Regal Investment Advisors LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is HYGV and the CUSIP is 33939L662. A total of 62 filers reported holding FLEXSHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$418,902
-1.6%
10,536
+0.1%
0.04%
-2.8%
Q2 2023$425,594
+9.4%
10,524
+10.2%
0.04%
+5.9%
Q1 2023$388,934
+1.3%
9,549
-0.9%
0.03%
-8.1%
Q4 2022$384,117
-0.7%
9,639
-2.7%
0.04%
-9.8%
Q3 2022$387,000
-1.0%
9,911
+2.3%
0.04%0.0%
Q2 2022$391,000
-13.1%
9,688
-0.4%
0.04%0.0%
Q1 2022$450,0009,7240.04%
Other shareholders
FLEXSHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
United Bank 273,013$10,854,9776.49%
Boltwood Capital Management 318,335$12,657,0004.69%
REDW Wealth LLC 329,040$13,082,6394.03%
Colonial River Wealth Management, LLC 51,389$2,043,2271.33%
Landmark Financial Advisors, LLC 71,617$2,847,4921.16%
Cedar Wealth Management, LLC 72,284$2,873,9921.14%
Financial Network Wealth Management LLC 54,851$2,1671.06%
Hanlon Investment Management, Inc. 71,225$2,831,9060.86%
Ocean Park Asset Management, LLC 297,900$11,844,5040.53%
Mount Lucas Management LP 30,591$1,216,2980.43%
View complete list of FLEXSHARES TR shareholders