IYR iShares U.S. Real Estate ETF
IYR Fund Description
IYR tracks a market-cap-weighted index of US real estate equities.
IYR Factset Analytics Insight
IYR is among the first US real estate ETFs and has been a stalwart of the space. The fund tracks a typical broad-based real estate index and captures much of the real estate space including REITs and firms investing directly or indirectly in real estate through development, management, or ownership, including property agencies. The fund may invest in stocks of all capitalization that are trading on major US exchanges. As is the case with other REIT ETFs, distributions from the fund are taxed as ordinary income. Effective Jan. 25, 2021 the fund followed the capped version of its underlying index — the Dow Jones U.S. Real Estate Index Capped Index. The strategy stays the same but a capping methodology is applied at the quarterly rebalance. This limits the weight of any single issuer to a maximum of 10% and the aggregate weight of all issuers that individually exceed 4.50% of the index weight to maximum of 22.50%.
IYR Summary Data
IYR Portfolio Data
IYR Index Data
IYR Portfolio Management
IYR Tax Exposures
IYR Fund Structure
IYR Factset Analytics Block Liquidity
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
IYR Sector/Industry Breakdown
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IYR Top 10 Holdings[View All]
IYR Countries
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IYR Regions
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IYR Economic Development
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IYR Performance Statistics
IYR Benchmark Comparison Summary
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IYR Benchmark Comparison Market Cap Size
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Options Strategies for Outcome Investing
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.