iShares Morningstar Large-Cap Growth ETF (JKE)



iShares Morningstar Large Growth Index Fund seeks investment results that correspond generally to the performance, before fees and expenses, of US large-cap growth stocks, as represented by the Morningstar Large Growth Index. The Morningstar Large Growth Index measures the performance of stocks issued by large-capitalization companies that have exhibited above-average growth characteristics as determined by Morningstar's proprietary index methodology. Index constituents are drawn from the pool of liquid, U.S.-domiciled stocks that trade publicly on the NYSE, the AMEX or NASDAQ. The Morningstar index methodology defines large-capitalization stocks as those stocks that form the top 70% of the market capitalization of the stocks eligible to be included in the Morningstar US Market Index (a diversified broad market index that represents approximately 97% of the market capitalization of publicly-traded US stocks). The stocks included in the Index are designated as growth because they are issued by companies that typically have higher than average historical and forecasted earnings, sales, equity and cash flow growth. Stocks in the Index are weighted according to the total number of shares that are publicly owned and available for trading. The Fund uses a Representative Sampling strategy to try to track the Index. The Fund pays out dividends to investors at least annually and may pay them on a more frequent basis. The Fund distributes its net capital gains, if any, to investors annually. Click on the Goto Fund Info link below to see the top holdings of the fund and other fund information. Barclays Global Fund Advisors, a subsidiary of Barclays Global Investors, N.A., is the investment advisor to the Fund.

Data based on most recent fiscal year report
Market Cap201 Million Shares Outstanding1.25 Million Avg Volume26.005 Thousand
View SEC Filings from JKE instead.
Q2 2019 All Institutions Hedge Funds 1
To trade JKE now:
Filers who had this stock in their top 10: 3 0 (0.0%)
13F Filers holding this stock: 114 5 (0.52%)
Aggregate 13F shares on 06/30/2019: 2.474 Million 40.508 Thousand
Aggregate 13F shares on 03/31/2019: 2.554 Million 40.167 Thousand
Percent change: -3.11% 0.85%
Funds creating new positions: 8 1
Funds Adding to an existing position: 28 1
Funds closing out their position: 14 1
Funds reducing their position: 45 3
1 hedge funds as identified by through public filings.

Funds Holding JKE (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)


Open Market Sells (S)


Exercise Derivative Conversion (M)


Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5
No current insider transactions
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