Verdicts genuinely change. Free email alert the moment ILCV's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
iShares Morningstar Value ETF · iShares Trust
377 holdings · as of 2026-07-31 (2.4 months ago)
NON-COMPLIANT 33.39% of portfolio weight is in non-compliant holdings, over the 5% threshold.
377 holdings, 357 matched (96% of weight). Portfolio as of 2026-07-31, filed 2026-09-25. Source: SEC Form N-PORT.
1.59% of this portfolio’s income is non-permissible — weighted across holdings, computed over 81% of portfolio weight (309 of 377 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
41.9% compliant 20.1% questionable 33.4% non-compliant 4.5% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| ZTS ZOETIS INC | NON_COMPLIANT | 0.06% | AAOIFI29.0% Usmani61.3% Dow Jones Islamic15.4% S&P Shariah14.0% MSCI Islamic61.3% MSCI Islamic M-Series14.0% FTSE Shariah60.0% |
| CDW CDW CORP | NON_COMPLIANT | 0.06% | AAOIFI31.3% Usmani34.6% Dow Jones Islamic29.1% S&P Shariah25.6% MSCI Islamic34.6% MSCI Islamic M-Series25.6% FTSE Shariah33.7% |
| DD DUPONT DE NEMOURS INC | COMPLIANT | 0.05% | AAOIFI17.6% Usmani14.8% Dow Jones Islamic12.1% S&P Shariah11.4% MSCI Islamic14.8% MSCI Islamic M-Series11.4% FTSE Shariah14.8% |
| APO APOLLO GLOBAL MANAGEMENT INC | NON_COMPLIANT | 0.05% | AAOIFI17.4% Usmani2.8% Dow Jones Islamic17.8% S&P Shariah19.6% MSCI Islamic2.8% MSCI Islamic M-Series19.6% FTSE Shariah2.8% |
| FTV FORTIVE CORP | COMPLIANT | 0.05% | AAOIFI20.9% Usmani31.0% Dow Jones Islamic17.1% S&P Shariah15.8% MSCI Islamic31.0% MSCI Islamic M-Series15.8% FTSE Shariah30.1% |
| LNT ALLIANT ENERGY CORP | NON_COMPLIANT | 0.05% | AAOIFI62.6% Usmani45.2% Dow Jones Islamic67.4% S&P Shariah74.1% MSCI Islamic44.4% MSCI Islamic M-Series74.1% FTSE Shariah44.4% |
| ZBH ZIMMER BIOMET HOLDINGS INC | NON_COMPLIANT | 0.05% | AAOIFI40.7% Usmani32.8% Dow Jones Islamic39.1% S&P Shariah36.3% MSCI Islamic32.8% MSCI Islamic M-Series36.3% FTSE Shariah32.8% |
| OTIS OTIS WORLDWIDE CORP | NON_COMPLIANT | 0.05% | AAOIFI31.9% Usmani77.4% Dow Jones Islamic25.2% S&P Shariah25.0% MSCI Islamic77.4% MSCI Islamic M-Series25.0% FTSE Shariah73.7% |
| SCCO SOUTHERN COPPER CORP | COMPLIANT | 0.05% | AAOIFI4.9% Usmani35.7% Dow Jones Islamic8.2% S&P Shariah9.3% MSCI Islamic35.7% MSCI Islamic M-Series9.3% FTSE Shariah33.1% |
| EWBC EAST WEST BANCORP INC | NON_COMPLIANT | 0.05% | AAOIFI44.9% Usmani9.5% Dow Jones Islamic56.5% S&P Shariah64.1% MSCI Islamic9.5% MSCI Islamic M-Series64.1% FTSE Shariah9.5% |
| PFGC PERFORMANCE FOOD GROUP COMPANY | NON_COMPLIANT | 0.05% | AAOIFI38.5% Usmani41.3% Dow Jones Islamic41.6% S&P Shariah45.7% MSCI Islamic31.7% MSCI Islamic M-Series45.7% FTSE Shariah26.6% |
| BR BROADRIDGE FINANCIAL SOLUTIONS INC | COMPLIANT | 0.05% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| NXPI NXP SEMICONDUCTORS NV | COMPLIANT | 0.05% | AAOIFI22.1% Usmani46.1% Dow Jones Islamic22.1% S&P Shariah22.0% MSCI Islamic46.1% MSCI Islamic M-Series22.0% FTSE Shariah45.1% |
