iShares S&P 500 Index-KWFSPX
13F holders, Q3 2024 (September 30)2holders −1
0new positions
1sold out
$674.85avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding iShares S&P 500 Index-K (WFSPX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Wallington Asset Management, LLC ($2.8M) and Coston, McIsaac & Partners ($226K).
- Company
- iShares S&P 500 Index-K
- CUSIP
- 066922204
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 5,875 shares sold, net −5,875 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Wallington Asset Management, LLC | 0.39% | Reduce -47.2% | 4,186 | $2.8M |
| Coston, McIsaac & Partners | 0.06% | No change | 335 | $226K |
"% 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.