IYR - iShares U.S. Real Estate ETF

Description: The index measures the performance of the real estate industry of the U.S. equity market.

Last Updated:

IYR - Profile

Summary Data for IYR

52 Week Lo: $64.44 52 Week Hi: $83.54
AUM: $6,087.4 M Shares: 77.3 M
Avg. Volume (1 month) 11,288,957 Avg. Volume (3 month) 10,822,690
Filings Data as of:

IYR - Holdings

Top Ten Holdings

  1. Simon Property Group Inc SPG: 7.04%
  2. American Tower Corp AMT: 4.68%
  3. Crown Castle International Corp CCI: 3.43%
  4. Public Storage PSA: 3.41%
  5. Equity Residential EQR: 3.32%
  6. Health Care REIT, Inc. HCN: 3.01%
  7. Ventas Inc VTR: 2.90%
  8. AvalonBay Communities Inc AVB: 2.65%
  9. Prologis Inc PLD: 2.54%
  10. Boston Properties Inc BXP: 2.50%
%Assets in Top 10: 35.48%
Total Holdings: 111.0

IYR Asset Allocation

Asset Percentage
U.S. Stocks 99.97%
International Stocks 0.0%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.0%
Other 0.03%

IYR Sector Breakdown

Sector Percentage
Real Estate 92.2%
Basic Materials 3.52%
Communication Services 3.43%
Industrials 0.82%
Financial Services 0.0%
Consumer Defensive 0.0%
Consumer Cyclical 0.0%
Technology 0.0%
Energy 0.0%
Health Care 0.0%
Utilities 0.0%

IYR Market Cap Breakdown

Market Cap Percentage
Giant 0.0%
Large 46.34%
Medium 40.86%
Small 12.76%
Micro 0.0%

IYR Region Breakdown

Region Percentage
U.S. 99.97%
Middle East 0.0%
Australia 0.0%
Japan 0.0%
Asia (Developed) 0.0%
Africa 0.0%
Europe 0.0%
Latin America 0.0%
Canada 0.0%
Asia (Emerging) 0.0%
Region Percentage
Developed 99.97%
Emerging 0.0%

IYR Country Breakdown

Country Percentage
United States 99.97%
Other 0.03%
© 2015 Morningstar Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

IYR - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

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IYR - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of IYR relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

IYR - Fundamentals

IYR Performance

1 Week Return: -3.60%
2 Week Return: 1.54%
4 Week Return: -0.14%
13 Week Return: 1.58%
26 Week Return: 14.63%
YTD Return: 2.82%
1 Year Return: 21.54%
3 Year Return: 41.75%
5 Year Return: 88.81%

IYR Expenses & Fees

  • Expense Ratio: 0.43%
  • Category: Real Estate
  • Category Range: 0.07% to 0.80%
  • Category Average: 0.40%

IYR Valuation

P/E Ratio: 34.77
Beta: -1.67
20 Day Moving Average: $78.92
60 Day Moving Average: $79.95

IYR Dividend

Annual Dividend Rate: $2.81
Dividend Date: 2014-12-24
Dividend: $0.81
Annual Dividend Yield %: 3.57%

IYR Volatility

5 Day Volatility: 17.81%
20 Day Volatility: 20.24%
50 Day Volatility: 17.92%
200 Day Volatility: 14.84%
Standard Deviation: 4.64%

IYR - Technicals

IYR Technicals

20 Day MA: $78.92
60 Day MA: $79.95
MACD 15 Period: -0.05
MACD 100 Period: 0.74
Williams % Range 10 Day: 79.81
Williams % Range 20 Day: 55.92
RSI 10 Day: 47
RSI 20 Day: 49
RSI 30 Day: 50
Ultimate Oscillator: 45

IYR Bollinger Bands

Lower Bollinger (10 Day): $77.53
Upper Bollinger (10 Day): $82.32
Lower Bollinger (20 Day): $75.98
Upper Bollinger (20 Day): $81.91
Lower Bollinger (30 Day): $76.58
Upper Bollinger (30 Day): $81.83

IYR Support & Resistance

Support Level 1: $78.69
Support Level 2: $78.37
Resistance Level 1: $79.32
Resistance Level 2: $79.63

IYR Stochastic

Stochastic Oscillator %D (1 Day): 36.76
Stochastic Oscillator %D (5 Day): 29.96
Stochastic Oscillator %K (1 Day): 37.52
Stochastic Oscillator %K (5 Day): 50.15

IYR Volatility

5 Day Volatility: 17.81%
20 Day Volatility: 20.24%
50 Day Volatility: 17.92%
200 Day Volatility: 14.84%
Standard Deviation: 4.64%

IYR - ETFdb Realtime Rating & Analyst Report

IYR is a passive ETF that seeks to replicate Dow Jones U.S. Real Estate Index. The index measures the performance of the real estate industry of the U.S. equity market.

ETFdb Category Expense Ratio Inception Date Issuer Structure YTD Return *
Real Estate 0.43 2000-06-12 iShares ETF +2.82%

IYR Realtime Rating: By Metric

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A+
Expenses B
Performance ETFdb Pro Members Only
Volatility ETFdb Pro Members Only
Dividend ETFdb Pro Members Only
Concentration ETFdb Pro Members Only

The first adjacent table gives investors an individual Realtime Rating for IYR on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Real Estate ETFdb Category with the highest Metric Realtime Rating for each individual field.

IYR Realtime Rating: Overall

ETFdb Rating Type Overall Rating A+ Overall Rated ETF
Realtime Rating (Overall) ETFdb Pro Members Only ETFdb Pro Members Only

The second table shows the overall Realtime Rating for IYR, as well as the A+ Overall Rated ETF in IYR's Category. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

ETFdb Analyst Report for IYR

This ETF offers exposure to the real estate industry within the U.S. equity market , an asset class that has been recently overlooked by many investors following the unprecedented housing crisis. IYR follows the Dow Jones U.S. Real Estate Index, which has fewer than 100 holdings diversified prima...

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