Ishares Real Estate Etf Profile

IYR Etf  USD 95.03  1.25  1.33%   

Performance

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Odds Of Distress

Less than 9

 
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IShares Real is selling at 95.03 as of the 30th of January 2025; that is 1.33 percent increase since the beginning of the trading day. The etf's lowest day price was 93.78. IShares Real has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 30th of January 2025. Click here to learn more.
The fund seeks to track the investment results of the Dow Jones U.S. US Real is traded on NYSEARCA Exchange in the United States. The company has 49.35 M outstanding shares. More on iShares Real Estate

Moving together with IShares Etf

  1.0VNQ Vanguard Real EstatePairCorr
  0.68HHH Howard HughesPairCorr
  1.0XLRE Real EstatePairCorr
  0.71SITC Site Centers CorpPairCorr

Moving against IShares Etf

  0.67FBGX UBSPairCorr
  0.65MORE MOREPairCorr
  0.64RTL Pacer FinancialPairCorr
  0.64FNGO MicroSectors FANG IndexPairCorr
  0.63FNGS MicroSectors FANG ETNPairCorr
  0.58FNGU MicroSectors FANG IndexPairCorr

IShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSector ETFs, Real Estate ETFs, Real Estate, iShares, Closed-End Fund - Equity, Financial (View all Sectors)
IssueriShares
Inception Date2000-06-12
BenchmarkDow Jones U.S. Real Estate Capped Index (USD)
Entity TypeRegulated Investment Company
Asset Under Management3.72 Billion
Average Trading Valume5.44 Million
Asset TypeReal Estate
CategorySector
FocusReal Estate
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCitibank, N.A.
AdvisorBlackRock Fund Advisors
CustodianCitibank, N.A.
DistributorBlackRock Investments, LLC
Portfolio ManagerDiane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason
Transfer AgentCitibank, N.A.
Fiscal Year End31-Mar
ExchangeNYSE Arca, Inc.
Number of Constituents69.0
Market MakerLatour Trading
Total Expense0.4
Management Fee0.4
Country NameUSA
Returns Y T D3.2
NameiShares U.S. Real Estate ETF
Currency CodeUSD
Open FigiBBG000BXW687
In Threey Volatility21.7
1y Volatility18.55
200 Day M A93.9025
50 Day M A95.9414
CodeIYR
Updated At30th of January 2025
Currency NameUS Dollar
iShares Real Estate [IYR] is traded in USA and was established 2000-06-12. The fund is classified under Real Estate category within iShares family. The entity is thematically classified as Sector ETFs. iShares Real Estate currently have 3.7 B in assets under management (AUM). , while the total return for the last 3 years was 0.8%.
Check IShares Real Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Real Estate Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top iShares Real Estate Etf Constituents

VTRVentas IncStockReal Estate
AVBAvalonBay CommunitiesStockReal Estate
WYWeyerhaeuserStockReal Estate
WELLWelltowerStockReal Estate
SPGSimon Property GroupStockReal Estate
SBACSBA Communications CorpStockReal Estate
PSAPublic StorageStockReal Estate
PLDPrologisStockReal Estate
More Details

IShares Real Top Holders

CARHXColumbia Adaptive RetirementMutual FundTarget-Date 2020
BLDRXBlackrock Managed IncomeMutual FundAllocation--15% to 30% Equity
BLADXBlackrock Managed IncomeMutual FundAllocation--15% to 30% Equity
CARSXColumbia Adaptive RetirementMutual FundTarget-Date 2050
CARVXColumbia Adaptive RetirementMutual FundTarget-Date 2060+
CARQXColumbia Adaptive RetirementMutual FundTarget-Date 2040
CARLXColumbia Adaptive RetirementMutual FundTarget-Date 2030
CAIJXColumbia Adaptive RetirementMutual FundTarget-Date 2055
More Details

iShares Real Estate Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

IShares Real Against Markets

When determining whether iShares Real Estate is a strong investment it is important to analyze IShares Real's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Real's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in iShares Real Estate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in manufacturing.
You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
The market value of iShares Real Estate is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Real's value that differs from its market value or its book value, called intrinsic value, which is IShares Real's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Real's market value can be influenced by many factors that don't directly affect IShares Real's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Real's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Real is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Real's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.