HERITAGE WEALTH MANAGEMENT, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is TDTF and the CUSIP is 33939L605. A total of 63 filers reported holding FLEXSHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2022$22,698,000
+94475.0%
9000.0%0.01%
+33.3%
Q1 2022$24,000
-4.0%
9000.0%0.01%
-33.3%
Q3 2021$25,0009000.01%
Other shareholders
FLEXSHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Evensky & Katz LLC 997,885$24,677,0004.26%
NICOLET BANKSHARES INC 239,151$5,914,0002.52%
NOTTINGHAM ADVISORS, INC. 275,157$6,886,0001.18%
Charles Schwab Investment Advisory, Inc. 8,402,626$207,797,0000.67%
THRIVENT FINANCIAL FOR LUTHERANS 7,067,379$174,776,0000.59%
Global Trust Asset Management, LLC 19,630$485,0000.38%
Cribstone Capital Management, LLC 29,536$730,0000.36%
WEST PACES ADVISORS INC. 19,380$479,2670.36%
Farmers National Bank 19,675$487,0000.30%
Arlington Financial Advisors, LLC 14,502$358,0000.24%
View complete list of FLEXSHARES TR shareholders