FLEXSHARES TR shareholder history

Current and past FLEXSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.04%0.17%0.25%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 41410.00%0.00%0.00%Q3 2013Q3 202341
MORGAN STANLEY 40400.00%0.00%0.00%Q4 2013Q3 202340
FIFTH THIRD BANCORP 3910.00%0.00%0.01%Q3 2013Q3 202340
Ledyard National Bank 39390.30%1.89%3.66%Q1 2014Q3 202339
WELLS FARGO & COMPANY/MN 3230.00%0.00%0.00%Q3 2013Q3 202339
LPL Financial LLC 39390.00%0.01%0.02%Q1 2014Q3 202339
ENVESTNET ASSET MANAGEMENT INC 3350.00%0.01%0.02%Q4 2013Q3 202338
UBS Group AG 36360.00%0.01%0.02%Q4 2014Q3 202336
EVERMAY WEALTH MANAGEMENT LLC 2010.02%0.15%1.59%Q4 2013Q3 202335
SENTINEL TRUST CO LBA 35350.07%0.11%0.17%Q1 2015Q3 202335
US BANCORP \DE\ 3210.00%0.00%0.00%Q1 2015Q3 202333
RAYMOND JAMES & ASSOCIATES 1650.00%0.03%0.14%Q4 2013Q3 202333
MARK SHEPTOFF FINANCIAL PLANNING, LLC 32320.00%0.01%0.01%Q4 2015Q3 202332
Raymond James Financial Services Advisors, Inc. 18140.00%0.03%0.18%Q3 2015Q3 202332
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1220.00%0.00%0.00%Q3 2014Q3 202331
IFP Advisors, Inc 17140.00%0.00%0.03%Q4 2015Q3 202331
Lenox Wealth Advisors, LLC 31310.01%0.55%1.46%Q3 2014Q1 202231
Geneos Wealth Management Inc. 31310.00%0.03%0.06%Q1 2016Q3 202331
TRUST CO OF VERMONT 30300.02%0.10%0.17%Q2 2016Q3 202330
Baird Financial Group, Inc. 29290.00%0.02%0.03%Q3 2016Q3 202329
Transform Wealth, LLC 2540.55%1.53%3.61%Q2 2016Q3 202329
Cedar Wealth Management, LLC 29290.03%0.65%1.64%Q3 2016Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.00%0.00%Q4 2013Q4 202029
Bryn Mawr Capital Management, LLC 28280.11%1.31%2.77%Q4 2016Q3 202328
BENJAMIN F. EDWARDS & COMPANY, INC. 27270.00%0.12%0.18%Q1 2017Q3 202327
OPPENHEIMER & CO INC 27270.01%0.02%0.03%Q2 2014Q4 202027
Alaska Permanent Capital Management 25250.53%3.67%8.50%Q1 2016Q1 202225
Anchor Investment Management, LLC 25250.00%0.00%0.00%Q4 2017Q4 202325
TIAA, FSB 25250.86%1.31%2.64%Q2 2017Q2 202325
Tower Research Capital LLC (TRC) 2310.00%0.02%0.10%Q4 2015Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
CNB Bank 24240.01%0.81%4.17%Q4 2017Q3 202324
GOLDMAN SACHS GROUP INC 1220.00%0.00%0.00%Q1 2016Q3 202323
BLAIR WILLIAM & CO/IL 23230.00%0.00%0.00%Q1 2018Q3 202323
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1720.00%0.00%0.00%Q4 2016Q3 202323
CAPTRUST FINANCIAL ADVISORS 1210.00%0.00%0.00%Q3 2017Q3 202322
LADENBURG THALMANN FINANCIAL SERVICES INC. 22220.00%0.00%0.00%Q3 2014Q4 201922
BROWN ADVISORY INC 22220.00%0.00%0.00%Q4 2013Q1 201922
FIRST FINANCIAL CORP /IN/ 22220.07%0.08%0.08%Q2 2018Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.02%0.05%Q3 2018Q3 202321
Sterling Investment Advisors, Ltd. 21210.01%0.01%0.03%Q2 2017Q2 202221
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
