Back to top

iShares US Real Estate ETF - IYR

iShares US Real Estate ETF - IYR

Profile

Data Providers

Quote

  • nav ($)
    88.08
  • nav change
    1.14 / 1.3%
(As of Tuesday June 25, 2019)

Overview

  • distribution channel

    Institutional

  • ticker

    IYR

  • category

    Real Estate Funds

  • management type

    Index

  • total assets

    $4.12B

Read description

Fund Scorecard

assets
$4B
Great
flows
$118M
Great
fees
0.43%
Lowest
turnover
13%
Lowest
performance
13.99%
Above Average
manager tenure
7.0
Average

Advisors Using This Fund

  • Jeremy Joseph Reed
    Baltimore, MD
    <$1M in this fund
  • Add me to this fund
    Modify fund usage

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder

People's United Financial, Inc.

Capital Analysts, Inc.
Mccutchen Group Llc

Northwestern Mutual Wealth Management Co

High Falls Advisors, Inc

Edmond De Rothschild Holding S.a.

Berkshire Money Management, Inc.

Country Trust Bank

Adelante Capital Management Llc
Capital Guardian Trust Co
Alexandria Capital, Llc
Eqis Capital Management, Inc.

City Holding Co

Harfst & Associates, Inc.
Raymond James & Associates
Parametric Risk Advisors Llc
Shamrock Asset Management Llc
Lvw Advisors, Llc
Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Buckingham Asset Management, Llc

Motco

Smithfield Trust Co

Suntrust Banks Inc

Fifth Third Bancorp

Ct Financial Advisors Llc

Scotia Capital Inc.

Dumont & Blake Investment Advisors Llc
Sawtooth Asset Management, Inc.
Veritable, L.p.

Psagot Investment House Ltd.

Mai Capital Management
Cls Investments, Llc
Financial Management Professionals, Inc.
Lowe Fs, Llc
Parallax Volatility Advisers, Llc
Ridgeworth Capital Management Llc
Raymond James Financial Services Advisors, Inc.
Hightower Advisors, Llc

Ameriprise Financial Inc

Pictet North America Advisors Sa
Neuberger Berman Group Llc
Citigroup Inc
Euclid Advisors Llc
Tactical Allocation Group Llc
Hanson Mcclain, Inc.

Sg Americas Securities, Llc

Pinebridge Investments, L.p.
Partnervest Advisory Services Llc
Frontier Wealth Management Llc

Evercore Wealth Management, Llc

Commonwealth Equity Services, Inc
L & S Advisors Inc

Jump Trading, Llc

Estate Counselors, Llc
First Personal Financial Services
Kwmg, Llc
Us Financial Advisors, Llc
Astor Investment Management Llc

M&t Bank Corp

National Planning Corp
Telemus Capital, Llc
Leavell Investment Management, Inc.
Spot Trading L.l.c

Susquehanna International Group, Llp

Comerica Securities Inc
Oppenheimer & Co Inc
Aspiriant, Llc

Kalos Management, Inc.

Piershale Financial Group, Inc.

Bank Of The West

Whitnell & Co.
Monetary Management Group Inc
J. Goldman & Co Lp
Millennium Management Llc

American International Group Inc

Next Financial Group, Inc
Citadel Advisors Llc
Concert Wealth Management Inc.
Loeb Partners Corp

Bnp Paribas Arbitrage, Sa

Focused Wealth Management, Inc
Livingston Group Asset Management Co (Operating As Southport Capital Management)
Mariner Wealth Advisors, Llc
Gv Financial Advisors
Goldman Sachs Group Inc
Stratos Wealth Partners, Ltd.
Glenmede Trust Co Na
First Investors Management Co Inc
Northern Trust Corp

Timber Hill Llc

Alliancebernstein L.p.
Karp Capital Management Corp

Peapack Gladstone Financial Corp

Capwealth Advisors, Llc

Ladenburg Thalmann Financial Services Inc

Comerica Bank

Concorde Asset Management, Llc

1st Global Advisors, Inc.
Vantage Investment Advisors, Llc
Commonwealth Financial Services, Llc
Brouwer & Janachowski, Llc
Morgan Stanley
Blackrock Advisors Llc
Cranbrook Wealth Management, Llc
Visionary Asset Management, Inc.

