FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.01%Q2 2013Q2 202445
NORTHERN TRUST CORP 45450.00%0.05%0.32%Q2 2013Q2 202445
Valmark Advisers, Inc. 45450.20%3.31%8.49%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.01%Q2 2013Q2 202445
INTERACTIVE FINANCIAL ADVISORS, INC. 45450.22%0.67%1.54%Q2 2013Q2 202445
ROYAL BANK OF CANADA 3910.00%0.00%0.00%Q2 2013Q2 202443
LPL Financial LLC 41410.00%0.00%0.01%Q2 2014Q2 202441
Hills Bank & Trust Co 40400.03%4.12%9.11%Q2 2013Q1 202340
UBS Group AG 39390.00%0.00%0.01%Q4 2014Q2 202439
PNC FINANCIAL SERVICES GROUP, INC. 2910.00%0.00%0.00%Q2 2013Q4 202339
ENVESTNET ASSET MANAGEMENT INC 24140.00%0.00%0.01%Q2 2013Q2 202438
JANE STREET GROUP, LLC 2010.00%0.00%0.02%Q1 2014Q2 202438
FIFTH THIRD BANCORP 2710.00%0.00%0.00%Q2 2013Q1 202437
CITIGROUP INC 3310.00%0.00%0.00%Q2 2013Q4 202336
PARK NATIONAL CORP /OH/ 36360.02%0.05%0.10%Q3 2015Q2 202436
Ledyard National Bank 36360.00%0.16%0.28%Q4 2013Q3 202236
HUNTINGTON NATIONAL BANK 32320.00%0.01%0.03%Q3 2016Q2 202432
US BANCORP \DE\ 1410.00%0.00%0.00%Q2 2013Q2 202432
WEST PACES ADVISORS INC. 31316.76%10.39%12.65%Q4 2016Q2 202431
TIEMANN INVESTMENT ADVISORS, LLC 30300.27%0.57%1.15%Q1 2017Q2 202430
Endurance Wealth Management, Inc. 30300.01%0.01%0.01%Q2 2015Q3 202230
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.00%Q3 2013Q1 202429
COURIER CAPITAL LLC 29290.02%0.04%0.05%Q4 2016Q4 202329
Citadel Advisors 910.00%0.00%0.00%Q4 2014Q2 202428
COLONY GROUP LLC 28280.00%0.07%0.17%Q4 2016Q3 202328
CNB Bank 27270.00%0.76%3.97%Q4 2017Q2 202427
AlphaMark Advisors, LLC 2430.00%0.00%0.01%Q2 2016Q4 202327
PINNACLE ASSOCIATES LTD 27270.00%0.19%0.50%Q2 2017Q4 202327
NICOLET BANKSHARES INC 27270.05%1.59%5.70%Q4 2015Q2 202227
Pinnacle Wealth Management Advisory Group, LLC 26260.03%0.84%2.02%Q2 2017Q3 202326
Cedar Wealth Management, LLC 1690.01%0.05%0.09%Q4 2015Q1 202225
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
VeraBank, N.A. 23232.48%2.95%3.73%Q4 2018Q2 202423
Archer Investment Corp 23230.08%0.11%0.15%Q4 2018Q2 202423
TCI Wealth Advisors, Inc. 23230.00%0.00%0.01%Q1 2016Q3 202123
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q4 2013Q2 202422
MOTCO 1840.00%0.00%0.00%Q3 2014Q4 202322
OPTIMUM INVESTMENT ADVISORS 22220.00%0.00%0.01%Q1 2019Q2 202422
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
Legacy Bridge, LLC 21210.02%0.68%1.75%Q4 2018Q4 202321
CWM, LLC 11100.00%0.00%0.00%Q1 2019Q2 202421
NAPLES GLOBAL ADVISORS, LLC 21210.05%0.23%0.74%Q4 2017Q4 202221
IFG Advisory, LLC 20200.13%0.38%0.56%Q3 2019Q2 202420
BROWN BROTHERS HARRIMAN & CO 20200.00%0.00%0.01%Q3 2019Q2 202420
COMERICA BANK 1540.00%0.01%0.02%Q2 2014Q2 202419
CABOT WEALTH MANAGEMENT INC 19190.54%0.79%1.01%Q2 2017Q4 202119
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
LINCOLN NATIONAL CORP 1170.01%0.02%0.02%Q4 2015Q3 202218
TD Ameritrade Trust Co 18182.51%6.01%8.79%Q2 2013Q3 201718
Hirtle Callaghan & Co LLC 18180.00%0.00%0.01%Q1 2017Q2 202118
