ISHARES S&P 500 INDEX K WFSPX
EQUITY FUNDS · Open-End Fund · CUSIP 066922204
3
institutional holders
+0 vs Q3 2022
46.7k
shares reported held*
$21.0mreported value*
0 new
1 added
1 reduced
0 sold out
net sold ≈ $1.1m (-2.5k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $449.95.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3 |
| Q4 2022 | 3 |
Biggest buyers
| Wallington Asset Management, LLC | Added | +72 |
Biggest sellers
| GOFEN & GLOSSBERG LLC /IL/ | Reduced | -2.5k |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| GOFEN & GLOSSBERG LLC /IL/ 0.49% of their portfolio | 42.6k $19.2m | Reduced -2.5k |
| Wallington Asset Management, LLC 0.36% of their portfolio | 3.7k $1.7m | Added +72 |
| Coston, McIsaac & Partners 0.07% of their portfolio | 375 $168.0k | Unchanged |