iShares US Real Estate ETF (IYR)

Add to Watchlists
Create an Alert
77.78 +0.61  +0.79% NYSE Arca Jan 17, 16:59 Delayed 2m USD
View Full Chart
IYR Price Chart

IYR Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -5.40% -5.40% -4.55% 50
3M -3.89% -3.88% -4.16% 48
6M -1.46% -1.45% -0.58% 51
YTD -4.74% -4.64% -4.45% 52
1Y 3.94% 4.01% 1.27% 18
3Y 2.15% 2.17% 1.88% 23
5Y 7.04% 7.06% 7.21% 55
10Y 6.96% 6.91% 6.97% 67
As of Jan. 16, 2018. Returns for periods of 1 year and above are annualized.

IYR Asset Allocation

Type % Net % Long % Short
Cash 0.15% 0.15% 0.00
Stock 99.85% 99.85% 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 Jan. 12, 2018

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 Jan. 12, 2018. Region breakdown data is calculated by using the long position holdings of the portfolio.

IYR Stock Sector Exposure

Basic Materials 3.10%
Communication Services 7.60%
Consumer Cyclical 0.00
Consumer Defensive 0.00
Energy 0.00
Financial Services 0.00
Healthcare 0.00
Industrials 1.03%
Real Estate 88.27%
Technology 0.00
Utilities 0.00
As of Jan. 12, 2018

IYR Stock Market Capitalization

Giant 0.00
Large 37.97%
Medium 45.65%
Small 15.83%
Micro 0.56%
As of Jan. 12, 2018

IYR Stock Style Exposure

Large Cap Value 2.71%
Large Cap Blend 14.13%
Large Cap Growth 21.46%
Mid Cap Value 14.49%
Mid Cap Blend 21.78%
Mid Cap Growth 9.78%
Small Cap Value 6.31%
Small Cap Blend 8.68%
Small Cap Growth 0.67%
As of Jan. 12, 2018
View More Holdings

IYR Top 10 Holdings

Symbol Name % Weight Price % Chg
AMT American Tower Corp 5.74% 136.58 +0.70%
SPG Simon Property Group Inc 5.18% 167.38 +1.42%
CCI Crown Castle International Corp 4.23% 106.03 +0.67%
EQIX Equinix Inc 3.43% 441.78 -1.41%
PLD Prologis Inc 3.31% 62.84 +1.13%
PSA Public Storage 2.92% 195.66 +0.99%
WY Weyerhaeuser Co 2.68% 35.20 +1.27%
AVB AvalonBay Communities Inc 2.34% 169.90 +0.51%
EQR Equity Residential 2.23% 60.86 +0.31%
HCN Welltower Inc 2.20% 60.12 +1.45%
As of Jan. 12, 2018
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 1.71 yrs
Diane Hsiung 10.01 yrs
Greg Savage 10.01 yrs
Jennifer Hsui 5.33 yrs

IYR Net Fund Flows

1M -436.89M
3M -612.49M
6M -886.55M
YTD -499.42M
1Y -499.42M
3Y -2.174B
5Y -1.485B
10Y 938.13M
As of Dec. 31, 2017

IYR Risk Info

Beta (5Y) 0.6254
Max Drawdown (All) 74.11%
Historical Sharpe (10Y) 0.3721
Historical Sortino (All) 0.5817
30-Day Rolling Volatility 10.97%
Daily Value at Risk (VaR) 1% (All) 5.44%
Monthly Value at Risk (VaR) 1% (All) 20.82%

IYR Fundamentals

Dividend Yield TTM (1-17-18) 3.88%
SEC Yield (12-31-15) 3.37%
Weighted Average PE Ratio 25.86
Weighted Average Price to Sales Ratio 5.704
Weighted Average Price to Book Ratio 2.348
Weighted Median ROE 11.92%
Weighted Median ROA 3.70%
Forecasted Dividend Yield 4.14%
Forecasted PE Ratio 32.65
Forecasted Price to Sales Ratio 5.584
Forecasted Price to Book Ratio 2.331
Number of Holdings 127
As of Jan. 12, 2018

IYR Growth Estimates

Forecasted 5 Yr Earnings Growth 6.58%
Forecasted Book Value Growth 2.73%
Forecasted Cash Flow Growth 4.17%
Forecasted Earnings Growth 15.50%
Forecasted Revenue Growth 2.74%
As of Jan. 12, 2018

IYR Comparables

Edit

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.

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.