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Morningstar

iShares US Regional Banks ETF IAT

Morningstar Medalist Rating
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.

  • Process Pillar

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

  • 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.

An incline in its Process Pillar rating is the primary driver of iShares US Regional Banks ETF's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

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 IAT

More IAT Holdings
  • 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

U.S. Bancorp

14.83 88.5 Mil
Financial Services

PNC Financial Services Group Inc

13.68 81.7 Mil
Financial Services

Truist Financial Corp

11.25 67.2 Mil
Financial Services

Fifth Third Bancorp

5.42 32.4 Mil
Financial Services

M&T Bank Corp

4.61 27.5 Mil
Financial Services

Huntington Bancshares Inc

4.48 26.8 Mil
Financial Services

First Citizens BancShares Inc Class A

4.27 25.5 Mil
Financial Services

Regions Financial Corp

4.14 24.7 Mil
Financial Services

Citizens Financial Group Inc

3.59 21.4 Mil
Financial Services

KeyCorp

3.15 18.8 Mil
Financial Services