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iShares US Broker-Dealers&Secs Exchs ETF IAI

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A sound investment process and strong management team underpin iShares US Broker-Dealers&Secs Exchs ETF's Morningstar Medalist Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings IAI

  • Current Portfolio Date May 24, 2023
  • Equity Holdings 25
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 76.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
19.77
121,606,153
Financial Services
19.37
119,152,664
Financial Services
5.62
34,597,150
Financial Services
5.31
32,674,550
Financial Services
5.06
31,137,524
Financial Services
5.00
30,732,731
Financial Services
4.56
28,069,714
Financial Services
4.30
26,422,728
Financial Services
3.93
24,191,568
Financial Services
3.91
24,058,753
Financial Services