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iShares US Regional Banks ETF IAT

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IAT

Will IAT outperform in future?

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

iShares US Regional Banks ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings IAT

  • Current Portfolio Date
  • Equity Holdings 35
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 67.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
14.04
86,297,370
Financial Services
13.59
83,503,028
Financial Services
10.45
64,186,523
Financial Services
5.83
35,811,322
Financial Services
4.57
28,063,035
Financial Services
4.39
26,994,955
Financial Services
4.39
26,993,217
Financial Services
4.14
25,449,650
Financial Services
3.49
21,424,737
Financial Services
2.76
16,950,276
Financial Services