Institutional Ownership Flexshares Tr (TILT)
This table provides information about the institutional ownership of Flexshares Tr (TILT). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 7.53 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,054
shares
|
$659,999
0.0% of portfolio
|
Q4 2023
Reduced 2.83%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
3,031
shares
|
$655,029
0.07% of portfolio
|
Q2 2022
Reduced 0.46%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
3,031
shares
|
$655,029
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,900
shares
|
$626,719
0.01% of portfolio
|
Q3 2024
Reduced 44.76%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
2,883
shares
|
$623,045
0.26% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,825
shares
|
$610,510
0.0% of portfolio
|
Q2 2024
Reduced 4.72%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
2,512
shares
|
$542,868
0.03% of portfolio
|
Q1 2021
Reduced 14.64%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
2,386
shares
|
$515,638
0.28% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
2,315
shares
|
$500,294
0.04% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,114
shares
|
$456,856
0.01% of portfolio
|
Q2 2023
Added 30.98%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,000
shares
|
$432,220
0.0% of portfolio
|
Q3 2023
Reduced 79.55%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,915
shares
|
$413,850
0.38% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
1,818
shares
|
$392,887
0.0% of portfolio
|
Q3 2024
Reduced 32.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,804
shares
|
$389,862
0.0% of portfolio
|
Q3 2024
Added 198.68%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,800
shares
|
$388,998
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,692
shares
|
$365,658
0.04% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$324,165
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,480
shares
|
$319,842
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,459
shares
|
$315,304
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,430
shares
|
$309,037
0.09% of portfolio
|
Q3 2024
Reduced 13.54%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
1,384
shares
|
$299,096
0.0% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
1,367
shares
|
$295,422
0.01% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
1,288
shares
|
$278,349
0.03% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
1,175
shares
|
$253,929
0.12% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
1,175
shares
|
$253,929
0.01% of portfolio
|
Q3 2024
Reduced 10.37%
|