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.00%0.00%0.01%Q3 2015Q4 201918
OSAIC HOLDINGS, INC. 18180.00%0.00%0.01%Q1 2020Q2 202418
FLOW TRADERS U.S. LLC 710.00%0.16%0.52%Q4 2018Q2 202418
FMR LLC 520.00%0.00%0.00%Q4 2018Q2 202417
IFP Advisors, Inc 1610.00%0.00%0.01%Q1 2017Q4 202317
Raymond James Financial Services Advisors, Inc. 1250.00%0.01%0.03%Q3 2017Q3 202317
MONECO Advisors, LLC 1410.12%0.54%0.99%Q4 2018Q2 202416
HC FINANCIAL ADVISORS INC 1510.05%1.92%9.96%Q1 2018Q2 202216
CIBC Private Wealth Group LLC 1420.00%0.00%0.00%Q4 2016Q2 202416
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q1 2015Q2 202415
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.01%Q2 2013Q1 202415
American Portfolios Advisors 1320.00%0.00%0.00%Q4 2017Q3 202215
Kovack Advisors, Inc. 1410.04%0.07%0.09%Q3 2020Q2 202415
Cambridge Investment Research Advisors, Inc. 1410.00%0.01%0.02%Q2 2019Q2 202415
MML INVESTORS SERVICES, LLC 1320.00%0.02%0.04%Q1 2018Q2 202415
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Patriot Financial Group Insurance Agency, LLC 960.00%0.02%0.06%Q4 2017Q2 202215
RAYMOND JAMES & ASSOCIATES 14140.00%0.00%0.00%Q1 2021Q2 202414
STIFEL FINANCIAL CORP 1310.00%0.00%0.01%Q2 2015Q2 202414
Sequoia Financial Advisors, LLC 1130.02%0.34%0.78%Q4 2013Q4 201714
Parallel Advisors, LLC 14140.00%0.01%0.01%Q1 2021Q2 202414
Renaissance Technologies 610.00%0.00%0.01%Q4 2017Q2 202414
Steward Partners Investment Advisory, LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
CAPTRUST FINANCIAL ADVISORS 14140.00%0.01%0.01%Q4 2019Q1 202314
HOLLENCREST CAPITAL MANAGEMENT 760.00%0.03%0.05%Q2 2015Q2 202413
FineMark National Bank & Trust 1010.00%0.03%0.06%Q2 2013Q2 201913
Newbridge Financial Services Group, Inc. 13130.01%0.01%0.02%Q3 2020Q3 202313
BLAIR WILLIAM & CO/IL 810.00%0.00%0.00%Q4 2018Q2 202413
J.P. Morgan Private Wealth Advisors LLC 1010.00%0.00%0.00%Q1 2015Q3 201813
FIRSTMERIT BANK N A TRUSTEE 13130.14%0.31%0.45%Q2 2013Q2 201613
HARBOUR INVESTMENTS, INC. 930.00%0.02%0.10%Q1 2021Q2 202412
COMMONWEALTH EQUITY SERVICES, LLC 1110.00%0.01%0.01%Q4 2017Q2 202412
Capital Investment Advisors, LLC 12120.03%0.20%0.28%Q4 2013Q3 201612
Bank of New York Mellon Corp 910.00%0.00%0.00%Q3 2014Q3 202212
Endowment Wealth Management, Inc. 11110.15%0.31%0.44%Q4 2021Q2 202411
Bell Investment Advisors, Inc 927.87%9.86%11.90%Q3 2021Q2 202411
ETF Store, Inc. 11111.56%4.15%6.54%Q4 2021Q2 202411
VSR Financial Services, Inc. 11110.21%0.30%0.43%Q4 2013Q2 201611
WHITTIER TRUST CO 810.00%0.00%0.02%Q2 2013Q4 202011
Gerber Kawasaki Wealth & Investment Management 1010.01%0.04%0.08%Q3 2021Q2 202411
Empirical Asset Management, LLC 11110.32%1.11%1.77%Q4 2021Q2 202411
DEUTSCHE BANK AG\ 650.00%0.01%0.07%Q3 2013Q1 201911
Castle Rock Wealth Management, LLC 11110.07%0.14%0.20%Q1 2021Q3 202311
Key FInancial Inc 11110.00%0.01%0.01%Q4 2021Q2 202411
EVERGREEN CAPITAL MANAGEMENT LLC 11110.02%0.03%0.04%Q3 2019Q1 202211
Bedel Financial Consulting, Inc. 11110.01%0.02%0.02%Q3 2019Q1 202211
