iShares US Real Estate ETF (IYR)

Add to Watchlists
Create an Alert
82.47 -0.09  -0.11% NYSE Arca Nov 22, 09:59 Delayed 2m USD
View Full Chart
IYR Price Chart

IYR Key Stats

IYR Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 2.15% 2.08% 1.04% 36
3M 4.23% 4.11% 3.82% 29
6M 7.01% 6.91% 4.92% 19
YTD 10.24% 10.27% 6.19% 13
1Y 16.73% 16.66% 12.31% 15
3Y 7.09% 7.09% 6.41% 28
5Y 9.88% 9.88% 9.63% 47
10Y 6.63% 6.59% 6.58% 59
As of Nov. 21, 2017. Returns for periods of 1 year and above are annualized.

IYR Asset Allocation

Type % Net % Long % Short
Cash 0.27% 0.27% 0.00
Stock 99.73% 99.73% 0.00
Bond 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Preferred 0.00 0.00 0.00
Other 0.00 0.00 0.00
As of Nov. 17, 2017

IYR Region Exposure

Americas 100.0%
North America 100.0%
Latin America 0.00
Greater Europe 0.00
United Kingdom 0.00
Europe Developed 0.00
Europe Emerging 0.00
Africa/Middle East 0.00
Greater Asia 0.00
Japan 0.00
Australasia 0.00
Asia Developed 0.00
Asia Emerging 0.00
Market Classification
% Developed Markets 100.0%
% Emerging Markets 0.00
As of Nov. 17, 2017. Region breakdown data is calculated by using the long position holdings of the portfolio.

IYR Stock Sector Exposure

Basic Materials 3.00%
Communication Services 12.13%
Consumer Cyclical 0.40%
Consumer Defensive 0.00
Energy 0.00
Financial Services 0.00
Healthcare 0.00
Industrials 1.03%
Real Estate 83.45%
Technology 0.00
Utilities 0.00
As of Nov. 17, 2017

IYR Stock Market Capitalization

Giant 0.00
Large 39.24%
Medium 44.95%
Small 15.71%
Micro 0.10%
As of Nov. 17, 2017

IYR Stock Style Exposure

Large Cap Value 7.23%
Large Cap Blend 13.66%
Large Cap Growth 18.59%
Mid Cap Value 12.13%
Mid Cap Blend 25.56%
Mid Cap Growth 7.53%
Small Cap Value 8.52%
Small Cap Blend 5.28%
Small Cap Growth 1.50%
As of Nov. 17, 2017
View More Holdings

IYR Top 10 Holdings

Symbol Name % Weight Price % Chg
AMT American Tower Corp 5.95% 145.71 -0.60%
SPG Simon Property Group Inc 4.79% 159.57 +0.26%
CCI Crown Castle International Corp 4.25% 111.83 -0.25%
EQIX Equinix Inc 3.50% 473.80 -0.10%
PLD Prologis Inc 3.35% 67.31 -0.13%
PSA Public Storage 3.02% 210.05 -0.60%
WY Weyerhaeuser Co 2.60% 36.26 +0.42%
AVB AvalonBay Communities Inc 2.42% 184.17 -0.46%
EQR Equity Residential 2.39% 68.19 +0.13%
HCN Welltower Inc 2.39% 68.40 +0.16%
As of Nov. 17, 2017
Advertisement

IYR One Page Reports

IYR Basic Info

Style
Equity Style Mid Cap/Blend
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Real Estate
Prospectus Objective Specialty - Real Estate
Fund Owner Firm Name iShares
Benchmark Index
DJ US Real Estate TR USD
100.0%

IYR Manager Info

Name Tenure
Alan Mason 1.55 yrs
Diane Hsiung 9.84 yrs
Greg Savage 9.84 yrs
Jennifer Hsui 5.17 yrs

IYR Net Fund Flows

1M -529.98M
3M -182.66M
6M -877.16M
YTD -416.91M
1Y -121.56M
3Y -1.460B
5Y -1.910B
10Y 1.183B
As of Oct. 31, 2017

IYR Risk Info

Beta (5Y) 0.6256
Max Drawdown (All) 74.11%
Historical Sharpe (10Y) 0.3007
Historical Sortino (All) 0.5788
30-Day Rolling Volatility 7.76%
Daily Value at Risk (VaR) 1% (All) 5.46%
Monthly Value at Risk (VaR) 1% (All) 21.17%

IYR Fundamentals

Dividend Yield TTM (11-22-17) 3.91%
SEC Yield (12-31-15) 3.37%
Weighted Average PE Ratio 24.68
Weighted Average Price to Sales Ratio 5.739
Weighted Average Price to Book Ratio 2.424
Weighted Median ROE 12.19%
Weighted Median ROA 3.81%
Forecasted Dividend Yield 4.18%
Forecasted PE Ratio 29.86
Forecasted Price to Sales Ratio 5.600
Forecasted Price to Book Ratio 2.321
Number of Holdings 127
As of Nov. 17, 2017

IYR Growth Estimates

Forecasted 5 Yr Earnings Growth 7.23%
Forecasted Book Value Growth 2.90%
Forecasted Cash Flow Growth 4.19%
Forecasted Earnings Growth 16.01%
Forecasted Revenue Growth 2.75%
As of Nov. 17, 2017

IYR Comparables

Edit

IYR Attributes

Key Dates
Inception Date 6/12/2000
Last Annual Report Date 3/31/2017
Last Prospectus Date 8/1/2017
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

IYR Excel Add-In Codes

  • Name: =YCI("IYR","name")
  • Broad Asset Class: =YCI("IYR", "broad_asset_class")
  • Broad Category: =YCI("IYR", "broad_category_group")
  • Prospectus Objective: =YCI("IYR", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

Access our powerful Excel Add-in with a YCharts Professional Membership. Learn More.

Advertisement

{{root.upsell.info.feature_headline}}.

{{root.upsell.info.feature_description}}

Please note that this feature is only available as an add-on to YCharts subscriptions.


Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{root.upsell.info.call_to_action}} No credit card required.

Already a subscriber? Sign in.