SUMMIT WEALTH & RETIREMENT PLANNING, INC. - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is HYGV and the CUSIP is 33939L662. A total of 62 filers reported holding FLEXSHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of FLEXSHARES TR
ValueSharesWeighting
Q1 2023$868,404
+27.8%
21,321
+25.1%
0.32%
+17.8%
Q4 2022$679,283
-4.9%
17,046
-6.7%
0.28%
-2.8%
Q3 2022$714,000
-4.5%
18,277
-1.3%
0.28%
-1.0%
Q2 2022$748,000
-13.2%
18,527
-0.5%
0.29%
-5.9%
Q1 2022$862,000
-4.0%
18,614
+1.5%
0.30%
-0.7%
Q4 2021$898,000
-25.1%
18,339
-23.7%
0.31%
-30.1%
Q3 2021$1,199,000
-17.4%
24,051
-16.9%
0.44%
-18.2%
Q2 2021$1,451,000
+42.3%
28,945
+40.5%
0.54%
+41.7%
Q1 2021$1,020,000
+82.1%
20,596
+80.8%
0.38%
+78.8%
Q4 2020$560,000
-12.9%
11,393
-17.7%
0.21%
-23.2%
Q3 2020$643,000
+120.2%
13,836
+112.9%
0.28%
+101.5%
Q2 2020$292,000
+3.9%
6,500
-5.1%
0.14%
-8.7%
Q1 2020$281,0006,8500.15%
Other shareholders
FLEXSHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Boltwood Capital Management 300,080$12,264,2704.06%
RVW Wealth, LLC 21,628$883,9360.10%
View complete list of FLEXSHARES TR shareholders