Catamount Wealth Management 11110.01%0.01%0.02%Q3 2016Q1 201911
HARVEST CAPITAL MANAGEMENT INC 11110.89%0.98%1.13%Q4 2016Q2 201911
FIDUCIENT ADVISORS LLC 10100.02%0.16%0.25%Q1 2022Q2 202410
Herold Advisors, Inc. 10100.04%0.23%0.37%Q1 2022Q2 202410
Delos Wealth Advisors, LLC 10101.86%3.88%4.89%Q1 2022Q2 202410
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
Hanlon Investment Management, Inc. 10100.06%0.26%0.46%Q1 2022Q2 202410
Global Trust Asset Management, LLC 990.02%0.04%0.05%Q4 2017Q4 20199
Jaffetilchin Investment Partners, LLC 540.04%0.10%0.19%Q3 2018Q2 20219
Advisory Services Network, LLC 510.00%0.02%0.05%Q1 2021Q2 20249
Sowell Financial Services LLC 630.00%0.09%0.21%Q3 2020Q4 20239
Capital Financial Services, LLC 990.83%0.99%1.15%Q4 2020Q4 20229
Boltwood Capital Management 990.44%1.56%3.69%Q2 2022Q2 20249
BFSG, LLC 510.01%0.25%0.68%Q1 2017Q4 20239
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 810.03%2.10%6.47%Q2 2013Q3 20189
Gradient Investments LLC 810.00%0.00%0.00%Q3 2018Q1 20249
CREATIVE FINANCIAL DESIGNS INC /ADV 990.00%0.00%0.00%Q2 2021Q2 20239
WOLVERINE TRADING, LLC 420.00%0.01%0.04%Q2 2016Q1 20199
First Horizon Advisors, Inc. 810.00%0.00%0.00%Q3 2014Q2 20239
Legacy Financial Group LLC 810.01%0.41%0.68%Q4 2020Q3 20239
Ranch Capital Advisors Inc. 880.88%1.11%1.30%Q4 2020Q3 20228
CoreCap Advisors, LLC 310.01%0.08%0.20%Q4 2021Q2 20248
MSI Financial Services Inc 880.00%0.00%0.00%Q1 2015Q4 20168
HighTower Advisors, LLC 510.00%0.00%0.00%Q4 2016Q3 20238
Burt Wealth Advisors 530.01%0.36%1.00%Q2 2015Q2 20248
GREENLEAF TRUST 880.00%0.02%0.05%Q3 2022Q2 20248
Klingman & Associates, LLC 770.54%1.47%2.11%Q4 2022Q2 20247
Wealthspire Advisors, L.P. 770.01%0.03%0.04%Q2 2017Q4 20187
UNITED CAPITAL FINANCIAL ADVISORS, LLC 770.00%0.00%0.00%Q1 2019Q3 20207
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 771.46%1.78%2.05%Q4 2018Q2 20207
CENTRAL TRUST Co 520.00%0.00%0.01%Q2 2015Q4 20237
Chicago Partners Investment Group LLC 770.07%0.11%0.23%Q2 2017Q4 20187
BESSEMER GROUP INC 310.00%0.00%0.00%Q4 2014Q2 20247
Global Retirement Partners, LLC 770.00%0.00%0.00%Q3 2019Q1 20217
ENTERPRISE FINANCIAL SERVICES CORP 770.00%0.00%0.00%Q1 2019Q3 20207
Apriem Advisors 770.00%0.01%0.03%Q2 2014Q4 20157
Cerity Partners LLC 770.00%0.01%0.07%Q4 2022Q2 20247
Pinnacle Bancorp, Inc. 770.01%0.04%0.08%Q1 2021Q3 20227
Hilltop Holdings Inc. 210.06%0.15%0.51%Q2 2015Q3 20197
SVB WEALTH LLC 770.01%0.01%0.02%Q4 2021Q2 20237
OneAscent Wealth Management LLC 770.13%0.15%0.18%Q4 2022Q2 20247
Virtue Capital Management, LLC 770.06%0.09%0.17%Q4 2022Q2 20247
Wealthcare Advisory Partners LLC 770.01%0.02%0.04%Q4 2022Q2 20247
J.W. COLE ADVISORS, INC. 520.02%0.02%0.03%Q4 2021Q3 20237
Colonial River Investments, LLC 770.15%0.40%0.56%Q2 2022Q4 20237
Forza Wealth Management, LLC 770.17%0.18%0.22%Q4 2022Q2 20247
Dynamic Advisor Solutions LLC 660.11%0.29%0.53%Q1 2023Q2 20246
M&T BANK CORP 510.00%0.01%0.05%Q3 2014Q1 20206
Passive Capital Management, LLC. 660.23%0.32%0.41%Q4 2021Q1 20236
