FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
BANK OF AMERICA CORP /DE/ 21210.00%0.00%0.00%Q3 2018Q3 202321
Cedar Wealth Management, LLC 19190.34%1.08%1.48%Q1 2019Q3 202319
NORTHERN TRUST CORP 1810.00%0.04%0.18%Q3 2018Q3 202319
STIFEL FINANCIAL CORP 19190.00%0.00%0.01%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 1710.00%0.00%0.01%Q1 2019Q3 202318
LPL Financial LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
JANE STREET GROUP, LLC 730.00%0.00%0.01%Q3 2018Q3 202318
COMMONWEALTH EQUITY SERVICES, LLC 18180.00%0.01%0.01%Q2 2019Q3 202318
ROYAL BANK OF CANADA 17170.00%0.00%0.00%Q3 2019Q3 202317
Sigma Planning Corp 17170.01%0.02%0.03%Q2 2019Q2 202317
Institute for Wealth Management, LLC. 16160.05%0.12%0.19%Q4 2019Q3 202316
MORGAN STANLEY 16160.00%0.00%0.00%Q4 2019Q3 202316
ENVESTNET ASSET MANAGEMENT INC 16160.00%0.01%0.01%Q4 2019Q3 202316
RVW Wealth, LLC 16160.10%0.21%0.29%Q1 2020Q4 202316
WELLS FARGO & COMPANY/MN 1110.00%0.00%0.00%Q1 2019Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Boltwood Capital Management 14141.34%3.55%4.77%Q3 2020Q4 202314
Valtinson Bruner Financial Planning LLC 1310.46%1.87%2.94%Q3 2019Q1 202314
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 13130.14%0.30%0.54%Q1 2020Q1 202313
Cetera Advisor Networks LLC 1210.00%0.01%0.02%Q2 2020Q3 202313
MML INVESTORS SERVICES, LLC 1120.00%0.02%0.05%Q2 2020Q3 202313
REDW Wealth LLC 13130.12%3.68%6.48%Q3 2020Q3 202313
Hanlon Investment Management, Inc. 1030.05%0.39%0.88%Q2 2020Q3 202313
IFP Advisors, Inc 12120.04%0.09%0.18%Q4 2020Q3 202312
3D/L Capital Management, LLC 12120.00%0.14%0.43%Q4 2020Q3 202312
BANK OF MONTREAL /CAN/ 920.00%0.00%0.00%Q4 2020Q3 202311
INTERACTIVE FINANCIAL ADVISORS, INC. 10100.10%0.56%0.80%Q3 2020Q4 202210
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
FLOW TRADERS U.S. LLC 510.02%0.21%0.38%Q4 2019Q2 202310
American Portfolios Advisors 10100.00%0.00%0.01%Q4 2019Q1 202210
Allworth Financial LP 10100.01%0.06%0.14%Q2 2021Q3 202310
Cetera Investment Advisers 990.00%0.01%0.02%Q3 2021Q3 20239
Patriot Financial Group Insurance Agency, LLC 990.00%0.01%0.01%Q2 2020Q2 20229
Sowell Financial Services LLC 630.00%0.04%0.08%Q3 2020Q1 20239
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.00%Q4 2021Q3 20238
Raymond James Financial Services Advisors, Inc. 880.00%0.01%0.02%Q4 2021Q3 20238
Newbridge Financial Services Group, Inc. 880.01%0.02%0.02%Q4 2021Q3 20238
United Bank 884.73%6.27%7.11%Q4 2021Q3 20238
UBS Group AG 310.00%0.00%0.00%Q4 2018Q4 20228
Regal Investment Advisors LLC 770.03%0.04%0.04%Q1 2022Q3 20237
Coury Firm Asset Management LLC 770.30%0.43%0.48%Q4 2021Q2 20237
Financial Network Wealth Management LLC 771.06%1.28%1.71%Q1 2022Q3 20237
TRUIST FINANCIAL CORP 770.00%0.00%0.00%Q4 2019Q2 20217
Ironwood Investment Counsel, LLC 770.11%0.18%0.21%Q1 2021Q3 20227
Stratos Wealth Advisors, LLC 770.04%0.05%0.06%Q1 2022Q3 20237
Visionary Wealth Advisors 770.02%0.08%0.15%Q1 2022Q3 20237
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
SHEETS SMITH WEALTH MANAGEMENT 410.02%0.03%0.05%Q3 2021Q3 20236
Rossmore Private Capital 660.12%0.20%0.24%Q2 2022Q3 20236
FMR LLC 210.00%0.00%0.00%Q4 2018Q3 20236
BENJAMIN F. EDWARDS & COMPANY, INC. 660.00%0.00%0.00%Q2 2021Q3 20226
Colonial River Wealth Management, LLC 660.37%0.90%1.36%Q2 2022Q3 20236
Qube Research & Technologies Ltd 510.00%0.00%0.00%Q4 2021Q3 20236
Citadel Advisors 410.00%0.00%0.00%Q2 2021Q3 20236
CVA Family Office, LLC 550.04%0.07%0.09%Q3 2022Q3 20235
Rockefeller Capital Management L.P. 320.00%0.00%0.00%Q3 2020Q3 20225
Rain Capital Management, LLC 550.06%0.07%0.09%Q3 2022Q3 20235
CITIGROUP INC 550.00%0.00%0.00%Q3 2022Q3 20235
Columbia Trust Co 01012016 550.11%0.12%0.14%Q4 2020Q4 20215
Landmark Financial Advisors, LLC 550.74%0.96%1.16%Q3 2022Q3 20235
AE Wealth Management LLC 550.03%0.05%0.08%Q3 2022Q3 20235
CoreCap Advisors, LLC 310.01%0.02%0.03%Q4 2021Q4 20224
US BANCORP \DE\ 440.00%0.00%0.00%Q4 2022Q3 20234
ABSOLUTE CAPITAL MANAGEMENT, LLC 210.01%0.14%0.21%Q4 2021Q3 20234
FIDUCIENT ADVISORS LLC 440.20%0.33%0.40%Q1 2022Q4 20224
Belpointe Asset Management LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Migdal Insurance & Financial Holdings Ltd. 440.00%0.00%0.00%Q3 2022Q2 20234
MEEDER ASSET MANAGEMENT INC 310.00%0.00%0.00%Q3 2020Q3 20214
Herold Advisors, Inc. 440.10%0.15%0.20%Q4 2022Q3 20234
FormulaFolio Investments, LLC 310.08%0.18%0.24%Q3 2019Q4 20204
