Patriot Financial Group Insurance Agency, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is IQDF and the CUSIP is 33939L837. A total of 74 filers reported holding FLEXSHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q1 2022$117,000
+2.6%
4,886
+9.6%
0.02%
+10.5%
Q4 2021$114,000
+8.6%
4,457
+7.1%
0.02%0.0%
Q3 2021$105,000
-0.9%
4,163
+4.1%
0.02%0.0%
Q2 2021$106,000
+27.7%
3,999
+23.3%
0.02%0.0%
Q1 2021$83,000
+6.4%
3,242
+0.6%
0.02%
-5.0%
Q4 2020$78,000
+143.8%
3,224
+108.1%
0.02%
+100.0%
Q3 2020$32,000
+33.3%
1,549
+29.1%
0.01%
+11.1%
Q2 2020$24,000
+4.3%
1,200
-5.6%
0.01%
-18.2%
Q1 2020$23,000
-62.3%
1,271
-49.7%
0.01%
-52.2%
Q4 2019$61,000
+56.4%
2,526
+43.4%
0.02%
+27.8%
Q3 2019$39,000
-13.3%
1,761
-8.3%
0.02%
-5.3%
Q2 2019$45,000
+104.5%
1,920
+105.3%
0.02%
+72.7%
Q1 2019$22,000
-8.3%
935
-17.0%
0.01%
-31.2%
Q4 2018$24,000
-11.1%
1,1260.0%0.02%0.0%
Q3 2018$27,000
-6.9%
1,126
-6.0%
0.02%
-48.4%
Q2 2018$29,000
-72.1%
1,198
-70.2%
0.03%
-59.7%
Q1 2018$104,000
+6.1%
4,014
+16.1%
0.08%
+5.5%
Q4 2017$98,000
+75.0%
3,457
+62.1%
0.07%
+46.0%
Q3 2017$56,000
+21.7%
2,133
+17.4%
0.05%
+4.2%
Q2 2017$46,000
+17.9%
1,817
+16.3%
0.05%
+17.1%
Q1 2017$39,000
+30.0%
1,563
+21.3%
0.04%0.0%
Q4 2016$30,0001,2890.04%
Other shareholders
FLEXSHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 593,313$15,895,0003.70%
Gilbert & Cook, Inc. 177,408$4,753,0001.66%
Kingsview Wealth Management, LLC 150,963$4,044,0001.44%
Morningstar Investment Services LLC 2,349,029$62,930,0001.26%
Newport Wealth Strategies, Inc. 61,988$1,736,0001.24%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,937,996$51,919,0000.59%
UMB Bank, n.a. 447,321$11,983,0000.39%
Cedar Wealth Management, LLC 21,150$567,0000.34%
Claraphi Advisory Network, LLC 14,600$391,0000.30%
Chicago Partners Investment Group LLC 50,471$1,352,0000.22%
View complete list of FLEXSHARES TR shareholders