Key stats
About iShares Trust iShares Top 20 U.S. Stocks ETF
Expense ratio
0.20%
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Inception date
Oct 23, 2024
TOPT aims to replicate the performance of the 20 largest US companies by market capitalization within the S&P 500. The fund utilizes float-adjusted weights, implementing caps of 22.5% for any single issuer and 48% for the aggregate of those exceeding 4.5% to ensure diversity. Holdings are adjusted quarterly to align with current market conditions and corporate changes. Predominantly investing in these leading companies, TOPT may also utilize derivatives and cash equivalents to maintain alignment with its target index. This approach enhances the funds responsiveness to economic shifts and maximizes investment potential.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Retail Trade
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.