BEESE FULMER INVESTMENT MANAGEMENT, INC. - FLEXSHARES TR ownership

FLEXSHARES TR's ticker is QDF and the CUSIP is 33939L860. A total of 132 filers reported holding FLEXSHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BEESE FULMER INVESTMENT MANAGEMENT, INC. ownership history of FLEXSHARES TR
ValueSharesWeighting
Q3 2023$228,140
-3.5%
4,0900.0%0.03%0.0%
Q2 2023$236,361
+6.1%
4,0900.0%0.03%
+4.0%
Q1 2023$222,741
+3.5%
4,0900.0%0.02%
-3.8%
Q4 2022$215,134
+3.9%
4,0900.0%0.03%0.0%
Q2 2022$207,000
-14.5%
4,0900.0%0.03%0.0%
Q1 2022$242,000
-3.6%
4,0900.0%0.03%0.0%
Q4 2021$251,000
+10.1%
4,0900.0%0.03%0.0%
Q3 2021$228,0004,0900.03%
Other shareholders
FLEXSHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
VeraBank, N.A. 350,851$14,823,00012.14%
Shone Asset Management LLC 159,094$7,016,0006.95%
Confluence Wealth Management LLC 227,048$9,593,0004.52%
Ledyard National Bank 453,174$19,147,0002.55%
CVA Family Office, LLC 62,674$2,648,0002.18%
Bryn Mawr Capital Management, LLC 67,413$2,848,0001.80%
Citizens Business Bank 235,760$9,961,0001.76%
HC FINANCIAL ADVISORS INC 47,278$1,998,0001.56%
Riverpoint Wealth Management Holdings, LLC 79,609$3,363,0001.31%
Alaska Wealth Advisors 121,834$5,147,0001.22%
View complete list of FLEXSHARES TR shareholders