FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NORTHERN TRUST CORP 45450.10%0.22%0.28%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
MORGAN STANLEY 44440.00%0.00%0.00%Q3 2013Q2 202444
Private Ocean, LLC 41410.12%0.37%0.95%Q2 2014Q2 202441
LPL Financial LLC 40400.00%0.00%0.01%Q3 2014Q2 202440
SENTINEL TRUST CO LBA 40400.22%0.86%2.15%Q3 2014Q2 202440
UBS Group AG 39390.00%0.00%0.00%Q4 2014Q2 202439
ROYAL BANK OF CANADA 3210.00%0.00%0.00%Q4 2013Q2 202439
BESSEMER GROUP INC 3710.00%0.00%0.01%Q4 2014Q2 202438
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2310.00%0.00%0.00%Q3 2014Q2 202437
WELLS FARGO & COMPANY/MN 2240.00%0.00%0.00%Q3 2014Q2 202436
ENVESTNET ASSET MANAGEMENT INC 36360.00%0.01%0.01%Q3 2015Q2 202436
Efficient Advisors, LLC 34340.46%4.48%10.58%Q1 2016Q2 202434
WEST PACES ADVISORS INC. 31310.01%0.14%0.92%Q4 2016Q2 202431
Choate Investment Advisors 31310.01%0.02%0.03%Q4 2016Q2 202431
BANK OF MONTREAL /CAN/ 1610.00%0.00%0.00%Q1 2014Q2 202428
CNB Bank 27270.06%1.65%9.01%Q4 2017Q2 202427
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1710.00%0.00%0.00%Q1 2016Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.04%0.12%0.24%Q4 2017Q2 202427
PARK NATIONAL CORP /OH/ 26260.03%0.04%0.04%Q1 2018Q2 202426
Tower Research Capital LLC (TRC) 2310.00%0.02%0.08%Q1 2016Q2 202425
BLAIR WILLIAM & CO/IL 24240.00%0.00%0.01%Q3 2018Q2 202424
BRIDGES INVESTMENT MANAGEMENT INC 24240.02%0.06%0.08%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.05%0.12%Q3 2018Q2 202424
DUBUQUE BANK & TRUST CO 24240.06%0.06%0.07%Q4 2017Q3 202324
Capstone Financial Advisors, Inc. 23230.53%2.35%6.14%Q4 2018Q2 202423
Bank of New York Mellon Corp 2010.00%0.00%0.00%Q3 2016Q2 202423
Geneos Wealth Management Inc. 23230.00%0.00%0.00%Q1 2016Q3 202123
PIN OAK INVESTMENT ADVISORS INC 23230.01%0.02%0.03%Q3 2018Q1 202423
Integrated Wealth Concepts LLC 22220.02%0.06%0.24%Q1 2019Q2 202422
Hanlon Investment Management, Inc. 22220.03%0.15%0.28%Q1 2019Q2 202422
Citadel Advisors 410.00%0.00%0.01%Q2 2015Q2 202422
Cambridge Investment Research Advisors, Inc. 21210.02%0.02%0.03%Q2 2019Q2 202421
Raymond James Financial Services Advisors, Inc. 1740.00%0.00%0.00%Q1 2019Q2 202421
AMERIPRISE FINANCIAL INC 21210.00%0.01%0.01%Q1 2015Q1 202021
C-J Advisory, Inc. 212117.02%21.07%23.77%Q3 2016Q3 202121
Strategic Blueprint, LLC 20200.02%0.50%1.39%Q3 2019Q2 202420
GOLDMAN SACHS GROUP INC 1910.00%0.00%0.00%Q2 2018Q2 202420
Creative Planning 1510.00%0.00%0.00%Q2 2014Q2 202420
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
RVW Wealth, LLC 1720.09%1.85%2.90%Q3 2019Q2 202419
Sigma Planning Corp 740.01%0.03%0.06%Q4 2014Q2 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.01%0.02%0.05%Q3 2015Q4 201918
OSAIC HOLDINGS, INC. 18180.00%0.01%0.01%Q1 2020Q2 202418
Wealth Architects, LLC 18180.04%0.11%0.17%Q1 2020Q2 202418
JANE STREET GROUP, LLC 510.00%0.01%0.04%Q2 2014Q2 202418