Colorado Capital Management, Inc.

Credit Suisse Ag/

Nomura Holdings Inc

Apriem Advisors

Mitsubishi Ufj Trust & Banking Corp

Gupta Wealth Management Llc
Wells Fargo & Company/mn
Clear Investment Research, Llc
Quantitative Investment Management, Llc
Farr Miller & Washington Llc/dc
Cetera Advisors Llc

First Manhattan Co

Phocas Financial Corp.
Capital Advisors, Ltd. Llc

Royal Bank Of Canada

Two Sigma Advisers, Llc
Renaissance Technologies Llc
Indexiq Advisors Llc
Waldron, Lp
Azimuth Capital Management Llc
Westport Resources Management Inc
Roble, Belko & Company, Inc

Kcg Holdings, Inc.

Bessemer Group Inc

Rehmann Capital Advisory Group

Peak6 Investments, L.p.

Courage Miller Partners, Llc
Ionic Capital Management Llc

Edmond De Rothschild (Europe)

Advisors Preferred, Llc

Ausdal Financial Partners, Inc.

Pinnacle Financial Partners Inc

Enterprise Financial Services Corp

Sheets Smith Wealth Management Inc
Hbk Investments L P
Private Advisor Group, Llc

Financial Counselors Inc

Greystone Managed Investments Inc.

Moisand Fitzgerald Tamayo, Llc

Hollencrest Securities Llc

Fukoku Mutual Life Insurance Co

Pnc Financial Services Group, Inc.

Stifel Financial Corp
Feltz Wealth Plan Inc.
Carroll Financial Associates, Inc.
Aviance Capital Management, Llc

Bank Of America Corp /de/

Swan Wealth Advisors, Inc.
Vicus Capital
Pure Financial Advisors, Inc.
Brinker Capital Inc
Baird Financial Group, Inc.
Td Capital Management Llc

Commerzbank Aktiengesellschaft /fi

Brown Advisory Inc
Round Table Investment Management Company, Lp

Parametric Portfolio Associates Llc

Whittier Trust Co

Candriam Luxembourg S.c.a.
Us Bancorp \de\
Blackrock Inc.
Janney Montgomery Scott Llc
Winfield Associates, Inc.
Appleton Group, Llc
Lourd Capital, Llc

Asset Dedication, Llc

Tortoise Investment Management, Llc
Milestone Group, Inc.
Higher Moment Capital, Llc

Mutual Of Omaha Bank Wealth Management

Ubs Group Ag

Sandy Spring Bank

Stevens Capital Management Lp
Sterling Investment Advisors Llc /adv
Rand Wealth, Llc
Blair William & Co/il
Sanctuary Wealth Advisors, Llc
Mycio Wealth Partners, Llc

First United Bank Trust/

Sentry Investment Management Inc

Synovus Financial Corp

Cibc World Markets Inc.

Metlife Securities, Inc
Symphony Asset Management Llc

Metropolitan Life Insurance Co/ny

Whittier Trust Co Of Nevada Inc

Tocqueville Asset Management L.p.

Rpg Family Wealth Advisory, Llc

Bb&t Corp
Provise Management Group, Llc
Fieldpoint Private Advisors, Inc

Ifp Advisors, Inc

Atherton Lane Advisers, Llc
Teachers Advisors Inc
Lpl Financial Llc
Wedbush Morgan Securities Inc
Anchor Capital Advisors Llc
Jaffetilchin Investment Partners, Llc

Ally Financial Inc.

Pinnacle Associates Ltd
Bluecrest Capital Management Ltd
Curian Capital Llc

Trust Co

Allegis Investment Advisors, Llc

Benjamin F. Edwards & Company, Inc.
Wolverine Asset Management Llc
Shelton Capital Management
Adams Diversified Equity Fund, Inc.