SAXON INTERESTS, INC. 660.18%0.19%0.20%Q4 2021Q1 20236
Valeo Financial Advisors, LLC 660.00%0.00%0.00%Q4 2019Q1 20216
PRIVATE TRUST CO NA 510.01%0.01%0.02%Q3 2014Q2 20236
Institute for Wealth Management, LLC. 660.00%0.00%0.01%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Lourd Capital, LLC 660.14%0.15%0.16%Q4 2014Q1 20166
Versant Capital Management, Inc 660.00%0.01%0.01%Q1 2023Q2 20246
LAKE STREET PRIVATE WEALTH, LLC 660.39%0.43%0.48%Q1 2023Q2 20246
Plante Moran Financial Advisors, LLC 210.00%0.03%0.10%Q3 2015Q1 20226
Tower Research Capital LLC (TRC) 320.00%0.00%0.00%Q4 2022Q2 20245
Advisors Preferred, LLC 320.02%0.07%0.13%Q1 2020Q2 20225
Advisors Asset Management, Inc. 550.00%0.00%0.00%Q2 2023Q2 20245
Rehmann Capital Advisory Group 550.03%0.03%0.04%Q3 2022Q3 20235
High Net Worth Advisory Group LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Rockefeller Capital Management L.P. 410.00%0.01%0.01%Q2 2020Q4 20225
Busey Bank 550.01%0.01%0.01%Q2 2021Q2 20225
Cherry Tree Wealth Management, LLC 550.06%0.09%0.11%Q2 2023Q2 20245
3EDGE Asset Management, LP 320.02%0.82%4.03%Q4 2022Q2 20245
UNION SAVINGS BANK 550.00%0.50%0.95%Q2 2023Q2 20245
Activest Wealth Management 310.00%0.00%0.01%Q2 2022Q2 20245
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.05%Q2 2017Q1 20195
SUNTRUST BANKS INC 550.00%0.00%0.00%Q3 2018Q3 20195
Focus Financial Network, Inc. 320.02%0.03%0.04%Q1 2023Q2 20245
Private Vista, LLC 550.09%0.10%0.11%Q4 2018Q4 20195
3D/L Capital Management, LLC 550.06%0.07%0.08%Q3 2022Q3 20235
Sonoma Private Wealth LLC 550.57%1.17%2.06%Q4 2022Q4 20235
Sigma Planning Corp 550.01%0.01%0.01%Q1 2022Q1 20235
Geneos Wealth Management Inc. 410.00%0.01%0.02%Q4 2018Q2 20245
DUBUQUE BANK & TRUST CO 410.00%0.00%0.01%Q4 2013Q2 20165
Ironwood Investment Counsel, LLC 550.08%0.15%0.19%Q1 2021Q1 20225
ROBERTS GLORE & CO INC /IL/ 550.15%0.16%0.17%Q4 2014Q4 20155
Virtu Financial LLC 220.02%0.08%0.23%Q3 2017Q4 20184
SFMG, LLC 440.03%0.03%0.03%Q2 2021Q1 20224
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q2 2013Q3 20184
SEI INVESTMENTS CO 210.00%0.00%0.00%Q1 2015Q3 20174
Centric Wealth Management 211.14%1.19%1.33%Q2 2019Q3 20204
FFT WEALTH MANAGEMENT LLC 440.03%0.03%0.04%Q3 2023Q2 20244
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q2 2022Q1 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Mariner, LLC 310.00%0.00%0.00%Q3 2016Q2 20234
LEVEL FOUR ADVISORY SERVICES, LLC 440.38%0.43%0.48%Q3 2021Q2 20224
BOK Financial Private Wealth, Inc. 440.04%0.05%0.07%Q2 2017Q1 20184
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.01%Q2 2022Q1 20234
WASHINGTON TRUST BANK 440.01%0.01%0.02%Q2 2017Q1 20184
Benedetti & Gucer, Inc. 441.83%1.89%1.99%Q1 2022Q4 20224
BOSTON ADVISORS LLC 440.02%0.03%0.04%Q4 2018Q3 20194
AJ WEALTH STRATEGIES, LLC 440.10%0.84%2.45%Q3 2022Q2 20234
First Heartland Consultants, Inc. 440.03%0.08%0.15%Q3 2022Q2 20234
KLR INVESTMENT ADVISORS, LLC 210.20%0.22%0.23%Q4 2022Q3 20233
D.A. DAVIDSON & CO. 210.00%0.00%0.01%Q2 2017Q4 20223