GLENMEDE TRUST CO NA 1710.00%0.00%0.00%Q2 2014Q2 201918
Allworth Financial LP 18180.00%0.01%0.01%Q1 2020Q2 202418
AMG National Trust Bank 17170.05%0.06%0.08%Q2 2020Q2 202417
MML INVESTORS SERVICES, LLC 1110.00%0.02%0.03%Q1 2017Q2 202415
Advisor Group, Inc. 15150.00%0.01%0.03%Q2 2016Q4 201915
Lido Advisors, LLC 15150.00%0.00%0.00%Q4 2020Q2 202415
Commonwealth Equity Services, Inc 15150.01%0.10%0.27%Q1 2014Q3 201715
Sageworth Trust Co 15150.03%0.03%0.04%Q4 2020Q2 202415
Orca Investment Management, LLC 15150.28%0.34%0.37%Q4 2020Q2 202415
TSFG, LLC 15150.02%0.03%0.03%Q2 2019Q4 202215
CIBC Private Wealth Group LLC 860.00%0.00%0.00%Q4 2020Q2 202414
IFP Advisors, Inc 860.00%0.02%0.07%Q1 2017Q2 202114
JPMORGAN CHASE & CO 14140.00%0.00%0.00%Q1 2021Q2 202414
Rockefeller Capital Management L.P. 13130.00%0.00%0.01%Q4 2019Q4 202213
Garde Capital, Inc. 13130.01%0.01%0.01%Q2 2021Q2 202413
Cetera Investment Advisers 1210.00%0.01%0.01%Q4 2020Q1 202413
US BANCORP \DE\ 1030.00%0.00%0.00%Q2 2016Q2 202413
Qube Research & Technologies Ltd 13130.00%0.00%0.00%Q2 2021Q2 202413
PSI Advisors, LLC 1210.02%0.02%0.03%Q4 2019Q2 202413
UNITED CAPITAL FINANCIAL ADVISORS, LLC 12120.00%0.00%0.01%Q2 2019Q1 202212
U.S. Capital Wealth Advisors, LLC 12120.01%0.02%0.03%Q3 2021Q2 202412
FMR LLC 810.00%0.00%0.00%Q4 2018Q2 202412
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
Patriot Financial Group Insurance Agency, LLC 11110.02%0.03%0.04%Q4 2019Q2 202211
Wealthstream Advisors, Inc. 11110.24%0.89%1.49%Q4 2021Q2 202411
3D/L Capital Management, LLC 11110.08%0.11%0.13%Q1 2021Q3 202311
FLOW TRADERS U.S. LLC 510.01%0.07%0.19%Q3 2020Q2 202410
Kestra Advisory Services, LLC 10100.01%0.01%0.01%Q1 2022Q2 202410
LINCOLN NATIONAL CORP 10100.02%0.03%0.04%Q1 2016Q2 201810
J.P. Morgan Private Wealth Advisors LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
SG Americas Securities, LLC 610.00%0.01%0.02%Q4 2014Q4 201810
HC FINANCIAL ADVISORS INC 10100.00%0.01%0.01%Q1 2020Q2 202210
Quantitative Advantage, LLC 994.16%5.08%5.78%Q1 2021Q1 20239
RAYMOND JAMES & ASSOCIATES 540.00%0.00%0.00%Q3 2017Q2 20249
CHILTON CAPITAL MANAGEMENT LLC 990.09%0.14%0.17%Q2 2018Q2 20209
Global Trust Asset Management, LLC 990.01%0.02%0.02%Q4 2017Q4 20199
Guidant Wealth Advisors 810.00%0.01%0.01%Q2 2017Q3 20199
Plante Moran Financial Advisors, LLC 720.03%0.06%0.08%Q3 2016Q2 20249
Greenfield Savings Bank 990.54%0.57%0.63%Q2 2022Q2 20249
Cresset Asset Management, LLC 540.01%0.01%0.01%Q4 2018Q1 20219
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
Corient Private Wealth LLC 770.00%0.01%0.01%Q4 2022Q2 20247
Goldstein Advisors, LLC 770.43%0.50%0.55%Q4 2022Q2 20247
Alera Investment Advisors, LLC 770.14%0.21%0.54%Q4 2018Q2 20207
FOUNDERS BANK & TRUST 770.02%0.03%0.03%Q2 2013Q4 20147
ASSETMARK, INC 410.00%0.00%0.00%Q3 2020Q1 20247
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 770.02%0.10%0.37%Q4 2022Q2 20247
SageView Advisory Group, LLC 770.67%1.74%2.60%Q4 2022Q2 20247