HM PAYSON & CO 1920.03%0.04%0.07%Q2 2018Q3 202321
Sigma Planning Corp 1510.01%0.02%0.07%Q4 2016Q2 202321
Confluence Wealth Management LLC 21210.80%3.15%5.32%Q3 2015Q3 202021
Alaska Wealth Advisors 1830.00%1.72%4.61%Q4 2017Q3 202321
VeraBank, N.A. 20208.63%12.37%15.01%Q4 2018Q3 202320
JANE STREET GROUP, LLC 510.00%0.00%0.02%Q2 2014Q2 202320
EQUITABLE TRUST CO 1460.02%0.03%0.06%Q3 2018Q3 202320
Baker Ellis Asset Management LLC 20200.04%0.11%0.14%Q3 2015Q2 202020
KEYBANK NATIONAL ASSOCIATION/OH 20200.04%0.11%0.15%Q4 2018Q3 202320
BRIDGES INVESTMENT MANAGEMENT INC 20200.18%0.25%0.29%Q4 2018Q3 202320
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Cribstone Capital Management, LLC 1810.01%1.74%3.22%Q2 2016Q4 202119
Cambridge Investment Research Advisors, Inc. 1810.00%0.01%0.02%Q2 2018Q3 202319
Janney Montgomery Scott LLC 1270.00%0.04%0.18%Q3 2016Q3 202319
Creative Planning 1130.00%0.00%0.00%Q2 2014Q3 202318
USCA RIA LLC 18180.06%0.08%0.10%Q3 2015Q4 201918
Johnson Financial Group, Inc. 18180.02%0.02%0.03%Q2 2019Q3 202318
West Oak Capital, LLC 18180.02%0.03%0.06%Q2 2019Q3 202318
Magnus Financial Group LLC 17170.10%0.61%0.98%Q3 2019Q3 202317
Citadel Advisors 310.00%0.00%0.00%Q4 2014Q3 202317
RiverFront Investment Group, LLC 980.01%2.85%5.16%Q4 2013Q1 201817
CVA Family Office, LLC 16160.57%1.29%3.02%Q4 2019Q3 202316
HC FINANCIAL ADVISORS INC 1511.49%1.93%3.96%Q1 2018Q2 202216
NWAM LLC 16160.01%0.08%0.11%Q2 2017Q1 202116
Choate Investment Advisors 620.00%0.01%0.02%Q1 2017Q3 202316
John W. Brooker & Co., CPAs 16160.66%0.73%0.94%Q4 2019Q3 202316
Newport Wealth Strategies, Inc. 16160.67%1.05%1.75%Q4 2017Q3 202116
Firestone Capital Management 16160.14%0.16%0.16%Q4 2019Q3 202316
UNITED CAPITAL FINANCIAL ADVISORS, LLC 16160.00%0.00%0.00%Q2 2019Q1 202316
Global Retirement Partners, LLC 970.00%0.00%0.01%Q3 2019Q3 202316
FLAGSHIP HARBOR ADVISORS, LLC 16160.01%0.35%0.54%Q4 2016Q3 202016
Orion Portfolio Solutions, LLC 15150.14%0.52%1.45%Q1 2020Q3 202315
Investors Research Corp 15150.01%0.03%0.06%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
Advocacy Wealth Management Services, LLC 960.01%0.88%4.89%Q1 2016Q2 202015
Gray Wealth Management Inc. 15150.23%0.28%0.60%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
FineMark National Bank & Trust 510.00%0.01%0.03%Q4 2015Q1 202215
PACIFIC SUN FINANCIAL CORP 610.33%0.39%0.46%Q1 2018Q2 202315
Ancora Advisors LLC 1220.00%0.02%0.07%Q4 2015Q1 202014
BB&T SECURITIES, LLC 950.06%0.12%0.20%Q4 2013Q1 201814
COZAD ASSET MANAGEMENT INC 14140.03%0.05%0.07%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.00%0.00%0.00%Q2 2019Q3 202214
AMERIPRISE FINANCIAL INC 1310.00%0.00%0.00%Q4 2016Q3 202314
MML INVESTORS SERVICES, LLC 14140.00%0.01%0.04%Q2 2020Q3 202314
PARSONS CAPITAL MANAGEMENT INC/RI 14140.02%0.03%0.05%Q2 2020Q3 202314
