— Know what they know.
Not Investment Advice

IAI

iShares U.S. Broker-Dealers & Securities Exchanges ETF
1W: +0.1% 1M: +7.4% 3M: +6.3% YTD: +3.9% 1Y: +8.0% 3Y: +99.1% 5Y: +103.1%
$188.85
+0.20 (+0.11%)
 
Weekly Expected Move ±3.4%
$174 $181 $187 $193 $200
ETF AMEX · AUM $1.3B
Key Statistics
AUM$1.3B
Holdings35
Top 10 Wt75.3%
Volume98,973
Avg Volume106,438
Beta1.18
Portfolio Fundamentals
P/E19.5
P/B3.1
Div Yield1.39%
ROE16.1%
% Profitable84%
Inception2006-05-05
Sector Allocation
Financial Services 99.6%
Technology 0.3%
Other 0.1%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 GOLDMAN SACHS GROUP INC GS 20.25% $274.5M 258,628
2 MORGAN STANLEY MS 16.63% $225.4M 1,050,922
3 CHARLES SCHWAB CORP SCHW 8.93% $121.0M 1,186,715
4 ROBINHOOD MARKETS INC CLASS A HOOD 4.72% $64.0M 674,101
5 MOODYS CORP MCO 4.49% $60.9M 129,152
6 INTERCONTINENTAL EXCHANGE INC ICE 4.46% $60.5M 414,772
7 S&P GLOBAL INC SPGI 4.29% $58.2M 136,515
8 CME GROUP INC CLASS A CME 4.16% $56.3M 220,653
9 NASDAQ INC NDAQ 3.69% $50.0M 542,637
10 INTERACTIVE BROKERS GROUP INC CLAS IBKR 3.66% $49.6M 541,067

Recent Holding Changes

Date Holding Change Details
2026-07-27 SCHW Changed 1194899 → 1186715
2026-07-27 PWP Changed 86670 → 86076
2026-07-27 RJF Changed 212111 → 210658
2026-07-27 SF Changed 187243 → 185961
2026-07-27 CME Changed 222175 → 220653

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms