FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Valmark Advisers, Inc. 42420.25%3.53%8.49%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
INTERACTIVE FINANCIAL ADVISORS, INC. 42420.34%0.69%1.54%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.03%0.32%Q2 2013Q3 202342
Hills Bank & Trust Co 40400.03%4.12%9.11%Q2 2013Q1 202340
ROYAL BANK OF CANADA 3610.00%0.00%0.00%Q2 2013Q3 202340
LPL Financial LLC 38380.00%0.00%0.01%Q2 2014Q3 202338
PNC FINANCIAL SERVICES GROUP, INC. 2810.00%0.00%0.00%Q2 2013Q3 202338
Ledyard National Bank 36360.00%0.16%0.28%Q4 2013Q3 202236
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
ENVESTNET ASSET MANAGEMENT INC 21140.00%0.00%0.01%Q2 2013Q3 202335
FIFTH THIRD BANCORP 2510.00%0.00%0.00%Q2 2013Q3 202335
JANE STREET GROUP, LLC 2010.00%0.00%0.02%Q1 2014Q3 202335
CITIGROUP INC 3320.00%0.00%0.00%Q2 2013Q1 202235
PARK NATIONAL CORP /OH/ 34340.02%0.05%0.10%Q3 2015Q4 202334
Endurance Wealth Management, Inc. 30300.01%0.01%0.01%Q2 2015Q3 202230
US BANCORP \DE\ 1410.00%0.00%0.00%Q2 2013Q3 202329
HUNTINGTON NATIONAL BANK 29290.00%0.01%0.03%Q3 2016Q3 202329
COLONY GROUP LLC 28280.00%0.07%0.17%Q4 2016Q3 202328
COURIER CAPITAL LLC 28280.02%0.04%0.05%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28288.10%10.74%12.65%Q4 2016Q3 202328
NICOLET BANKSHARES INC 27270.05%1.59%5.70%Q4 2015Q2 202227
TIEMANN INVESTMENT ADVISORS, LLC 27270.27%0.57%1.15%Q1 2017Q3 202327
PINNACLE ASSOCIATES LTD 26260.01%0.20%0.50%Q2 2017Q3 202326
Pinnacle Wealth Management Advisory Group, LLC 26260.03%0.84%2.02%Q2 2017Q3 202326
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.00%Q3 2013Q2 202326
AlphaMark Advisors, LLC 2330.00%0.00%0.01%Q2 2016Q3 202326
Citadel Advisors 910.00%0.00%0.00%Q4 2014Q3 202325
Cedar Wealth Management, LLC 1690.01%0.05%0.09%Q4 2015Q1 202225
CNB Bank 24240.01%0.85%3.97%Q4 2017Q3 202324
TCI Wealth Advisors, Inc. 23230.00%0.00%0.01%Q1 2016Q3 202123
Covington Capital Management 21210.00%0.00%0.00%Q3 2017Q3 202221
MOTCO 1830.00%0.00%0.00%Q3 2014Q3 202321
NAPLES GLOBAL ADVISORS, LLC 21210.05%0.23%0.74%Q4 2017Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Archer Investment Corp 20200.08%0.11%0.15%Q4 2018Q3 202320
Legacy Bridge, LLC 20200.02%0.68%1.75%Q4 2018Q3 202320
VeraBank, N.A. 20202.54%3.02%3.73%Q4 2018Q3 202320
OPTIMUM INVESTMENT ADVISORS 20200.00%0.00%0.01%Q1 2019Q4 202320
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q4 2013Q2 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CABOT WEALTH MANAGEMENT INC 19190.54%0.79%1.01%Q2 2017Q4 202119
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
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
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
IFG Advisory, LLC 17170.13%0.38%0.56%Q3 2019Q3 202317
BROWN BROTHERS HARRIMAN & CO 17170.00%0.00%0.01%Q3 2019Q3 202317
Raymond James Financial Services Advisors, Inc. 1250.00%0.01%0.03%Q3 2017Q3 202317
IFP Advisors, Inc 1510.00%0.00%0.01%Q1 2017Q3 202316
COMERICA BANK 1510.00%0.01%0.02%Q2 2014Q3 202316
HC FINANCIAL ADVISORS INC 1510.05%1.92%9.96%Q1 2018Q2 202216
