Herold Advisors, Inc. - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is QLV and the CUSIP is 33939L654. A total of 25 filers reported holding FLEXSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Herold Advisors, Inc. ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$874,905
-10.3%
16,981
-7.0%
0.27%
-11.0%
Q2 2023$975,717
+221.4%
18,264
+209.1%
0.30%
+184.8%
Q1 2023$303,544
+7.9%
5,908
+5.6%
0.10%
-11.8%
Q4 2022$281,1925,5940.12%
Other shareholders
FLEXSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BELLEVUE ASSET MANAGEMENT, LLC 82,439$4,247,4892.85%
United Bank 52,879$2,724,4531.63%
Colonial River Wealth Management, LLC 45,331$2,335,5641.52%
Crestwood Advisors Group, LLC 514,766$26,521,9670.70%
Benedetti & Gucer, Inc. 16,417$845,8430.46%
Herold Advisors, Inc. 16,981$874,9050.27%
Delos Wealth Advisors, LLC 975$52,4610.06%
Wealthcare Advisory Partners LLC 9,851$507,5470.02%
MML INVESTORS SERVICES, LLC 46,813$2,4120.01%
NORTHERN TRUST CORP 959,639$49,442,9040.01%
View complete list of FLEXSHARES TR shareholders