio: 0.04% (as of 2023)
Performance in the last year: 8.5% (estimated, 2024)

The iShares Core S&P U.S. Growth ETF (IUSG) is an exchange-traded fund that aims to replicate the performance of the S&P U.S. Growth Index. The competitive advantage of this ETF lies in its broad diversification and low expense ratio of 0.04%, which is very competitive compared to other ETFs in the same segment.

The estimated fund size of $15 billion in 2025 demonstrates investors' confidence in this ETF. The performance of 8.5% in the last year indicates a solid return offered to investors. This makes the ETF attractive to investors looking to invest in growth-oriented US companies.

Additionally, the ETF benefits from the iShares brand, which enjoys a strong reputation and high market acceptance. The combination of low costs, broad diversification, and strong brand presence gives the iShares Core S&P U.S. Growth ETF a significant competitive advantage in the growth-oriented ETF space.

Institutional Investor Share: approx. 85% (estimated for 2025 based on historical trends)

Insider Purchases/Sales: No significant insider transactions known (as of 2025)

The iShares Core S&P U.S. Growth ETF (IUSG) traditionally has a high proportion of institutional investors, as ETFs are often used by large institutional investors such as pension funds, investment funds, and insurance companies to achieve broad market exposure.

Insider purchases or sales are less relevant for ETFs like IUSG, as these funds are not managed by a single company but rather track an index. Therefore, there are no classic "insiders" as with individual companies.

Market share of iShares Core S&P U.S. Growth ETF (IUSG): Estimate around 4% (2025)

Main competitors and their market shares:

1. Vanguard Growth ETF (VUG): Estimate around 8%
2. SPDR Portfolio S&P 500 Growth ETF (SPYG): Estimate around 6%
3. Schwab U.S. Large-Cap Growth ETF (SCHG): Estimate around 5%
4. Invesco QQQ Trust (QQQ): Estimate around 7%
5. iShares Russell 1000 Growth ETF (IWF): Estimate around 5%

The iShares Core S&P U.S. Growth ETF (IUSG) has a moderate market share compared to its competitors. The ETF benefits from the strong iShares brand and broad acceptance among institutional and retail investors. This gives it a certain moat in the form of brand loyalty and distribution network.

Compared to its competitors, especially the Vanguard Growth ETF and the Invesco QQQ Trust, which have larger market shares, the moat of IUSG is less pronounced. These competitors often offer lower fees or have a longer history and greater liquidity, making them more attractive to investors.

Overall, IUSG has a solid, but not outstanding moat. The competitive advantage lies mainly in the strength of the brand and the broad product offering of iShares, while other ETFs score with specific strategies or cost advantages.

Assets under Management (AUM): $12 billion (2023)

Annual Total Expense Ratio: 0.04%

Historical Performance: Average annual growth of 10% over the last 5 years

The iShares Core S&P U.S. Growth ETF (IUSG) is a popular passive fund that invests in companies classified as high-growth in the S&P 500 Index. With assets under management of $12 billion, the ETF offers broad diversification across various growth sectors. The low total expense ratio of 0.04% makes it particularly attractive to long-term investors, as costs do not significantly diminish returns.

Historically, the ETF has achieved an average annual growth of 10% over the last five years. This indicates strong performance benefiting from the positive development of the growth companies included in the ETF.

For investors interested in long-term growth opportunities in the US market and seeking a cost-effective way to diversify, the iShares Core S&P U.S. Growth ETF could be a good investment. However, it is important to consider individual risk tolerance and market conditions before making an investment decision.

Dividend Yield: Approx. 1.2% (2023) Payout Frequency: Quarterly

The iShares Core S&P U.S. Growth ETF (IUSG) regularly pays out a dividend, which typically occurs on a quarterly basis. The dividend yield is around 1.2%, which is typical for a growth ETF, as the focus is on high-growth companies that tend to pay out fewer dividends.

The reliability of the payout is high, as the ETF invests in a broad range of companies included in the S&P U.S. Growth Index. This diversification helps ensure the stability of dividend payments, even if individual companies were to cut or suspend their dividends.