American Portfolios Advisors 1320.00%0.00%0.00%Q4 2017Q3 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Patriot Financial Group Insurance Agency, LLC 960.00%0.02%0.06%Q4 2017Q2 202215
FLOW TRADERS U.S. LLC 510.00%0.18%0.52%Q4 2018Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
CAPTRUST FINANCIAL ADVISORS 14140.00%0.01%0.01%Q4 2019Q1 202314
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.01%Q2 2013Q3 202214
Sequoia Financial Advisors, LLC 1130.02%0.34%0.78%Q4 2013Q4 201714
CIBC Private Wealth Group, LLC 14140.00%0.00%0.00%Q4 2016Q1 202014
FMR LLC 510.00%0.00%0.00%Q4 2018Q3 202314
FineMark National Bank & Trust 1010.00%0.03%0.06%Q2 2013Q2 201913
FIRSTMERIT BANK N A TRUSTEE 13130.14%0.31%0.45%Q2 2013Q2 201613
MONECO Advisors, LLC 1110.12%0.62%0.99%Q4 2018Q3 202313
Kovack Advisors, Inc. 13130.04%0.07%0.09%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.01%0.02%Q3 2020Q3 202313
J.P. Morgan Private Wealth Advisors LLC 1010.00%0.00%0.00%Q1 2015Q3 201813
Bank of New York Mellon Corp 910.00%0.00%0.00%Q3 2014Q3 202212
Capital Investment Advisors, LLC 12120.03%0.20%0.28%Q4 2013Q3 201612
Cambridge Investment Research Advisors, Inc. 1110.00%0.01%0.02%Q2 2019Q3 202312
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q1 2015Q2 202312
BLAIR WILLIAM & CO/IL 810.00%0.00%0.00%Q4 2018Q3 202212
MML INVESTORS SERVICES, LLC 1020.00%0.02%0.04%Q1 2018Q3 202312
Bedel Financial Consulting, Inc. 11110.01%0.02%0.02%Q3 2019Q1 202211
Parallel Advisors, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
WHITTIER TRUST CO 810.00%0.00%0.02%Q2 2013Q4 202011
RAYMOND JAMES & ASSOCIATES 11110.00%0.00%0.00%Q1 2021Q3 202311
STIFEL FINANCIAL CORP 1010.00%0.00%0.01%Q2 2015Q3 202311
HARVEST CAPITAL MANAGEMENT INC 11110.89%0.98%1.13%Q4 2016Q2 201911
VSR Financial Services, Inc. 11110.21%0.30%0.43%Q4 2013Q2 201611
EVERGREEN CAPITAL MANAGEMENT LLC 11110.02%0.03%0.04%Q3 2019Q1 202211
Renaissance Technologies 610.00%0.00%0.01%Q4 2017Q4 202211
Catamount Wealth Management 11110.01%0.01%0.02%Q3 2016Q1 201911
DEUTSCHE BANK AG\ 650.00%0.01%0.07%Q3 2013Q1 201911
Steward Partners Investment Advisory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Castle Rock Wealth Management, LLC 11110.07%0.14%0.20%Q1 2021Q3 202311
HOLLENCREST CAPITAL MANAGEMENT 730.01%0.04%0.05%Q2 2015Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.01%0.01%Q2 2018Q3 202010
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
Global Trust Asset Management, LLC 990.02%0.04%0.05%Q4 2017Q4 20199
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 810.03%2.10%6.47%Q2 2013Q3 20189
Legacy Financial Group LLC 810.01%0.41%0.68%Q4 2020Q3 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 990.00%0.00%0.00%Q2 2021Q2 20239
HARBOUR INVESTMENTS, INC. 630.00%0.03%0.10%Q1 2021Q3 20239
COMMONWEALTH EQUITY SERVICES, LLC 810.00%0.01%0.01%Q4 2017Q3 20239
Capital Financial Services, LLC 990.83%0.99%1.15%Q4 2020Q4 20229
Jaffetilchin Investment Partners, LLC 540.04%0.10%0.19%Q3 2018Q2 20219
Sowell Financial Services LLC 530.00%0.09%0.21%Q3 2020Q3 20238
MSI Financial Services Inc 880.00%0.00%0.00%Q1 2015Q4 20168
ETF Store, Inc. 882.30%5.10%6.54%Q4 2021Q3 20238
