IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF
Tracks the investment results of the Dow Jones U.S. Select Investment Services Index.
By iShares · Launched 2006
Annual Cost
0.38%
#1,831 of 5,861 · low cost
Fund Size
$1.3B
#978 of 5,861 · large
Return (1Y)Goal
+6.8%
Track Record
20 years
#283 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,801+8.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Sector
FinancialsIndex tracked
Dow Jones US Select Investment Services Index
What it actually holds
By weightConcentration
Top 10 holdings = 73.8% of fundconcentrated
THE GOLDMAN SACHS GROUP, INC.
18.3%
MORGAN STANLEY
14.3%
THE CHARLES SCHWAB CORPORATION
11.3%
INTERCONTINENTAL EXCHANGE, INC.
4.5%
S&P GLOBAL INC.
4.5%
MOODY'S CORPORATION
4.4%
CME GROUP INC.
4.4%
MSCI INC.
4.1%
ROBINHOOD MARKETS, INC.
4.0%
COINBASE GLOBAL, INC.
4.0%
Asset allocation
Stocks
99.5%
Cash
0.5%
By sector
Financial Services
99.9%
Technology
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
20.3%High
Year-on-year price swings
Max drawdown
-40.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.02Strong risk-adjusted returns
Sortino (3Y)
1.49Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of the Dow Jones U.S. Select Investment Services Index.
- Strategy
- Invests primarily in U.S. equities in the investment services sector, tracking the Dow Jones U.S. Select Investment Services Index. Includes large-, mid-, and small-cap companies, aiming for investment results similar to the index.
- Inception date
- May 1, 2006
- Fund family
- iShares
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Data updated on 2026-08-04