Valeo Financial Advisors, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is QDF and the CUSIP is 33939L860. A total of 123 filers reported holding FLEXSHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q1 2021$6,0000.0%1200.0%0.00%
Q4 2020$6,000
+20.0%
1200.0%0.00%
Q3 2020$5,0000.0%1200.0%0.00%
Q2 2020$5,0000.0%1200.0%0.00%
-100.0%
Q1 2020$5,000
-16.7%
1200.0%0.00%0.0%
Q4 2019$6,000
+20.0%
1200.0%0.00%0.0%
Q3 2019$5,0000.0%1200.0%0.00%0.0%
Q2 2019$5,0000.0%1200.0%0.00%0.0%
Q1 2019$5,0000.0%1200.0%0.00%0.0%
Q4 2018$5,0000.0%1200.0%0.00%0.0%
Q3 2018$5,000
-16.7%
1200.0%0.00%0.0%
Q2 2018$6,000
+20.0%
1200.0%0.00%0.0%
Q1 2018$5,0001200.00%
Other shareholders
FLEXSHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 67,737$11,865,00012.96%
VeraBank, N.A. 391,205$23,996,00012.13%
Horizon Family Wealth, Inc. 75,913$4,657,0004.75%
HC FINANCIAL ADVISORS INC 55,602$3,411,0001.90%
Sageworth Trust Co of South Dakota 19,525$1,198,0001.84%
Transform Wealth, LLC 266,283$16,334,0001.71%
Lenox Wealth Advisors, LLC 196,804$12,072,0001.44%
Bryn Mawr Capital Management, LLC 55,183$3,385,0001.28%
Ledyard National Bank 216,227$13,263,0001.27%
TIAA, FSB 4,995,671$306,434,0001.01%
View complete list of FLEXSHARES TR shareholders