FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NORTHERN TRUST CORP 32320.00%0.01%0.02%Q4 2015Q3 202332
PARK NATIONAL CORP /OH/ 24240.05%0.07%0.08%Q1 2018Q4 202324
CNB Bank 24240.02%3.21%15.37%Q4 2017Q3 202324
ENVESTNET ASSET MANAGEMENT INC 2110.00%0.01%0.01%Q3 2016Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
UBS Group AG 510.00%0.00%0.00%Q1 2016Q3 202320
Hanlon Investment Management, Inc. 19190.04%0.20%0.38%Q1 2019Q3 202319
Wealthcare Advisory Partners LLC 19190.04%0.09%0.16%Q1 2019Q3 202319
Tower Research Capital LLC (TRC) 1810.00%0.00%0.00%Q4 2015Q3 202319
BANK OF AMERICA CORP /DE/ 19190.00%0.00%0.00%Q1 2019Q3 202319
ROYAL BANK OF CANADA 1120.00%0.00%0.00%Q3 2018Q3 202318
Strategic Blueprint, LLC 1310.02%0.05%0.14%Q4 2019Q3 202314
MORGAN STANLEY 1310.00%0.00%0.00%Q2 2019Q3 202314
Ellis Investment Partners, LLC 14140.00%0.00%0.01%Q2 2019Q3 202214
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
WELLS FARGO & COMPANY/MN 810.00%0.00%0.00%Q1 2019Q3 202313
3D/L Capital Management, LLC 12120.00%3.40%8.46%Q4 2020Q3 202312
LPL Financial LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
ASPIRIANT, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
MML INVESTORS SERVICES, LLC 920.00%0.02%0.04%Q2 2020Q3 202311
Cetera Investment Advisers 1010.01%0.01%0.01%Q4 2020Q3 202311
Citadel Advisors 310.00%0.00%0.00%Q1 2018Q2 202311
PSI Advisors, LLC 910.01%0.01%0.01%Q4 2019Q3 202310
Global Trust Asset Management, LLC 990.03%0.05%0.07%Q4 2017Q4 20199
OSAIC HOLDINGS, INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Patriot Financial Group Insurance Agency, LLC 990.01%0.04%0.06%Q3 2020Q3 20229
Meridian Wealth Management, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 880.00%0.00%0.00%Q4 2021Q3 20238
Ledyard National Bank 880.36%0.42%0.50%Q4 2017Q3 20198
JANE STREET GROUP, LLC 610.00%0.00%0.00%Q3 2017Q3 20218
INTERACTIVE FINANCIAL ADVISORS, INC. 770.01%0.31%0.70%Q2 2021Q4 20227
West Coast Financial LLC 410.03%0.03%0.06%Q1 2020Q3 20237
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 510.04%0.04%0.06%Q2 2020Q4 20216
L.M. KOHN & COMPANY 660.54%0.60%0.66%Q2 2022Q3 20236
IFP Advisors, Inc 660.00%0.00%0.00%Q1 2020Q2 20216
Colonial River Wealth Management, LLC 410.14%1.38%2.33%Q2 2022Q3 20235
CoreCap Advisors, LLC 310.01%0.02%0.03%Q4 2021Q4 20224
PRIVATE TRUST CO NA 440.02%0.02%0.02%Q4 2022Q3 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q2 2020Q3 20234
Rockefeller Capital Management L.P. 440.00%0.00%0.00%Q4 2019Q3 20204
Hayden Royal, LLC 440.18%0.21%0.24%Q4 2019Q3 20204
SeaCrest Wealth Management, LLC 440.06%0.06%0.07%Q3 2021Q2 20224
FLOW TRADERS U.S. LLC 440.01%0.03%0.06%Q1 2021Q4 20214
Cambridge Investment Research Advisors, Inc. 210.00%0.00%0.00%Q4 2021Q2 20233
FMR LLC 110.00%0.00%0.00%Q4 2018Q2 20213
Virtu KCG Holdings LLC 210.02%0.03%0.03%Q1 2016Q4 20163
Farther Finance Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Worth Asset Management, LLC 330.01%0.02%0.02%Q1 2022Q3 20223
Virtu Financial LLC 220.02%0.03%0.04%Q1 2018Q2 20182
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q4 2021Q2 20222
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q2 2021Q2 20222
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.02%0.06%0.12%Q4 2021Q3 20222
Well Done, LLC 110.02%0.02%0.02%Q1 2018Q4 20182
3D ASSET MANAGEMENT, INC 220.09%0.15%0.20%Q2 2020Q3 20202
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
Dynamic Advisor Solutions LLC 220.06%0.06%0.07%Q2 2019Q3 20192
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
Chicago Partners Investment Group LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Allworth Financial LP 220.00%0.00%0.00%Q2 2023Q3 20232
US BANCORP \DE\ 220.00%0.00%0.00%Q2 2022Q3 20222
ETRADE Capital Management LLC 220.01%0.01%0.02%Q2 2020Q3 20202
Pathlight Investors LLC 110.35%0.35%0.35%Q4 2018Q4 20181
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2021Q4 20211
MCDONALD PARTNERS LLC 110.02%0.02%0.02%Q4 2021Q4 20211
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q1 2018Q1 20181
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Cross Staff Investments Inc 110.12%0.12%0.12%Q3 2022Q3 20221
SILVER OAK SECURITIES, INCORPORATED 110.06%0.06%0.06%Q1 2022Q1 20221
Gradient Investments LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Advisory Alpha, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Janney Montgomery Scott LLC 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.