XML Financial, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is IQDF and the CUSIP is 33939L837. A total of 59 filers reported holding FLEXSHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2022$1,366,000
-8.1%
66,865
+7.4%
0.31%
+74.6%
Q1 2022$1,487,000
-4.1%
62,276
+2.6%
0.18%
-5.3%
Q4 2021$1,551,000
+2.2%
60,676
+0.8%
0.19%
-7.9%
Q3 2021$1,518,00060,2010.20%
Other shareholders
FLEXSHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 593,313$15,895,0003.70%
Gilbert & Cook, Inc. 177,408$4,753,0001.66%
Kingsview Wealth Management, LLC 150,963$4,044,0001.44%
Morningstar Investment Services LLC 2,349,029$62,930,0001.26%
Newport Wealth Strategies, Inc. 61,988$1,736,0001.24%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1,937,996$51,919,0000.59%
UMB Bank, n.a. 447,321$11,983,0000.39%
Cedar Wealth Management, LLC 21,150$567,0000.34%
Claraphi Advisory Network, LLC 14,600$391,0000.30%
Chicago Partners Investment Group LLC 50,471$1,352,0000.22%
View complete list of FLEXSHARES TR shareholders