FLEXSHARES TR's ticker is IQDY and the CUSIP is 33939L829. A total of 29 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $460,662 | -7.0% | 18,347 | -2.0% | 0.01% | -16.7% |
| Q2 2023 | $495,202 | +1.0% | 18,715 | +1.0% | 0.01% | 0.0% |
| Q1 2023 | $490,539 | +24.5% | 18,534 | +13.6% | 0.01% | -45.5% |
| Q4 2022 | $394,007 | +38.7% | 16,315 | +15.8% | 0.01% | +120.0% |
| Q3 2022 | $284,000 | -2.1% | 14,083 | +14.1% | 0.01% | 0.0% |
| Q2 2022 | $290,000 | – | 12,341 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 48,340 | $1,384,000 | 0.82% |
| Aspire Wealth Management Corp | 24,573 | $703,000 | 0.56% |
| Clear Creek Financial Management, LLC | 106,106 | $3,037,000 | 0.48% |
| SFI Advisors, LLC | 12,963 | $371,000 | 0.23% |
| Key Client Fiduciary Advisors, LLC | 8,768 | $251,000 | 0.20% |
| CENTAURUS FINANCIAL, INC. | 56,699 | $1,623,000 | 0.13% |
| Southland Equity Partners LLC | 9,303 | $266,295 | 0.11% |
| Western Wealth Management, LLC | 37,483 | $1,073,000 | 0.05% |
| M&R CAPITAL MANAGEMENT INC | 7,730 | $221,000 | 0.05% |
| Atria Investments, Inc | 51,427 | $1,472,000 | 0.03% |