| AEE AMEREN CORP | NON_COMPLIANT | 0.05% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KIM KIMCO REALTY CORP | NON_COMPLIANT | 0.05% | AAOIFI51.8% Usmani38.5% Dow Jones Islamic53.4% S&P Shariah57.2% MSCI Islamic38.5% MSCI Islamic M-Series57.2% FTSE Shariah38.5% |
| LEN LENNAR CORP | NON_COMPLIANT | 0.05% | AAOIFI29.9% Usmani17.4% Dow Jones Islamic21.5% S&P Shariah19.9% MSCI Islamic17.4% MSCI Islamic M-Series19.9% FTSE Shariah17.4% |
| GPC GENUINE PARTS COMPANY | NON_COMPLIANT | 0.05% | AAOIFI31.0% Usmani28.0% Dow Jones Islamic35.7% S&P Shariah34.4% MSCI Islamic28.0% MSCI Islamic M-Series34.4% FTSE Shariah20.1% |
| FERG FERGUSON ENTERPRISES INC | UNRATED | 0.05% | AAOIFI15.7% Usmani35.7% Dow Jones Islamic16.4% S&P Shariah17.1% MSCI Islamic35.7% MSCI Islamic M-Series17.1% FTSE Shariah25.4% |
| OVV OVINTIV INC | NON_COMPLIANT | 0.05% | AAOIFI27.8% Usmani26.1% Dow Jones Islamic41.7% S&P Shariah41.7% MSCI Islamic25.5% MSCI Islamic M-Series41.7% FTSE Shariah19.2% |
| WILLIS TOWERS WATSON PLC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| SUNB SUNBELT RENTALS HOLDINGS INC | NON_COMPLIANT | 0.05% | AAOIFI38.5% Usmani49.1% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic48.4% MSCI Islamic M-Seriesfail FTSE Shariah36.2% |
| ANNALY CAPITAL MANAGEMENT INC | UNSCREENED | 0.05% | no in-house ratios for this holding |
| PPL PPL CORP | NON_COMPLIANT | 0.05% | AAOIFI77.2% Usmani43.2% Dow Jones Islamic78.6% S&P Shariah86.6% MSCI Islamic43.2% MSCI Islamic M-Series86.6% FTSE Shariah43.2% |
| IR INGERSOLL RAND INC | COMPLIANT | 0.05% | AAOIFI14.2% Usmani22.7% Dow Jones Islamic12.3% S&P Shariah12.3% MSCI Islamic22.7% MSCI Islamic M-Series12.3% FTSE Shariah22.4% |
| RSG REPUBLIC SERVICES INC | COMPLIANT | 0.05% | AAOIFI21.1% Usmani40.7% Dow Jones Islamic21.0% S&P Shariah22.6% MSCI Islamic40.7% MSCI Islamic M-Series22.6% FTSE Shariah40.0% |
| NTRS NORTHERN TRUST CORP | NON_COMPLIANT | 0.05% | AAOIFI11.1% Usmani2.1% Dow Jones Islamic15.8% S&P Shariah17.9% MSCI Islamic2.1% MSCI Islamic M-Series17.9% FTSE Shariah2.1% |
| WPC W.P. CAREY INC | NON_COMPLIANT | 0.05% | AAOIFI52.5% Usmani47.5% Dow Jones Islamic64.6% S&P Shariah69.0% MSCI Islamic47.5% MSCI Islamic M-Series69.0% FTSE Shariah47.5% |
| TSN TYSON FOODS INC | NON_COMPLIANT | 0.05% | AAOIFI45.2% Usmani22.5% Dow Jones Islamic40.2% S&P Shariah41.7% MSCI Islamic22.5% MSCI Islamic M-Series41.7% FTSE Shariah22.5% |
| SSNC SS&C TECHNOLOGIES HOLDINGS INC | NON_COMPLIANT | 0.05% | AAOIFI39.6% Usmani37.7% Dow Jones Islamic41.2% S&P Shariah44.6% MSCI Islamic37.7% MSCI Islamic M-Series44.6% FTSE Shariah36.8% |
| PR PERMIAN RESOURCES CORP | COMPLIANT | 0.05% | AAOIFI16.0% Usmani17.0% Dow Jones Islamic25.3% S&P Shariah28.1% MSCI Islamic16.9% MSCI Islamic M-Series28.1% FTSE Shariah16.2% |
| LYB LYONDELLBASELL INDUSTRIES NV | NON_COMPLIANT | 0.05% | AAOIFI62.2% Usmani37.0% Dow Jones Islamic65.8% S&P Shariah58.8% MSCI Islamic37.0% MSCI Islamic M-Series58.8% FTSE Shariah33.2% |
