PACIFIC CAPITAL WEALTH ADVISORS, INC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is MBSD and the CUSIP is 33939L779. A total of 21 filers reported holding FLEXSHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q4 2022$252,588
+0.6%
12,4000.0%0.06%
-4.4%
Q3 2022$251,000
-4.6%
12,4000.0%0.07%
-6.8%
Q2 2022$263,000
-3.7%
12,4000.0%0.07%
-6.4%
Q1 2022$273,000
-4.9%
12,4000.0%0.08%
-6.0%
Q4 2021$287,000
-1.4%
12,4000.0%0.08%
-9.8%
Q3 2021$291,000
-0.7%
12,4000.0%0.09%
-37.4%
Q2 2021$293,000
-1.0%
12,4000.0%0.15%
-10.9%
Q1 2021$296,000
-0.7%
12,4000.0%0.16%
-2.4%
Q4 2020$298,00012,4000.17%
Other shareholders
FLEXSHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Boltwood Capital Management 327,151$7,580,0002.80%
Aviance Capital Partners, LLC 298,387$6,914,0001.15%
RPg Family Wealth Advisory, LLC 103,297$2,393,391,0000.95%
3EDGE Asset Management, LP 61,311$1,421,0000.12%
PACIFIC CAPITAL WEALTH ADVISORS, INC 12,400$287,0000.08%
B. Riley Wealth Management, Inc. 24,244$562,0000.04%
Pinnacle Bancorp, Inc. 4,466$103,0000.04%
Investors Research Corp 3,869$90,0000.03%
Avidian Wealth Solutions, LLC 12,634$293,0000.02%
Advocacy Wealth Management Services, LLC 2,205$51,0000.01%
View complete list of FLEXSHARES TR shareholders