Key FInancial Inc 1220.07%0.09%0.23%Q4 2019Q3 202314
EATON VANCE MANAGEMENT 13130.00%0.00%0.00%Q3 2019Q3 202213
LifeSteps Financial, Inc. 1210.19%0.22%0.25%Q4 2019Q3 202313
Kestra Advisory Services, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
J.P. Morgan Private Wealth Advisors LLC 1210.00%0.00%0.00%Q3 2018Q4 202113
Cascade Investment Advisors, Inc. 13130.00%0.00%0.00%Q4 2018Q4 202113
Valeo Financial Advisors, LLC 13130.00%0.00%0.00%Q1 2018Q1 202113
Newfound Research LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
Hudock, Inc. 910.00%0.01%0.02%Q4 2013Q1 201813
Brinker Capital Investments, LLC 12120.01%0.02%0.12%Q1 2020Q4 202212
FIRST MANHATTAN CO. LLC. 1110.00%0.00%0.00%Q3 2017Q3 202312
Prospera Financial Services Inc 1110.00%0.02%0.02%Q3 2020Q3 202312
SHEETS SMITH WEALTH MANAGEMENT 410.03%0.03%0.05%Q4 2017Q3 202312
BROWN BROTHERS HARRIMAN & CO 12120.00%0.00%0.00%Q4 2020Q3 202312
BUCKINGHAM STRATEGIC WEALTH, LLC 12120.13%0.28%0.67%Q4 2020Q3 202312
QS Investors, LLC 810.00%0.14%0.41%Q2 2017Q2 202112
FIRST FOUNDATION ADVISORS 12120.08%0.10%0.12%Q4 2020Q3 202312
STIFEL FINANCIAL CORP 12120.00%0.00%0.00%Q2 2015Q1 201812
Sageworth Trust Co 12120.12%0.15%0.23%Q4 2020Q3 202312
BARCLAYS PLC 920.00%0.00%0.00%Q1 2017Q2 202111
Catamount Wealth Management 11110.03%0.03%0.04%Q3 2016Q1 201911
M. Kraus & Co 11110.14%0.17%0.21%Q1 2021Q3 202311
Bedel Financial Consulting, Inc. 11110.03%0.04%0.05%Q3 2019Q1 202211
GLENMEDE TRUST CO NA 11110.00%0.00%0.00%Q1 2021Q3 202311
Cheviot Value Management, LLC 1010.10%0.14%0.16%Q1 2016Q4 201811
BANK OF MONTREAL /CAN/ 610.00%0.00%0.00%Q3 2015Q3 202311
Qube Research & Technologies Ltd 410.00%0.00%0.01%Q1 2020Q3 202311
Bank of New York Mellon Corp 620.00%0.00%0.00%Q1 2015Q2 202311
LINCOLN NATIONAL CORP 10100.01%0.01%0.02%Q1 2016Q2 201810
Hanlon Investment Management, Inc. 10100.05%0.46%0.96%Q2 2021Q3 202310
Allworth Financial LP 10100.03%0.10%0.19%Q2 2021Q3 202310
JONES FINANCIAL COMPANIES LLLP 10100.00%0.00%0.00%Q4 2020Q1 202310
Citizens Business Bank 10100.18%0.81%1.79%Q1 2020Q2 202210
PSI Advisors, LLC 910.01%0.01%0.01%Q4 2019Q3 202310
Claraphi Advisory Network, LLC 10100.14%0.23%0.32%Q4 2017Q1 202010
DEUTSCHE BANK AG\ 510.00%0.00%0.00%Q4 2013Q2 202110
Busey Bank 10100.01%0.02%0.04%Q3 2019Q4 202110
Commonwealth Equity Services, Inc 10100.00%0.01%0.04%Q2 2015Q3 201710
AdvisorNet Financial, Inc 990.00%0.00%0.00%Q3 2020Q3 20229
NewEdge Advisors, LLC 610.00%0.01%0.01%Q2 2017Q3 20239
AMERICAN INTERNATIONAL GROUP, INC. 990.00%0.00%0.00%Q1 2014Q1 20169
Global Trust Asset Management, LLC 990.04%0.09%0.11%Q4 2017Q4 20199
Meridian Wealth Management, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
Private Advisor Group, LLC 810.00%0.01%0.02%Q3 2018Q4 20229
Cetera Advisor Networks LLC 710.00%0.01%0.02%Q1 2017Q2 20209