| NVR NVR INC | COMPLIANT | 0.05% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| RJF RAYMOND JAMES FINANCIAL INC | NON_COMPLIANT | 0.05% | AAOIFI2.8% Usmani1.0% Dow Jones Islamic3.1% S&P Shariah3.4% MSCI Islamic1.0% MSCI Islamic M-Series3.4% FTSE Shariah1.0% |
| GRMN GARMIN LTD | COMPLIANT | 0.05% | AAOIFI0.3% Usmani1.5% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic1.5% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| MAA MID-AMERICA APARTMENT COMMUNITIES INC | NON_COMPLIANT | 0.05% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| CDE COEUR MINING INC | COMPLIANT | 0.05% | AAOIFI0.0% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.2% MSCI Islamic0.1% MSCI Islamic M-Series0.2% FTSE Shariah0.0% |
| EXPE EXPEDIA GROUP INC | NON_COMPLIANT | 0.04% | AAOIFI15.9% Usmani19.6% Dow Jones Islamic22.4% S&P Shariah26.0% MSCI Islamic19.6% MSCI Islamic M-Series26.0% FTSE Shariah18.8% |
| AVB AVALONBAY COMMUNITIES INC | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamic— S&P Shariah— MSCI Islamicfail MSCI Islamic M-Series— FTSE Shariahfail |
| CFG CITIZENS FINANCIAL GROUP INC | NON_COMPLIANT | 0.04% | AAOIFI92.6% Usmani11.8% Dow Jones Islamic125.5% S&P Shariah143.3% MSCI Islamic11.8% MSCI Islamic M-Series143.3% FTSE Shariah11.8% |
| WSM WILLIAMS SONOMA INC | COMPLIANT | 0.04% | AAOIFI5.6% Usmani27.7% Dow Jones Islamic6.9% S&P Shariah7.7% MSCI Islamic27.7% MSCI Islamic M-Series7.7% FTSE Shariah0.0% |
| TSCO TRACTOR SUPPLY COMPANY | NON_COMPLIANT | 0.04% | AAOIFI35.6% Usmani53.8% Dow Jones Islamic25.1% S&P Shariah25.5% MSCI Islamic53.4% MSCI Islamic M-Series25.5% FTSE Shariah17.7% |
| AWK AMERICAN WATER WORKS COMPANY INC | NON_COMPLIANT | 0.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CNC CENTENE CORP | NON_COMPLIANT | 0.04% | AAOIFI50.5% Usmani19.4% Dow Jones Islamic62.6% S&P Shariah53.4% MSCI Islamic19.4% MSCI Islamic M-Series53.4% FTSE Shariah19.4% |
| NRG NRG ENERGY INC | NON_COMPLIANT | 0.04% | AAOIFI85.9% Usmani53.8% Dow Jones Islamic81.4% S&P Shariah98.7% MSCI Islamic53.8% MSCI Islamic M-Series98.7% FTSE Shariah53.3% |
| CNP CENTERPOINT ENERGY INC | NON_COMPLIANT | 0.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CINF CINCINNATI FINANCIAL CORP | NON_COMPLIANT | 0.04% | AAOIFI3.0% Usmani1.8% Dow Jones Islamic3.4% S&P Shariah3.7% MSCI Islamic1.8% MSCI Islamic M-Series3.7% FTSE Shariah1.8% |
| LDOS LEIDOS HOLDINGS INC | NON_COMPLIANT | 0.04% | AAOIFI39.5% Usmani42.1% Dow Jones Islamic32.6% S&P Shariah34.8% MSCI Islamic42.1% MSCI Islamic M-Series34.8% FTSE Shariah38.6% |
| YUM! BRANDS INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CMS CMS ENERGY CORP | NON_COMPLIANT | 0.04% | AAOIFI89.2% Usmani47.2% Dow Jones Islamic90.3% S&P Shariah98.1% MSCI Islamic46.5% MSCI Islamic M-Series98.1% FTSE Shariah46.5% |
| ATO ATMOS ENERGY CORP | NON_COMPLIANT | 0.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| BG BUNGE GLOBAL SA | NON_COMPLIANT | 0.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| RMD RESMED INC | COMPLIANT | 0.04% | AAOIFI2.6% Usmani9.2% Dow Jones Islamic2.4% S&P Shariah2.6% MSCI Islamic9.2% MSCI Islamic M-Series2.6% FTSE Shariah7.4% |
