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IAT

iShares U.S. Regional Banks ETF
1W: +3.2% 1M: -7.1% 3M: -5.8% YTD: -4.5% 1Y: +15.0% 3Y: +72.1% 5Y: +5.6%
$53.08
-0.24 (-0.45%)
After Hours: $53.05 (-0.03, -0.05%)
ETF AMEX · AUM $722.0M
ETF-Level Metrics
AUM$722M
Holdings31
Top 10 Wt70.8%
Beta1.54
% Profitable91%
Coverage100%
Portfolio Valuation
P/E11.2
P/B1.2
P/S2.1
EV/EBITDA12.0
P/FCF11.0
PEG2.27
Profitability & Returns
Gross Margin68.7%
Net Margin18.8%
ROE10.9%
ROA1.1%
ROIC14.0%
Div Yield3.26%
Leverage & Liquidity
Debt/Equity0.94
Debt/Assets0.10
Net Debt/EBITDA-2.2x
Interest Cov0.7x
Current Ratio0.59
Quick Ratio0.59
Growth (YoY)
Revenue+9.7%
Net Income+27.5%
EPS+28.0%
FCF+29.3%
EBITDA+44.5%
Rev CAGR 3Y+15.6%
Quality Scores
Piotroski F7.6
Altman Z-0.06
IS Quality74.7
IS Overall51.7
IS Value82.5
Median P/E11.4

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 31 99.7% 11.7
Other 3 0.3%

Smart Money Overlap

2 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
FITB Fifth Third Bancorp 6.00% 4 Bullish 2 1 +1.7%
FCNCA First Citizens BancShares, Inc. 3.31% 4 Bullish 9 1 +4.0%
Showing 34 of 34 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 US BANCORP USB 14.44% $79.5M 1,548,558 10.7 $80.6B Financial Services
2 PNC FINANCIAL SERVICES GROUP INC PNC 14.28% $78.6M 390,676 11.7 $83.1B Financial Services
3 TRUIST FINANCIAL CORP TFC 10.15% $55.9M 1,274,410 10.8 $56.7B Financial Services
4 FIFTH THIRD BANCORP FITB 6.00% $33.0M 752,815 12.1 $30.6B Financial Services
5 M&T BANK CORP MTB 5.48% $30.2M 153,110 11.7 $30.5B Financial Services
6 HUNTINGTON BANCSHARES INC HBAN 5.32% $29.3M 1,937,491 10.9 $23.0B Financial Services
7 CITIZENS FINANCIAL GROUP INC CFG 4.50% $24.8M 437,777 14.0 $25.5B Financial Services
8 REGIONS FINANCIAL CORP RF-PF 4.09% $22.5M 893,806 10.5 $22.4B Financial Services
9 FIRST CITIZENS BANCSHARES INC CLAS FCNCA 3.31% $18.2M 10,253 10.5 $23.0B Financial Services
10 KEYCORP KEY 3.28% $18.1M 946,916 12.0 $21.8B Financial Services
11 EAST WEST BANCORP INC EWBC 2.65% $14.6M 140,243 11.1 $14.7B Financial Services
12 PINNACLE FINANCIAL PARTNERS INC PNFP 2.27% $12.5M 152,506 10.2 $6.5B Financial Services
13 WEBSTER FINANCIAL CORP WBS 2.05% $11.3M 164,404 11.1 $11.2B Financial Services
14 FIRST HORIZON CORP FHN 1.98% $10.9M 501,900 11.4 $11.0B Financial Services
15 SOUTHSTATE BANK CORP SSB 1.65% $9.1M 102,456 11.5 $9.2B Financial Services
16 WINTRUST FINANCIAL CORP WTFC 1.62% $8.9M 68,264 11.1 $9.2B Financial Services
17 POPULAR INC BPOP 1.59% $8.8M 67,961 10.6 $8.9B Financial Services
18 CULLEN FROST BANKERS INC CFR 1.53% $8.4M 65,176 13.3 $8.6B Financial Services
19 ZIONS BANCORPORATION ZION 1.47% $8.1M 151,231 9.4 $8.5B Financial Services
20 UMB FINANCIAL CORP UMBF 1.44% $7.9M 72,776 12.2 $8.6B Financial Services
21 WESTERN ALLIANCE WAL 1.27% $7.0M 105,214 7.9 $7.8B Financial Services
22 COMMERCE BANCSHARES INC CBSH 1.14% $6.3M 131,799 11.8 $7.2B Financial Services
23 PROSPERITY BANCSHARES INC PB 1.13% $6.2M 96,825 11.5 $6.7B Financial Services
24 FNB CORP FNB 1.05% $5.8M 365,050 10.5 $5.9B Financial Services
25 VALLEY NATIONAL VLY 1.04% $5.7M 488,826 11.5 $6.8B Financial Services
26 GLACIER BANCORP INC GBCI 1.02% $5.6M 131,126 24.3 $5.8B Financial Services
27 UNITED BANKSHARES INC UBSI 1.01% $5.6M 142,794 12.4 $5.7B Financial Services
28 HOME BANCSHARES INC HOMB 0.88% $4.8M 186,312 11.0 $5.2B Financial Services
29 BANK OZK OZK 0.86% $4.7M 107,948 6.9 $5.0B Financial Services
30 FIRST FINANCIAL BANKSHARES INC FFIN 0.69% $3.8M 132,834 16.6 $4.2B Financial Services
31 BOK FINANCIAL CORP BOKF 0.51% $2.8M 22,573 13.3 $7.6B Financial Services
32 USD CASH Cash 0.16% $882,776 882,776
33 BLK CSH FND TREASURY SL AGENCY Bond 0.11% $582,679 582,679
34 CASH COLLATERAL USD WFFUT Cash 0.01% $71,000 71,000

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