Morningstar

iShares U.S. Regional Banks ETF IAT

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

Morningstar’s Analysis IAT

Will IAT 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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 69.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

U.S. Bancorp

15.06 92M
Financial Services

PNC Financial Services Group Inc

14.84 90M
Financial Services

Truist Financial Corp

9.54 58M
Financial Services

Fifth Third Bancorp

5.10 31M
Financial Services

Citizens Financial Group Inc

4.45 27M
Financial Services

M&T Bank Corp

4.42 27M
Financial Services

Huntington Bancshares Inc

4.42 27M
Financial Services

Regions Financial Corp

4.34 26M
Financial Services

First Citizens BancShares Inc Class A

3.46 21M
Financial Services

KeyCorp

3.44 21M
Financial Services

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