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Morningstar

iShares US Broker-Dealers&Secs Exchs ETF IAI

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IAI

Will IAI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IAI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IAI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IAI’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin iShares US Broker-Dealers& Secs Exchs ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IAI

More IAI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Goldman Sachs Group Inc

13.74 147.4 Mil
Financial Services

S&P Global Inc

13.52 145.0 Mil
Financial Services

Morgan Stanley

11.65 125.0 Mil
Financial Services

Charles Schwab Corp

7.48 80.2 Mil
Financial Services

CME Group Inc Class A

4.37 46.8 Mil
Financial Services

Moody's Corporation

4.34 46.5 Mil
Financial Services

Coinbase Global Inc Ordinary Shares - Class A

4.21 45.2 Mil
Financial Services

Intercontinental Exchange Inc

4.20 45.1 Mil
Financial Services

MSCI Inc

4.17 44.8 Mil
Financial Services

Raymond James Financial Inc

3.82 41.0 Mil
Financial Services