Institute for Wealth Management, LLC. - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is HYGV and the CUSIP is 33939L662. A total of 43 filers reported holding FLEXSHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$394,417
-3.7%
9,920
-2.1%
0.07%
+2.9%
Q2 2023$409,623
-5.5%
10,129
-4.8%
0.07%
-16.9%
Q1 2023$433,544
-6.7%
10,644
-8.7%
0.08%
-15.3%
Q4 2022$464,561
-3.8%
11,658
-5.7%
0.10%
-9.3%
Q3 2022$483,000
-18.7%
12,366
-16.0%
0.11%
-7.7%
Q2 2022$594,000
-16.1%
14,714
-3.8%
0.12%
+1.7%
Q1 2022$708,000
-20.6%
15,292
-16.0%
0.12%
-20.7%
Q4 2021$892,000
+10.4%
18,207
+12.4%
0.14%
+2.1%
Q3 2021$808,000
+4.1%
16,204
+4.7%
0.14%
+4.4%
Q2 2021$776,000
+0.5%
15,477
-0.7%
0.14%
-7.5%
Q1 2021$772,000
-3.5%
15,591
-4.2%
0.15%
-7.5%
Q4 2020$800,000
-3.1%
16,282
-8.4%
0.16%
-15.9%
Q3 2020$826,000
+8.3%
17,766
+4.6%
0.19%
+1.1%
Q2 2020$763,000
+281.5%
16,984
+247.1%
0.19%
+201.6%
Q1 2020$200,000
-14.2%
4,893
+2.0%
0.06%
+17.0%
Q4 2019$233,0004,7970.05%
Other shareholders
FLEXSHARES TR shareholders Q3 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