FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 17170.00%0.00%0.00%Q3 2019Q3 202317
NORTHERN TRUST CORP 16160.00%0.01%0.01%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 15150.14%2.17%3.14%Q1 2020Q3 202315
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1230.00%0.00%0.00%Q3 2019Q2 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
BANK OF AMERICA CORP /DE/ 14140.00%0.00%0.00%Q2 2020Q3 202314
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.00%Q2 2020Q3 202314
WELLS FARGO & COMPANY/MN 850.00%0.00%0.00%Q2 2020Q3 202313
MML INVESTORS SERVICES, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
MORGAN STANLEY 1010.00%0.00%0.00%Q4 2020Q3 202311
ROYAL BANK OF CANADA 320.00%0.00%0.00%Q1 2020Q3 202310
INTERACTIVE FINANCIAL ADVISORS, INC. 10100.07%0.57%1.08%Q3 2020Q4 202210
Hanlon Investment Management, Inc. 990.06%0.12%0.23%Q1 2021Q1 20239
LPL Financial LLC 990.00%0.00%0.00%Q3 2021Q3 20239
WT Wealth Management 990.12%0.88%1.72%Q2 2020Q2 20229
Citadel Advisors 310.00%0.00%0.00%Q4 2019Q3 20238
United Bank 881.17%1.61%1.80%Q4 2021Q3 20238
UBS Group AG 410.00%0.00%0.00%Q4 2019Q3 20237
Tower Research Capital LLC (TRC) 770.00%0.01%0.02%Q1 2021Q3 20227
PRIVATE TRUST CO NA 660.00%0.00%0.01%Q2 2022Q3 20236
Colonial River Wealth Management, LLC 661.52%2.05%2.56%Q2 2022Q3 20236
Sowell Financial Services LLC 660.01%0.05%0.09%Q3 2020Q4 20216
IFP Advisors, Inc 550.00%0.00%0.00%Q3 2022Q3 20235
BRIDGES INVESTMENT MANAGEMENT INC 550.01%0.01%0.01%Q4 2021Q4 20225
Herold Advisors, Inc. 440.10%0.20%0.30%Q4 2022Q3 20234
Castleview Partners, LLC 310.01%0.02%0.03%Q2 2021Q2 20224
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
Wealthcare Advisory Partners LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Benedetti & Gucer, Inc. 330.36%0.42%0.46%Q1 2023Q3 20233
Delos Wealth Advisors, LLC 330.06%0.06%0.07%Q1 2023Q3 20233
Geneos Wealth Management Inc. 330.01%0.01%0.01%Q1 2020Q3 20203
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q4 2021Q2 20223
Teamwork Financial Advisors, LLC 330.41%0.48%0.56%Q2 2022Q4 20223
Parallel Advisors, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Elmwood Wealth Management, Inc. 210.01%0.01%0.01%Q1 2021Q4 20213
AE Wealth Management LLC 330.01%0.02%0.02%Q2 2022Q4 20223
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
SMITH, MOORE & CO. 220.10%0.10%0.10%Q1 2023Q2 20232
Crestwood Advisors Group, LLC 220.70%0.78%0.86%Q2 2023Q3 20232
UMB Bank, n.a. 220.00%0.00%0.00%Q2 2023Q3 20232
SHEETS SMITH WEALTH MANAGEMENT 220.07%0.07%0.07%Q3 2020Q4 20202
COMMONWEALTH EQUITY SERVICES, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
WEDBUSH SECURITIES INC 110.01%0.01%0.01%Q1 2023Q1 20231
External links

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