FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NORTHERN TRUST CORP 42420.01%0.08%0.19%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 41410.00%0.00%0.00%Q3 2013Q3 202341
MORGAN STANLEY 39390.00%0.00%0.00%Q1 2014Q3 202339
LPL Financial LLC 37370.00%0.02%0.08%Q3 2014Q3 202337
ENVESTNET ASSET MANAGEMENT INC 36360.00%0.02%0.05%Q4 2014Q3 202336
ROYAL BANK OF CANADA 2920.00%0.01%0.06%Q1 2014Q3 202336
UBS Group AG 36360.00%0.01%0.01%Q4 2014Q3 202336
IFP Advisors, Inc 17140.00%0.01%0.03%Q4 2015Q3 202331
AMERIPRISE FINANCIAL INC 31310.00%0.00%0.00%Q1 2016Q3 202331
JANE STREET GROUP, LLC 610.00%0.01%0.05%Q1 2014Q3 202330
CWM, LLC 1910.00%0.01%0.02%Q3 2015Q3 202330
UMB Bank, n.a. 29290.02%0.24%0.43%Q3 2016Q3 202329
PNC FINANCIAL SERVICES GROUP, INC. 1640.00%0.00%0.00%Q4 2015Q3 202328
Cambridge Investment Research Advisors, Inc. 27270.00%0.01%0.01%Q3 2015Q1 202227
Raymond James Financial Services Advisors, Inc. 2430.00%0.01%0.02%Q4 2015Q3 202327
Brinker Capital Investments, LLC 2160.00%0.04%0.13%Q2 2015Q1 202227
WELLS FARGO & COMPANY/MN 1910.00%0.00%0.00%Q3 2014Q3 202326
3D ASSET MANAGEMENT, INC 25253.33%4.61%6.40%Q3 2014Q3 202025
Front Row Advisors LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Bryn Mawr Capital Management, LLC 23230.02%0.27%0.66%Q1 2018Q3 202323
SUSQUEHANNA INTERNATIONAL GROUP, LLP 910.00%0.00%0.01%Q1 2014Q3 202323
Patriot Financial Group Insurance Agency, LLC 22220.01%0.03%0.08%Q4 2016Q1 202222
Citadel Advisors 1010.00%0.00%0.01%Q4 2014Q3 202322
Atria Investments, Inc 22220.01%0.05%0.08%Q3 2014Q4 201922
COMMONWEALTH EQUITY SERVICES, LLC 2020.00%0.00%0.00%Q4 2017Q3 202322
Baird Financial Group, Inc. 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.01%0.01%0.02%Q4 2014Q4 201921
KEYBANK NATIONAL ASSOCIATION/OH 20200.13%0.22%0.30%Q4 2018Q3 202320
FIFTH THIRD BANCORP 1460.00%0.00%0.01%Q3 2017Q4 202220
Kistler-Tiffany Companies, LLC 19190.00%0.00%0.00%Q3 2015Q1 202019
Creative Planning 1450.00%0.01%0.02%Q2 2016Q3 202319
HighTower Advisors, LLC 19190.00%0.01%0.01%Q1 2019Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
NBT BANK N A /NY 18180.06%0.10%0.13%Q2 2019Q3 202318
Morningstar Investment Services LLC 18180.26%0.84%1.26%Q3 2015Q4 201918
Global Retirement Partners, LLC 1340.00%0.01%0.02%Q4 2016Q3 202317
Cetera Advisor Networks LLC 17170.01%0.01%0.02%Q1 2018Q1 202217
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 510.00%0.00%0.00%Q2 2016Q3 202317
Cedar Wealth Management, LLC 17170.04%0.19%0.34%Q2 2017Q2 202117
Sargent Bickham Lagudis LLC 1420.00%0.01%0.02%Q3 2016Q3 202116
JPMORGAN CHASE & CO 610.00%0.00%0.00%Q2 2018Q3 202316
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
CVA Family Office, LLC 15150.01%0.13%0.78%Q4 2019Q2 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 15150.00%0.46%0.75%Q2 2016Q4 201915
Private Advisor Group, LLC 610.00%0.01%0.03%Q3 2015Q2 202015
Koshinski Asset Management, Inc. 930.00%0.12%0.20%Q2 2017Q1 202215
FDx Advisors, Inc. 1020.01%0.01%0.02%Q2 2016Q2 202115
RAYMOND JAMES & ASSOCIATES 1220.00%0.00%0.00%Q1 2017Q3 202014
Ellis Investment Partners, LLC 14140.00%0.00%0.02%Q2 2019Q3 202214
LINCOLN NATIONAL CORP 940.01%0.02%0.04%Q3 2017Q3 202313
Newport Wealth Strategies, Inc. 1030.21%1.06%1.63%Q4 2017Q3 202113
Gilbert & Cook, Inc. 13130.14%0.99%1.93%Q4 2016Q4 201913
Newfound Research LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
