iShares US Telecommunications ETF (IYZ)
27.16
+0.08 +0.30%
BATS
May 21, 10:43
Delayed 2m
USD
IYZ Key Stats
| Net Asset Value | Upgrade |
| Discount or Premium to NAV | Upgrade |
| Turnover Ratio | Upgrade |
View All IYZ News
IYZ News
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WireHeadlineTime (ET)
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SA Breaking News03/26 11:12
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SA Breaking News03/20 10:54
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SA Breaking News11/08 05:03
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SA Breaking News07/20 02:33
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Business Wire06/30 16:00
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SA Breaking News10/06 05:23
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SA Breaking News08/24 08:03
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SA Breaking News08/03 18:25
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SA Breaking News04/02 07:35
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SA Breaking News12/12 03:33
IYZ Performance
| Total Return (Price) | Total Return (NAV) | Cat. Total Return (NAV) | % Rank in Cat. (NAV) | |
|---|---|---|---|---|
| 1M | -3.39% | -3.39% | -3.82% | 29 |
| 3M | -3.98% | -3.87% | -4.47% | 36 |
| 6M | -3.17% | -3.05% | -0.67% | 92 |
| YTD | -7.21% | -7.11% | -4.36% | 63 |
| 1Y | -12.51% | -12.62% | -0.06% | 100 |
| 3Y | -1.14% | -1.15% | 3.85% | 92 |
| 5Y | 2.35% | 2.35% | 6.04% | 100 |
| 10Y | 3.05% | 3.05% | 5.01% | 67 |
IYZ Asset Allocation
| Type | % Net | % Long | % Short |
|---|---|---|---|
| Cash | 0.12% | 0.12% | 0.00% |
| Stock | 99.88% | 99.88% | 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% |
IYZ 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% |
IYZ Stock Sector Exposure
| Basic Materials | 0.00% |
| Communication Services | 45.44% |
| Consumer Cyclical | 0.00% |
| Consumer Defensive | 0.00% |
| Energy | 0.00% |
| Financial Services | 0.00% |
| Healthcare | 0.00% |
| Industrials | 0.00% |
| Real Estate | 0.00% |
| Technology | 54.56% |
| Utilities | 0.00% |
IYZ Stock Market Capitalization
| Giant | 44.03% |
| Large | 18.87% |
| Medium | 18.23% |
| Small | 16.37% |
| Micro | 2.50% |
IYZ Stock Style Exposure
| Large Cap Value | 51.77% |
| Large Cap Blend | 1.41% |
| Large Cap Growth | 10.01% |
| Mid Cap Value | 3.67% |
| Mid Cap Blend | 9.81% |
| Mid Cap Growth | 4.84% |
| Small Cap Value | 3.80% |
| Small Cap Blend | 10.58% |
| Small Cap Growth | 4.11% |
View More Holdings
As of May 17, 2018
IYZ Top 10 Holdings
| Symbol | Name | % Weight | Price | % Chg |
|---|---|---|---|---|
| CSCO | Cisco Systems Inc | 15.28% | 43.88 | +1.56% |
| VZ | Verizon Communications Inc | 14.75% | 48.10 | +0.75% |
| T | AT&T Inc | 13.94% | 32.21 | +0.50% |
| CTL | CenturyLink Inc | 3.91% | 19.32 | +0.16% |
| PANW | Palo Alto Networks Inc | 3.87% | 205.44 | +1.83% |
| MSI | Motorola Solutions Inc | 3.58% | 108.19 | +1.67% |
| TMUS | T-Mobile US Inc | 3.39% | 57.05 | +0.21% |
| FFIV | F5 Networks Inc | 2.85% | 175.28 | +1.75% |
| ANET | Arista Networks Inc | 2.70% | 255.19 | +2.86% |
| JNPR | Juniper Networks Inc | 2.54% | 26.84 | +0.68% |
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IYZ One Page Reports
- One Page Report Download
IYZ Basic Info
| Style | |
|---|---|
| Equity Style | Large Cap/Value |
| Broad Asset Class | Sector Equity |
| Broad Category | Equity |
| Category Name | Communications |
| Prospectus Objective | Specialty - Communications |
| Fund Owner Firm Name | iShares |
| Benchmark Index | |
|---|---|
DJ US Select Telecom TR USD |
100.0% |
IYZ Manager Info
| Name | Tenure |
|---|---|
| Alan Mason | 2.04 yrs |
| Diane Hsiung | 10.33 yrs |
| Greg Savage | 10.33 yrs |
| Jennifer Hsui | 5.66 yrs |
IYZ Net Fund Flows
| 1M | -13.71M |
| 3M | -36.24M |
| 6M | -38.05M |
| YTD | -40.56M |
| 1Y | -115.76M |
| 3Y | -343.25M |
| 5Y | -220.84M |
| 10Y | -340.42M |
IYZ Risk Info
| Beta (5Y) | 0.7594 |
| Max Drawdown (All) | 77.13% |
| Historical Sharpe (10Y) | 0.2692 |
| Historical Sortino (All) | 0.0302 |
| 30-Day Rolling Volatility | 12.76% |
| Daily Value at Risk (VaR) 1% (All) | 4.29% |
| Monthly Value at Risk (VaR) 1% (All) | 17.27% |
IYZ Fundamentals
| Dividend Yield TTM (5-21-18) | 3.61% |
| SEC Yield (4-30-18) | 2.86% |
| Weighted Average PE Ratio | 10.34 |
| Weighted Average Price to Sales Ratio | 1.369 |
| Weighted Average Price to Book Ratio | 2.198 |
| Weighted Median ROE | 19.71% |
| Weighted Median ROA | 5.25% |
| Forecasted Dividend Yield | 3.05% |
| Forecasted PE Ratio | 15.50 |
| Forecasted Price to Sales Ratio | 1.325 |
| Forecasted Price to Book Ratio | 2.210 |
| Number of Holdings | 47 |
IYZ Growth Estimates
| Forecasted 5 Yr Earnings Growth | 7.20% |
| Forecasted Book Value Growth | -0.83% |
| Forecasted Cash Flow Growth | -2.93% |
| Forecasted Earnings Growth | 39.46% |
| Forecasted Revenue Growth | -1.34% |
IYZ Attributes
| Key Dates | |
|---|---|
| Inception Date | 5/22/2000 |
| Termination Date | |
| Last Annual Report Date | 3/31/2017 |
| Last Prospectus Date | 9/30/2017 |
| 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 |
IYZ Excel Add-In Codes
- Name: =YCI("IYZ","name")
- Broad Asset Class: =YCI("IYZ", "broad_asset_class")
- Broad Category: =YCI("IYZ", "broad_category_group")
- Prospectus Objective: =YCI("IYZ", "prospectus_objective")
To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.
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