Boltwood Capital Management - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is LKOR and the CUSIP is 33939L753. A total of 12 filers reported holding FLEXSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Boltwood Capital Management ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2023$243,080
-17.0%
5,575
-15.5%
0.09%
-19.3%
Q1 2023$292,745
-8.5%
6,600
-13.1%
0.11%
-16.2%
Q4 2022$320,010
-6.2%
7,595
-9.6%
0.13%
-16.7%
Q3 2022$341,000
-1.2%
8,405
+9.1%
0.16%
+4.7%
Q2 2022$345,000
+51.3%
7,705
+76.4%
0.15%
+69.3%
Q1 2022$228,000
-17.1%
4,369
-6.0%
0.09%
-13.7%
Q4 2021$275,000
+28.5%
4,649
+30.0%
0.10%
+18.6%
Q3 2021$214,0003,5750.09%
Other shareholders
FLEXSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,587$389,0000.13%
Boltwood Capital Management 4,649$275,0000.10%
CreativeOne Wealth, LLC 4,250$251,0000.01%
Spire Wealth Management 3,937$233,0000.01%
Cetera Investment Advisers 4,649$275,0000.00%
CoreCap Advisors, LLC 632$37,0000.00%
LPL Financial LLC 18,950$1,120,0000.00%
EverSource Wealth Advisors, LLC 50$3,0000.00%
Snowden Capital Advisors LLC 247$14,0000.00%
WELLS FARGO & COMPANY/MN 1$00.00%
View complete list of FLEXSHARES TR shareholders