iShares S&P 500 Index-KWFSPX
13F holders, Q2 2024 (June 30)3holders
0new positions
0sold out
$639.54avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding iShares S&P 500 Index-K (WFSPX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Wallington Asset Management, LLC ($5.1M), Grey Fox Wealth Advisors, LLC ($1.4M) and Coston, McIsaac & Partners ($214K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 307 shares bought and 41 shares sold, net +266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Wallington Asset Management, LLC | 0.77% | Add +4.0% | 7,924 | $5.1M |
| Grey Fox Wealth Advisors, LLC | 0.48% | Reduce -0.1% | 2,137 | $1.4M |
| Coston, McIsaac & Partners | 0.07% | Reduce -10.7% | 335 | $214K |
"% 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.