FLEXSHARES TR's ticker is HYGV and the CUSIP is 33939L662. A total of 2 filers reported holding FLEXSHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,854,977 | +2.1% | 273,013 | +3.8% | 6.49% | +7.2% |
| Q2 2023 | $10,632,808 | +3.3% | 262,928 | +4.0% | 6.05% | +0.4% |
| Q1 2023 | $10,295,811 | -5.4% | 252,782 | -7.4% | 6.03% | -9.7% |
| Q4 2022 | $10,878,014 | +1.9% | 272,974 | -0.1% | 6.68% | -6.1% |
| Q3 2022 | $10,678,000 | -2.2% | 273,176 | +1.1% | 7.11% | +4.9% |
| Q2 2022 | $10,914,000 | -8.2% | 270,225 | +5.2% | 6.78% | +7.5% |
| Q1 2022 | $11,893,000 | +34.8% | 256,748 | +42.6% | 6.30% | +33.3% |
| Q4 2021 | $8,823,000 | – | 180,106 | – | 4.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boltwood Capital Management | 125,853 | $6,233,000 | 2.77% |
| Valtinson Bruner Financial Planning LLC | 60,452 | $3,003,000 | 1.77% |
| Cedar Wealth Management, LLC | 50,881 | $2,520,000 | 1.25% |
| 3D/L Capital Management, LLC | 34,512 | $1,709,000 | 0.43% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 20,643 | $1,022,000 | 0.43% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 20,596 | $1,020,000 | 0.38% |
| REDW Wealth LLC | 19,053 | $944,000 | 0.32% |
| RVW Wealth, LLC | 36,261 | $2,000,000 | 0.26% |
| Institute for Wealth Management, LLC. | 15,591 | $772,000 | 0.15% |
| Columbia Trust Co 01012016 | 4,149 | $205,000 | 0.13% |