Ishares Real Estate Etf Profile
| IYR Etf | USD 102.87 0.79 0.77% |
Performance5 of 100
| Odds Of DistressLess than 9
|
IShares Real is selling at 102.87 as of the 28th of November 2024; that is 0.77 percent increase since the beginning of the trading day. The etf's lowest day price was 102.64. IShares Real has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for iShares Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. 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
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IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Sector ETFs, Real Estate ETFs, Real Estate, iShares, Closed-End Fund - Equity, Financial (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2000-06-12 |
| Benchmark | Dow Jones U.S. Real Estate Capped Index (USD) |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 5 Billion |
| Average Trading Valume | 5.86 Million |
| Asset Type | Real Estate |
| Category | Sector |
| Focus | Real Estate |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Citibank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | Citibank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Diane Hsiung, Jennifer Hsui, Greg Savage, Alan Mason |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 68.0 |
| Market Maker | Latour Trading |
| Total Expense | 0.4 |
| Management Fee | 0.4 |
| Country Name | USA |
| Returns Y T D | 13.6 |
| Name | iShares U.S. Real Estate ETF |
| Currency Code | USD |
| Open Figi | BBG000BXW687 |
| In Threey Volatility | 21.78 |
| 1y Volatility | 20.44 |
| 200 Day M A | 92.3861 |
| 50 Day M A | 100.06 |
| Code | IYR |
| Updated At | 27th of November 2024 |
| Currency Name | US 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
| VTR | Ventas Inc | Stock | Real Estate | |
| AVB | AvalonBay Communities | Stock | Real Estate | |
| WY | Weyerhaeuser | Stock | Real Estate | |
| WELL | Welltower | Stock | Real Estate | |
| SPG | Simon Property Group | Stock | Real Estate | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| PSA | Public Storage | Stock | Real Estate | |
| PLD | Prologis | Stock | Real Estate |
IShares Real Top Holders
| CARHX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2020 | |
| BLDRX | Blackrock Managed Income | Mutual Fund | Allocation--15% to 30% Equity | |
| CAIHX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2045 | |
| BLADX | Blackrock Managed Income | Mutual Fund | Allocation--15% to 30% Equity | |
| CARSX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2050 | |
| CARVX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2060+ | |
| CARQX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2040 | |
| CARLX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2030 |
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.
| Risk Adjusted Performance | 0.0541 | |||
| Jensen Alpha | 0.0396 | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | (0.07) |
IShares Real Against Markets
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 My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
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.