Forza Wealth Management, LLC - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is TDTT and the CUSIP is 33939L506. A total of 100 filers reported holding FLEXSHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Forza Wealth Management, LLC ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$324,660
-1.4%
14,0000.0%0.17%
+1.2%
Q2 2023$329,420
-2.6%
14,0000.0%0.17%
-4.6%
Q1 2023$338,380
+2.8%
14,0000.0%0.17%
-20.2%
Q4 2022$329,28014,0000.22%
Other shareholders
FLEXSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Valmark Advisers, Inc. 13,664,272$335,868,0007.64%
TD Ameritrade Trust Co 1,048,666$25,776,0006.94%
Hills Bank & Trust Co 567,344$13,945,0005.16%
INTERACTIVE FINANCIAL ADVISORS, INC. 68,908$1,694,0000.91%
Sequoia Financial Advisors, LLC 31,008$762,0000.32%
VSR Financial Services, Inc. 108,604$2,669,0000.28%
FIRSTMERIT BANK N A TRUSTEE 139,003$3,417,0000.28%
Ledyard National Bank 57,732$1,419,0000.25%
Capital Investment Advisors, LLC 82,404$2,025,0000.22%
ROBERTS GLORE & CO INC /IL/ 9,036$222,0000.16%
View complete list of FLEXSHARES TR shareholders