FLEXSHARES TR's ticker is TDTF and the CUSIP is 33939L605. A total of 62 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,954 | -72.0% | 957 | -71.1% | 0.00% | – |
| Q2 2023 | $78,421 | +163277.1% | 3,312 | +165500.0% | 0.00% | – |
| Q1 2023 | $48 | – | 2 | +100.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q2 2022 | $4,000 | +100.0% | 169 | +196.5% | 0.00% | – |
| Q1 2022 | $2,000 | – | 57 | +5600.0% | 0.00% | – |
| Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | -92.3% | 0.00% | – |
| Q2 2021 | $0 | – | 13 | +1200.0% | 0.00% | – |
| Q4 2020 | $0 | -100.0% | 1 | -99.5% | 0.00% | – |
| Q2 2020 | $5,000 | 0.0% | 194 | -1.0% | 0.00% | – |
| Q1 2020 | $5,000 | 0.0% | 196 | +1.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 194 | -0.5% | 0.00% | – |
| Q3 2019 | $5,000 | – | 195 | +9650.0% | 0.00% | – |
| Q2 2019 | $0 | – | 2 | -84.6% | 0.00% | – |
| Q4 2018 | $0 | – | 13 | +1200.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kissinger Financial Services LLC | 630,015 | $16,053,000 | 5.84% |
| RONALD BLUE & CO LLC | 4,605,429 | $117,346,000 | 4.75% |
| Evensky & Katz LLC | 853,702 | $21,752,000 | 4.33% |
| Charles Schwab Investment Advisory, Inc. | 7,708,898 | $196,422,000 | 1.54% |
| Lourd Capital, LLC | 21,100 | $538,000 | 0.06% |
| ATWOOD & PALMER INC | 2,892 | $74,000 | 0.01% |
| LPL Financial LLC | 55,222 | $1,402,000 | 0.01% |
| Brinker Capital Investments, LLC | 10,000 | $255,000 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 15,320 | $390,000 | 0.00% |
| FineMark National Bank & Trust | 775 | $20,000 | 0.00% |