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Flexshares Morningstar Us Market Factors Tilt Index Fund (TILT) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
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89  8 |
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Total
shares held :
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7,663,738 |
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% of shares
held :
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76.56% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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 -12 |
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Amount
of shares held :
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-178,664 |
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% of shares
held change :
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-1.78% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
861 |
- |
2024-03-31 |
20,445 |
$4,056,000 |
0 |
|
| AMG NATIONAL TRUST BANK |
188 |
- |
2024-03-31 |
10,699 |
$2,123,000 |
0 |
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| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1718 |
- |
2024-03-31 |
8,488 |
$1,684,000 |
0 |
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| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1173 |
- |
2024-03-31 |
5,774 |
$1,145,000 |
0 |
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| Greenfield Savings Bank |
56 |
- |
2024-03-31 |
5,500 |
$1,091,000 |
0 |
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| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
950 |
- |
2023-12-31 |
5,774 |
$1,054,000 |
0 |
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| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC |
77 |
- |
2023-12-31 |
5,124 |
$935,000 |
0 |
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| TIAA TRUST NATIONAL ASSOCIATION |
371 |
- |
2024-03-31 |
4,243 |
$842,000 |
0 |
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| TIAA FSB |
368 |
- |
2023-06-30 |
4,243 |
$715,000 |
0 |
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| PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
64 |
- |
2024-03-31 |
3,538 |
$702,000 |
0 |
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| HANSON MCCLAIN, INC. |
504 |
- |
2024-03-31 |
3,054 |
$606,000 |
0 |
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| HTLF Bank |
129 |
- |
2024-03-31 |
3,031 |
$601,000 |
0 |
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| Beacon Pointe Advisors LLC |
865 |
- |
2023-12-31 |
2,900 |
$529,000 |
0 |
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| SAGEWORTH TRUST CO |
59 |
- |
2024-03-31 |
2,512 |
$498,000 |
0 |
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| DUBUQUE BANK & TRUST CO |
133 |
- |
2023-09-30 |
3,031 |
$494,000 |
0 |
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| CHOATE INVESTMENT ADVISORS |
282 |
- |
2024-03-31 |
2,114 |
$419,000 |
0 |
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| Orca Investment Management LLC |
52 |
- |
2024-03-31 |
1,915 |
$380,000 |
0 |
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| Atlantic Trust Group LLC |
917 |
- |
2024-03-31 |
1,800 |
$355,000 |
0 |
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| U.S. Capital Wealth Advisors LLC |
537 |
- |
2024-03-31 |
1,717 |
$341,000 |
0 |
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| Lido Advisors LLC |
867 |
- |
2023-12-31 |
1,853 |
$338,000 |
0 |
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| SAVANT CAPITAL MANAGEMENT INC |
883 |
- |
2024-03-31 |
1,595 |
$316,000 |
0 |
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| Empire Financial Management Company LLC |
164 |
- |
2023-12-31 |
1,654 |
$302,000 |
0 |
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| CREATIVE PLANNING |
2169 |
- |
2023-12-31 |
1,459 |
$266,000 |
0 |
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| L & S ADVISORS INC |
207 |
- |
2024-03-31 |
1,288 |
$256,000 |
0 |
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| PNC FINANCIAL SERVICES GROUP INC |
2385 |
- |
2024-03-31 |
732 |
$145,000 |
0 |
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| Garde Capital Inc. |
227 |
- |
2023-12-31 |
739 |
$135,000 |
0 |
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| CNB Bank |
184 |
- |
2024-03-31 |
644 |
$128,000 |
0 |
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| Versant Capital Management Inc |
170 |
- |
2024-03-31 |
600 |
$119,000 |
0 |
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| WEST PACES ADVISORS INC. |
181 |
- |
2024-03-31 |
486 |
$96,000 |
0 |
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| PSI Advisors LLC |
216 |
- |
2024-03-31 |
335 |
$67,000 |
0 |
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| CWM LLC |
2424 |
- |
2024-03-31 |
200 |
$40,000 |
0 |
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| PIN OAK INVESTMENT ADVISORS INC |
232 |
- |
2023-12-31 |
150 |
$27,000 |
0 |
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| Nelson Van Denburg & Campbell Wealth Management Gr |
1801 |
- |
2024-03-31 |
61 |
$12,000 |
0 |
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| Cherry Tree Wealth Management LLC |
426 |
- |
2024-03-31 |
26 |
$5,000 |
0 |
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| Farther Finance Advisors LLC |
2128 |
- |
2023-12-31 |
21 |
$4,000 |
0 |
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| PROEQUITIES INC. |
2479 |
- |
2024-03-31 |
0 |
$0 |
0 |
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36 Records found
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1
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