CALTON & ASSOCIATES, INC. - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is RAVI and the CUSIP is 33939L886. 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
CALTON & ASSOCIATES, INC. ownership history of FLEXSHARES TR
ValueSharesWeighting
Q2 2022$337,000
+1.8%
4,532
+2.3%
0.19%
+90.8%
Q1 2022$331,000
+17.4%
4,429
+18.3%
0.10%
+30.7%
Q4 2021$282,000
-30.4%
3,745
-29.5%
0.08%
-2.6%
Q2 2021$405,000
-14.9%
5,315
-15.0%
0.08%
-17.2%
Q1 2021$476,000
-37.7%
6,250
-37.6%
0.09%
-31.6%
Q4 2020$764,000
+7.3%
10,022
+7.4%
0.14%
-6.8%
Q3 2020$712,000
+2.9%
9,329
+2.8%
0.15%
-3.3%
Q2 2020$692,000
+58.4%
9,076
+54.0%
0.15%
+39.8%
Q1 2020$437,000
-20.7%
5,892
-19.1%
0.11%
-2.7%
Q4 2019$551,000
-36.1%
7,283
-35.9%
0.11%
-41.9%
Q3 2019$862,000
+25.5%
11,366
+25.4%
0.19%
-1.5%
Q2 2019$687,000
-0.1%
9,064
-0.5%
0.19%
-7.6%
Q1 2019$688,000
+7.8%
9,113
+7.2%
0.21%
-10.6%
Q4 2018$638,000
-3.9%
8,500
-3.2%
0.24%
+20.5%
Q3 2018$664,000
-4.5%
8,784
-4.6%
0.20%
-3.5%
Q2 2018$695,000
+133.2%
9,203
+132.8%
0.20%
+134.9%
Q1 2018$298,0000.0%3,9530.0%0.09%
+14.7%
Q4 2017$298,0003,9530.08%
Other shareholders
FLEXSHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Landmark Financial Advisors, LLC 62,870$4,788,0002.58%
Financial Network Wealth Management LLC 57,633$4,389,0002.51%
Newport Wealth Strategies, Inc. 54,191$4,127,0002.50%
Boltwood Capital Management 43,150$3,286,0001.32%
Valtinson Bruner Financial Planning LLC 23,717$1,804,0000.99%
CIM, LLC 64,142$4,876,0000.76%
Claraphi Advisory Network, LLC 23,558$1,794,0000.63%
Raab & Moskowitz Asset Management LLC 13,654$1,040,0000.38%
1776 Wealth LLC 8,146$620,0000.35%
Vista Private Wealth Partners. LLC 11,116$846,0000.35%
View complete list of FLEXSHARES TR shareholders