Institutional Ownership Flexshares Stoxx Us Esg Select (ESG)
This table provides information about the institutional ownership of Flexshares Stoxx Us Esg Select (ESG). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 624,029 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
2,073
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,017
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,929
shares
|
$0
0.08% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
1,890
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,800
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 45.14%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
1,783
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.31%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
1,657
shares
|
$0
0.1% of portfolio
|
Q4 2021
Added 2.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,608
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,583
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
1,556
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
1,511
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,177
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,174
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
490
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 3.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
460
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
225
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
154
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
131
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 74.67%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
71
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 19.32%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
60
shares
|
$0
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
40
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 93.77%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
21
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 19.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|