iShares S&P 500 Index-KWFSPX
13F holders, Q1 2024 (March 31)3holders
$615.61avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding iShares S&P 500 Index-K (WFSPX) in their 13F filings. The largest holders were Wallington Asset Management, LLC ($4.7M), Grey Fox Wealth Advisors, LLC ($1.3M) and Coston, McIsaac & Partners ($231K).
- Company
- iShares S&P 500 Index-K
- CUSIP
- 066922204
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.3M |
| Exits | 0 | $0 |
Ownership 3 holders
| Wallington Asset Management, LLC | 0.73% | Add +3.8% | 7,617 | $4.7M |
| Grey Fox Wealth Advisors, LLC | 0.49% | New | 2,138 | $1.3M |
| Coston, McIsaac & Partners | 0.07% | No change | 375 | $231K |
"% of holder's portfolio" is WFSPX's weight in each manager's 13F, not the share of iShares S&P 500 Index-K the manager owns.