Institutional Ownership Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR). We have compiled data on the 306 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
200
shares
|
$7,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
196
shares
|
$7,589
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
192
shares
|
$7,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
184
shares
|
$7,124
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
180
shares
|
$6,969
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
159
shares
|
$6,156
0.0% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
159
shares
|
$6,156
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
152
shares
|
$5,885
0.0% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
144
shares
|
$5,575
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
132
shares
|
$5,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
121
shares
|
$4,685
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
119
shares
|
$4,607
0.0% of portfolio
|
Q4 2024
Reduced 23.23%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
117
shares
|
$4,530
0.0% of portfolio
|
Q3 2022
Reduced 81.19%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
105
shares
|
$4,065
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
103
shares
|
$3,988
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
75
shares
|
$2,904
0.0% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
69
shares
|
$2,671
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
68
shares
|
$2,632
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
68
shares
|
$2,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
64
shares
|
$2,478
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
63
shares
|
$2,439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
40
shares
|
$1,548
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
33
shares
|
$1,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
33
shares
|
$1,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
28
shares
|
$1,084
0.0% of portfolio
|
Q3 2024
Reduced 84.27%
|