Strategic Financial Concepts, LLC 330.26%0.30%0.35%Q1 2023Q3 20233
Regis Management CO LLC 330.29%0.30%0.32%Q2 2019Q4 20193
Cetera Investment Advisers 330.00%0.00%0.00%Q3 2023Q1 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Grove Bank & Trust 210.00%0.01%0.03%Q4 2022Q3 20233
Robertson Stephens Wealth Management, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
AlphaCore Capital LLC 330.02%0.02%0.02%Q1 2023Q3 20233
MUFG Americas Holdings Corp 210.00%0.00%0.00%Q1 2016Q4 20203
HC Financial Advisors, Inc. 214.51%5.41%6.11%Q4 2017Q3 20183
FIRST HORIZON CORP 330.00%0.00%0.00%Q4 2020Q2 20213
Integrated Wealth Concepts LLC 210.01%0.01%0.01%Q3 2021Q3 20223
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q2 2018Q4 20183
MONETA GROUP INVESTMENT ADVISORS LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Indiana Trust & Investment Management Co 330.01%0.03%0.07%Q3 2023Q1 20243
AVANTAX ADVISORY SERVICES, INC. 330.01%0.02%0.02%Q3 2019Q1 20203
Systelligence, LLC 332.48%2.61%2.68%Q3 2022Q1 20233
Colony Group, LLC 330.01%0.02%0.03%Q4 2023Q2 20243
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Clearstead Advisors, LLC 210.00%0.00%0.00%Q3 2020Q2 20243
North Star Investment Management Corp. 330.01%0.01%0.01%Q4 2022Q2 20233
COZAD ASSET MANAGEMENT INC 330.04%0.05%0.05%Q2 2020Q4 20203
SYNOVUS FINANCIAL CORP 330.02%0.02%0.02%Q1 2014Q3 20143
Fortune 45 LLC 332.09%2.46%2.96%Q4 2021Q2 20223
OLD MISSION CAPITAL LLC 330.01%0.02%0.04%Q4 2023Q2 20243
Freedom Investment Management, Inc. 330.03%0.03%0.03%Q4 2023Q2 20243
Allworth Financial LP 330.00%0.00%0.00%Q4 2023Q2 20243
TRUST DEPARTMENT MB FINANCIAL BANK N A 210.00%0.00%0.00%Q2 2014Q2 20173
AWM CAPITAL, LLC 330.06%0.09%0.11%Q4 2023Q2 20243
Tradewinds Capital Management, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Castleview Partners, LLC 330.01%0.03%0.05%Q4 2021Q2 20223
Janney Montgomery Scott LLC 330.01%0.01%0.01%Q1 2014Q3 20143
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2022Q2 20222
Creative Planning 110.00%0.00%0.00%Q2 2014Q1 20162
Virtu KCG Holdings LLC 220.02%0.04%0.05%Q1 2017Q2 20172
Headlands Technologies LLC 220.00%0.00%0.00%Q1 2023Q2 20232
MATHER GROUP, LLC. 110.00%0.00%0.00%Q4 2022Q2 20242
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.04%0.08%0.12%Q3 2022Q2 20242
BUCKINGHAM STRATEGIC WEALTH, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
ESL Trust Services, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
NICOLET ADVISORY SERVICES, LLC 220.30%0.32%0.33%Q1 2020Q2 20202
IRON Financial LLC 220.12%0.12%0.12%Q3 2021Q4 20212
Evercore Wealth Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Zions Bancorporation 220.00%0.00%0.00%Q4 2016Q1 20172
Kohmann Bosshard Financial Services, LLC 220.24%0.26%0.28%Q4 2016Q1 20172
B. Riley Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2023Q2 20242
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
LIBERTY WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2021Q3 20212
