FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NORTHERN TRUST CORP 42420.01%0.04%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 2940.00%0.00%0.00%Q2 2013Q3 202339
BANK OF AMERICA CORP /DE/ 36360.00%0.00%0.00%Q4 2014Q3 202336
LPL Financial LLC 35350.00%0.01%0.01%Q1 2015Q3 202335
ENVESTNET ASSET MANAGEMENT INC 3230.00%0.02%0.07%Q4 2014Q3 202335
MORGAN STANLEY 34340.00%0.00%0.00%Q2 2015Q3 202334
Sigma Planning Corp 34340.02%0.05%0.10%Q4 2014Q1 202334
PNC FINANCIAL SERVICES GROUP, INC. 32320.00%0.00%0.00%Q4 2015Q3 202332
Ledyard National Bank 32320.04%0.24%0.59%Q4 2015Q3 202332
UBS Group AG 31310.00%0.00%0.00%Q1 2016Q3 202331
Atria Investments, Inc 30300.01%0.09%0.17%Q3 2014Q4 202130
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1610.00%0.00%0.00%Q4 2014Q3 202330
COURIER CAPITAL LLC 30300.04%0.08%0.14%Q2 2016Q3 202330
Cambridge Investment Research Advisors, Inc. 20100.00%0.01%0.02%Q1 2015Q3 202330
WELLS FARGO & COMPANY/MN 1990.00%0.00%0.00%Q1 2014Q3 202328
Gradient Investments LLC 2410.00%0.00%0.01%Q2 2013Q3 202327
3D ASSET MANAGEMENT, INC 25254.88%7.53%9.10%Q3 2014Q3 202025
Glassman Wealth Services 1910.01%0.01%0.01%Q1 2017Q3 202324
IFP Advisors, Inc 1630.00%0.01%0.03%Q3 2016Q2 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
Cetera Advisor Networks LLC 24240.01%0.05%0.15%Q4 2017Q3 202324
BLAIR WILLIAM & CO/IL 21210.00%0.00%0.01%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.01%0.02%0.03%Q4 2014Q4 201921
Edge Capital Group, LLC 20200.04%0.06%0.07%Q4 2018Q3 202320
US BANCORP \DE\ 1810.00%0.00%0.00%Q3 2016Q3 202319
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Plante Moran Financial Advisors, LLC 19190.02%0.03%0.08%Q2 2016Q4 202019
CENTAURUS FINANCIAL, INC. 19190.02%0.31%0.66%Q1 2019Q3 202319
Wealthcare Advisory Partners LLC 19190.02%0.05%0.10%Q1 2019Q3 202319
STIFEL FINANCIAL CORP 19190.00%0.00%0.01%Q1 2019Q3 202319
AMERIPRISE FINANCIAL INC 1540.00%0.00%0.00%Q3 2016Q3 202319
RAYMOND JAMES & ASSOCIATES 19190.00%0.00%0.00%Q1 2019Q3 202319
Cedar Wealth Management, LLC 18180.06%0.26%0.71%Q2 2019Q3 202318
JANE STREET GROUP, LLC 610.00%0.01%0.02%Q4 2014Q1 202218
Laurel Wealth Advisors LLC 18180.00%0.02%0.02%Q2 2019Q3 202318
CITIGROUP INC 17170.00%0.00%0.00%Q3 2019Q3 202317
Tower Research Capital LLC (TRC) 1410.00%0.01%0.04%Q4 2016Q3 202317
American Portfolios Advisors 16160.00%0.01%0.02%Q4 2018Q3 202216
RVW Wealth, LLC 16160.84%1.96%2.42%Q1 2020Q4 202316
Sloy Dahl & Holst, LLC 16160.29%0.64%1.29%Q4 2019Q3 202316
RDA Financial Network 15150.14%0.52%0.92%Q1 2019Q3 202215
PACIFIC SUN FINANCIAL CORP 610.44%0.52%0.65%Q1 2018Q2 202315
Private Advisor Group, LLC 15150.00%0.03%0.06%Q1 2019Q3 202215
FMR LLC 810.00%0.00%0.00%Q2 2019Q3 202315
WEST PACES ADVISORS INC. 15150.02%0.03%0.06%Q4 2016Q2 202015
AE Wealth Management LLC 15150.01%0.02%0.04%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
MONECO Advisors, LLC 15150.10%0.18%0.31%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Investors Research Corp 15150.01%0.03%0.06%Q1 2020Q3 202315
CREATIVE FINANCIAL DESIGNS INC /ADV 1320.01%0.01%0.02%Q3 2019Q3 202315
FineMark National Bank & Trust 1310.02%0.02%0.02%Q2 2018Q4 202114
REDW Wealth LLC 14140.43%0.81%1.13%Q2 2020Q3 202314
Citadel Advisors 310.00%0.00%0.00%Q4 2014Q3 202313
Creative Planning 720.00%0.00%0.00%Q1 2016Q3 202313