Carroll Financial Associates, Inc. 880.00%0.00%0.01%Q1 2020Q4 20218
Vestmark Advisory Solutions, Inc. 880.01%0.02%0.02%Q1 2021Q4 20228
STRINGER ASSET MANAGEMENT, LLC 881.76%5.72%12.96%Q4 2020Q3 20228
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.19%0.31%0.43%Q4 2021Q3 20238
PNC FINANCIAL SERVICES GROUP, INC. 610.00%0.00%0.00%Q1 2017Q3 20238
HighTower Advisors, LLC 710.00%0.00%0.00%Q2 2018Q1 20238
SEI INVESTMENTS CO 880.00%0.00%0.00%Q3 2016Q2 20188
Anson Capital, Inc. 880.42%0.86%1.52%Q4 2021Q3 20238
Horizon Family Wealth, Inc. 880.72%2.60%4.75%Q4 2021Q3 20238
Aries Wealth Management 440.26%0.46%0.64%Q1 2019Q3 20238
DARRELL & KING LLC 530.02%0.03%0.04%Q3 2017Q3 20198
Addison Advisors LLC 880.49%0.87%1.27%Q4 2021Q3 20238
Rockefeller Capital Management L.P. 880.00%0.00%0.00%Q1 2021Q4 20228
COMMERCE BANK 880.01%0.01%0.01%Q4 2021Q3 20238
PFS Partners, LLC 880.03%0.04%0.07%Q4 2021Q3 20238
ATTICUS WEALTH MANAGEMENT, LLC 880.04%0.04%0.04%Q4 2020Q3 20228
BEESE FULMER INVESTMENT MANAGEMENT, INC. 440.02%0.03%0.03%Q3 2021Q3 20238
Sageworth Trust Co of South Dakota 881.84%2.24%2.69%Q4 2021Q3 20238
Ausdal Financial Partners, Inc. 770.09%0.22%0.46%Q1 2018Q3 20197
Roof Advisory Group, Inc. 771.87%3.02%3.78%Q4 2017Q2 20197
Riverpoint Wealth Management Holdings, LLC 770.39%1.10%1.31%Q1 2020Q3 20217
RAYMOND JAMES TRUST N.A. 770.06%0.08%0.09%Q2 2018Q4 20197
Landmark Financial Advisors, LLC 770.21%0.90%1.38%Q1 2022Q3 20237
CULLEN/FROST BANKERS, INC. 770.00%0.00%0.01%Q1 2019Q3 20207
JPMORGAN CHASE & CO 510.00%0.00%0.00%Q4 2016Q3 20237
WASHINGTON TRUST BANK 770.01%0.03%0.04%Q3 2017Q1 20197
Beacon Pointe Advisors, LLC 770.01%0.02%0.02%Q1 2022Q3 20237
BRIGHTON JONES LLC 770.02%0.03%0.03%Q4 2018Q2 20207
Wealthspire Advisors, LLC 610.15%0.18%0.22%Q3 2021Q3 20237
Lucia Wealth Services, LLC 610.03%0.03%0.05%Q3 2018Q2 20207
Capital Wealth Alliance, LLC 410.13%0.14%0.16%Q4 2019Q3 20237
American Portfolios Advisors 520.00%0.00%0.00%Q2 2018Q2 20217
STOCK YARDS BANK & TRUST CO 770.01%0.03%0.05%Q4 2021Q2 20237
FLOW TRADERS U.S. LLC 210.04%0.07%0.14%Q2 2020Q2 20236
Cetera Advisors LLC 660.08%0.11%0.14%Q4 2013Q1 20156
MGO ONE SEVEN LLC 420.01%0.14%0.23%Q4 2017Q3 20236
Patriot Financial Group Insurance Agency, LLC 660.00%0.01%0.01%Q1 2021Q2 20226
Capital Directions Investment Advisors, LLC 420.01%0.01%0.01%Q2 2021Q4 20226
Kingsview Wealth Management, LLC 660.10%0.18%0.31%Q1 2017Q2 20186
WHITTIER TRUST CO 660.00%0.00%0.00%Q4 2018Q1 20206
Cardan Capital Partners, LLC 660.05%0.05%0.05%Q2 2020Q3 20216
THRIVENT FINANCIAL FOR LUTHERANS 660.00%0.01%0.02%Q1 2019Q2 20206
Fluent Financial, LLC 661.37%1.64%2.15%Q2 2018Q3 20196
Bartlett & Co. LLC 510.00%0.00%0.00%Q2 2016Q1 20196
Moors & Cabot, Inc. 550.03%0.03%0.04%Q1 2017Q1 20185
NATIONAL BANK OF CANADA /FI/ 550.00%0.00%0.00%Q4 2021Q4 20225
