FINANCIAL PROFESSIONALS
OUTLOOK & INSIGHTS
BY TOPIC
DOCUMENTS
TAX RESOURCES
JKE
Important Notice Regarding Shareholder Proxy Statement – iShares Trust has begun soliciting shareholder approval to change the Fund’s diversification status from diversified to non-diversified, as such terms are defined under the Investment Company Act of 1940, at a Special Meeting of Shareholders to be held on or about March 12, 2021. Shareholders who owned their shares as of the record date (January 12, 2021) and have received the proxy statement can inquire for more information by contacting 1-800-iShares (474-2737).
Important Notice Regarding a Change in Underlying Index, Investment Objective, Fund Name, and Ticker – The Board of Trustees of iShares Trust has approved a change to the underlying index, investment objective, and fund name for the iShares Morningstar Large-Cap Growth ETF (NYSE Arca: JKE) that are expected to be implemented no earlier than March 19, 2021. On such date, the fund will seek to track a new underlying index and will cease to track the Morningstar US Large Growth Index. The fund name will change to iShares Morningstar Growth ETF. The fund’s ticker will change from JKE to ILCG. For more information, please contact 1-800-iShares (474-2737).
The Board of Trustees of iShares Trust has approved a 5-for-1 stock split for this fund that is expected to be effective no earlier than April 1, 2021. The 5-for-1 stock split will lower the share price and increase the number of outstanding shares. The total value of shares outstanding and the total value of a shareholder's investment in the fund is not affected by the stock split. For more information, please contact 1-800-iShares (474-2737).
Important Notice Regarding Shareholder Proxy Statement – iShares Trust has begun soliciting shareholder approval to change the Fund’s diversification status from diversified to non-diversified, as such terms are defined under the Investment Company Act of 1940, at a Special Meeting of Shareholders to be held on or about March 12, 2021. Shareholders who owned their shares as of the record date (January 12, 2021) and have received the proxy statement can inquire for more information by contacting 1-800-iShares (474-2737).
Important Notice Regarding a Change in Underlying Index, Investment Objective, Fund Name, and Ticker – The Board of Trustees of iShares Trust has approved a change to the underlying index, investment objective, and fund name for the iShares Morningstar Large-Cap Growth ETF (NYSE Arca: JKE) that are expected to be implemented no earlier than March 19, 2021. On such date, the fund will seek to track a new underlying index and will cease to track the Morningstar US Large Growth Index. The fund name will change to iShares Morningstar Growth ETF. The fund’s ticker will change from JKE to ILCG. For more information, please contact 1-800-iShares (474-2737).
The Board of Trustees of iShares Trust has approved a 5-for-1 stock split for this fund that is expected to be effective no earlier than April 1, 2021. The 5-for-1 stock split will lower the share price and increase the number of outstanding shares. The total value of shares outstanding and the total value of a shareholder's investment in the fund is not affected by the stock split. For more information, please contact 1-800-iShares (474-2737).