Empirical Asset Management, LLC 880.83%1.34%1.77%Q4 2021Q3 20238
Gerber Kawasaki Wealth & Investment Management 710.01%0.05%0.08%Q3 2021Q3 20238
Bell Investment Advisors, Inc 628.61%10.60%11.90%Q3 2021Q3 20238
HighTower Advisors, LLC 510.00%0.00%0.00%Q4 2016Q3 20238
BFSG, LLC 530.04%0.28%0.68%Q1 2017Q4 20228
Ranch Capital Advisors Inc. 880.88%1.11%1.30%Q4 2020Q3 20228
Endowment Wealth Management, Inc. 880.28%0.36%0.44%Q4 2021Q3 20238
Key FInancial Inc 880.00%0.01%0.01%Q4 2021Q3 20238
Chicago Partners Investment Group LLC 770.07%0.11%0.23%Q2 2017Q4 20187
Wealthspire Advisors, L.P. 770.01%0.03%0.04%Q2 2017Q4 20187
Gradient Investments LLC 610.00%0.00%0.00%Q3 2018Q3 20237
ENTERPRISE FINANCIAL SERVICES CORP 770.00%0.00%0.00%Q1 2019Q3 20207
Hilltop Holdings Inc. 210.06%0.15%0.51%Q2 2015Q3 20197
J.W. COLE ADVISORS, INC. 520.02%0.02%0.03%Q4 2021Q3 20237
SVB WEALTH LLC 770.01%0.01%0.02%Q4 2021Q2 20237
Apriem Advisors 770.00%0.01%0.03%Q2 2014Q4 20157
Delos Wealth Advisors, LLC 771.86%3.77%4.89%Q1 2022Q3 20237
Hanlon Investment Management, Inc. 770.06%0.23%0.46%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Advisory Services Network, LLC 520.00%0.03%0.05%Q1 2021Q1 20237
UNITED CAPITAL FINANCIAL ADVISORS, LLC 770.00%0.00%0.00%Q1 2019Q3 20207
Boltwood Capital Management 770.44%1.06%2.25%Q2 2022Q4 20237
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 771.46%1.78%2.05%Q4 2018Q2 20207
Herold Advisors, Inc. 770.04%0.21%0.37%Q1 2022Q3 20237
Pinnacle Bancorp, Inc. 770.01%0.04%0.08%Q1 2021Q3 20227
FIDUCIENT ADVISORS LLC 770.02%0.16%0.25%Q1 2022Q3 20237
Colonial River Wealth Management, LLC 660.36%0.45%0.56%Q2 2022Q3 20236
Valeo Financial Advisors, LLC 660.00%0.00%0.00%Q4 2019Q1 20216
CENTRAL TRUST Co 420.00%0.00%0.01%Q2 2015Q3 20236
SAXON INTERESTS, INC. 660.18%0.19%0.20%Q4 2021Q1 20236
Lourd Capital, LLC 660.14%0.15%0.16%Q4 2014Q1 20166
PRIVATE TRUST CO NA 510.01%0.01%0.02%Q3 2014Q2 20236
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Institute for Wealth Management, LLC. 660.00%0.00%0.01%Q2 2013Q3 20146
M&T BANK CORP 510.00%0.01%0.05%Q3 2014Q1 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
BESSEMER GROUP INC 310.00%0.00%0.00%Q4 2014Q1 20236
Plante Moran Financial Advisors, LLC 210.00%0.03%0.10%Q3 2015Q1 20226
Passive Capital Management, LLC. 660.23%0.32%0.41%Q4 2021Q1 20236
DUBUQUE BANK & TRUST CO 410.00%0.00%0.01%Q4 2013Q2 20165
Sigma Planning Corp 550.01%0.01%0.01%Q1 2022Q1 20235
Rockefeller Capital Management L.P. 410.00%0.01%0.01%Q2 2020Q4 20225
3D/L Capital Management, LLC 550.06%0.07%0.08%Q3 2022Q3 20235
Burt Wealth Advisors 550.01%0.02%0.02%Q2 2015Q2 20165
ROBERTS GLORE & CO INC /IL/ 550.15%0.16%0.17%Q4 2014Q4 20155
SUNTRUST BANKS INC 550.00%0.00%0.00%Q3 2018Q3 20195
Private Vista, LLC 550.09%0.10%0.11%Q4 2018Q4 20195
High Net Worth Advisory Group LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Advisors Preferred, LLC 320.02%0.07%0.13%Q1 2020Q2 20225
Rehmann Capital Advisory Group 550.03%0.03%0.04%Q3 2022Q3 20235
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.05%Q2 2017Q1 20195
GREENLEAF TRUST 550.00%0.02%0.05%Q3 2022Q3 20235