Cerity Partners LLC 550.01%0.01%0.01%Q4 2020Q4 20215
BB&T INVESTMENT SERVICES, INC. 550.02%0.04%0.05%Q4 2016Q4 20175
HARBOUR INVESTMENTS, INC. 410.00%0.00%0.00%Q1 2021Q3 20235
BDO Wealth Advisors, LLC 550.01%0.01%0.01%Q1 2021Q1 20225
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
TIAA CREF TRUST CO FSB/MO 551.62%1.68%1.74%Q1 2016Q1 20175
Cresset Asset Management, LLC 320.00%0.00%0.01%Q2 2022Q3 20235
FDx Advisors, Inc. 550.01%0.01%0.02%Q1 2016Q1 20175
NORTHWEST INVESTMENT COUNSELORS, LLC 210.03%0.07%0.09%Q4 2017Q1 20215
Financial Architects, Inc 550.00%0.00%0.01%Q2 2016Q2 20175
HUNTINGTON NATIONAL BANK 210.00%0.00%0.00%Q1 2020Q3 20225
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q1 20235
FORT PITT CAPITAL GROUP, LLC 410.00%0.27%0.36%Q3 2019Q4 20205
Angeles Investment Advisors, LLC 550.08%0.09%0.12%Q2 2021Q2 20225
Sargent Bickham Lagudis LLC 550.03%0.04%0.07%Q4 2017Q4 20185
Red Tortoise LLC 410.64%0.65%0.67%Q3 2021Q3 20235
Placemark Investments, Inc. 550.02%0.03%0.04%Q4 2013Q4 20145
WEST PACES ADVISORS INC. 550.13%0.18%0.22%Q4 2016Q4 20175
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 550.01%0.01%0.01%Q3 2020Q3 20215
CREATIVE FINANCIAL DESIGNS INC /ADV 410.00%0.26%0.37%Q4 2016Q3 20195
55I, LLC 320.01%0.01%0.01%Q2 2021Q3 20225
CAMBRIDGE TRUST CO 440.00%0.00%0.00%Q4 2021Q3 20224
Castleview Partners, LLC 310.00%0.01%0.03%Q2 2021Q2 20224
CoreCap Advisors, LLC 310.00%0.02%0.04%Q4 2021Q4 20224
Resurgent Financial Advisors LLC 440.05%0.05%0.05%Q4 2022Q3 20234
UBS AG 440.00%0.00%0.00%Q4 2013Q3 20144
Fortitude Advisory Group L.L.C. 220.02%0.10%0.19%Q4 2021Q1 20234
Stratos Wealth Partners, LTD. 210.00%0.00%0.01%Q4 2017Q3 20234
Shone Asset Management LLC 446.56%6.81%6.95%Q1 2020Q4 20204
Meristem Family Wealth, LLC 440.03%0.04%0.06%Q2 2021Q1 20224
Shore Point Advisors, LLC 440.24%0.28%0.32%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.02%0.02%0.02%Q4 2022Q3 20234
Blume Capital Management, Inc. 440.00%0.00%0.01%Q2 2021Q1 20224
SeaCrest Wealth Management, LLC 310.00%0.01%0.02%Q3 2018Q2 20224
VISTA CAPITAL PARTNERS, INC. 440.06%0.06%0.06%Q1 2020Q4 20204
Hayden Royal, LLC 440.19%0.25%0.28%Q4 2019Q3 20204
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
Cetera Investment Advisers 440.00%0.00%0.00%Q4 2022Q3 20234
Koshinski Asset Management, Inc. 310.00%0.02%0.08%Q4 2017Q1 20224
Virtu KCG Holdings LLC 210.01%0.02%0.03%Q3 2013Q2 20174
Crestwood Advisors Group, LLC 210.01%0.01%0.01%Q1 2021Q2 20234
Worth Financial Advisory Group, LLC 440.23%0.26%0.32%Q4 2022Q3 20234
Empire Financial Management Company, LLC 330.27%0.27%0.28%Q1 2023Q3 20233
SG Americas Securities, LLC 210.00%0.00%0.00%Q1 2015Q4 20163
Carnick & Kubik, LLC 330.87%0.96%1.04%Q3 2015Q1 20163
Essex Savings Bank 330.12%0.13%0.13%Q2 2022Q4 20223
GREENLEAF TRUST 210.00%0.00%0.01%Q4 2022Q3 20233
