iShares US Financials ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
iShares U.S. Financials ETF IYF
Morningstar’s Analysis IYF
Will IYF 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 IYF 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 IYF’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 50.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 11.70 | 415M | Financial Services |
JPMorgan Chase & Co | 11.07 | 393M | Financial Services |
Bank of America Corp | 4.66 | 165M | Financial Services |
The Goldman Sachs Group Inc | 4.01 | 142M | Financial Services |
Wells Fargo & Co | 3.97 | 141M | Financial Services |
Citigroup Inc | 3.70 | 131M | Financial Services |
Morgan Stanley | 3.67 | 130M | Financial Services |
BlackRock Inc | 2.47 | 88M | Financial Services |
Charles Schwab Corp | 2.39 | 85M | Financial Services |
S&P Global Inc | 2.07 | 73M | Financial Services |
United States