Kestra Advisory Services, LLC 13130.01%0.06%0.09%Q3 2020Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.12%0.30%Q3 2020Q3 202313
Belpointe Asset Management LLC 610.00%0.01%0.03%Q3 2018Q1 202313
Winslow, Evans & Crocker, Inc. 12120.00%0.01%0.01%Q1 2018Q4 202012
Cetera Investment Advisers 12120.00%0.01%0.01%Q4 2020Q3 202312
GOLDMAN SACHS GROUP INC 12120.00%0.00%0.00%Q2 2019Q1 202212
Newbridge Financial Services Group, Inc. 11110.01%0.01%0.02%Q3 2020Q1 202311
Stratos Wealth Partners, LTD. 11110.01%0.01%0.02%Q2 2017Q4 201911
Benedetti & Gucer, Inc. 11110.21%0.58%0.98%Q1 2021Q3 202311
Ameritas Investment Company, LLC 1010.01%0.31%0.69%Q4 2018Q3 202111
MML INVESTORS SERVICES, LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
NEXT Financial Group, Inc 11110.01%0.02%0.05%Q2 2019Q4 202111
VSR Financial Services, Inc. 10100.03%0.05%0.11%Q1 2014Q2 201610
Bank of New York Mellon Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
FLOW TRADERS U.S. LLC 620.01%0.05%0.14%Q2 2020Q2 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
PSI Advisors, LLC 910.01%0.01%0.02%Q4 2019Q3 202310
J.P. Morgan Private Wealth Advisors LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
MEEDER ASSET MANAGEMENT INC 990.00%0.03%0.10%Q3 2020Q3 20229
First Allied Advisory Services, Inc. 990.01%0.02%0.03%Q3 2018Q3 20209
Herold Advisors, Inc. 990.09%0.12%0.20%Q3 2021Q3 20239
Raymond James Financial Services Advisors, Inc. 540.00%0.00%0.00%Q1 2019Q1 20229
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q4 2017Q4 20229
NewEdge Advisors, LLC 630.00%0.01%0.01%Q2 2021Q3 20239
Ameritas Advisory Services, LLC 880.06%0.20%0.40%Q4 2021Q3 20238
CX Institutional 880.00%0.01%0.01%Q2 2018Q1 20208
ASSETMARK, INC 880.00%0.00%0.00%Q1 2021Q4 20228
DEUTSCHE BANK AG\ 620.00%0.00%0.00%Q3 2013Q2 20188
Wealth Advisory Solutions, LLC 880.00%0.94%1.39%Q4 2019Q3 20218
White Knight Strategic Wealth Advisors, LLC 880.38%0.51%0.61%Q4 2021Q3 20238
Kaydan Wealth Management, Inc. 880.23%0.27%0.34%Q4 2021Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 520.01%0.13%0.25%Q4 2016Q4 20197
FLAGSHIP HARBOR ADVISORS, LLC 770.01%0.01%0.02%Q2 2018Q4 20197
Cetera Advisors LLC 770.02%0.03%0.05%Q4 2013Q2 20157
Merriman Wealth Management, LLC 770.21%0.26%0.31%Q3 2018Q1 20207
AMERICAN INTERNATIONAL GROUP, INC. 770.00%0.00%0.00%Q3 2014Q1 20167
Ausdal Financial Partners, Inc. 510.00%0.37%0.53%Q4 2015Q1 20216
Edge Advisors, LLC 660.06%0.07%0.08%Q1 2017Q2 20186
WHITENER CAPITAL MANAGEMENT, INC. 510.00%0.00%0.00%Q1 2018Q3 20196
SEI INVESTMENTS CO 510.00%0.00%0.00%Q3 2016Q2 20186
Rossmore Private Capital 420.03%0.03%0.04%Q2 2021Q3 20236
BANK OF MONTREAL /CAN/ 310.00%0.00%0.00%Q4 2021Q3 20236
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.00%0.00%Q2 2022Q3 20236
3D/L Capital Management, LLC 660.04%2.59%7.70%Q4 2020Q1 20226
Red Tortoise LLC 410.71%0.94%1.06%Q3 2021Q3 20236
MONTAG A & ASSOCIATES INC 550.00%0.00%0.00%Q1 2022Q1 20235
Patriot Financial Group Insurance Agency, LLC 550.01%0.02%0.02%Q2 2020Q2 20215
Strategic Asset Management, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
Aspire Capital Advisors LLC 553.17%7.39%20.19%Q4 2021Q4 20225
IHT Wealth Management, LLC 550.00%0.03%0.05%Q1 2017Q1 20185
Sowa Financial Group, Inc. 550.02%0.02%0.02%Q4 2019Q4 20205
USAdvisors Wealth Management, LLC 440.09%0.92%3.33%Q1 2021Q4 20214