Ironwood Investment Counsel, LLC 550.08%0.15%0.19%Q1 2021Q1 20225
Busey Bank 550.01%0.01%0.01%Q2 2021Q2 20225
Activest Wealth Management 310.00%0.00%0.01%Q2 2022Q3 20234
Versant Capital Management, Inc 440.00%0.01%0.01%Q1 2023Q4 20234
LEVEL FOUR ADVISORY SERVICES, LLC 440.38%0.43%0.48%Q3 2021Q2 20224
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q2 2022Q1 20234
Forza Wealth Management, LLC 440.17%0.18%0.22%Q4 2022Q3 20234
BOSTON ADVISORS LLC 440.02%0.03%0.04%Q4 2018Q3 20194
First Heartland Consultants, Inc. 440.03%0.08%0.15%Q3 2022Q2 20234
CoreCap Advisors, LLC 310.01%0.15%0.20%Q4 2021Q4 20224
Benedetti & Gucer, Inc. 441.83%1.89%1.99%Q1 2022Q4 20224
Sonoma Private Wealth LLC 440.77%1.32%2.06%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Centric Wealth Management 211.14%1.19%1.33%Q2 2019Q3 20204
CULLEN/FROST BANKERS, INC. 440.00%0.00%0.01%Q2 2022Q1 20234
SFMG, LLC 440.03%0.03%0.03%Q2 2021Q1 20224
BOK Financial Private Wealth, Inc. 440.04%0.05%0.07%Q2 2017Q1 20184
AJ WEALTH STRATEGIES, LLC 440.10%0.84%2.45%Q3 2022Q2 20234
Cerity Partners LLC 440.00%0.02%0.07%Q4 2022Q3 20234
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
Virtu Financial LLC 220.02%0.08%0.23%Q3 2017Q4 20184
Virtue Capital Management, LLC 440.07%0.11%0.17%Q4 2022Q3 20234
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q2 2013Q3 20184
Wealthcare Advisory Partners LLC 440.01%0.03%0.04%Q4 2022Q3 20234
Klingman & Associates, LLC 441.80%1.98%2.11%Q4 2022Q3 20234
WASHINGTON TRUST BANK 440.01%0.01%0.02%Q2 2017Q1 20184
Mariner, LLC 310.00%0.00%0.00%Q3 2016Q2 20234
OneAscent Wealth Management LLC 440.15%0.16%0.18%Q4 2022Q3 20234
SEI INVESTMENTS CO 210.00%0.00%0.00%Q1 2015Q3 20174
Strategic Financial Concepts, LLC 330.26%0.30%0.35%Q1 2023Q3 20233
MUFG Americas Holdings Corp 210.00%0.00%0.00%Q1 2016Q4 20203
AVANTAX ADVISORY SERVICES, INC. 330.01%0.02%0.02%Q3 2019Q1 20203
Dynamic Advisor Solutions LLC 330.33%0.42%0.53%Q1 2023Q3 20233
North Star Investment Management Corp. 330.01%0.01%0.01%Q4 2022Q2 20233
D.A. DAVIDSON & CO. 210.00%0.00%0.01%Q2 2017Q4 20223
RAYMOND JAMES TRUST N.A. 330.01%0.01%0.01%Q2 2018Q4 20183
LAKE STREET PRIVATE WEALTH, LLC 330.46%0.47%0.48%Q1 2023Q3 20233
KLR INVESTMENT ADVISORS, LLC 210.20%0.22%0.23%Q4 2022Q3 20233
SYNOVUS FINANCIAL CORP 330.02%0.02%0.02%Q1 2014Q3 20143
Tradewinds Capital Management, LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Tower Research Capital LLC (TRC) 330.00%0.00%0.00%Q4 2022Q2 20233
AlphaCore Capital LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Systelligence, LLC 332.48%2.61%2.68%Q3 2022Q1 20233
TRUST DEPARTMENT MB FINANCIAL BANK N A 210.00%0.00%0.00%Q2 2014Q2 20173
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
Integrated Wealth Concepts LLC 210.01%0.01%0.01%Q3 2021Q3 20223
COZAD ASSET MANAGEMENT INC 330.04%0.05%0.05%Q2 2020Q4 20203
Regis Management CO LLC 330.29%0.30%0.32%Q2 2019Q4 20193
Janney Montgomery Scott LLC 330.01%0.01%0.01%Q1 2014Q3 20143
Fortune 45 LLC 332.09%2.46%2.96%Q4 2021Q2 20223
Castleview Partners, LLC 330.01%0.03%0.05%Q4 2021Q2 20223
HC Financial Advisors, Inc. 214.51%5.41%6.11%Q4 2017Q3 20183
