Shone Asset Management LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is RAVI and the CUSIP is 33939L886. A total of 62 filers reported holding FLEXSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Shone Asset Management LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q4 2020$7,455,000
-2.4%
97,761
-2.3%
5.79%
-15.0%
Q3 2020$7,637,000
+2.0%
100,067
+2.1%
6.81%
-8.1%
Q2 2020$7,484,000
-0.7%
98,047
-1.8%
7.41%
-16.9%
Q1 2020$7,539,00099,8498.92%
Other shareholders
FLEXSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Shone Asset Management LLC 97,761$7,455,0005.79%
Landmark Financial Advisors, LLC 151,368$11,546,0003.26%
Newport Wealth Strategies, Inc. 53,897$4,114,0003.08%
IronBridge Private Wealth, LLC 53,162$4,055,0003.00%
Financial Network Wealth Management LLC 43,025$3,282,0002.57%
Claraphi Advisory Network, LLC 107,138$8,171,0002.22%
Valtinson Bruner Financial Planning LLC 21,950$1,674,0001.05%
Institute for Wealth Management, LLC. 55,361$4,222,0000.84%
CIM, LLC 58,343$4,450,0000.82%
Vista Private Wealth Partners. LLC 21,145$1,613,0000.80%
View complete list of FLEXSHARES TR shareholders