Institutional Ownership Flexshares Tr Morningstar Emer (TLTE)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Emer (TLTE). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 4 Million shares, which have been reported (via 13F filing form) to have a value of $214 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,429
shares
|
$76,522
0.0% of portfolio
|
Q4 2024
Added 94.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,375
shares
|
$73,631
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,209
shares
|
$64,741
0.0% of portfolio
|
Q4 2024
Added 91.6%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,202
shares
|
$64,367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,152
shares
|
$61,689
0.0% of portfolio
|
Q4 2024
Added 58.68%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,040
shares
|
$55,692
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
883
shares
|
$47,284
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
384
shares
|
$20,563
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
337
shares
|
$18,046
0.01% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
284
shares
|
$15,208
0.01% of portfolio
|
Q2 2022
Reduced 32.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
241
shares
|
$12,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
228
shares
|
$12,209
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
160
shares
|
$8,568
0.0% of portfolio
|
Q4 2024
Reduced 60.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
133
shares
|
$7,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
75
shares
|
$4,016
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
29
shares
|
$1,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$53
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|