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
MONETA GROUP INVESTMENT ADVISORS LLC 330.00%0.00%0.01%Q4 2018Q2 20193
FIRST HORIZON CORP 330.00%0.00%0.00%Q4 2020Q2 20213
NICOLET ADVISORY SERVICES, LLC 220.30%0.32%0.33%Q1 2020Q2 20202
Creative Planning 110.00%0.00%0.00%Q2 2014Q1 20162
Family Firm, Inc. 220.10%0.11%0.11%Q2 2017Q3 20172
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q4 2022Q2 20232
Cherry Tree Wealth Management, LLC 220.06%0.07%0.07%Q2 2023Q3 20232
LIBERTY WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2021Q3 20212
Arcataur Capital Management LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Kohmann Bosshard Financial Services, LLC 220.24%0.26%0.28%Q4 2016Q1 20172
Advisors Asset Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Clarity Wealth Advisors, LLC 220.13%0.14%0.15%Q2 2022Q3 20222
Strategies Wealth Advisors, LLC 220.10%0.11%0.12%Q4 2021Q1 20222
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q2 2014Q4 20152
Headlands Technologies LLC 220.00%0.00%0.00%Q1 2023Q2 20232
MARINER INDEPENDENT ADVISOR NETWORK, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
IRON Financial LLC 220.12%0.12%0.12%Q3 2021Q4 20212
3EDGE Asset Management, LP 220.02%2.02%4.03%Q4 2022Q1 20232
Clearstead Advisors, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Zions Bancorporation 220.00%0.00%0.00%Q4 2016Q1 20172
LFS ASSET MANAGEMENT 221.37%2.23%3.09%Q2 2022Q3 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
UNION SAVINGS BANK 220.90%0.92%0.95%Q2 2023Q3 20232
MEEDER ASSET MANAGEMENT INC 220.00%0.00%0.00%Q1 2022Q2 20222
BUCKINGHAM STRATEGIC WEALTH, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Virtu KCG Holdings LLC 220.02%0.04%0.05%Q1 2017Q2 20172
Evercore Wealth Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Savior LLC 220.04%0.05%0.06%Q2 2022Q3 20222
NEW ENGLAND SECURITIES CORP /MA/ 110.01%0.01%0.02%Q2 2014Q4 20142
Geneos Wealth Management Inc. 110.00%0.01%0.02%Q4 2018Q3 20232
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
Whitnell & Co. 110.00%0.00%0.00%Q2 2016Q2 20161
Ten Capital Wealth Advisors, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
Signature Wealth Management Group 110.00%0.00%0.00%Q3 2018Q3 20181
MATHER GROUP, LLC. 110.00%0.00%0.00%Q4 2022Q4 20221
Continuum Advisory, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
BDO Wealth Advisors, LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Johnson Financial Group, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
FFT WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q3 2023Q3 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2017Q2 20171
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
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
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
FURE FINANCIAL CORP 111.77%1.77%1.77%Q3 2022Q3 20221
HNP Capital LLC 110.05%0.05%0.05%Q1 2020Q1 20201
KING LUTHER CAPITAL MANAGEMENT CORP 110.01%0.01%0.01%Q2 2014Q2 20141
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
Guidant Wealth Advisors 110.02%0.02%0.02%Q2 2017Q2 20171
