iShares US Regional Banks 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. Regional Banks ETF IAT
Morningstar’s Analysis IAT
Will IAT 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 IAT 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 IAT’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 69.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
PNC Financial Services Group Inc | 14.79 | 92M | Financial Services |
U.S. Bancorp | 13.90 | 87M | Financial Services |
Truist Financial Corp | 9.89 | 62M | Financial Services |
Fifth Third Bancorp | 6.26 | 39M | Financial Services |
Citizens Financial Group Inc | 4.47 | 28M | Financial Services |
M&T Bank Corp | 4.44 | 28M | Financial Services |
Huntington Bancshares Inc | 4.34 | 27M | Financial Services |
Regions Financial Corp | 4.21 | 26M | Financial Services |
KeyCorp | 3.50 | 22M | Financial Services |
First Citizens BancShares Inc Class A | 3.49 | 22M | Financial Services |
United States