RVW Wealth, LLC 13130.02%0.13%0.23%Q4 2020Q4 202313
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.00%0.00%0.00%Q3 2020Q3 202313
BESSEMER GROUP INC 1110.00%0.00%0.00%Q1 2018Q3 202312
Lenox Wealth Advisors, LLC 12121.53%3.45%7.11%Q2 2019Q1 202212
OLD MISSION CAPITAL LLC 1010.02%0.06%0.18%Q4 2015Q3 202312
Kingsview Wealth Management, LLC 12120.25%0.95%1.59%Q1 2017Q4 201912
American Portfolios Advisors 12120.00%0.00%0.01%Q4 2017Q3 202012
LifePlan Financial Group, Inc 11110.01%0.02%0.02%Q1 2018Q3 202011
Carmichael Hill & Associates, Inc. 10100.00%0.00%0.00%Q4 2019Q1 202210
FLAGSHIP HARBOR ADVISORS, LLC 10100.06%0.08%0.11%Q4 2016Q1 201910
MML INVESTORS SERVICES, LLC 510.00%0.01%0.01%Q3 2017Q3 202310
Claraphi Advisory Network, LLC 10100.10%0.20%0.30%Q4 2017Q1 202010
BBVA USA Bancshares, Inc. 910.01%0.03%0.04%Q4 2017Q1 202110
HC FINANCIAL ADVISORS INC 10100.01%0.22%1.76%Q1 2020Q2 202210
Sigma Planning Corp 730.01%0.01%0.02%Q2 2018Q2 202310
Allworth Financial LP 10100.03%0.09%0.18%Q2 2021Q3 202310
BANK OF MONTREAL /CAN/ 820.00%0.00%0.00%Q2 2014Q3 202310
Well Done, LLC 10100.07%0.16%0.37%Q3 2017Q4 201910
Cribstone Capital Management, LLC 10100.01%0.01%0.01%Q1 2017Q2 201910
Maltin Wealth Management, Inc. 10100.14%0.21%0.24%Q4 2019Q1 202210
Citizens Business Bank 10100.07%0.37%0.64%Q1 2020Q2 202210
FMR LLC 310.00%0.00%0.00%Q4 2018Q3 202310
STIFEL FINANCIAL CORP 610.00%0.00%0.00%Q1 2021Q3 20239
Wealthstreet Investment Advisors, LLC 990.04%0.06%0.09%Q4 2017Q4 20199
Hanlon Investment Management, Inc. 990.06%0.38%0.70%Q3 2021Q3 20239
Princeton Global Asset Management LLC 990.00%0.00%0.01%Q2 2020Q2 20229
Global Trust Asset Management, LLC 990.04%0.08%0.12%Q4 2017Q4 20199
Alaska Wealth Advisors 630.00%0.36%1.12%Q4 2019Q3 20239
Private Vista, LLC 990.08%0.10%0.13%Q1 2018Q1 20209
Bank of New York Mellon Corp 810.00%0.00%0.00%Q3 2018Q1 20239
Firestone Capital Management 990.08%0.09%0.11%Q1 2020Q1 20229
LIBERTY WEALTH MANAGEMENT LLC 990.02%0.03%0.05%Q3 2019Q3 20219
ASSETMARK, INC 210.00%0.00%0.00%Q4 2016Q3 20238
Qube Research & Technologies Ltd 610.00%0.00%0.02%Q2 2020Q3 20238
FIRST MANHATTAN CO. LLC. 880.00%0.00%0.00%Q4 2021Q3 20238
MEEDER ASSET MANAGEMENT INC 880.00%0.01%0.02%Q4 2020Q3 20228
Cerity Partners LLC 880.04%0.06%0.08%Q4 2018Q3 20208
TD Capital Management LLC 710.00%1.17%2.65%Q2 2014Q4 20168
FLOW TRADERS U.S. LLC 410.01%0.11%0.51%Q4 2020Q3 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q4 2016Q3 20188
PARK AVENUE SECURITIES LLC 880.01%0.08%0.16%Q2 2017Q1 20198
CITIGROUP INC 880.00%0.00%0.00%Q2 2018Q1 20208
3D/L Capital Management, LLC 710.03%3.65%6.26%Q4 2020Q1 20238
Chicago Partners Investment Group LLC 770.16%0.25%0.59%Q2 2017Q4 20187
BlackRock Inc. 770.00%0.00%0.00%Q4 2018Q2 20207
FIRST FOUNDATION ADVISORS 770.01%0.03%0.11%Q4 2020Q2 20227
Red Tortoise LLC 410.27%0.82%2.12%Q3 2021Q3 20237
Rockefeller Capital Management L.P. 770.00%0.00%0.00%Q2 2021Q4 20227
DEUTSCHE BANK AG\ 310.00%0.00%0.00%Q4 2013Q2 20207
Wealthspire Advisors, LLC 610.11%0.37%0.46%Q3 2021Q3 20237
US BANCORP \DE\ 210.00%0.00%0.00%Q2 2018Q3 20237
Charles Schwab Investment Advisory, Inc. 770.01%0.04%0.06%Q1 2016Q3 20177
Wealthfront Advisers LLC 770.00%0.00%0.00%Q1 2022Q3 20237
NWAM LLC 770.02%0.03%0.04%Q3 2020Q1 20227
BROWN BROTHERS HARRIMAN & CO 660.01%0.01%0.01%Q4 2021Q1 20236
Financial Gravity Asset Management, Inc. 330.01%0.01%0.02%Q1 2018Q3 20196
