Global Retirement Partners, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is IQDF and the CUSIP is 33939L837. A total of 49 filers reported holding FLEXSHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$8,575
-4.9%
413
+1.5%
0.00%
Q2 2023$9,020
+0.8%
407
+2.0%
0.00%
Q1 2023$8,945
+90.9%
399
+75.8%
0.00%
Q4 2022$4,686
-74.0%
227
-70.1%
0.00%
-100.0%
Q4 2019$18,000
-18.2%
760
-21.7%
0.00%
-25.0%
Q3 2019$22,000
+46.7%
971
+45.4%
0.00%
+33.3%
Q2 2019$15,000
-44.4%
668
-41.8%
0.00%
-57.1%
Q1 2019$27,000
+22.7%
1,148
+8.3%
0.01%
+16.7%
Q4 2018$22,000
-15.4%
1,060
-0.4%
0.01%0.0%
Q3 2018$26,000
+8.3%
1,064
+6.4%
0.01%0.0%
Q2 2018$24,000
-44.2%
1,000
-38.9%
0.01%
-50.0%
Q1 2018$43,000
+2.4%
1,638
+4.9%
0.01%0.0%
Q4 2017$42,000
+2.4%
1,5610.0%0.01%
-29.4%
Q3 2017$41,000
+5.1%
1,5610.0%0.02%
-5.6%
Q2 2017$39,000
+2.6%
1,5610.0%0.02%
-14.3%
Q1 2017$38,000
+18.8%
1,561
+8.8%
0.02%0.0%
Q4 2016$32,0001,4350.02%
Other shareholders
FLEXSHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 961,142$24,692,0006.26%
Lenox Wealth Advisors, LLC 607,723$15,612,0002.14%
Columbus Macro, LLC 176,146$4,525,0001.41%
Newport Wealth Strategies, Inc. 46,830$1,203,0000.75%
Bryn Mawr Capital Management, LLC 22,778$585,0000.29%
UMB Bank, n.a. 445,453$11,444,0000.28%
Citizens Business Bank 67,200$1,726,0000.24%
Maltin Wealth Management, Inc. 13,965$359,0000.23%
KEYBANK NATIONAL ASSOCIATION/OH 3,839,442$98,634,0000.23%
RVW Wealth, LLC 30,506$1,000,0000.13%
View complete list of FLEXSHARES TR shareholders