iShares US Broker-Dealers&Secs Exchs ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
iShares U.S. Broker-Dealers & Securities Exchanges ETF IAI
Morningstar’s Analysis IAI
Will IAI outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 74.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
The Goldman Sachs Group Inc | 20.39 | 285M | Financial Services |
Morgan Stanley | 16.66 | 233M | Financial Services |
Charles Schwab Corp | 9.77 | 136M | Financial Services |
Robinhood Markets Inc Class A | 4.39 | 61M | Financial Services |
MSCI Inc | 4.24 | 59M | Financial Services |
Moodys Corp | 4.16 | 58M | Financial Services |
S&P Global Inc | 4.08 | 57M | Financial Services |
Nasdaq Inc | 3.74 | 52M | Financial Services |
Intercontinental Exchange Inc | 3.72 | 52M | Financial Services |
Interactive Brokers Group Inc Class A | 3.65 | 51M | Financial Services |
United States