Anson Capital, Inc. 420.19%0.35%0.52%Q4 2021Q2 20236
Advisory Alpha, LLC 310.00%0.00%0.01%Q1 2019Q3 20205
SEI INVESTMENTS CO 410.00%0.00%0.00%Q3 2016Q2 20185
Crewe Advisors LLC 550.00%0.01%0.01%Q3 2022Q3 20235
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q3 2019Q3 20225
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
SG Americas Securities, LLC 550.01%0.01%0.01%Q2 2016Q2 20175
Angeles Investment Advisors, LLC 550.05%0.09%0.11%Q2 2021Q2 20225
SIGNATUREFD, LLC 550.00%0.00%0.01%Q3 2015Q3 20165
Family Firm, Inc. 440.18%0.20%0.20%Q4 2014Q3 20154
BRINKER CAPITAL INC 440.16%0.27%0.50%Q3 2016Q2 20174
Brookstone Capital Management 440.07%0.10%0.13%Q3 2015Q2 20164
Fluent Financial, LLC 440.16%0.19%0.22%Q4 2018Q3 20194
XML Financial, LLC 440.18%0.22%0.31%Q3 2021Q2 20224
Columbus Macro, LLC 441.30%1.42%1.55%Q3 2020Q2 20214
Private Ocean, LLC 440.12%0.13%0.15%Q2 2014Q1 20154
TCI Wealth Advisors, Inc. 310.00%0.00%0.00%Q4 2016Q4 20194
Spire Wealth Management 440.00%0.00%0.00%Q2 2021Q1 20224
Shone Asset Management LLC 446.57%6.77%6.98%Q1 2020Q4 20204
Castleview Partners, LLC 310.00%0.00%0.01%Q2 2021Q2 20224
Virtu KCG Holdings LLC 110.01%0.03%0.07%Q4 2013Q1 20174
PIN OAK INVESTMENT ADVISORS INC 330.01%0.02%0.05%Q2 2019Q4 20193
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Cetera Investment Advisers 330.08%0.09%0.10%Q4 2020Q2 20213
Roble, Belko & Company, Inc 330.02%0.02%0.02%Q3 2015Q1 20163
NATIONAL PLANNING CORP 330.03%0.04%0.04%Q3 2013Q1 20143
MERCER GLOBAL ADVISORS INC /ADV 330.00%0.03%0.05%Q1 2021Q3 20213
Golden State Wealth Management, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
FIRST INTERSTATE BANK 330.02%0.02%0.02%Q2 2022Q4 20223
SIMPLEX TRADING, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
MATHER GROUP, LLC. 330.02%0.02%0.03%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Schneider Downs Wealth Management Advisors, LP 330.12%0.12%0.13%Q1 2020Q3 20203
Regis Management CO LLC 330.13%0.14%0.14%Q2 2019Q4 20193
Continuum Advisory, LLC 330.20%0.21%0.23%Q2 2017Q4 20173
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.01%0.01%Q4 2017Q3 20183
CALDWELL SUTTER CAPITAL, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
D'Orazio & Associates, Inc. 330.00%0.00%0.01%Q3 2019Q1 20203
Beacon Pointe Advisors, LLC 210.01%0.01%0.01%Q2 2021Q2 20223
CAMPBELL CAPITAL MANAGEMENT INC 330.11%0.11%0.11%Q4 2020Q2 20213
Fortress Wealth Management, Inc. 330.50%1.02%1.32%Q4 2021Q2 20223
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q2 20232
NORTHSTAR INVESTMENT ADVISORS LLC 220.04%0.04%0.05%Q2 2018Q3 20182
MARINO, STRAM & ASSOCIATES LLC 220.00%0.02%0.04%Q4 2017Q1 20182
1900 WEALTH MANAGEMENT LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Jane Street Holding, LLC 110.01%0.02%0.02%Q2 2013Q4 20132
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2020Q1 20232
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2021Q4 20222
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q2 2019Q3 20192
Gradient Investments LLC 110.00%0.00%0.00%Q2 2019Q1 20222
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Robertson Stephens Wealth Management, LLC 110.12%0.12%0.13%Q3 2019Q1 20202
Orion Portfolio Solutions, LLC 220.00%0.00%0.01%Q1 2020Q2 20202
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.01%Q3 2018Q1 20202