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Cresset Asset Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Cetera Investment Advisers 110.00%0.00%0.00%Q3 2023Q3 20231
TEXAS CAPITAL BANCSHARES INC/TX 110.17%0.17%0.17%Q4 2021Q4 20211
FIRST FOUNDATION ADVISORS 110.02%0.02%0.02%Q3 2022Q3 20221
DERBY & COMPANY, INC 110.33%0.33%0.33%Q4 2017Q4 20171
First Allied Advisory Services, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2018Q1 20181
Lumature Wealth Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Sageworth Trust Co 110.00%0.00%0.00%Q2 2018Q2 20181
Homrich & Berg 110.01%0.01%0.01%Q3 2020Q3 20201
FMA ADVISORY INC 110.10%0.10%0.10%Q3 2021Q3 20211
Annapolis Financial Services, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Jane Street Holding, LLC 110.11%0.11%0.11%Q2 2013Q2 20131
EisnerAmper Wealth Management Corporate Benefits, LLC 110.61%0.61%0.61%Q4 2022Q4 20221
CHILTON CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Hennion & Walsh Asset Management, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
COMERICA SECURITIES INC 110.12%0.12%0.12%Q4 2014Q4 20141
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
CENTAURUS FINANCIAL, INC. 110.08%0.08%0.08%Q1 2021Q1 20211
HRT FINANCIAL LP 110.03%0.03%0.03%Q1 2019Q1 20191
PIN OAK INVESTMENT ADVISORS INC 110.07%0.07%0.07%Q2 2019Q2 20191
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
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
HL FINANCIAL SERVICES LLC 110.01%0.01%0.01%Q3 2015Q3 20151
PacWest Financial Management Inc 110.30%0.30%0.30%Q4 2016Q4 20161
Saratoga Research & Investment Management 110.01%0.01%0.01%Q3 2017Q3 20171
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
RMB Capital Management, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Wilmington Trust Investment Management, LLC 110.84%0.84%0.84%Q3 2013Q3 20131
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2017Q2 20171
DOWLING & YAHNKE LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
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
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q1 2022Q1 20221
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q1 2023Q1 20231
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
BOSTON FINANCIAL MANGEMENT LLC 110.02%0.02%0.02%Q4 2019Q4 20191
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2022Q2 20221
VESTOR CAPITAL, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
GABLES CAPITAL MANAGEMENT INC. 110.02%0.02%0.02%Q2 2023Q2 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Clean Yield Group 110.01%0.01%0.01%Q1 2020Q1 20201
Bank of Kentucky, Inc. 110.02%0.02%0.02%Q4 2014Q4 20141
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
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
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
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Invesco Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
JOYN Advisors, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
FIRST CITIZENS BANK & TRUST CO 110.02%0.02%0.02%Q2 2018Q2 20181
Linscomb & Williams, Inc. 110.08%0.08%0.08%Q3 2016Q3 20161
External links

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