Empire Financial Management Company, LLC 660.11%0.11%0.12%Q1 2023Q2 20246
Savant Capital, LLC 660.00%0.00%0.01%Q1 2023Q2 20246
American Portfolios Advisors 660.00%0.00%0.00%Q2 2019Q3 20206
CWM, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Chicago Partners Investment Group LLC 660.01%0.01%0.02%Q2 2017Q3 20186
Ledyard National Bank 660.16%0.21%0.26%Q4 2017Q1 20196
Versant Capital Management, Inc 660.03%0.03%0.03%Q1 2023Q2 20246
Colonial River Investments, LLC 660.14%0.83%1.56%Q1 2023Q2 20246
CoreCap Advisors, LLC 310.01%0.01%0.02%Q4 2021Q2 20246
HARBOUR INVESTMENTS, INC. 420.00%0.00%0.00%Q1 2021Q3 20226
L & S Advisors Inc 660.03%0.05%0.09%Q1 2023Q2 20246
CAPTRUST FINANCIAL ADVISORS 510.00%0.08%0.14%Q1 2022Q2 20246
Castleview Partners, LLC 410.00%0.01%0.02%Q2 2021Q3 20225
INTERACTIVE FINANCIAL ADVISORS, INC. 320.01%0.26%0.46%Q2 2021Q4 20225
TIAA, FSB 550.00%0.00%0.00%Q2 2022Q2 20235
FIFTH THIRD BANCORP 410.00%0.00%0.00%Q3 2017Q1 20195
Cherry Tree Wealth Management, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
DOWLING & YAHNKE LLC 310.01%0.03%0.06%Q4 2019Q3 20224
NEXT Financial Group, Inc 440.00%0.00%0.00%Q1 2021Q4 20214
CPWM, LLC 440.09%0.13%0.17%Q2 2013Q1 20144
WealthTrust Fairport, LLC 440.01%0.14%0.27%Q1 2018Q4 20184
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q1 2023Q4 20234
PNC FINANCIAL SERVICES GROUP, INC. 310.00%0.00%0.00%Q4 2019Q2 20244
Texas Capital Bank Wealth Management Services Inc 440.10%0.11%0.11%Q3 2023Q2 20244
Wealthstreet Investment Advisors, LLC 440.06%0.06%0.06%Q4 2017Q3 20184
TIAA TRUST, NATIONAL ASSOCIATION 440.00%0.00%0.00%Q3 2023Q2 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
CITIGROUP INC 110.00%0.00%0.00%Q4 2015Q2 20194
Advisory Services Network, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
TD Capital Management LLC 440.00%0.00%0.00%Q3 2015Q2 20164
Beacon Pointe Advisors, LLC 310.01%0.01%0.01%Q1 2023Q1 20244
Avior Wealth Management, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
KEYBANK NATIONAL ASSOCIATION/OH 330.00%0.00%0.00%Q4 2023Q2 20243
COMERICA BANK 330.01%0.01%0.02%Q4 2023Q2 20243
Baird Financial Group, Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
Annapolis Financial Services, LLC 330.03%0.03%0.03%Q2 2023Q4 20233
Ballentine Capital Advisors, Inc 331.54%1.58%1.60%Q4 2023Q2 20243
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
Freedom Investment Management, Inc. 330.03%0.03%0.04%Q4 2023Q2 20243
UBS AG 330.00%0.00%0.00%Q1 2014Q3 20143
Manchester Capital Management LLC 330.13%0.13%0.13%Q2 2018Q4 20183
STIFEL FINANCIAL CORP 210.00%0.00%0.00%Q2 2015Q1 20203
BOKF, NA 330.01%0.01%0.01%Q4 2023Q2 20243
HTLF Bank 330.06%0.07%0.07%Q4 2023Q2 20243
NewEdge Wealth, LLC 220.01%0.02%0.02%Q2 2022Q3 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.01%0.02%0.04%Q4 2021Q3 20222
S.A. Mason LLC 220.02%0.03%0.04%Q4 2019Q1 20202
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q1 2018Q3 20182