FIFTH THIRD BANCORP 440.00%0.00%0.00%Q4 2022Q3 20234
Barber Financial Group, Inc. 440.08%0.10%0.12%Q2 2020Q1 20214
GREENLEAF TRUST 440.01%0.01%0.01%Q4 2022Q3 20234
Fluent Financial, LLC 441.14%1.20%1.28%Q4 2019Q3 20204
SG Americas Securities, LLC 210.00%0.00%0.00%Q1 2016Q2 20184
Heritage Way Advisors, LLC 330.86%0.90%0.98%Q2 2021Q4 20213
Koshinski Asset Management, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
Advisor Resource Council 110.09%0.09%0.10%Q2 2021Q2 20223
Anson Capital, Inc. 330.67%0.71%0.79%Q1 2023Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
CALDWELL SUTTER CAPITAL, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
Capital Analysts, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Ranch Capital Advisors Inc. 330.01%0.01%0.01%Q2 2020Q4 20203
TRUST CO OF VERMONT 210.00%0.00%0.00%Q4 2021Q3 20223
Center for Financial Planning, Inc. 330.01%0.01%0.01%Q4 2021Q2 20223
B. Riley Wealth Advisors, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
Baker Avenue Asset Management, LP 330.11%0.17%0.22%Q2 2015Q4 20153
Prime Capital Investment Advisors, LLC 330.00%0.00%0.00%Q3 2020Q1 20213
Gemmer Asset Management LLC 220.01%0.01%0.01%Q1 2017Q2 20172
Cherry Tree Wealth Management, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Zions Bancorporation, N.A. 220.02%0.04%0.06%Q2 2023Q3 20232
NBT BANK N A /NY 220.54%0.56%0.57%Q3 2019Q4 20192
Sowell Financial Services LLC 110.00%0.18%0.37%Q1 2021Q1 20222
Lido Advisors, LLC 220.24%0.28%0.32%Q3 2019Q4 20192
Sugarloaf Wealth Management, LLC 220.03%0.04%0.04%Q4 2019Q1 20202
Oak Point Wealth Management 220.03%0.03%0.03%Q4 2017Q1 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.01%Q1 2022Q4 20222
GeoWealth Management, LLC 220.61%0.61%0.62%Q4 2021Q1 20222
Grey Fox Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
1 NORTH WEALTH SERVICES LLC 221.26%1.26%1.26%Q3 2019Q4 20192
Cross Staff Investments Inc 220.19%0.19%0.19%Q4 2021Q1 20222
L & S Advisors Inc 220.11%0.14%0.17%Q2 2023Q3 20232
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2022Q2 20221
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20201
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
UBS AG 110.00%0.00%0.00%Q2 2014Q2 20141
Grove Bank & Trust 110.02%0.02%0.02%Q1 2023Q1 20231
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
SILVER OAK SECURITIES, INCORPORATED 110.10%0.10%0.10%Q1 2022Q1 20221
XR Securities LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Virtu Financial LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
FULTON BREAKEFIELD BROENNIMAN LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Concert Wealth Management Inc. 110.10%0.10%0.10%Q3 2016Q3 20161
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Selective Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q3 2021Q3 20211
HNP Capital LLC 110.09%0.09%0.09%Q1 2020Q1 20201
Pensionmark Financial Group, LLC 110.11%0.11%0.11%Q4 2018Q4 20181
Claraphi Advisory Network, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
J.W. COLE ADVISORS, INC. 110.06%0.06%0.06%Q3 2021Q3 20211
Avior Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Personal Capital Advisors Corp 110.00%0.00%0.00%Q2 2018Q2 20181
RGT Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
UMB Bank, n.a. 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.