IAT
FinancialsiShares U.S. Regional Banks ETF
iShares · Tracks Dow Jones U.S. Select Regional Banks Index · Inception May 1, 2006
Trailing returns
through Oct 23, 2026- 1 year
- +23.7%
- 3 year
- +27.1%
- annualized
- 5 year
- +1.8%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.37% expense ratio.
Based on $609.3M in net assets.
Top-10 holdings represent 69.3% of net assets.
Financials base · ETF wrapper · 2.75% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through IAT, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare IAT's fee against another fund
Compounds the 0.37% expense ratio against a peer over decades.
Tool · Overlap
Compare IAT's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Financials funds.
Tool · TLH
Find a tax-loss harvesting partner for IAT
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for IAT across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | THE PNC FINANCIAL SERVICES GROUP, INC. | 14.94% |
| 2 | U.S. BANCORP | 14.16% |
| 3 | Truist Financial Corporation | 9.38% |
| 4 | FIFTH THIRD BANCORP | 6.39% |
| 5 | CITIZENS FINANCIAL GROUP, INC. | 4.61% |
| 6 | M&T BANK CORPORATION | 4.55% |
| 7 | HUNTINGTON BANCSHARES INCORPORATED | 4.50% |
| 8 | REGIONS FINANCIAL CORPORATION | 4.18% |
| 9 | KEYCORP | 3.44% |
| 10 | FIRST CITIZENS BANCSHARES, INC. | 3.14% |
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