Key FInancial Inc - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is TDTF and the CUSIP is 33939L605. A total of 56 filers reported holding FLEXSHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Key FInancial Inc ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$3,235
-3.1%
1410.0%0.00%0.0%
Q2 2023$3,339
-3.3%
1410.0%0.00%0.0%
Q1 2023$3,453
+4.7%
1410.0%0.00%
-50.0%
Q4 2022$3,299
+10.0%
1410.0%0.00%
+100.0%
Q3 2022$3,000
-25.0%
1410.0%0.00%
-50.0%
Q2 2022$4,0000.0%1410.0%0.00%0.0%
Q1 2022$4,0000.0%1410.0%0.00%0.0%
Q4 2021$4,0000.0%1410.0%0.00%0.0%
Q3 2021$4,0000.0%1410.0%0.00%0.0%
Q2 2021$4,0000.0%1410.0%0.00%
-33.3%
Q1 2021$4,0000.0%1410.0%0.00%0.0%
Q4 2020$4,0001410.00%
Other shareholders
FLEXSHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Kissinger Financial Services LLC 630,015$16,053,0005.84%
RONALD BLUE & CO LLC 4,605,429$117,346,0004.75%
Evensky & Katz LLC 853,702$21,752,0004.33%
Charles Schwab Investment Advisory, Inc. 7,708,898$196,422,0001.54%
Lourd Capital, LLC 21,100$538,0000.06%
ATWOOD & PALMER INC 2,892$74,0000.01%
LPL Financial LLC 55,222$1,402,0000.01%
Brinker Capital Investments, LLC 10,000$255,0000.01%
Raymond James Financial Services Advisors, Inc. 15,320$390,0000.00%
FineMark National Bank & Trust 775$20,0000.00%
View complete list of FLEXSHARES TR shareholders