IATiShares U.S. Regional Banks ETF
Tracks the investment results of an index composed of U.S. equities in the regional banks sector.
By iShares · Launched 2006
Annual Cost
0.38%
#1,831 of 5,861 · low cost
Fund Size
$656M
#1,405 of 5,861 · large
Return (1Y)Goal
+28.7%
Track Record
20 years
#283 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$13,672+36.7%
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 Regional Banks Index
What it actually holds
By weightConcentration
Top 10 holdings = 69.2% of fundconcentrated
THE PNC FINANCIAL SERVICES GROUP, INC.
14.5%
U.S. BANCORP
14.0%
Truist Financial Corporation
10.0%
FIFTH THIRD BANCORP
6.1%
CITIZENS FINANCIAL GROUP, INC.
4.5%
M&T BANK CORPORATION
4.5%
HUNTINGTON BANCSHARES INCORPORATED
4.4%
REGIONS FINANCIAL CORPORATION
4.2%
KEYCORP
3.5%
FIRST CITIZENS BANCSHARES, INC.
3.4%
Asset allocation
Stocks
99.8%
Cash
0.3%
By sector
Financial Services
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
22.0%High
Year-on-year price swings
Max drawdown
-55.6%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.75Decent risk-adjusted returns
Sortino (3Y)
1.11Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of an index composed of U.S. equities in the regional banks sector.
- Strategy
- Seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index, which measures the performance of the regional bank sector of the U.S. equity market. The Fund may include large-, mid-, or small-cap companies and generally invests at least 80% of its assets in the component securities of its Underlying Index.
- Inception date
- May 1, 2006
- Fund family
- iShares
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Data updated on 2026-08-04