FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NORTHERN TRUST CORP 42420.10%0.22%0.28%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 41410.00%0.00%0.00%Q3 2013Q3 202341
Private Ocean, LLC 38380.15%0.39%0.95%Q2 2014Q3 202338
SENTINEL TRUST CO LBA 37370.22%0.87%2.15%Q3 2014Q3 202337
LPL Financial LLC 37370.00%0.00%0.01%Q3 2014Q3 202337
ROYAL BANK OF CANADA 2910.00%0.00%0.00%Q4 2013Q3 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
BESSEMER GROUP INC 36360.00%0.00%0.01%Q4 2014Q3 202336
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2010.00%0.00%0.00%Q3 2014Q3 202334
ENVESTNET ASSET MANAGEMENT INC 33330.00%0.01%0.01%Q3 2015Q3 202333
WELLS FARGO & COMPANY/MN 1940.00%0.00%0.00%Q3 2014Q3 202333
Efficient Advisors, LLC 31310.46%4.77%10.58%Q1 2016Q3 202331
WEST PACES ADVISORS INC. 28280.02%0.16%0.92%Q4 2016Q3 202328
Choate Investment Advisors 28280.01%0.02%0.03%Q4 2016Q3 202328
PARK NATIONAL CORP /OH/ 24240.03%0.04%0.04%Q1 2018Q4 202324
BANK OF MONTREAL /CAN/ 1610.00%0.00%0.00%Q1 2014Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.05%0.13%0.24%Q4 2017Q3 202324
CNB Bank 24240.06%1.84%9.01%Q4 2017Q3 202324
DUBUQUE BANK & TRUST CO 24240.06%0.06%0.07%Q4 2017Q3 202324
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1410.00%0.00%0.00%Q1 2016Q3 202324
Geneos Wealth Management Inc. 23230.00%0.00%0.00%Q1 2016Q3 202123
Tower Research Capital LLC (TRC) 2010.00%0.02%0.08%Q1 2016Q3 202322
BRIDGES INVESTMENT MANAGEMENT INC 21210.02%0.06%0.08%Q3 2018Q3 202321
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.01%Q3 2018Q3 202321
AMERIPRISE FINANCIAL INC 21210.00%0.01%0.01%Q1 2015Q1 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.06%0.12%Q3 2018Q3 202321
PIN OAK INVESTMENT ADVISORS INC 21210.01%0.02%0.03%Q3 2018Q3 202321
C-J Advisory, Inc. 212117.02%21.07%23.77%Q3 2016Q3 202121
Capstone Financial Advisors, Inc. 20200.53%2.37%6.14%Q4 2018Q3 202320
Bank of New York Mellon Corp 1710.00%0.00%0.00%Q3 2016Q3 202320
Citadel Advisors 310.00%0.00%0.01%Q2 2015Q3 202319
Integrated Wealth Concepts LLC 19190.02%0.07%0.24%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Hanlon Investment Management, Inc. 19190.03%0.13%0.22%Q1 2019Q3 202319
Raymond James Financial Services Advisors, Inc. 1440.00%0.00%0.00%Q1 2019Q3 202318
Sigma Planning Corp 740.01%0.03%0.06%Q4 2014Q2 202318
Cambridge Investment Research Advisors, Inc. 18180.02%0.02%0.03%Q2 2019Q3 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.01%0.02%0.05%Q3 2015Q4 201918
GLENMEDE TRUST CO NA 1710.00%0.00%0.00%Q2 2014Q2 201918
Creative Planning 1210.00%0.00%0.00%Q2 2014Q3 202317
GOLDMAN SACHS GROUP INC 1610.00%0.00%0.00%Q2 2018Q3 202317
Strategic Blueprint, LLC 17170.02%0.54%1.39%Q3 2019Q3 202317
RVW Wealth, LLC 1520.09%1.87%2.90%Q3 2019Q4 202317
JANE STREET GROUP, LLC 510.00%0.01%0.04%Q2 2014Q1 202016
Commonwealth Equity Services, Inc 15150.01%0.10%0.27%Q1 2014Q3 201715
TSFG, LLC 15150.02%0.03%0.03%Q2 2019Q4 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
Allworth Financial LP 15150.00%0.01%0.01%Q1 2020Q3 202315
Wealth Architects, LLC 15150.05%0.12%0.17%Q1 2020Q3 202315
AMG National Trust Bank 14140.05%0.06%0.08%Q2 2020Q3 202314
IFP Advisors, Inc 860.00%0.02%0.07%Q1 2017Q2 202114
Rockefeller Capital Management L.P. 13130.00%0.00%0.01%Q4 2019Q4 202213
Lido Advisors, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
UNITED CAPITAL FINANCIAL ADVISORS, LLC 12120.00%0.00%0.01%Q2 2019Q1 202212
MML INVESTORS SERVICES, LLC 810.00%0.02%0.03%Q1 2017Q3 202312
Sageworth Trust Co 12120.03%0.03%0.04%Q4 2020Q3 202312