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q3 2018Q2 20194
Castleview Partners, LLC 310.01%0.07%0.20%Q2 2021Q2 20224
Shone Asset Management LLC 445.29%5.66%5.99%Q1 2020Q4 20204
OPPENHEIMER ASSET MANAGEMENT INC. 330.00%0.00%0.00%Q3 2019Q1 20203
Occidental Asset Management, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Hayden Royal, LLC 210.19%0.19%0.20%Q4 2019Q3 20203
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bristlecone Advisors, LLC 330.02%0.04%0.06%Q4 2022Q2 20233
Integrated Wealth Concepts LLC 330.03%0.03%0.03%Q4 2021Q2 20223
Mount Lucas Management LP 210.40%0.43%0.45%Q4 2021Q3 20233
FIFTH THIRD SECURITIES, INC. 330.16%0.18%0.20%Q1 2023Q3 20233
Advisor Resource Council 110.05%0.06%0.07%Q2 2021Q2 20223
3D ASSET MANAGEMENT, INC 330.86%0.87%0.89%Q1 2020Q3 20203
Etesian Wealth Advisors, Inc. 330.22%0.25%0.30%Q1 2023Q3 20233
Advisors Preferred, LLC 110.03%0.32%0.80%Q3 2021Q3 20233
TCG Advisory Services, LLC 330.09%0.10%0.11%Q1 2021Q3 20213
Triumph Capital Management 330.09%0.10%0.10%Q1 2023Q3 20233
HAZLETT, BURT & WATSON, INC. 220.08%0.15%0.22%Q2 2023Q3 20232
Essex Savings Bank 220.08%0.08%0.08%Q4 2022Q1 20232
STEPH & CO 220.02%0.02%0.03%Q2 2023Q3 20232
CALTON & ASSOCIATES, INC. 220.05%0.06%0.07%Q4 2019Q1 20202
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q2 2023Q3 20232
Renaissance Technologies 220.00%0.00%0.00%Q2 2023Q3 20232
BB&T SECURITIES, LLC 220.00%0.01%0.01%Q2 2019Q3 20192
High Net Worth Advisory Group LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Ocean Park Asset Management, LLC 220.41%0.47%0.53%Q2 2023Q3 20232
First Horizon Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Gravity Asset Management, Inc. 220.00%0.02%0.03%Q2 2023Q3 20232
NewEdge Wealth, LLC 220.02%0.02%0.02%Q2 2022Q3 20222
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.00%Q3 2019Q4 20192
NWAM LLC 220.04%0.04%0.04%Q3 2021Q4 20212
Atria Wealth Solutions, Inc. 220.02%0.02%0.02%Q2 2023Q3 20232
L & S Advisors Inc 220.05%0.06%0.06%Q2 2023Q3 20232
AlphaCentric Advisors LLC 220.11%0.11%0.11%Q2 2023Q3 20232
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2020Q4 20212
OLD MISSION CAPITAL LLC 110.02%0.04%0.06%Q2 2021Q3 20232
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2021Q4 20211
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Householder Group Estate & Retirement Specialist, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
IronBridge Private Wealth, LLC 113.42%3.42%3.42%Q2 2021Q2 20211
S. R. Schill & Associates 110.94%0.94%0.94%Q4 2019Q4 20191
Headlands Technologies LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Summit Wealth Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Advisor Group, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Strategic Blueprint, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
VisionPoint Advisory Group, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Acorn Wealth Advisors, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2022Q3 20221
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Grove Bank & Trust 110.01%0.01%0.01%Q3 2023Q3 20231
Robertson Stephens Wealth Management, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Global Retirement Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CreativeOne Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Manhattan West Asset Management, LLC 110.68%0.68%0.68%Q2 2022Q2 20221
Global Trust Asset Management, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Sunbelt Securities, Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Claraphi Advisory Network, LLC 110.25%0.25%0.25%Q2 2022Q2 20221
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2020Q4 20201
Freedom Investment Management, Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
Baker Avenue Asset Management, LP 110.04%0.04%0.04%Q2 2022Q2 20221
FIRST UNITED BANK & TRUST 110.10%0.10%0.10%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Fulcrum Equity Management 110.68%0.68%0.68%Q2 2023Q2 20231
WEST PACES ADVISORS INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Founders Financial Alliance, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q2 2022Q2 20221
UMB Bank, n.a. 110.00%0.00%0.00%Q1 2023Q1 20231
Quad-Cities Investment Group, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
External links

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