iShares S&P 500 Index-KWFSPX
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$656.61avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding iShares S&P 500 Index-K (WFSPX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Wallington Asset Management, LLC ($3.1M), Coston, McIsaac & Partners ($75K) and Hurley Capital, LLC ($66K).
- Company
- iShares S&P 500 Index-K
- CUSIP
- 066922204
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $66K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 262 shares bought, net +262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Wallington Asset Management, LLC | 0.44% | Add +3.6% | 4,651 | $3.1M |
| Coston, McIsaac & Partners | 0.02% | No change | 115 | $75K |
| Hurley Capital, LLC | 0.05% | New | 101 | $66K |
"% 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.