Smallwood Wealth Investment Management, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is GUNR and the CUSIP is 33939L407. A total of 288 filers reported holding FLEXSHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Smallwood Wealth Investment Management, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2024$1,273,024
-0.7%
31,715
+1.6%
0.98%
-1.0%
Q1 2024$1,281,447
+1.9%
31,202
+1.6%
0.99%
-4.6%
Q4 2023$1,257,390
+3.8%
30,705
+2.5%
1.04%
-5.5%
Q3 2023$1,211,239
+3.0%
29,952
+2.1%
1.10%
+5.2%
Q2 2023$1,175,517
-6.7%
29,337
-1.6%
1.05%
-12.2%
Q1 2023$1,260,231
-3.4%
29,800
-0.7%
1.19%
+8.1%
Q4 2022$1,304,232
+4.8%
30,003
-9.4%
1.10%
-1.3%
Q3 2022$1,245,000
-2.9%
33,116
+2.5%
1.12%
-13.9%
Q2 2022$1,282,000
-15.4%
32,315
-0.1%
1.30%
-9.3%
Q1 2022$1,515,000
+17.3%
32,346
-1.1%
1.43%
+19.0%
Q4 2021$1,292,00032,7091.20%
Other shareholders
FLEXSHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
MOLLER WEALTH PARTNERS 194,575$4,569,0004.23%
CONNABLE OFFICE INC 502,314$11,794,0003.50%
Valmark Advisers, Inc. 5,282,236$128,302,0003.10%
TD Ameritrade Trust Co 421,813$9,904,0002.92%
Landmark Financial Advisors, LLC 98,625$2,315,0002.55%
Fusion Investment Group, LLC 30,973$727,0001.72%
LifePlan Financial Group, Inc 59,733$1,403,0001.02%
DOW CHEMICAL CO /DE/ 428,500$10,061,0000.85%
NORTHERN TRUST CORP 66,047,841$1,550,803,0000.52%
Lattice Strategies LLC 29,345$689,0000.49%
View complete list of FLEXSHARES TR shareholders