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q2 2014Q4 20152
Clarity Wealth Advisors, LLC 220.13%0.14%0.15%Q2 2022Q3 20222
Savior LLC 220.04%0.05%0.06%Q2 2022Q3 20222
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q4 2023Q1 20242
WEDBUSH SECURITIES INC 220.02%0.02%0.02%Q1 2024Q2 20242
Arcataur Capital Management LLC 220.09%0.09%0.09%Q2 2023Q3 20232
LFS ASSET MANAGEMENT 221.37%2.23%3.09%Q2 2022Q3 20222
Clean Yield Group 110.00%0.01%0.01%Q1 2020Q2 20242
Strategies Wealth Advisors, LLC 220.10%0.11%0.12%Q4 2021Q1 20222
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2022Q2 20242
NEW ENGLAND SECURITIES CORP /MA/ 110.01%0.01%0.02%Q2 2014Q4 20142
Kelly Financial Services LLC 220.00%0.00%0.00%Q1 2023Q2 20232
HORIZON BANCORP INC /IN/ 222.36%3.31%4.26%Q1 2024Q2 20242
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2022Q2 20232
Family Firm, Inc. 220.10%0.11%0.11%Q2 2017Q3 20172
DERBY & COMPANY, INC 110.33%0.33%0.33%Q4 2017Q4 20171
PSI Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Guidant Wealth Advisors 110.02%0.02%0.02%Q2 2017Q2 20171
FURE FINANCIAL CORP 111.77%1.77%1.77%Q3 2022Q3 20221
VOISARD ASSET MANAGEMENT GROUP, INC. 110.02%0.02%0.02%Q4 2023Q4 20231
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
EisnerAmper Wealth Management Corporate Benefits, LLC 110.61%0.61%0.61%Q4 2022Q4 20221
COMERICA SECURITIES INC 110.12%0.12%0.12%Q4 2014Q4 20141
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
HRT FINANCIAL LP 110.03%0.03%0.03%Q1 2019Q1 20191
PRIVATE CLIENT SERVICES, LLC 110.17%0.17%0.17%Q4 2023Q4 20231
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Signature Wealth Management Group 110.00%0.00%0.00%Q3 2018Q3 20181
PIN OAK INVESTMENT ADVISORS INC 110.07%0.07%0.07%Q2 2019Q2 20191
Sound Income Strategies, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Linscomb Wealth, Inc. 110.08%0.08%0.08%Q3 2016Q3 20161
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GABLES CAPITAL MANAGEMENT INC. 110.02%0.02%0.02%Q2 2023Q2 20231
VESTOR CAPITAL, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
CENTAURUS FINANCIAL, INC. 110.08%0.08%0.08%Q1 2021Q1 20211
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2017Q2 20171
Whitnell & Co. 110.00%0.00%0.00%Q2 2016Q2 20161
BOSTON FINANCIAL MANGEMENT LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Curi RMB Capital, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
CHILTON CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Saratoga Research & Investment Management 110.01%0.01%0.01%Q3 2017Q3 20171
PacWest Financial Management Inc 110.30%0.30%0.30%Q4 2016Q4 20161
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COUNTRY TRUST BANK 110.00%0.00%0.00%Q2 2023Q2 20231
Exchange Capital Management, Inc. 110.03%0.03%0.03%Q3 2013Q3 20131
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2017Q2 20171
Homrich & Berg 110.01%0.01%0.01%Q3 2020Q3 20201
Jane Street Holding, LLC 110.11%0.11%0.11%Q2 2013Q2 20131
