iShares US Real Estate ETF (IYR)

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82.89 +0.43  +0.52% NYSE Arca Dec 18, 15:10 Delayed 2m USD
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IYR Price Chart

IYR Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 0.60% 0.60% 1.11% 78
3M 1.32% 1.51% 1.47% 44
6M 3.29% 3.36% 2.33% 22
YTD 10.10% 10.24% 6.97% 13
1Y 13.36% 13.43% 10.18% 14
3Y 7.17% 7.19% 6.38% 24
5Y 9.47% 9.49% 9.46% 51
10Y 6.66% 6.62% 6.84% 64
As of Dec. 15, 2017. Returns for periods of 1 year and above are annualized.

IYR Asset Allocation

Type % Net % Long % Short
Cash 0.19% 0.19% 0.00
Stock 99.81% 99.81% 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 Dec. 13, 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 Dec. 13, 2017. Region breakdown data is calculated by using the long position holdings of the portfolio.

IYR Stock Sector Exposure

Basic Materials 2.95%
Communication Services 12.08%
Consumer Cyclical 0.00
Consumer Defensive 0.00
Energy 0.00
Financial Services 0.00
Healthcare 0.00
Industrials 0.97%
Real Estate 84.00%
Technology 0.00
Utilities 0.00
As of Dec. 13, 2017

IYR Stock Market Capitalization

Giant 0.00
Large 40.23%
Medium 43.70%
Small 15.53%
Micro 0.54%
As of Dec. 13, 2017

IYR Stock Style Exposure

Large Cap Value 4.77%
Large Cap Blend 17.47%
Large Cap Growth 18.35%
Mid Cap Value 13.53%
Mid Cap Blend 23.84%
Mid Cap Growth 6.71%
Small Cap Value 7.49%
Small Cap Blend 6.67%
Small Cap Growth 1.17%
As of Dec. 13, 2017
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IYR Top 10 Holdings

Symbol Name % Weight Price % Chg
AMT American Tower Corp 5.86% 142.85 +0.06%
SPG Simon Property Group Inc 4.90% 169.72 +1.14%
CCI Crown Castle International Corp 4.30% 109.55 -0.99%
EQIX Equinix Inc 3.35% 457.07 -0.17%
PLD Prologis Inc 3.33% 65.88 -0.15%
PSA Public Storage 3.02% 212.35 +0.37%
WY Weyerhaeuser Co 2.56% 36.00 +0.45%
AVB AvalonBay Communities Inc 2.39% 182.75 +0.60%
HCN Welltower Inc 2.33% 67.44 +0.75%
EQR Equity Residential 2.30% 65.54 -0.18%
As of Dec. 13, 2017
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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 1.63 yrs
Diane Hsiung 9.92 yrs
Greg Savage 9.92 yrs
Jennifer Hsui 5.25 yrs

IYR Net Fund Flows

1M 354.38M
3M -303.36M
6M -21.04M
YTD -62.53M
1Y 369.19M
3Y -1.065B
5Y -1.178B
10Y 1.400B
As of Nov. 30, 2017

IYR Risk Info

Beta (5Y) 0.6293
Max Drawdown (All) 74.11%
Historical Sharpe (10Y) 0.3498
Historical Sortino (All) 0.5839
30-Day Rolling Volatility 7.35%
Daily Value at Risk (VaR) 1% (All) 5.45%
Monthly Value at Risk (VaR) 1% (All) 20.99%

IYR Fundamentals

Dividend Yield TTM (12-18-17) 3.89%
SEC Yield (12-31-15) 3.37%
Weighted Average PE Ratio 26.17
Weighted Average Price to Sales Ratio 5.871
Weighted Average Price to Book Ratio 2.365
Weighted Median ROE 11.78%
Weighted Median ROA 3.69%
Forecasted Dividend Yield 4.12%
Forecasted PE Ratio 30.13
Forecasted Price to Sales Ratio 5.750
Forecasted Price to Book Ratio 2.349
Number of Holdings 127
As of Dec. 13, 2017

IYR Growth Estimates

Forecasted 5 Yr Earnings Growth 7.17%
Forecasted Book Value Growth 2.72%
Forecasted Cash Flow Growth 4.16%
Forecasted Earnings Growth 15.79%
Forecasted Revenue Growth 2.78%
As of Dec. 13, 2017

IYR Comparables

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IYR Attributes

Key Dates
Inception Date 6/12/2000
Termination Date
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.

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