Patriot Financial Group Insurance Agency, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is HYGV and the CUSIP is 33939L662. A total of 37 filers reported holding FLEXSHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2022$51,000
-10.5%
1,260
+1.5%
0.01%0.0%
Q1 2022$57,000
+26.7%
1,241
+34.7%
0.01%
+42.9%
Q4 2021$45,0000.0%921
+2.4%
0.01%
-12.5%
Q3 2021$45,000
+60.7%
899
+62.0%
0.01%
+60.0%
Q2 2021$28,000
-9.7%
555
-11.9%
0.01%
-28.6%
Q1 2021$31,000
+210.0%
630
+207.3%
0.01%
+133.3%
Q4 2020$10,000
-33.3%
205
-34.9%
0.00%
-40.0%
Q3 2020$15,000
+7.1%
315
+1.0%
0.01%0.0%
Q2 2020$14,0003120.01%
Other shareholders
FLEXSHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Boltwood Capital Management 125,853$6,233,0002.77%
Valtinson Bruner Financial Planning LLC 60,452$3,003,0001.77%
Cedar Wealth Management, LLC 50,881$2,520,0001.25%
3D/L Capital Management, LLC 34,512$1,709,0000.43%
INTERACTIVE FINANCIAL ADVISORS, INC. 20,643$1,022,0000.43%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 20,596$1,020,0000.38%
REDW Wealth LLC 19,053$944,0000.32%
RVW Wealth, LLC 36,261$2,000,0000.26%
Institute for Wealth Management, LLC. 15,591$772,0000.15%
Columbia Trust Co 01012016 4,149$205,0000.13%
View complete list of FLEXSHARES TR shareholders