IYR

iShares U.S. Real Estate ETF
CLOSING PRICECHANGE (%)VOLUME
$79.13-0.49 (-0.62%)4.01M
4:00:00 p.m. (ET) 05/26/2017
BZX EXCHANGE CLOSED
LAST TRADECHANGE (%)
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BID SIZEBID ($)ASK ($)ASK SIZE
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Overall Rating

A

96
as of 05/26/17

Rating Details

88
99
96
Segment Average
  • Overview
  • Efficiency
  • Tradability
  • Fit

IYR Fund Description

The iShares Dow Jones U.S. Real Estate ETF tracks a market-cap-weighted index of US real estate equities listed on the major US exchanges.

IYR FactSet Analytics Insight

IYR was among the first US real estate ETFsabundant liquidity, but costly to hold and is still a stalwart of the space. The fund tracks a typical broad-based real estate index and captures much of the real estate space. It holds roughly 100 companies and covers all the big names. Its overall portfolio characteristics and performance align fairly well with our benchmark. IYR’s early launch into the space is evident in its AUM—the fund hosts billions in assets. Its large asset base has also facilitated abundant liquidity—IYR is among the most traded real estate ETFs. However, the fund is costly to hold compared to segment peers tracking similar indexes. As is the case with other REIT ETFs, distributions from the fund are taxed as ordinary income. Overall, IYR’s coverage of US real estate in an ETF wrapper is tough to beat.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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IYR Top 10 Countries

IYR Top 10 Sectors

IYR Top 10 Holdings View All

IYR Summary Data

06/12/00
Open-Ended Fund
0.44%
$4.21 B
$516.68 M
0.01%

IYR Portfolio Data

$18.72 B
33.18
2.51
4.06%
06/27/17
127

IYR Index Data

Market Cap
Market Cap
Thomson Reuters US Residential & Commercial REITs

Related ETFs to IYR

VNQ, RWR, SCHH, XLRE, REZ
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

IYR Portfolio Management

0.44%
-0.54%
-0.42%
-0.70%

IYR Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

IYR Fund Structure

Open-Ended Fund
No
Yes
70% / 30%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
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LAST 10 TRADES
TIMEPRICESHARES
16:02:0379.24100
16:01:4079.25100
16:01:4079.25100
16:01:3679.25100
16:01:3679.25100
16:01:3679.25100
16:01:3679.25100
16:01:3679.24100
16:01:3679.22100
16:01:1079.20100
Bats BZX Real-time Quote - 23:59:59
Average Spread
Premium/Discount
Volume

IYR FactSet Analytics Block Liquidity

As of 05/26/17
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IYR. IYR is rated a 5 out of 5.

IYR Tradability

6,547,788
$516.68 M
6,385,547
$512.45 M
0.01%
$0.01
-0.01%
0.11% / -0.13%
None
100.00%
50,000
127.71
0.01%
0.07%
571,204
$79.62
5

IYR Performance Statistics

1.00
0.99
1.00
0.98
0.04%
Thomson Reuters US Residential & Commercial REITs