| EQUITY RESIDENTIAL | UNSCREENED | 0.04% | no in-house ratios for this holding |
| FNF FIDELITY NATIONAL FINANCIAL INC | NON_COMPLIANT | 0.04% | AAOIFI35.7% Usmani3.8% Dow Jones Islamic29.8% S&P Shariah31.6% MSCI Islamic3.8% MSCI Islamic M-Series31.6% FTSE Shariah3.8% |
| MTD METTLER-TOLEDO INTERNATIONAL INC | COMPLIANT | 0.04% | AAOIFI7.8% Usmani57.5% Dow Jones Islamic8.0% S&P Shariah7.9% MSCI Islamic57.5% MSCI Islamic M-Series7.9% FTSE Shariah57.5% |
| DRI DARDEN RESTAURANTS INC | NON_COMPLIANT | 0.04% | AAOIFI25.3% Usmani62.3% Dow Jones Islamic28.6% S&P Shariah30.9% MSCI Islamic48.7% MSCI Islamic M-Series30.9% FTSE Shariah18.1% |
| STE STERIS PLC | COMPLIANT | 0.04% | AAOIFI9.4% Usmani19.1% Dow Jones Islamic9.1% S&P Shariah9.3% MSCI Islamic19.1% MSCI Islamic M-Series9.3% FTSE Shariah17.6% |
| SNA SNAP-ON INC | NON_COMPLIANT | 0.04% | AAOIFI6.5% Usmani15.0% Dow Jones Islamic7.3% S&P Shariah7.9% MSCI Islamic14.9% MSCI Islamic M-Series7.9% FTSE Shariah13.7% |
| DKS DICKS SPORTING GOODS INC | NON_COMPLIANT | 0.04% | AAOIFI48.9% Usmani33.2% Dow Jones Islamic33.0% S&P Shariah35.5% MSCI Islamic33.2% MSCI Islamic M-Series35.5% FTSE Shariah0.0% |
| L LOEWS CORP | NON_COMPLIANT | 0.04% | AAOIFI40.0% Usmani10.2% Dow Jones Islamic44.3% S&P Shariah47.6% MSCI Islamic10.2% MSCI Islamic M-Series47.6% FTSE Shariah10.2% |
| CPAY CORPAY INC | NON_COMPLIANT | 0.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| IP INTERNATIONAL PAPER COMPANY | NON_COMPLIANT | 0.04% | AAOIFI50.2% Usmani27.3% Dow Jones Islamic47.6% S&P Shariah55.5% MSCI Islamic27.1% MSCI Islamic M-Series55.5% FTSE Shariah25.2% |
| CHTR CHARTER COMMUNICATIONS INC | NON_COMPLIANT | 0.04% | AAOIFI353.0% Usmani60.4% Dow Jones Islamic125.9% S&P Shariah116.4% MSCI Islamic60.4% MSCI Islamic M-Series116.4% FTSE Shariah60.4% |
| SNX TD SYNNEX CORP | COMPLIANT | 0.03% | AAOIFI22.5% Usmani12.3% Dow Jones Islamic36.1% S&P Shariah39.8% MSCI Islamic12.3% MSCI Islamic M-Series39.8% FTSE Shariah12.3% |
| INCY INCYTE CORP | COMPLIANT | 0.03% | AAOIFI0.1% Usmani0.7% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.3% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| FIRST CITIZENS BANCSHARES INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| LULU LULULEMON ATHLETICA INC | COMPLIANT | 0.03% | AAOIFI17.9% Usmani25.2% Dow Jones Islamic8.2% S&P Shariah6.5% MSCI Islamic25.2% MSCI Islamic M-Series6.5% FTSE Shariah0.0% |
| DOV DOVER CORP | COMPLIANT | 0.03% | AAOIFI12.4% Usmani23.8% Dow Jones Islamic12.4% S&P Shariah13.2% MSCI Islamic23.8% MSCI Islamic M-Series13.2% FTSE Shariah23.8% |
| PKG PACKAGING CORP OF AMERICA | COMPLIANT | 0.03% | AAOIFI20.8% Usmani40.0% Dow Jones Islamic0.2% S&P Shariah0.2% MSCI Islamic39.9% MSCI Islamic M-Series0.2% FTSE Shariah36.0% |
| CHD CHURCH & DWIGHT CO INC | COMPLIANT | 0.03% | AAOIFI10.6% Usmani26.7% Dow Jones Islamic10.4% S&P Shariah10.4% MSCI Islamic26.7% MSCI Islamic M-Series10.4% FTSE Shariah24.8% |
