The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares US Broker-Dealers&Secs Exchs ETF IAI
Morningstar’s Analysis IAI
Will IAI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 71.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
The Goldman Sachs Group Inc | 14.17 | 149.9 Mil | Financial Services |
S&P Global Inc | 13.61 | 144.0 Mil | Financial Services |
Morgan Stanley | 11.68 | 123.5 Mil | Financial Services |
Charles Schwab Corp | 7.57 | 80.1 Mil | Financial Services |
Moody's Corporation | 4.30 | 45.5 Mil | Financial Services |
CME Group Inc Class A | 4.25 | 44.9 Mil | Financial Services |
Intercontinental Exchange Inc | 4.14 | 43.8 Mil | Financial Services |
Coinbase Global Inc Ordinary Shares - Class A | 3.95 | 41.8 Mil | Financial Services |
MSCI Inc | 3.84 | 40.6 Mil | Financial Services |
Raymond James Financial Inc | 3.76 | 39.8 Mil | Financial Services |