Federated Investors Inc /pa/

Patten & Patten Inc/tn
Cwm, Llc

Mufg Americas Holdings Corp

First Heartland Consultants, Inc.
Sei Investments Co
Ftb Advisors, Inc.
D. Scott Neal, Inc.
Camarda Financial Advisors, Llc
Hudson Bay Capital Management Lp

Finemark National Bank & Trust

Makena Capital Management Llc

Jane Street Group, Llc

Courier Capital Corp
Vigilant Capital Management, Llc
Wesley Capital Management, Llc
Stephens Inc /ar/

Capital Fund Management S.a.

Patten Group, Inc.

True Private Wealth Advisors

Colony Group Llc
Ssi Investment Management Inc

Bank Of New York Mellon Corp

Howe & Rusling Inc
Jpmorgan Chase & Co
Riverpoint Capital Management, Llc
Mcf Advisors Llc
Transamerica Financial Advisors, Inc.

Manufacturers Life Insurance Company, The

Adell Harriman & Carpenter Inc
Mv Capital Management, Inc.
Davidson D A & Co
Fort Point Capital Partners, Llc

Blackrock Institutional Trust Company, N.a.

Tiaa Cref Investment Management Llc
Hedeker Wealth Management Group, Llc

Central Trust & Investment Co

1832 Asset Management L.p.
Bb&t Securities, Llc

Huntington National Bank

Tower Research Capital Llc

Amarillo National Bank

United Capital Financial Advisers, Llc

Citizens Financial Group Inc/ri

Bluefin Trading, Llc

Acropolis Investment Management, Llc
Cetera Advisor Networks Llc
Gradient Investments Llc
North Star Investment Management Corp.

Parkside Financial Bank & Trust

Captrust Financial Advisors
Argi Investment Services, Llc

Bronfman E.l. Rothschild, L.p.

Assetmark, Inc

Commerce Bank

Ferguson Wellman Capital Management, Inc
Wfg Advisors, Lp
Altavista Wealth Management, Inc.
Real Estate Management Services Llc

Barclays Plc

Victory Capital Management Inc

Sentinel Trust Co Lba

Regis Management Co Llc
Alphamark Advisors, Llc

Stuart Chaussee & Associates, Inc.

Hsbc Holdings Plc

Risk Paradigm Group, Llc
Wealth Architects, Llc
Invesco Ltd.
Duncker Streett & Co Inc
Martin & Co Inc /tn/
Fmr Llc

Bank Of Nova Scotia

Garde Capital, Inc.

Ing Groep Nv

Hancock Holding Co
Creative Planning
Advisory Services Network, Llc
Td Asset Management Inc
10-15 Associates, Inc.
Narwhal Capital Management
Argentus Capital Management, Llc
Sigma Planning Corp
Pdt Partners, Llc

Regions Financial Corp

Sonata Capital Group Inc
Voya Financial Advisors, Inc.

Banque Pictet & Cie Sa

Murphy Capital Management Inc
Lbmc Investment Advisors, Llc

Sunbelt Securities, Inc.

Lattice Strategies Llc

Cambridge Investment Research Advisors, Inc.
Aft, Forsyth & Sober, Llc

Teachers Insurance & Annuity Association Of America

Ronald Blue & Co Llc
Blackrock Investment Management, Llc
Voya Investment Management Llc
Envestnet Asset Management Inc
Tudor Investment Corp Et Al
Advocacy Wealth Management Services, Llc
First Allied Advisory Services, Inc.
Btr Capital Management Inc
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $4.12B

    (Through May 2019)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $118.33M

    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.43%

    Lowest
    There is no Fee data available to display at this time.

    Turnover

    turnover

    13%

    Lowest
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    13.99%

    There is no Performance data available to display at this time.
    Peer Group consists of 259 Real Estate Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 3.62
    Sharpe Ratio ² 0.52
    R-Squared ³ 0.32
    Beta ³ 0.61
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Real Estate Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matt Goff

      01-01-2013 - present