CWM, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is IQDF and the CUSIP is 33939L837. A total of 64 filers reported holding FLEXSHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$6
-25.0%
259
-28.7%
0.00%
Q2 2023$8
-68.0%
363
-68.5%
0.00%
Q1 2023$25
-99.1%
1,154
-99.2%
0.00%
-100.0%
Q4 2022$2,845
-99.9%
137,904
-1.3%
0.02%
+5.0%
Q3 2022$2,488,000
+49.3%
139,786
+71.3%
0.02%
+53.8%
Q2 2022$1,667,000
+0.2%
81,592
+17.1%
0.01%
+8.3%
Q1 2022$1,663,000
+31.6%
69,665
+40.9%
0.01%
+33.3%
Q4 2021$1,264,000
+4.8%
49,431
+8.8%
0.01%
-10.0%
Q2 2021$1,206,0000.0%45,4230.0%0.01%0.0%
Q1 2021$1,206,0000.0%45,4230.0%0.01%0.0%
Q4 2020$1,206,0000.0%45,4230.0%0.01%0.0%
Q3 2020$1,206,0000.0%45,4230.0%0.01%0.0%
Q2 2020$1,206,0000.0%45,4230.0%0.01%0.0%
Q1 2020$1,206,0000.0%45,4230.0%0.01%0.0%
Q4 2019$1,206,0000.0%45,4230.0%0.01%0.0%
Q3 2019$1,206,0000.0%45,4230.0%0.01%0.0%
Q2 2019$1,206,0000.0%45,4230.0%0.01%0.0%
Q1 2019$1,206,000
+5930.0%
45,423
+4578.0%
0.01%
Q4 2018$20,000
-23.1%
971
-11.6%
0.00%
-100.0%
Q3 2018$26,000
-3.7%
1,0980.0%0.00%0.0%
Q2 2018$27,000
-22.9%
1,098
-16.9%
0.00%0.0%
Q1 2018$35,0000.0%1,3220.0%0.00%
-50.0%
Q4 2017$35,0000.0%1,3220.0%0.00%0.0%
Q3 2017$35,000
+6.1%
1,3220.0%0.00%0.0%
Q2 2017$33,000
-48.4%
1,322
-49.6%
0.00%
-50.0%
Q1 2017$64,000
+56.1%
2,623
+44.1%
0.00%
+33.3%
Q4 2016$41,000
+156.2%
1,820
+145.0%
0.00%
+200.0%
Q2 2016$16,000
+45.5%
743
+50.4%
0.00%0.0%
Q1 2016$11,000
+175.0%
494
+190.6%
0.00%
Q3 2015$4,0001700.00%
Other shareholders
FLEXSHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 593,313$15,895,0003.70%
Gilbert & Cook, Inc. 177,408$4,753,0001.66%
Kingsview Wealth Management, LLC 150,963$4,044,0001.44%
Morningstar Investment Services LLC 2,349,029$62,930,0001.26%
Newport Wealth Strategies, Inc. 61,988$1,736,0001.24%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,937,996$51,919,0000.59%
UMB Bank, n.a. 447,321$11,983,0000.39%
Cedar Wealth Management, LLC 21,150$567,0000.34%
Claraphi Advisory Network, LLC 14,600$391,0000.30%
Chicago Partners Investment Group LLC 50,471$1,352,0000.22%
View complete list of FLEXSHARES TR shareholders