Norway Savings Bank 330.10%0.10%0.10%Q4 2020Q2 20213
Schneider Downs Wealth Management Advisors, LP 330.10%0.10%0.11%Q1 2020Q3 20203
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.01%0.03%0.05%Q2 2020Q1 20213
Charter Oak Capital Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Renaissance Technologies 210.00%0.00%0.00%Q2 2018Q4 20193
MEEDER ASSET MANAGEMENT INC 210.00%0.00%0.00%Q3 2019Q1 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Regis Management CO LLC 330.40%0.42%0.44%Q2 2019Q4 20193
HC Financial Advisors, Inc. 211.43%1.63%1.76%Q4 2017Q3 20183
Savant Capital, LLC 330.06%0.06%0.06%Q4 2015Q2 20163
B. Riley Wealth Advisors, Inc. 330.01%0.01%0.01%Q4 2022Q2 20233
Financial Advocates Investment Management 210.02%0.07%0.14%Q4 2017Q3 20183
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
SIGNATUREFD, LLC 210.01%0.02%0.03%Q4 2014Q2 20163
INTERACTIVE FINANCIAL ADVISORS, INC. 210.03%0.17%0.33%Q1 2022Q4 20223
Steward Partners Investment Advisory, LLC 330.04%0.07%0.10%Q3 2017Q1 20183
BESSEMER GROUP INC 110.00%0.00%0.01%Q1 2016Q1 20183
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.01%0.01%0.02%Q2 2017Q4 20173
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Waverly Advisors, LLC 330.01%0.01%0.01%Q2 2014Q4 20143
NATIONAL PLANNING CORP 330.04%0.06%0.06%Q3 2013Q1 20143
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.15%0.17%0.18%Q4 2017Q3 20183
PIN OAK INVESTMENT ADVISORS INC 220.00%0.03%0.06%Q2 2019Q3 20192
HEADINVEST, LLC 110.01%0.04%0.06%Q4 2019Q3 20232
VALLEY NATIONAL ADVISERS INC 220.04%0.04%0.04%Q2 2018Q3 20182
IHT Wealth Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
CITIZENS FINANCIAL GROUP INC/RI 220.00%0.00%0.00%Q2 2019Q3 20192
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.03%0.05%Q4 2021Q1 20222
FRANKLIN RESOURCES INC 220.00%0.00%0.00%Q3 2021Q4 20212
NewEdge Wealth, LLC 220.01%0.02%0.03%Q2 2022Q3 20222
Well Done, LLC 110.02%0.02%0.02%Q1 2018Q4 20182
Realta Investment Advisors 220.00%0.00%0.00%Q1 2019Q2 20192
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.01%0.01%0.01%Q4 2017Q3 20182
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.07%0.13%0.19%Q3 2022Q2 20232
Strategic Blueprint, LLC 110.01%0.02%0.02%Q2 2021Q3 20232
Freedman Financial Associates, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
MATHER GROUP, LLC. 220.01%0.02%0.03%Q2 2023Q3 20232
VESTOR CAPITAL, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
CITIGROUP INC 220.00%0.00%0.00%Q1 2019Q2 20192
MANUFACTURERS LIFE INSURANCE COMPANY, THE 220.00%0.00%0.00%Q3 2017Q4 20172
Hilltop Holdings Inc. 220.04%0.04%0.05%Q4 2021Q1 20222
TRUST DEPARTMENT MB FINANCIAL BANK N A 220.00%0.00%0.00%Q2 2014Q3 20142
One Capital Management, LLC 110.01%0.06%0.11%Q2 2021Q1 20222
Crewe Advisors LLC 220.00%0.01%0.01%Q3 2022Q4 20222
