Who owns Flexshares Tr fund?
- Ticker: ESG
- CUSIP Number: 33939l696
Tip: Access positions for across all investors
Analyze quarterly positions in Flexshares Tr fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of Flexshares Tr fund stock
Who bought or sold Flexshares Tr fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 55k | $8.3M | 8% | Mar 2026 |
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| Financial Network Wealth Management | 33k | $5.3M | -1% | Dec 2025 |
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| First United Bank & Trust | 19k | $2.9M | -28% | Mar 2026 |
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| Susquehanna International | 18k | $2.8M | -1% | Dec 2025 |
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| RVW Wealth | 16k | $2.4M | 0% | Mar 2026 |
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| Roof Eidam & Maycock | 9.0k | $1.4M | 0% | Dec 2025 |
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| Horizon Investments | 6.9k | $1.1M | 93% | Dec 2025 |
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| SGL Investment Advisors | 6.2k | $983k | 3% | Dec 2025 |
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| Founders Financial Securities | 6.1k | $972k | -2% | Mar 2026 |
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| Commonwealth Equity Services | 6.1k | $923k | 2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 6.1k | $918k | 0% | Mar 2026 |
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| Well Done | 5.2k | $784k | 0% | Mar 2026 |
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| Parallel Advisors | 4.5k | $679k | 0% | Mar 2026 |
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| Gilbert Capital Group | 4.5k | $679k | -21% | Mar 2026 |
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| Great Valley Advisor Group | 4.0k | $607k | 100% | Mar 2026 |
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| Envestnet Asset Management | 3.7k | $559k | 33% | Mar 2026 |
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| Citadel Advisors | 3.5k | $549k | -81% | Dec 2025 |
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| Cetera Investment Advisers | 3.4k | $537k | 0% | Dec 2025 |
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| Interactive Financial Advisors | 3.3k | $506k | -6% | Mar 2026 |
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| Advisor Group Holdings | 3.3k | $518k | 0% | Dec 2025 |
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| EP Wealth Advisors | 3.1k | $484k | 100% | Dec 2025 |
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| Monument Group Wealth Advisors | 2.4k | $361k | 0% | Mar 2026 |
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| Dynamic Advisors Solutions | 2.3k | $343k | 16% | Mar 2026 |
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| Goldman Sachs Group | 2.1k | $339k | 0% | Dec 2025 |
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| Raymond James Financial | 1.9k | $298k | 2% | Dec 2025 |
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| HighTower Advisors | 1.8k | $273k | 0% | Mar 2026 |
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| Milestone Investment Advisors | 1.8k | $268k | -1% | Mar 2026 |
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| Empire Financial Management Company | 1.5k | $240k | -5% | Dec 2025 |
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| Global Retirement Partners | 950.00 | $150k | 0% | Dec 2025 |
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| Harbour Investments | 762.00 | $121k | -10% | Dec 2025 |
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| Caldwell Trust | 395.00 | $60k | 0% | Mar 2026 |
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| Wealth Enhancement Trust Services | 392.00 | $60k | 0% | Mar 2026 |
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| Summit Investment Advisors | 385.00 | $61k | 0% | Dec 2025 |
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| FMR | 356.00 | $56k | 0% | Dec 2025 |
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| Farther Finance Advisors | 293.00 | $45k | 0% | Mar 2026 |
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| CVA Family Office | 225.00 | $34k | 0% | Mar 2026 |
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| Tompkins Financial Corp | 217.00 | $33k | 100% | Mar 2026 |
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| Vanguard Advisers | 171.00 | $26k | 100% | Mar 2026 |
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| Brian McDonald | 131.00 | $21k | 0% | Dec 2025 |
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| AE Wealth Management | 115.00 | $18k | 0% | Dec 2025 |
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| IFP Advisors | 100.00 | $15k | 100% | Mar 2026 |
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| Sunrise Financial Services | 91.00 | $14k | 100% | Mar 2026 |
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| DHJJ Financial Advisors | 21.00 | $3.2k | 0% | Mar 2026 |
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| Bessemer | 13.00 | $2.0k | 0% | Mar 2026 |
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Who sold out of Flexshares Tr fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Capital Advisory Group Advisory Services | Dec 2025 | 4.0k | $633k |
| Wealth Enhancement Advisory Services | Dec 2025 | 2.0k | $322k |
| Two Sigma Investments | Sep 2025 | 1.8k | $278k |
| Values Added Financial | Dec 2025 | 1.3k | $201k |
| SRS Capital Advisors | Sep 2025 | 1.0k | $76k |
| Kestra Advisory Services | Dec 2025 | 300.00 | $48k |
| Crowley Wealth Management | Sep 2025 | 250.00 | $39k |
| UBS Group | Dec 2025 | 50.00 | $7.9k |
| Spire Wealth Management | Dec 2025 | 19.00 | $3.1k |