| XYL XYLEM INC | COMPLIANT | 0.03% | AAOIFI12.0% Usmani17.6% Dow Jones Islamic10.0% S&P Shariah10.3% MSCI Islamic17.6% MSCI Islamic M-Series10.3% FTSE Shariah16.9% |
| AA ALCOA CORP | COMPLIANT | 0.03% | AAOIFI16.9% Usmani13.2% Dow Jones Islamic24.5% S&P Shariah28.1% MSCI Islamic13.2% MSCI Islamic M-Series28.1% FTSE Shariah13.2% |
| TDY TELEDYNE TECHNOLOGIES INC | NON_COMPLIANT | 0.03% | AAOIFI7.2% Usmani13.3% Dow Jones Islamic8.0% S&P Shariah8.7% MSCI Islamic13.3% MSCI Islamic M-Series8.7% FTSE Shariah13.3% |
| FOX FOX CORP | NON_COMPLIANT | 0.03% | AAOIFI29.1% Usmani33.7% Dow Jones Islamic14791428216.1% S&P Shariah17289936602.0% MSCI Islamic33.7% MSCI Islamic M-Series17289936602.0% FTSE Shariah29.4% |
| WAT WATERS CORP | COMPLIANT | 0.03% | AAOIFI14.1% Usmani21.2% Dow Jones Islamic21.2% S&P Shariah23.3% MSCI Islamic21.2% MSCI Islamic M-Series23.3% FTSE Shariah19.7% |
| FFIV F5 INC | COMPLIANT | 0.03% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| ILMN ILLUMINA INC | COMPLIANT | 0.03% | AAOIFI1.6% Usmani8.1% Dow Jones Islamic2.7% S&P Shariah2.7% MSCI Islamic8.1% MSCI Islamic M-Series2.7% FTSE Shariah0.0% |
| NI NISOURCE INC | NON_COMPLIANT | 0.03% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| SBAC SBA COMMUNICATIONS CORP | NON_COMPLIANT | 0.03% | AAOIFI63.3% Usmani108.4% Dow Jones Islamic58.7% S&P Shariah58.5% MSCI Islamic108.4% MSCI Islamic M-Series58.5% FTSE Shariah108.4% |
| VRSK VERISK ANALYTICS INC | QUESTIONABLE | 0.03% | AAOIFI18.2% Usmani101.0% Dow Jones Islamic13.7% S&P Shariah13.5% MSCI Islamic100.6% MSCI Islamic M-Series13.5% FTSE Shariah97.3% |
| USFD US FOODS HOLDING CORP | NON_COMPLIANT | 0.03% | AAOIFI23.5% Usmani36.5% Dow Jones Islamic29.4% S&P Shariah33.1% MSCI Islamic36.5% MSCI Islamic M-Series33.1% FTSE Shariah36.5% |
| TPR TAPESTRY INC | COMPLIANT | 0.03% | AAOIFI16.9% Usmani59.3% Dow Jones Islamic18.9% S&P Shariah23.7% MSCI Islamic59.3% MSCI Islamic M-Series23.7% FTSE Shariah35.8% |
| EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC | COMPLIANT | 0.03% | AAOIFI2.3% Usmani11.0% Dow Jones Islamic3.2% S&P Shariah3.2% MSCI Islamic11.0% MSCI Islamic M-Series3.2% FTSE Shariah0.0% |
| IRON MOUNTAIN INC (REIT) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ROIVANT SCIENCES LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WCC WESCO INTERNATIONAL INC | NON_COMPLIANT | 0.03% | AAOIFI40.2% Usmani37.7% Dow Jones Islamic58.2% S&P Shariah64.7% MSCI Islamic37.7% MSCI Islamic M-Series64.7% FTSE Shariah33.3% |
| STLD STEEL DYNAMICS INC | COMPLIANT | 0.03% | AAOIFI12.1% Usmani24.4% Dow Jones Islamic17.6% S&P Shariah18.9% MSCI Islamic24.4% MSCI Islamic M-Series18.9% FTSE Shariah24.4% |
| NWS NEWS CORP | QUESTIONABLE | 0.03% | AAOIFI17.0% Usmani18.8% Dow Jones Islamic17.4% S&P Shariah18.5% MSCI Islamic18.8% MSCI Islamic M-Series18.5% FTSE Shariah12.8% |
| FSLR FIRST SOLAR INC | COMPLIANT | 0.03% | AAOIFI0.7% Usmani1.4% Dow Jones Islamic0.7% S&P Shariah0.7% MSCI Islamic1.2% MSCI Islamic M-Series0.7% FTSE Shariah0.3% |
