Morningstar

iShares U.S. Broker-Dealers & Securities Exchanges ETF IAI

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IAI

Will IAI outperform in the 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 IAI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IAI 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 IAI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares US Broker-Dealers&Secs Exchs 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IAI

More IAI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Goldman Sachs Group Inc

18.16 240M
Financial Services

Morgan Stanley

15.55 205M
Financial Services

Charles Schwab Corp

9.48 125M
Financial Services

Robinhood Markets Inc Class A

4.77 63M
Financial Services

Intercontinental Exchange Inc

4.75 63M
Financial Services

Moodys Corp

4.68 62M
Financial Services

CME Group Inc Class A

4.66 62M
Financial Services

S&P Global Inc

4.61 61M
Financial Services

Coinbase Global Inc Ordinary Shares - Class A

4.03 53M
Financial Services

Nasdaq Inc

3.94 52M
Financial Services

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