FLEXSHARES TR's ticker is HYGV and the CUSIP is 33939L662. A total of 51 filers reported holding FLEXSHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,333 | -3.7% | 13,464 | -2.0% | 0.04% | -10.3% |
| Q2 2023 | $555,806 | -0.9% | 13,743 | -0.2% | 0.04% | -9.3% |
| Q1 2023 | $560,768 | +9.0% | 13,767 | +6.7% | 0.04% | 0.0% |
| Q4 2022 | $514,388 | -0.7% | 12,908 | -2.5% | 0.04% | -20.4% |
| Q3 2022 | $518,000 | -21.0% | 13,242 | -18.5% | 0.05% | -8.5% |
| Q2 2022 | $656,000 | -13.2% | 16,247 | -0.4% | 0.06% | -3.3% |
| Q1 2022 | $756,000 | – | 16,311 | – | 0.06% | – |
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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% |