| CARLYLE GROUP INC (THE) | UNSCREENED | 0.03% | no in-house ratios for this holding |
| RS RELIANCE INC | COMPLIANT | 0.03% | AAOIFI9.9% Usmani18.8% Dow Jones Islamic12.5% S&P Shariah12.6% MSCI Islamic18.8% MSCI Islamic M-Series12.6% FTSE Shariah15.7% |
| CPRT COPART INC | COMPLIANT | 0.03% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| VLTO VERALTO CORP | COMPLIANT | 0.03% | AAOIFI12.4% Usmani37.5% Dow Jones Islamic11.8% S&P Shariah12.2% MSCI Islamic37.5% MSCI Islamic M-Series12.2% FTSE Shariah34.8% |
| ESS ESSEX PROPERTY TRUST INC | NON_COMPLIANT | 0.03% | AAOIFI35.7% Usmani49.5% Dow Jones Islamic37.2% S&P Shariah39.3% MSCI Islamic49.5% MSCI Islamic M-Series39.3% FTSE Shariah49.5% |
| ULTA ULTA BEAUTY INC | COMPLIANT | 0.03% | AAOIFI10.7% Usmani36.2% Dow Jones Islamic11.7% S&P Shariah11.8% MSCI Islamic36.2% MSCI Islamic M-Series11.8% FTSE Shariah4.9% |
| TXT TEXTRON INC | NON_COMPLIANT | 0.03% | AAOIFI3.0% Usmani2.2% Dow Jones Islamic2.7% S&P Shariah2.6% MSCI Islamic2.2% MSCI Islamic M-Series2.6% FTSE Shariah0.0% |
| INVH INVITATION HOMES INC | NON_COMPLIANT | 0.03% | AAOIFI52.4% Usmani46.2% Dow Jones Islamic47.8% S&P Shariah46.8% MSCI Islamic46.2% MSCI Islamic M-Series46.8% FTSE Shariah46.2% |
| FTI TECHNIPFMC PLC | COMPLIANT | 0.03% | AAOIFI3.9% Usmani12.0% Dow Jones Islamic6.3% S&P Shariah7.5% MSCI Islamic11.2% MSCI Islamic M-Series7.5% FTSE Shariah3.9% |
| J JACOBS SOLUTIONS INC | COMPLIANT | 0.03% | AAOIFI23.7% Usmani34.5% Dow Jones Islamic24.8% S&P Shariah24.5% MSCI Islamic34.5% MSCI Islamic M-Series24.5% FTSE Shariah30.5% |
| LUV SOUTHWEST AIRLINES COMPANY | COMPLIANT | 0.02% | AAOIFI36.4% Usmani22.9% Dow Jones Islamic36.4% S&P Shariah38.5% MSCI Islamic22.9% MSCI Islamic M-Series38.5% FTSE Shariah19.7% |
| COREWEAVE INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UTHR UNITED THERAPEUTICS CORP | NON_COMPLIANT | 0.02% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| EFX EQUIFAX INC | COMPLIANT | 0.02% | AAOIFI27.1% Usmani45.6% Dow Jones Islamic19.8% S&P Shariah19.6% MSCI Islamic45.6% MSCI Islamic M-Series19.6% FTSE Shariah45.6% |
| HSY HERSHEY COMPANY (THE) | COMPLIANT | 0.02% | AAOIFI15.8% Usmani39.9% Dow Jones Islamic13.9% S&P Shariah13.9% MSCI Islamic39.4% MSCI Islamic M-Series13.9% FTSE Shariah37.1% |
| EXE EXPAND ENERGY CORP | COMPLIANT | 0.02% | AAOIFI22.5% Usmani17.3% Dow Jones Islamic22.5% S&P Shariah27.7% MSCI Islamic17.3% MSCI Islamic M-Series27.7% FTSE Shariah17.0% |
| FLUT FLUTTER ENTERTAINMENT PLC | NON_COMPLIANT | 0.02% | AAOIFI72.3% Usmani44.5% Dow Jones Islamic34.3% S&P Shariah36.7% MSCI Islamic44.5% MSCI Islamic M-Series36.7% FTSE Shariah42.5% |
| FWONA LIBERTY MEDIA CORP | NON_COMPLIANT | 0.02% | AAOIFI20.6% Usmani31.0% Dow Jones Islamic23.0% S&P Shariah25.2% MSCI Islamic31.0% MSCI Islamic M-Series25.2% FTSE Shariah31.0% |