Orca Investment Management, LLC 12120.28%0.34%0.37%Q4 2020Q3 202312
Patriot Financial Group Insurance Agency, LLC 11110.02%0.03%0.04%Q4 2019Q2 202211
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
Cetera Investment Advisers 1010.01%0.01%0.01%Q4 2020Q3 202311
3D/L Capital Management, LLC 11110.08%0.11%0.13%Q1 2021Q3 202311
CIBC Private Wealth Group, LLC 830.00%0.00%0.00%Q4 2020Q3 202311
JPMORGAN CHASE & CO 11110.00%0.00%0.00%Q1 2021Q3 202311
Garde Capital, Inc. 10100.01%0.01%0.01%Q2 2021Q3 202310
SG Americas Securities, LLC 610.00%0.01%0.02%Q4 2014Q4 201810
Qube Research & Technologies Ltd 10100.00%0.00%0.00%Q2 2021Q3 202310
HC FINANCIAL ADVISORS INC 10100.00%0.01%0.01%Q1 2020Q2 202210
US BANCORP \DE\ 10100.00%0.00%0.00%Q2 2016Q3 201810
PSI Advisors, LLC 910.02%0.02%0.03%Q4 2019Q3 202310
J.P. Morgan Private Wealth Advisors LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
LINCOLN NATIONAL CORP 10100.02%0.03%0.04%Q1 2016Q2 201810
Guidant Wealth Advisors 810.00%0.01%0.01%Q2 2017Q3 20199
CHILTON CAPITAL MANAGEMENT LLC 990.09%0.14%0.17%Q2 2018Q2 20209
FMR LLC 510.00%0.00%0.00%Q4 2018Q3 20239
Quantitative Advantage, LLC 994.16%5.08%5.78%Q1 2021Q1 20239
Cresset Asset Management, LLC 540.01%0.01%0.01%Q4 2018Q1 20219
U.S. Capital Wealth Advisors, LLC 990.02%0.02%0.03%Q3 2021Q3 20239
Global Trust Asset Management, LLC 990.01%0.02%0.02%Q4 2017Q4 20199
DEUTSCHE BANK AG\ 620.00%0.00%0.00%Q3 2013Q2 20188
RAY GERALD L & ASSOCIATES LTD 880.04%0.05%0.06%Q4 2015Q3 20178
Wealthstream Advisors, Inc. 880.24%0.70%1.20%Q4 2021Q3 20238
FOUNDERS BANK & TRUST 770.02%0.03%0.03%Q2 2013Q4 20147
Greenfield Savings Bank 770.54%0.58%0.63%Q2 2022Q4 20237
Kestra Advisory Services, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Alera Investment Advisors, LLC 770.14%0.21%0.54%Q4 2018Q2 20207
FLOW TRADERS U.S. LLC 310.04%0.09%0.19%Q3 2020Q3 20237
Chicago Partners Investment Group LLC 660.01%0.01%0.02%Q2 2017Q3 20186
Plante Moran Financial Advisors, LLC 420.03%0.06%0.08%Q3 2016Q3 20236
Ledyard National Bank 660.16%0.21%0.26%Q4 2017Q1 20196
RAYMOND JAMES & ASSOCIATES 510.00%0.00%0.00%Q3 2017Q3 20236
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.00%Q1 2021Q3 20226
American Portfolios Advisors 660.00%0.00%0.00%Q2 2019Q3 20206
Castleview Partners, LLC 410.00%0.01%0.02%Q2 2021Q3 20225
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
ASSETMARK, INC 210.00%0.00%0.00%Q3 2020Q3 20235
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q3 2017Q1 20195
INTERACTIVE FINANCIAL ADVISORS, INC. 320.01%0.26%0.46%Q2 2021Q4 20225
Versant Capital Management, Inc 440.03%0.03%0.03%Q1 2023Q4 20234
Wealthstreet Investment Advisors, LLC 440.06%0.06%0.06%Q4 2017Q3 20184
CITIGROUP INC 110.00%0.00%0.00%Q4 2015Q2 20194
CoreCap Advisors, LLC 310.01%0.01%0.02%Q4 2021Q4 20224
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 440.03%0.15%0.37%Q4 2022Q3 20234
WealthTrust Fairport, LLC 440.01%0.14%0.27%Q1 2018Q4 20184
DOWLING & YAHNKE LLC 310.01%0.03%0.06%Q4 2019Q3 20224
Advisory Services Network, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
CPWM, LLC 440.09%0.13%0.17%Q2 2013Q1 20144
TD Capital Management LLC 440.00%0.00%0.00%Q3 2015Q2 20164
SageView Advisory Group, LLC 441.92%2.15%2.60%Q4 2022Q3 20234
NEXT Financial Group, Inc 440.00%0.00%0.00%Q1 2021Q4 20214
Corient Private Wealth LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.48%0.52%0.55%Q4 2022Q3 20234
STIFEL FINANCIAL CORP 210.00%0.00%0.00%Q2 2015Q1 20203
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
US FINANCIAL ADVISORS, LLC 330.63%0.67%0.72%Q4 2014Q2 20153
