FLEXSHARES TR's ticker is IQDY and the CUSIP is 33939L829. A total of 33 filers reported holding FLEXSHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,575,123 | +15.7% | 102,559 | +21.9% | 0.45% | +17.1% |
| Q2 2023 | $2,226,490 | -4.4% | 84,146 | -5.0% | 0.39% | -12.7% |
| Q1 2023 | $2,328,114 | -16.5% | 88,604 | -23.3% | 0.44% | -27.9% |
| Q4 2022 | $2,788,214 | -9.2% | 115,454 | -24.1% | 0.61% | -9.5% |
| Q3 2022 | $3,070,000 | +8.9% | 152,140 | +27.0% | 0.68% | +14.7% |
| Q2 2022 | $2,818,000 | -7.2% | 119,782 | +12.9% | 0.59% | +23.9% |
| Q1 2022 | $3,037,000 | +23.0% | 106,106 | +30.2% | 0.48% | +28.3% |
| Q4 2021 | $2,470,000 | -4.0% | 81,499 | -5.5% | 0.37% | -10.2% |
| Q3 2021 | $2,573,000 | +9.0% | 86,269 | +13.6% | 0.41% | +13.2% |
| Q2 2021 | $2,361,000 | – | 75,937 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 48,340 | $1,384,000 | 0.82% |
| Aspire Wealth Management Corp | 24,573 | $703,000 | 0.56% |
| Clear Creek Financial Management, LLC | 106,106 | $3,037,000 | 0.48% |
| SFI Advisors, LLC | 12,963 | $371,000 | 0.23% |
| Key Client Fiduciary Advisors, LLC | 8,768 | $251,000 | 0.20% |
| CENTAURUS FINANCIAL, INC. | 56,699 | $1,623,000 | 0.13% |
| Southland Equity Partners LLC | 9,303 | $266,295 | 0.11% |
| Western Wealth Management, LLC | 37,483 | $1,073,000 | 0.05% |
| M&R CAPITAL MANAGEMENT INC | 7,730 | $221,000 | 0.05% |
| Atria Investments, Inc | 51,427 | $1,472,000 | 0.03% |