| BALL BALL CORP | NON_COMPLIANT | 0.02% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| TLN TALEN ENERGY CORP | NON_COMPLIANT | 0.02% | AAOIFI61.3% Usmani63.5% Dow Jones Islamic68.1% S&P Shariah74.8% MSCI Islamic63.5% MSCI Islamic M-Series74.8% FTSE Shariah63.5% |
| FOX FOX CORP | NON_COMPLIANT | 0.02% | AAOIFI29.1% Usmani33.7% Dow Jones Islamic14791428216.1% S&P Shariah17289936602.0% MSCI Islamic33.7% MSCI Islamic M-Series17289936602.0% FTSE Shariah29.4% |
| MKL MARKEL GROUP INC | NON_COMPLIANT | 0.02% | AAOIFI19.3% Usmani6.1% Dow Jones Islamic18.3% S&P Shariah19.5% MSCI Islamic6.1% MSCI Islamic M-Series19.5% FTSE Shariah6.1% |
| WY WEYERHAEUSER COMPANY | NON_COMPLIANT | 0.02% | AAOIFI31.3% Usmani32.1% Dow Jones Islamic28.8% S&P Shariah27.4% MSCI Islamic32.1% MSCI Islamic M-Series27.4% FTSE Shariah32.1% |
| SUI SUN COMMUNITIES INC | COMPLIANT | 0.02% | AAOIFI50.8% Usmani59.8% Dow Jones Islamic48.7% S&P Shariah50.2% MSCI Islamic59.8% MSCI Islamic M-Series50.2% FTSE Shariah59.8% |
| ALB ALBEMARLE CORP | COMPLIANT | 0.02% | AAOIFI13.1% Usmani13.2% Dow Jones Islamic15.4% S&P Shariah15.0% MSCI Islamic12.6% MSCI Islamic M-Series15.0% FTSE Shariah11.8% |
| LVS LAS VEGAS SANDS CORP | NON_COMPLIANT | 0.02% | AAOIFI53.8% Usmani76.7% Dow Jones Islamic44.9% S&P Shariah45.0% MSCI Islamic76.7% MSCI Islamic M-Series45.0% FTSE Shariah76.7% |
| NXT NEXTPOWER INC | COMPLIANT | 0.02% | AAOIFI0.3% Usmani0.9% Dow Jones Islamic0.4% S&P Shariah0.5% MSCI Islamic0.9% MSCI Islamic M-Series0.5% FTSE Shariah0.0% |
| PTC PTC INC | COMPLIANT | 0.02% | AAOIFI11.1% Usmani24.7% Dow Jones Islamic8.0% S&P Shariah8.0% MSCI Islamic24.7% MSCI Islamic M-Series8.0% FTSE Shariah21.9% |
| RIVN RIVIAN AUTOMOTIVE INC | NON_COMPLIANT | 0.02% | AAOIFI22.4% Usmani35.4% Dow Jones Islamic25.5% S&P Shariah24.9% MSCI Islamic34.7% MSCI Islamic M-Series24.9% FTSE Shariah29.4% |
| WSO WATSCO INC | COMPLIANT | 0.01% | AAOIFI7.1% Usmani17.8% Dow Jones Islamic5.3% S&P Shariah5.4% MSCI Islamic17.6% MSCI Islamic M-Series5.4% FTSE Shariah9.6% |
| TRMB TRIMBLE INC | COMPLIANT | 0.01% | AAOIFI10.6% Usmani17.1% Dow Jones Islamic8.8% S&P Shariah9.4% MSCI Islamic17.1% MSCI Islamic M-Series9.4% FTSE Shariah17.1% |
| TKO TKO GROUP HOLDINGS INC | NON_COMPLIANT | 0.01% | AAOIFI12.7% Usmani30.5% Dow Jones Islamic14.3% S&P Shariah17.0% MSCI Islamic28.8% MSCI Islamic M-Series17.0% FTSE Shariah28.5% |
| NWS NEWS CORP | QUESTIONABLE | 0.01% | AAOIFI17.0% Usmani18.8% Dow Jones Islamic17.4% S&P Shariah18.5% MSCI Islamic18.8% MSCI Islamic M-Series18.5% FTSE Shariah12.8% |
| CHICAGO MERCANTILE EXCHANGE | UNSCREENED | 0.01% | no in-house ratios for this holding |
| LEN LENNAR CORP | NON_COMPLIANT | 0.00% | AAOIFI29.9% Usmani17.4% Dow Jones Islamic21.5% S&P Shariah19.9% MSCI Islamic17.4% MSCI Islamic M-Series19.9% FTSE Shariah17.4% |
| FWONA LIBERTY MEDIA CORP | NON_COMPLIANT | 0.00% | AAOIFI20.6% Usmani31.0% Dow Jones Islamic23.0% S&P Shariah25.2% MSCI Islamic31.0% MSCI Islamic M-Series25.2% FTSE Shariah31.0% |
| CHICAGO MERCANTILE EXCHANGE | UNSCREENED | 0.00% | no in-house ratios for this holding |