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Wilmington Trust Investment Management, LLC 110.84%0.84%0.84%Q3 2013Q3 20131
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Mariner Wealth Advisors-NYC, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
Cresset Asset Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
BDO Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
FOCUS FINANCIAL NETWORK INC /ADV 110.01%0.01%0.01%Q4 2023Q4 20231
Bank of Kentucky, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
Capstone Financial Advisors, Inc. 110.12%0.12%0.12%Q1 2018Q1 20181
Hayden Royal, LLC 110.14%0.14%0.14%Q3 2020Q3 20201
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q3 2015Q3 20151
CHOREO, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
FIRST CITIZENS BANK & TRUST CO 110.02%0.02%0.02%Q2 2018Q2 20181
JOYN Advisors, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
ZACKS INVESTMENT MANAGEMENT 110.01%0.01%0.01%Q2 2024Q2 20241
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Ten Capital Wealth Advisors, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Continuum Advisory, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Arden Trust Co 110.01%0.01%0.01%Q1 2020Q1 20201
One Capital Management, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q1 2023Q1 20231
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Baird Financial Group, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Lion Street Advisors, LLC 110.12%0.12%0.12%Q3 2022Q3 20221
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
HNP Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
HL FINANCIAL SERVICES LLC 110.01%0.01%0.01%Q3 2015Q3 20151
KING LUTHER CAPITAL MANAGEMENT CORP 110.01%0.01%0.01%Q2 2014Q2 20141
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Bluefin Trading, LLC 110.06%0.06%0.06%Q4 2013Q4 20131
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Deane Retirement Strategies, Inc. 111.88%1.88%1.88%Q2 2024Q2 20241
Invesco Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
Relative Value Partners Group, LLC 110.39%0.39%0.39%Q2 2024Q2 20241
First Allied Advisory Services, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
TEXAS CAPITAL BANCSHARES INC/TX 110.17%0.17%0.17%Q4 2021Q4 20211
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Lynx Investment Advisory 110.55%0.55%0.55%Q2 2024Q2 20241
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2018Q1 20181
Atlantic Private Wealth, LLC 110.04%0.04%0.04%Q1 2024Q1 20241
Sageworth Trust Co 110.00%0.00%0.00%Q2 2018Q2 20181
Hennion & Walsh Asset Management, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Significant Wealth Partners LLC 110.33%0.33%0.33%Q4 2023Q4 20231
Fort Point Capital Partners LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Private Ocean, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q3 2022Q3 20221
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FMA ADVISORY INC 110.10%0.10%0.10%Q3 2021Q3 20211
External links

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