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q1 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2015Q1 20162
Country Club Trust Company, n.a. 220.03%0.03%0.03%Q3 2019Q4 20192
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q1 2018Q3 20182
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q4 2019Q1 20202
Advisory Services Network, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2020Q1 20222
Virtue Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Financial Gravity Companies, Inc. 110.01%0.02%0.02%Q1 2018Q4 20182
FineMark National Bank & Trust 110.00%0.00%0.00%Q4 2014Q4 20162
Cornerstone Wealth Management, LLC 220.00%0.00%0.01%Q2 2018Q3 20182
First Allied Advisory Services, Inc. 110.00%0.07%0.14%Q3 2019Q3 20202
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Sonoma Private Wealth LLC 110.84%0.84%0.84%Q4 2022Q4 20221
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q4 2018Q4 20181
MOTCO 110.00%0.00%0.00%Q4 2018Q4 20181
BAYSHORE ASSET MANAGEMENT, LLC 110.28%0.28%0.28%Q2 2023Q2 20231
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Alaska Permanent Capital Management 111.39%1.39%1.39%Q4 2019Q4 20191
OPTIMUM INVESTMENT ADVISORS 110.00%0.00%0.00%Q3 2019Q3 20191
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2021Q4 20211
Idaho Trust Bank 110.14%0.14%0.14%Q3 2023Q3 20231
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2021Q3 20211
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Financial Insights, Inc. 110.41%0.41%0.41%Q3 2022Q3 20221
Financial Advocates Investment Management 110.02%0.02%0.02%Q3 2019Q3 20191
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
AMERICAN INTERNATIONAL GROUP, INC. 110.00%0.00%0.00%Q1 2016Q1 20161
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Sageworth Trust Co 110.01%0.01%0.01%Q4 2020Q4 20201
Claybrook Capital, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
Cardan Capital Partners, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
BKS ADVISORS, LLC 110.07%0.07%0.07%Q3 2016Q3 20161
Acorn Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Financial Advantage, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Saratoga Research & Investment Management 110.04%0.04%0.04%Q3 2017Q3 20171
Pinnacle Bancorp, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
UBS AG 110.00%0.00%0.00%Q3 2013Q3 20131
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q2 2019Q2 20191
Parallel Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2017Q2 20171
First PREMIER Bank 110.05%0.05%0.05%Q1 2023Q1 20231
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Larson Financial Group LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Virtu Financial LLC 110.02%0.02%0.02%Q2 2018Q2 20181
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2017Q4 20171
TCWP LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Meridian Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
M&T BANK CORP 110.00%0.00%0.00%Q1 2020Q1 20201
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q3 2023Q3 20231
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Verition Fund Management LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Reynders McVeigh Capital Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
UNITED CAPITAL FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
BB&T SECURITIES, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
COMERICA BANK 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.