ATLASiShares U.S. Regional Banks ETF (IAT): outlook, holdings and fees
iShares U.S. Regional Banks ETF (IAT) is an exchange-traded fund and is managed by iShares. The expense ratio is 0.40% and the yield is 2.75%. The ten largest holdings are 71% of the fund.
Fund data as of Oct 14, 2026 · Price Nov 2, 2026
ATLAS view on IAT
| Last price | $59.82 (-1.4%) |
|---|---|
| ATLAS chance of a higher price in 1 month | 53% |
| Likely 1-month range (50%) | $57.98 – $62.23 |
| Normal 1-day range (±1σ) | ±1.2% |
| Distribution yield | 2.75% |
ATLAS probabilities use the same calibrated model as every stock page. A fair value is shown for companies, not funds; the holdings below link to the fair value of each company.
IAT fund facts
| Issuer | iShares |
|---|---|
| Theme | Financials |
| Assets under management | $617M |
| Expense ratio | 0.40% |
| Number of holdings | 30 |
| Portfolio turnover | 7% |
| Inception | May 1, 2006 |
| Exchange | NYSE |
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index. The fund is non-diversified.
IAT top holdings
| Holding | Sector | Weight |
|---|---|---|
| U.S. Bancorp USB | Financial Services | 15.74% |
| PNC Financial Services Group Inc PNC | Financial Services | 15.37% |
| Truist Financial Corp TFC | Financial Services | 9.97% |
| Fifth Third Bancorp FITB | Financial Services | 5.14% |
| Huntington Bancshares Incorporated HBAN | Financial Services | 4.35% |
| Citizens Financial Group, Inc. CFG | Financial Services | 4.54% |
| M&T Bank Corporation MTB | Financial Services | 4.33% |
| Regions Financial Corporation RF | Financial Services | 4.40% |
| First Citizens BancShares, Inc. FCNCA | Financial Services | 3.39% |
| KeyCorp KEY | Financial Services | 3.49% |
Holdings with an ATLAS page link to their probability range, fair value and earnings calendar.
IAT sector breakdown
| Sector | Weight |
|---|---|
| Financial Services | 100.0% |
By region: North America 98.2%, Latin America 1.8%.
IAT returns and risk
| Year to date | +6.2% |
|---|---|
| 1 year | +21.6% |
| 3 years (annualised) | +24.8% |
| 5 years (annualised) | +1.6% |
| 10 years (annualised) | +8.1% |
| Volatility (3 years) | 24.9% |
| Sharpe ratio (3 years) | 0.83 |
Past returns do not guarantee future results.
IAT: frequently asked questions
What does IAT invest in?
iShares U.S. Regional Banks ETF invests in a portfolio of securities. Its largest holdings are U.S. Bancorp (15.7%), PNC Financial Services Group Inc (15.4%), Truist Financial Corp (10.0%), Fifth Third Bancorp (5.1%), Huntington Bancshares Incorporated (4.4%).
What is the IAT expense ratio?
0.40% a year: about $40.00 for every $10,000 invested.
What is the IAT dividend yield?
2.75%. ATLAS does not hold the exact distribution dates for ETFs.
Will IAT go up?
Nobody can know. The ATLAS model puts the chance of a higher price in one month at 53%, with a likely range (50%) of $57.98 to $62.23 from $59.82 today. It is a probability, not a prediction.
How has IAT performed?
Year to date +6.2%, one year +21.6%, three years +24.8% a year, five years +1.6% a year. Past returns do not guarantee future results.
Similar ETFs: Financials
- State Street Financial Select Sector SPDR ETF (XLF)
- Vanguard Financials Index Fund ETF Shares (VFH)
- Invesco KBW Bank ETF (KBWB)
- iShares U.S. Financials ETF (IYF)
- State Street SPDR S&P Regional Banking ETF (KRE)
- iShares MSCI Europe Financials ETF (EUFN)
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- Fidelity MSCI Financials Index ETF (FNCL)
Educational information, not investment advice. Disclaimer