IYR 📈 iShares U.S. Real Estate - Overview
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642877397 • Real Estate
IYR: Real Estate, Property, Buildings, Apartments, Offices, Malls
The iShares U.S. Real Estate ETF, traded on the NYSE ARCA under the ticker symbol IYR, is designed to replicate the performance of the Dow Jones U.S. Real Estate Capped Index. This index is a benchmark for the real estate sector of the U.S. equity market, comprising a diverse range of companies involved in real estate investment trusts (REITs), real estate operating companies (REOCs), and other entities that generate a significant portion of their revenue from real estate-related activities. By tracking this index, the ETF provides investors with exposure to the broader U.S. real estate market, allowing them to tap into the potential for long-term growth and income generation that this sector offers.
The fund's investment strategy involves allocating at least 80% of its assets to the component securities of its underlying index, which includes a variety of real estate-related stocks. Additionally, it may invest in other securities that have economic characteristics substantially identical to those of the component securities of the index. This approach enables the ETF to closely mirror the performance of the Dow Jones U.S. Real Estate Capped Index, providing investors with a targeted and efficient way to gain exposure to the U.S. real estate market. The ETF is managed by BlackRock, a leading global investment management company, and is listed on the NYSE ARCA, making it easily accessible to investors. For more information, investors can visit the iShares website at http://www.ishares.com.
From a structural perspective, the iShares U.S. Real Estate ETF is a U.S.-domiciled investment company with the ISIN code US4642877397. It is classified as an exchange-traded fund (ETF) and falls under the real estate category, reflecting its focus on tracking the performance of the U.S. real estate sector. As an ETF, it offers the benefits of transparency, liquidity, and diversification, making it an attractive option for investors seeking to add real estate exposure to their portfolios. With its targeted investment approach and efficient trading mechanism, the iShares U.S. Real Estate ETF provides investors with a convenient and cost-effective way to access the U.S. real estate market.
Additional Sources for IYR ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IYR ETF Overview
Market Cap in USD | 4,828m |
Category | Real Estate |
TER | 0.40% |
IPO / Inception | 2000-06-12 |
IYR ETF Ratings
Growth 5y | 28.2% |
Fundamental | - |
Dividend | 36.7% |
Rel. Strength Industry | -11.5 |
Analysts | - |
Fair Price Momentum | 80.64 USD |
Fair Price DCF | - |
IYR Dividends
Dividend Yield 12m | 1.73% |
Yield on Cost 5y | 2.00% |
Annual Growth 5y | -2.40% |
Payout Consistency | 94.7% |
IYR Growth Ratios
Growth Correlation 3m | -43.7% |
Growth Correlation 12m | 73.1% |
Growth Correlation 5y | 36.4% |
CAGR 5y | 2.93% |
CAGR/Mean DD 5y | 0.19 |
Sharpe Ratio 12m | 0.07 |
Alpha | -23.37 |
Beta | 1.08 |
Volatility | 29.86% |
Current Volume | 14194.6k |
Average Volume 20d | 5394k |
As of December 22, 2024, the stock is trading at USD 92.39 with a total of 14,194,628 shares traded.
Over the past week, the price has changed by -4.57%, over one month by -5.82%, over three months by -8.28% and over the past year by +5.72%.
Neither. Based on ValueRay Analyses, iShares U.S. Real Estate is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 28.22 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IYR as of December 2024 is 80.64. This means that IYR is currently overvalued and has a potential downside of -12.72%.
iShares U.S. Real Estate has no consensus analysts rating.
According to ValueRays Forecast Model, IYR iShares U.S. Real Estate will be worth about 89.9 in December 2025. The stock is currently trading at 92.39. This means that the stock has a potential downside of -2.68%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 89.9 | -2.7% |