iShares S&P 500 Index-KWFSPX
13F holders, Q4 2024 (December 31)2holders
0new positions
0sold out
$688.16avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding iShares S&P 500 Index-K (WFSPX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Wallington Asset Management, LLC ($3.1M) and Coston, McIsaac & Partners ($79K).
- Company
- iShares S&P 500 Index-K
- CUSIP
- 066922204
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 304 shares bought and 220 shares sold, net +84 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Wallington Asset Management, LLC | 0.45% | Add +7.3% | 4,490 | $3.1M |
| Coston, McIsaac & Partners | 0.02% | Reduce -65.7% | 115 | $79K |
"% 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.