FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NORTHERN TRUST CORP 26260.00%0.00%0.02%Q2 2017Q3 202326
PARK NATIONAL CORP /OH/ 25250.10%0.24%0.44%Q4 2017Q4 202325
COMMONWEALTH EQUITY SERVICES, LLC 23230.01%0.02%0.03%Q1 2018Q3 202323
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Sigma Planning Corp 16160.01%0.02%0.03%Q2 2019Q1 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
JANE STREET GROUP, LLC 710.00%0.00%0.00%Q3 2017Q3 202315
ENVESTNET ASSET MANAGEMENT INC 14140.01%0.01%0.01%Q2 2020Q3 202314
MML INVESTORS SERVICES, LLC 14140.00%0.01%0.03%Q2 2020Q3 202314
Hanlon Investment Management, Inc. 14140.14%0.43%0.90%Q2 2020Q3 202314
Financial Network Wealth Management LLC 12123.46%6.26%8.67%Q4 2020Q3 202312
3D/L Capital Management, LLC 12120.00%0.28%0.34%Q4 2020Q3 202312
UBS Group AG 410.00%0.00%0.00%Q3 2019Q3 202311
HARBOUR INVESTMENTS, INC. 640.00%0.01%0.01%Q1 2021Q3 202310
Cetera Advisor Networks LLC 880.02%0.16%0.27%Q4 2018Q3 20208
Snowden Capital Advisors LLC 880.03%0.04%0.06%Q4 2021Q3 20238
ROYAL BANK OF CANADA 610.00%0.00%0.00%Q2 2021Q3 20237
Cetera Investment Advisers 610.00%0.01%0.01%Q2 2021Q3 20237
HC FINANCIAL ADVISORS INC 770.16%0.32%0.41%Q4 2020Q2 20227
Stratos Wealth Advisors, LLC 770.04%0.08%0.11%Q1 2022Q3 20237
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q2 2018Q1 20237
Sowell Financial Services LLC 610.01%0.03%0.04%Q3 2020Q3 20227
Integrated Wealth Concepts LLC 770.01%0.01%0.02%Q3 2020Q1 20227
Patriot Financial Group Insurance Agency, LLC 660.01%0.02%0.02%Q1 2021Q2 20226
CITIZENS & NORTHERN CORP 660.10%0.11%0.13%Q2 2022Q3 20236
CoreCap Advisors, LLC 550.40%0.49%0.54%Q4 2021Q4 20225
ABSOLUTE CAPITAL MANAGEMENT, LLC 310.02%0.21%0.31%Q4 2021Q3 20235
Citadel Advisors 210.00%0.00%0.00%Q2 2020Q3 20235
Capital Analysts, LLC 440.06%0.07%0.07%Q1 2021Q4 20214
Castleview Partners, LLC 310.01%0.12%0.24%Q2 2021Q2 20224
Herold Advisors, Inc. 440.12%0.19%0.26%Q4 2022Q3 20234
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q1 2018Q3 20183
MORGAN STANLEY 210.00%0.00%0.00%Q2 2022Q2 20233
AlphaCore Capital LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Occidental Asset Management, LLC 333.47%3.73%4.01%Q1 2023Q3 20233
FMR LLC 110.00%0.00%0.00%Q4 2021Q2 20233
Colonial River Wealth Management, LLC 330.88%1.10%1.27%Q1 2023Q3 20233
UMB Bank, n.a. 220.00%0.01%0.01%Q1 2023Q2 20232
LPL Financial LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Hayden Royal, LLC 220.93%0.95%0.98%Q2 2020Q3 20202
3D ASSET MANAGEMENT, INC 220.13%0.23%0.34%Q2 2020Q3 20202
Advisor Group, Inc. 110.00%0.00%0.00%Q1 2018Q4 20192
Virtu KCG Holdings LLC 220.01%0.01%0.01%Q4 2016Q1 20172
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2021Q4 20211
Virtu Financial LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Strategic Blueprint, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Belpointe Asset Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
MCDONALD PARTNERS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q4 2020Q4 20201
Safeguard Investment Advisory Group, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Enterprise Bank & Trust Co 116.21%6.21%6.21%Q1 2019Q1 20191
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q1 20221
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2022Q4 20221
External links

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