BARCLAYS PLC 220.00%0.00%0.00%Q2 2021Q3 20212
Zions Bancorporation 220.01%0.01%0.01%Q4 2016Q1 20172
Virtu Financial LLC 110.02%0.02%0.02%Q3 2017Q3 20182
Private Advisor Group, LLC 110.00%0.00%0.01%Q2 2017Q2 20202
Ground Swell Capital, LLC 220.03%0.07%0.11%Q2 2014Q3 20142
Kore Private Wealth LLC 220.01%0.01%0.01%Q1 2020Q2 20202
Hayden Royal, LLC 110.11%0.12%0.12%Q4 2019Q2 20202
Blue Trust, Inc. 110.00%0.00%0.00%Q4 2023Q4 20231
Global Retirement Partners, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Advisory Alpha, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Sound Income Strategies, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Clarity Wealth Advisors, LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q3 2023Q3 20231
Seven Springs Wealth Group, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
NORTHWEST INVESTMENT COUNSELORS, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Trifecta Capital Advisors, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
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
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
QUADRANT CAPITAL GROUP LLC 110.03%0.03%0.03%Q1 2022Q1 20221
SVA Wealth Management, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Kings Path Partners LLC 110.28%0.28%0.28%Q2 2024Q2 20241
OLD NATIONAL BANCORP /IN/ 110.00%0.00%0.00%Q1 2015Q1 20151
Annex Advisory Services, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
ESL Trust Services, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Montecito Bank & Trust 110.01%0.01%0.01%Q4 2016Q4 20161
PRIVATE TRUST CO NA 110.08%0.08%0.08%Q4 2014Q4 20141
BRIGHTON JONES LLC 110.34%0.34%0.34%Q4 2013Q4 20131
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
COUNTRY TRUST BANK 110.01%0.01%0.01%Q2 2023Q2 20231
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q2 2017Q2 20171
Discipline Wealth Solutions, LLC 110.38%0.38%0.38%Q2 2024Q2 20241
FIDUCIARY TRUST INTERNATIONAL LLC 112.10%2.10%2.10%Q4 2018Q4 20181
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2016Q4 20161
Rehmann Capital Advisory Group 110.09%0.09%0.09%Q3 2019Q3 20191
Newbridge Financial Services Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
BECK CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q4 2015Q4 20151
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Intercontinental Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q3 2019Q3 20191
FIRST CITIZENS BANK & TRUST CO 110.03%0.03%0.03%Q2 2015Q2 20151
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q2 2024Q2 20241
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
M&T BANK CORP 110.00%0.00%0.00%Q2 2024Q2 20241
3D ASSET MANAGEMENT, INC 110.08%0.08%0.08%Q3 2020Q3 20201
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q4 2016Q4 20161
HighTower Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
External links

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