FINANCIAL PROFESSIONALS
OUTLOOK & INSIGHTS
BY TOPIC
DOCUMENTS
TAX RESOURCES
JKF
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 Value ETF (NYSE Arca: JKF) 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, the Morningstar US Large-Mid Cap Broad Value Index, and will cease to track the Morningstar US Large Value Index. The fund name will change to iShares Morningstar Value ETF. The fund’s ticker will change from JKF to ILCV. For more information, please contact 1-800-iShares (474-2737).
The Board of Trustees of iShares Trust has approved a 2-for-1 stock split for this fund that is expected to be effective no earlier than April 1, 2021. The 2-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 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 Value ETF (NYSE Arca: JKF) 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, the Morningstar US Large-Mid Cap Broad Value Index, and will cease to track the Morningstar US Large Value Index. The fund name will change to iShares Morningstar Value ETF. The fund’s ticker will change from JKF to ILCV. For more information, please contact 1-800-iShares (474-2737).
The Board of Trustees of iShares Trust has approved a 2-for-1 stock split for this fund that is expected to be effective no earlier than April 1, 2021. The 2-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).