Klingman & Associates, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is TDTT and the CUSIP is 33939L506. A total of 4 filers reported holding FLEXSHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$22,277,057
-7.7%
960,632
-6.3%
1.80%
-7.5%
Q2 2023$24,132,816
-1.6%
1,025,619
+1.1%
1.95%
-7.8%
Q1 2023$24,527,451
+3.7%
1,014,789
+0.9%
2.11%
+1.8%
Q4 2022$23,655,8991,005,7782.08%
Other shareholders
FLEXSHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
WEST PACES ADVISORS INC. 662,392$16,155,74112.02%
Hills Bank & Trust Co 1,006,281$24,544,0007.40%
HC FINANCIAL ADVISORS INC 220,611$5,381,0005.31%
Valmark Advisers, Inc. 9,294,318$226,688,0004.97%
CNB Bank 278,302$6,788,0003.97%
NICOLET BANKSHARES INC 132,506$3,232,0001.38%
HARVEST CAPITAL MANAGEMENT INC 114,880$2,802,0001.09%
CABOT WEALTH MANAGEMENT INC 158,650$3,869,0000.86%
NAPLES GLOBAL ADVISORS, LLC 91,306$2,227,0000.66%
INTERACTIVE FINANCIAL ADVISORS, INC. 43,239$1,055,0000.50%
View complete list of FLEXSHARES TR shareholders