LPL Financial LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is HYGV and the CUSIP is 33939L662. A total of 56 filers reported holding FLEXSHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$1,765,210
+23.6%
44,397
+25.7%
0.00%0.0%
Q2 2023$1,428,512
+8.0%
35,324
+8.8%
0.00%0.0%
Q1 2023$1,322,534
-10.3%
32,471
-12.2%
0.00%0.0%
Q4 2022$1,474,208
-0.8%
36,994
-2.7%
0.00%0.0%
Q3 2022$1,486,000
-11.3%
38,017
-8.4%
0.00%
-50.0%
Q2 2022$1,676,000
-32.9%
41,489
-23.0%
0.00%0.0%
Q1 2022$2,496,000
-5.4%
53,896
+0.1%
0.00%0.0%
Q4 2021$2,638,000
+1.9%
53,856
+3.7%
0.00%0.0%
Q3 2021$2,588,000
+72.1%
51,928
+73.0%
0.00%0.0%
Q2 2021$1,504,000
-13.9%
30,009
-14.9%
0.00%0.0%
Q1 2021$1,747,000
-29.0%
35,270
-29.6%
0.00%
-33.3%
Q4 2020$2,461,000
+27.3%
50,111
+20.6%
0.00%0.0%
Q3 2020$1,933,000
-2.2%
41,561
-5.5%
0.00%0.0%
Q2 2020$1,977,000
+17.5%
43,985
+7.1%
0.00%
-25.0%
Q1 2020$1,682,000
+94.5%
41,051
+130.6%
0.00%
+100.0%
Q4 2019$865,000
+91.4%
17,798
+90.7%
0.00%
+100.0%
Q3 2019$452,000
+65.6%
9,334
+66.7%
0.00%0.0%
Q2 2019$273,0005,6000.00%
Other shareholders
FLEXSHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
REDW Wealth LLC 471,142$21,823,0006.48%
United Bank 256,748$11,893,0006.30%
Boltwood Capital Management 174,993$8,106,0003.13%
Valtinson Bruner Financial Planning LLC 69,632$3,146,0001.80%
Cedar Wealth Management, LLC 72,145$3,342,0001.35%
Financial Network Wealth Management LLC 48,331$2,239,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 37,108$1,719,0000.80%
Coury Firm Asset Management LLC 10,906$505,0000.44%
FIDUCIENT ADVISORS LLC 21,313$987,0000.37%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 18,614$862,0000.30%
View complete list of FLEXSHARES TR shareholders