Family Firm, Inc. 330.12%0.12%0.13%Q3 2016Q1 20173
UBS AG 330.00%0.00%0.00%Q1 2014Q3 20143
Savant Capital, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Colonial River Wealth Management, LLC 331.37%1.47%1.56%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 210.00%0.08%0.12%Q1 2022Q3 20233
Empire Financial Management Company, LLC 330.11%0.12%0.12%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Manchester Capital Management LLC 330.13%0.13%0.13%Q2 2018Q4 20183
L & S Advisors Inc 330.03%0.06%0.09%Q1 2023Q3 20233
Zions Bancorporation 220.01%0.01%0.01%Q4 2016Q1 20172
Kore Private Wealth LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Hayden Royal, LLC 110.11%0.12%0.12%Q4 2019Q2 20202
NewEdge Wealth, LLC 220.01%0.02%0.02%Q2 2022Q3 20222
Annapolis Financial Services, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Private Advisor Group, LLC 110.00%0.00%0.01%Q2 2017Q2 20202
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q3 20182
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Ground Swell Capital, LLC 220.03%0.07%0.11%Q2 2014Q3 20142
S.A. Mason LLC 220.02%0.03%0.04%Q4 2019Q1 20202
Beacon Pointe Advisors, LLC 110.01%0.01%0.01%Q1 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.02%0.04%Q4 2021Q3 20222
COUNTRY TRUST BANK 110.01%0.01%0.01%Q2 2023Q2 20231
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
ESL Trust Services, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
Newbridge Financial Services Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q4 2016Q4 20161
BECK CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2015Q4 20151
HighTower Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
BRIGHTON JONES LLC 110.34%0.34%0.34%Q4 2013Q4 20131
Advisory Alpha, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
PRIVATE TRUST CO NA 110.08%0.08%0.08%Q4 2014Q4 20141
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Rehmann Capital Advisory Group 110.09%0.09%0.09%Q3 2019Q3 20191
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
NORTHWEST INVESTMENT COUNSELORS, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Clarity Wealth Advisors, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
PLANNING ALTERNATIVES LTD /ADV 110.11%0.11%0.11%Q3 2020Q3 20201
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2016Q4 20161
Seven Springs Wealth Group, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Enterprise Bank & Trust Co 113.98%3.98%3.98%Q1 2019Q1 20191
Capital Bank & Trust Co 110.01%0.01%0.01%Q4 2020Q4 20201
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Montecito Bank & Trust 110.01%0.01%0.01%Q4 2016Q4 20161
FIDUCIARY TRUST INTERNATIONAL LLC 112.10%2.10%2.10%Q4 2018Q4 20181
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q2 2017Q2 20171
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
Intercontinental Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
QUADRANT CAPITAL GROUP LLC 110.03%0.03%0.03%Q1 2022Q1 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q3 2019Q3 20191
SVA Wealth Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Texas Capital Bank Wealth Management Services Inc 110.10%0.10%0.10%Q3 2023Q3 20231
Annex Advisory Services, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
3D ASSET MANAGEMENT, INC 110.08%0.08%0.08%Q3 2020Q3 20201
FIRST CITIZENS BANK & TRUST CO 110.03%0.03%0.03%Q2 2015Q2 20151
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
External links

This page lists all the filers that currently own FLEXSHARES TR or have owned FLEXSHARES TR in the past.