FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NORTHERN TRUST CORP 29290.00%0.01%0.02%Q3 2016Q3 202329
BANK OF AMERICA CORP /DE/ 25250.00%0.00%0.00%Q3 2017Q3 202325
ROYAL BANK OF CANADA 23230.00%0.00%0.00%Q1 2018Q3 202323
Well Done, LLC 23230.08%0.10%0.11%Q1 2018Q3 202323
IFP Advisors, Inc 810.00%0.00%0.00%Q1 2016Q4 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Carroll Financial Associates, Inc. 21210.01%0.01%0.01%Q4 2016Q4 202121
LPL Financial LLC 1810.00%0.00%0.00%Q3 2018Q3 202319
COMMONWEALTH EQUITY SERVICES, LLC 1810.00%0.00%0.01%Q3 2018Q3 202319
HighTower Advisors, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1440.00%0.00%0.00%Q1 2019Q3 202318
CITIGROUP INC 1710.00%0.00%0.00%Q1 2017Q3 202318
WELLS FARGO & COMPANY/MN 18180.00%0.00%0.00%Q2 2019Q3 202318
ENVESTNET ASSET MANAGEMENT INC 18180.00%0.00%0.00%Q2 2019Q3 202318
Ameritas Investment Partners, Inc. 18180.00%0.00%0.01%Q2 2019Q3 202318
RVW Wealth, LLC 15150.05%0.18%0.26%Q2 2020Q4 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
FIRST UNITED BANK & TRUST 15150.47%1.93%2.28%Q1 2020Q3 202315
INTERACTIVE FINANCIAL ADVISORS, INC. 15150.01%1.24%2.89%Q1 2020Q3 202315
Capital Analysts, LLC 15150.01%0.03%0.05%Q1 2020Q3 202315
UBS Group AG 410.00%0.00%0.00%Q3 2016Q2 202314
CVA Family Office, LLC 14140.01%0.01%0.01%Q1 2020Q2 202314
Roof Eidam Maycock Peralta, LLC 13130.17%1.28%7.16%Q3 2020Q3 202313
Financial Network Wealth Management LLC 12123.79%4.29%5.00%Q4 2020Q3 202312
RPg Family Wealth Advisory, LLC 11110.05%0.06%0.07%Q2 2017Q4 201911
JANE STREET GROUP, LLC 510.00%0.00%0.00%Q1 2018Q2 202211
LifePlan Financial Group, Inc 11110.01%0.01%0.01%Q1 2018Q3 202011
Ellis Investment Partners, LLC 11110.01%0.01%0.01%Q1 2020Q3 202211
Citadel Advisors 510.00%0.00%0.00%Q1 2020Q3 202310
HC FINANCIAL ADVISORS INC 10100.10%0.10%0.11%Q1 2020Q2 202210
GOLDMAN SACHS GROUP INC 10100.00%0.00%0.00%Q2 2021Q3 202310
MORGAN STANLEY 10100.00%0.00%0.00%Q2 2021Q3 202310
NovaPoint Capital, LLC 730.08%0.11%0.15%Q3 2020Q3 202310
Parallel Advisors, LLC 10100.01%0.02%0.02%Q2 2021Q3 202310
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q3 2016Q3 20237
Cetera Advisor Networks LLC 660.04%0.08%0.10%Q1 2019Q2 20206
Patriot Financial Group Insurance Agency, LLC 660.00%0.00%0.00%Q1 2021Q2 20226
Live Your Vision, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
FMR LLC 110.00%0.00%0.00%Q4 2018Q2 20235
Advisor Group, Inc. 550.00%0.00%0.00%Q4 2018Q4 20195
Raymond James Financial Services Advisors, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
Kore Private Wealth LLC 550.04%0.05%0.06%Q3 2021Q3 20225
Advisory Services Network, LLC 210.00%0.00%0.01%Q2 2018Q2 20214
HARVEST GROUP WEALTH MANAGEMENT, LLC 440.00%0.03%0.04%Q2 2022Q1 20234
Milestone Investment Advisors LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Cherry Creek Investment Advisors, Inc. 440.15%0.17%0.21%Q2 2021Q1 20224
CITIZENS & NORTHERN CORP 440.08%0.09%0.10%Q3 2022Q2 20234
Capital Advisory Group Advisory Services, LLC 210.01%0.08%0.15%Q1 2020Q3 20234
VitalStone Financial, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Ameritas Investment Company, LLC 110.00%0.00%0.01%Q3 2019Q1 20213
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
Empire Financial Management Company, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
Cambridge Investment Research Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Rehmann Capital Advisory Group 330.02%0.02%0.02%Q4 2018Q2 20193
RETIREMENT CAPITAL STRATEGIES 210.34%0.42%0.49%Q1 2021Q1 20223
Stonebridge Financial Planning Group, LLC 330.01%0.01%0.01%Q2 2021Q4 20213
Clear Perspectives Financial Planning, LLC 210.01%0.01%0.01%Q4 2020Q2 20223
Wealthcare Advisory Partners LLC 210.00%0.01%0.01%Q1 2021Q3 20233
Alaska Wealth Advisors 330.03%0.04%0.07%Q4 2018Q2 20193
Momentum Advisors, LLC 331.73%1.77%1.81%Q2 2022Q4 20223
FLOW TRADERS U.S. LLC 110.01%0.01%0.01%Q3 2021Q2 20233
Rockbridge Investment Management, LCC 330.00%0.00%0.00%Q2 2021Q4 20213
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2021Q3 20222
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2017Q3 20172
Buttonwood Financial Advisors Inc. 220.18%0.18%0.18%Q2 2023Q3 20232
LADENBURG THALMANN FINANCIAL SERVICES INC. 220.00%0.00%0.00%Q4 2018Q1 20192
DEUTSCHE BANK AG\ 220.00%0.00%0.00%Q1 2018Q2 20182
Wagner Wealth Management, LLC 220.00%0.02%0.04%Q1 2021Q2 20212
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.01%Q2 2021Q3 20212
Freestone Capital Holdings, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Sigma Planning Corp 110.01%0.01%0.01%Q4 2021Q4 20211
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q3 2021Q3 20211
Claybrook Capital, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
AE Wealth Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Andrew Hill Investment Advisors, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Kalos Management, Inc. 110.05%0.05%0.05%Q1 2023Q1 20231
Heritage Financial Services, LLC 110.07%0.07%0.07%Q2 2022Q2 20221
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Patten Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
SHEETS SMITH WEALTH MANAGEMENT 110.02%0.02%0.02%Q3 2023Q3 20231
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Mariner, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Allworth Financial LP 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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