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IAT:NYSE Arca

iShares Dow Jones US Regional Banks Index Fund – IAT ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
28.430.00 (0.00%)21.73 - 28.4895.1 thousand (Below Avg)

Market data as of 3:59PM 05/17/13. Quotes are delayed by at least 15 min.

Overview - IAT

The investment seeks to replicate the Dow Jones U.S. Select Regional Banks Index. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. The underlying index measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. Small and mid-size banks are selected for inclusion based on their relative three-year average total assets as a percentage of the three-year average total assets held by all banks in the Dow Jones U.S. Bank Index, as determined by Dow Jones. The fund is non-diversified.

Today | 1 Week | 1 Month | 3 Month | 1 Year

Open28.14
Previous Close28.43
Day's Range28.14 - 28.48
Avg Volume (10 Day)139.5K
Total Assets$349.82M
Expense Ratio0.47%
Yield (Trailing 12 Mo.)1.83%
Fund Inception05/01/2006

Trailing Total Returns - IAT

as of 04/30/2013
TimeframeIATS&P 500Financial
1 Month-1.14%1.93%2.04%
3 Month4.05%7.18%6.04%
Year-to-Date10.01%12.74%13.50%
1 Year10.17%16.89%22.78%
3 Year2.36%12.80%6.05%
5 Year-3.73%5.21%-1.80%
10 Year--7.88%1.23%
Since Inception-6.05%10.38%--

Stock Sector Allocation - IAT

as of 04/30/2013
Basic Materials 0.00%
Consumer Cyclical 0.00%
Financial Services
 
100.00%
Real Estate 0.00%
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services 0.00%
Energy 0.00%
Industrials 0.00%
Technology 0.00%

Top Ten Holdings - IAT

as of 04/30/2013
CompanyYTD Return% of Assets
USB3.33%20.47%
PNC16.64%11.85%
BBT5.74%7.11%
STI2.26%5.21%
FITB10.92%4.93%
MTB1.80%4.05%
RF18.37%3.97%
KEY17.93%3.04%
CMA18.49%2.25%
HBAN11.11%2.00%

Valuation & Growth - IAT

as of 04/30/2013
ValuationIATCategory Range
Price/Earnings12.09
Price/Book1.14
Price/Sales2.63
Price/Cash Flow--
Dividend Yield2.78
LT Earnings6.28
Historical Earnings21.9
Sales Growth-1.85
Cash-Flow Growth-9.39
Book-Value Growth4.16
Key:  Lo 
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Morningstar Summary - IAT, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAvg
ReturnBelow Avg
Key:  Lo 
 Hi

Risk Analysis - IAT, 3 Year

Beta1.04
Standard Deviation20.64
Alpha-6.54
Sharpe Ratio0.21
Mean4.53
R-Squared70.40

Tax Analysis - IAT, 3 Year Avg

Pretax Return2.36%
Tax-adjusted Return2.02%
Tax Cost Ratio0.34%
Potential Cap Gains-14.29%

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