Herold Advisors, Inc. - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is HYGV and the CUSIP is 33939L662. A total of 62 filers reported holding FLEXSHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Herold Advisors, Inc. ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2024$802,787
+2.3%
19,869
+4.1%
0.19%
-2.1%
Q1 2024$784,961
+6.5%
19,092
+5.9%
0.19%
-6.9%
Q4 2023$737,036
+13.1%
18,032
+10.0%
0.20%
+3.0%
Q3 2023$651,749
+3.6%
16,392
+5.3%
0.20%
+2.6%
Q2 2023$629,257
+116.3%
15,560
+117.9%
0.19%
+91.1%
Q1 2023$290,894
+14.1%
7,142
+11.6%
0.10%
-6.5%
Q4 2022$255,0406,4000.11%
Other shareholders
FLEXSHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
United Bank 287,307$11,607,2035.79%
Boltwood Capital Management 293,559$11,859,7843.71%
Kensington Asset Management, LLC 528,700$21,359,4802.30%
REDW Wealth LLC 217,223$8,775,7992.30%
HORIZON BANCORP INC /IN/ 74,884$3,0251.44%
Cedar Wealth Management, LLC 79,886$3,227,4081.05%
FIRST UNITED BANK & TRUST 57,473$2,321,9090.86%
Financial Network Wealth Management LLC 55,327$2,2350.85%
Hanlon Investment Management, Inc. 58,655$2,369,6620.70%
Etesian Wealth Advisors, Inc. 26,588$1,074,1560.60%
View complete list of FLEXSHARES TR shareholders