IAT
FinancialsiShares U.S. Regional Banks ETF
iShares · Tracks Dow Jones U.S. Select Regional Banks Index · Inception May 1, 2006
Composite score
Based on a 0.38% expense ratio.
Based on $656.0M in net assets.
Top-10 holdings represent 69.2% of net assets.
Financials base · ETF wrapper · 2.53% 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 v0.5.1).
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Tool · Cost
Compare IAT's fee against another fund
Compounds the 0.38% 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
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Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | THE PNC FINANCIAL SERVICES GROUP, INC. | 14.52% |
| 2 | U.S. BANCORP | 13.97% |
| 3 | Truist Financial Corporation | 10.03% |
| 4 | FIFTH THIRD BANCORP | 6.07% |
| 5 | CITIZENS FINANCIAL GROUP, INC. | 4.53% |
| 6 | M&T BANK CORPORATION | 4.50% |
| 7 | HUNTINGTON BANCSHARES INCORPORATED | 4.43% |
| 8 | REGIONS FINANCIAL CORPORATION | 4.22% |
| 9 | KEYCORP | 3.50% |
| 10 | FIRST CITIZENS BANCSHARES, INC. | 3.41% |
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