LPL Financial LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is SKOR and the CUSIP is 33939L761. A total of 31 filers reported holding FLEXSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$2,235,304
+293.0%
48,583
+300.2%
0.00%
Q2 2023$568,834
+10.4%
12,139
+11.7%
0.00%
Q1 2023$515,232
-5.7%
10,863
-7.8%
0.00%
Q4 2022$546,586
-0.8%
11,786
-2.4%
0.00%
-100.0%
Q3 2022$551,000
-11.6%
12,070
-8.1%
0.00%0.0%
Q2 2022$623,000
-21.8%
13,131
-18.0%
0.00%0.0%
Q1 2022$797,000
-5.7%
16,0090.0%0.00%0.0%
Q4 2021$845,000
-19.1%
16,009
-17.4%
0.00%0.0%
Q3 2021$1,044,000
+50.2%
19,371
+50.8%
0.00%0.0%
Q2 2021$695,000
-26.2%
12,843
-27.1%
0.00%0.0%
Q1 2021$942,000
+7.7%
17,616
+10.5%
0.00%0.0%
Q4 2020$875,000
+50.1%
15,942
+50.0%
0.00%0.0%
Q3 2020$583,000
+0.5%
10,627
-0.1%
0.00%0.0%
Q2 2020$580,000
+5.3%
10,636
-1.7%
0.00%0.0%
Q1 2020$551,000
+17.0%
10,821
+16.8%
0.00%0.0%
Q4 2017$471,000
+10.8%
9,263
+11.2%
0.00%
-50.0%
Q3 2017$425,0008,3270.00%
Other shareholders
FLEXSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Boltwood Capital Management 116,243$5,513,4052.06%
Trilogy Capital Inc. 303,933$14,415,5321.02%
Hanlon Investment Management, Inc. 15,658$742,6590.22%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 5,159$244,6910.09%
Cornerstone Retirement Group, Inc. 6,086$288,6590.08%
Newbridge Financial Services Group, Inc. 3,033$143,8550.08%
AE Wealth Management LLC 174,465$8,274,8900.05%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,938$471,3910.05%
Kingsview Wealth Management, LLC 10,915$517,6980.02%
Aspire Private Capital, LLC 842$39,9360.01%
View complete list of FLEXSHARES TR shareholders