| HOLOGIC INC | UNSCREENED | 0.00% | no in-house ratios for this holding |
The published standards disagree about this fund by 19 points of portfolio weight — 65.6% of it passes AAOIFI, 46.6% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 65.6% ratios fail on 20.8% 13.5% not rated under AAOIFI
ratios pass on 53.3% ratios fail on 26.9% 19.6% not rated under Usmani
ratios pass on 64.6% ratios fail on 21.1% 14.2% not rated under Dow Jones Islamic
ratios pass on 64.5% ratios fail on 21.1% 14.4% not rated under S&P Shariah
ratios pass on 46.6% ratios fail on 29.8% 23.5% not rated under MSCI Islamic
ratios pass on 64.2% ratios fail on 21.6% 14.1% not rated under MSCI Islamic M-Series
ratios pass on 54.7% ratios fail on 26.2% 19.0% not rated under FTSE Shariah
351 of 377 listed holdings carry our own per-methodology verdicts (93% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 322 (86% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| BRK.B BERKSHIRE HATHAWAY INC | 2.80% |
| BAC BANK OF AMERICA CORP | 1.20% |
| UNH UNITEDHEALTH GROUP INC | 1.11% |
| GS GOLDMAN SACHS GROUP INC (THE) | 0.89% |
| PM PHILIP MORRIS INTERNATIONAL INC | 0.88% |
| RTX RTX CORP | 0.85% |
| WFC WELLS FARGO & COMPANY | 0.78% |
| MS MORGAN STANLEY | 0.75% |
| C CITIGROUP INC | 0.67% |
| VZ VERIZON COMMUNICATIONS INC | 0.58% |
Methodology breakdown computing — it will appear here on its own.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
iShares Morningstar Value ETF (ILCV) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Computing the full ratio and business-activity breakdown for ILCV — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 58.60 | NEUTRAL |
| Stochastic %K (14) | 96.82 | SELL |
| CCI (20) | 116.19 | SELL |
| Williams %R (14) | -3.18 | SELL |
| MACD (12,26,9) | 0.13 | BUY |
| ROC (10) | 0.76 | BUY |
| Momentum (10) | 0.81 | BUY |
| EMA (10) | 106.77 | BUY |
| SMA (10) | 106.33 | BUY |
| EMA (20) | 106.74 | BUY |
| SMA (20) | 106.66 | BUY |
| EMA (30) | 106.70 | BUY |
| SMA (30) | 107.00 | BUY |
| EMA (50) | 106.23 | BUY |
| SMA (50) | 107.11 | BUY |
| EMA (100) | 104.27 | BUY |
| SMA (100) | 104.41 | BUY |
| EMA (200) | 100.31 | BUY |
| SMA (200) | 99.92 | BUY |
The fund seeks to track the investment results of the underlying index, which measures the performance of U.S. stocks issued by large-mid capitalization companies that have exhibited above-average “value” characteristics as determined by Morningstar, Inc. The stocks included in the underlying index are weighted according to the total value of shares that are publicly owned and available for investment.
Background via Yahoo Finance — informational, not part of the verdict.
Average — needs more confirmation before sizing up
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BEARISH | 41 |
| 🕐 1H | BULLISH | 48 |
| ⏱ 15-Min | BULLISH | 130 |
| ⏲ 5-Min | BULLISH | 234 |
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-10-06 · Asset managers net 906615 (+2612)
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.