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Wednesday, August 19, 2026The Morning Brief →Sign in
IYRISharesINDEX

iShares U.S. Real Estate ETF

$104.69+0.90% today
9310752-WK

The fund seeks to track the investment results of the Dow Jones U.S. Real Estate Capped Index, which measures the performance of the real estate sector of the U.S. equity market, as defined by the "index provider". It generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index.

Price & daily flows
104.199.995.8104.69DAILY NET FLOWAug 19Dec 16Apr 17Aug 19

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 3Y SHOWN · NET +$1.4B OVER THIS RANGE

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +11.4% so far this year. At 0.40% a year it is not the cheapest way in — VNQ runs the same ground at 0.12%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$4.6Bassets under management
0.40%expense ratio · $40 per $10,000 a year
net flow, trailing month
5.2Mavg daily volume, 30 days
76holdings · US-domiciled
2000listed June 11, 2000 · beta 0.29
The book at a glance
PLD+0.6%EQIX-2.4%SPG+0.9%DLR-2.2%O+0.7%AMT+0.4%PSA+0.7%VTR+0.7%CBRE+4.6%CCI+0.5%IRM-4.5%VICI+1.8%EXR+0.8%SBAC-1.6%ESS+0.6%WY+3.9%WPC+0.6%INVH+1.2%NLY+1.2%KIM-0.1%MAA+0.6%OHI+0.7%SUI+1.9%HST+1.8%JLL+4.7%DOC+1.1%CSGP+7.7%GLPI+1.6%LAMR+1.4%REG-0.1%ELS+1.7%AGNC+1.0%

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1AREALEXANDRIA REAL ESTATE EQUITIES0.54%$50.30+9.8%
2PLDPROLOGIS9.29%$140.84+0.6%
3EQIXEQUINIX4.84%$1062.29-2.4%
4SPGSIMON PROPERTY GROUP4.67%$222.66+0.9%
5DLRDIGITAL REALTY TRUST4.65%$191.13-2.2%
6OREALTY INCOME4.18%$62.68+0.7%
7AMTAMERICAN TOWER4.07%$173.02+0.4%
8PSAPUBLIC STORAGE3.57%$325.89+0.7%
9VTRVENTAS3.19%$91.83+0.7%
10CBRECBRE GROUP2.87%$154.14+4.6%
11CCICROWN CASTLE2.84%$74.52+0.5%
12IRMIRON MOUNTAIN2.82%$121.10-4.5%
13VICIVICI PROPERTIES2.27%$26.39+1.8%
14EXREXTRA SPACE STORAGE2.25%$148.37+0.8%
15VNOVORNADO REALTY TRUST0.37%$38.27+1.3%

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Sector weights
Real Estate96.99%
Financials2.89%
Cash and/or Derivatives0.14%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week+1.1%
1 month-1.3%
3 months+3.8%
6 months+4.5%
YTD+11.4%
1 year
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD+$76M
1 year+$588M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
JunJulAugSepOctNovDecJanFebMarAprMay
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
13%realized volatility, 30 days (annualized)
14%realized volatility, 1 year
-8.8%deepest fall from a peak, 1 year
-2.4%where it sits vs. that peak today

The top holding is 10.3% of the book; the top ten carry 52%. Spread across 64+ names, it behaves like roughly 26 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
2Kcalls today
643puts today
0.39put/call ratio
3.1Mshares traded
Most-traded holdings, options premiumBullishBearish
EQIX EQUINIX$513,261$2M
WELL WELLTOWER$298,977$1M
AMT AMERICAN TOWER$632,052$544,212
JLL JONES LANG LASALLE$97,147$896,045
DLR DIGITAL REALTY TRUST$372,690$421,917

TODAY’S OPTIONS PREMIUM IN THE FUND’S UNDERLYING NAMES

The case against IYR

Due diligence cuts both ways. These funds sit on the same shelf and beat IYR on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
IJH iShares Core S&P Mid-Cap ETF0.05%$128.4B+$547M-35bp on fee · 28× the assets · +$547M in over the monthHead-to-head
IDEV iShares Core MSCI International Developed Markets ETF0.04%$32.7B+$104M-36bp on fee · 7× the assets · +$104M in over the monthHead-to-head
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF0.04%$23.4B+$520M-36bp on fee · 5× the assets · +$520M in over the monthHead-to-head
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF0.04%$18.7B+$312M-36bp on fee · 4× the assets · +$312M in over the monthHead-to-head
IEFA iShares Core MSCI EAFE ETF0.07%$195.3B+$631M-33bp on fee · 42× the assets · +$631M in over the monthHead-to-head
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InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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