SEC 13F Intelligence

WFSPXiShares S&P 500 Index Fund K

CUSIP 066922204 · Yahoo Finance ↗ · Google Finance ↗

Ishares S&P 500 Index Fund K (WFSPX) has 3 institutional holders in Filings Flow’s 13F database, together reporting 46.7K shares worth $21,006 as of Q4 2022. The largest reported holders are Wallington Asset Management, LLC, Hurley Capital, LLC, and Coston, Mcisaac & Partners.

Institutional Holders
3
Q4 2022
Reported Value
$21,006
Ticker
WFSPX
Quarters Tracked
4

Ownership Trend

Institutional holders
Q3 ’19: 1Q3 ’19Q2 ’21: 1Q2 ’21Q4 ’21: 2Q4 ’21Q4 ’22: 3Q4 ’22filingsflow.com
Total reported value
Q3 ’19: $366,000Q3 ’19Q2 ’21: $26MQ2 ’21Q4 ’21: $30MQ4 ’21Q4 ’22: $21,006Q4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Wallington Asset Management, LLC$752M AUM0.44%$3M4.7KQ1 2025OLDER
Hurley Capital, LLC$187M AUM0.04%$79,564102Q3 2025

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.