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.01%Q4 2017Q1 20182
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Independent Advisor Alliance 110.16%0.16%0.16%Q4 2019Q4 20191
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
ICA Group Wealth Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Advisory Alpha, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
M&T BANK CORP 110.00%0.00%0.00%Q1 2020Q1 20201
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
ZACKS INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q4 2022Q4 20221
StoneX Group Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Enterprise Bank & Trust Co 110.10%0.10%0.10%Q4 2019Q4 20191
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
Zions Bancorporation 110.02%0.02%0.02%Q1 2015Q1 20151
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
TSFG, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Saratoga Research & Investment Management 110.14%0.14%0.14%Q3 2017Q3 20171
M&R CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q4 2023Q4 20231
Buttonwood Financial Advisors Inc. 110.13%0.13%0.13%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Nachman Norwood & Parrott, Inc 110.01%0.01%0.01%Q3 2020Q3 20201
GFS Advisors, LLC 110.11%0.11%0.11%Q1 2016Q1 20161
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
TIAA TRUST, NATIONAL ASSOCIATION 110.84%0.84%0.84%Q3 2023Q3 20231
Virtu Financial LLC 110.01%0.01%0.01%Q2 2018Q2 20181
WestEnd Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
HANCOCK WHITNEY CORP 110.02%0.02%0.02%Q3 2023Q3 20231
DEARBORN PARTNERS LLC 110.02%0.02%0.02%Q4 2015Q4 20151
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Coppell Advisory Solutions LLC 110.01%0.01%0.01%Q2 2023Q2 20231
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HORIZON BANCORP INC /IN/ 110.01%0.01%0.01%Q3 2023Q3 20231
Sandy Spring Bank 110.01%0.01%0.01%Q1 2017Q1 20171
Ellevest, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Destination Wealth Management 110.00%0.00%0.00%Q2 2018Q2 20181
SIMON QUICK ADVISORS, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Goodwin Investment Advisory 110.00%0.00%0.00%Q4 2021Q4 20211
Better Money Decisions, LLC 110.17%0.17%0.17%Q2 2022Q2 20221
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Whitegate Investment Counselors, Inc. 110.06%0.06%0.06%Q1 2014Q1 20141
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Atria Wealth Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q4 2020Q4 20201
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
Advanced Asset Management Advisors Inc 110.02%0.02%0.02%Q4 2022Q4 20221
Capstone Triton Financial Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Northeast Financial Consultants Inc 110.02%0.02%0.02%Q1 2019Q1 20191
External links

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