Institutional Ownership Flexshares Tr High Yield Value (HYGV)
This table provides information about the institutional ownership of Flexshares Tr High Yield Value (HYGV). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 30.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
11,934
shares
|
$487,742
0.01% of portfolio
|
Q4 2024
Reduced 13.93%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
11,774
shares
|
$481,203
0.19% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
11,486
shares
|
$469,432
0.04% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
11,279
shares
|
$460,972
0.0% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
11,047
shares
|
$451,490
0.06% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
10,815
shares
|
$442,009
0.19% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
10,756
shares
|
$439,597
0.04% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
9,827
shares
|
$401,629
0.0% of portfolio
|
Q4 2024
Reduced 19.65%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
9,480
shares
|
$387,447
0.3% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
8,978
shares
|
$366,930
0.01% of portfolio
|
Q4 2024
Added 34.91%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
8,819
shares
|
$360,432
0.04% of portfolio
|
Q4 2024
Reduced 52.08%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
8,217
shares
|
$335,828
0.19% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
6,561
shares
|
$268,148
0.04% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
6,224
shares
|
$254,374
0.26% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
6,217
shares
|
$254,088
0.0% of portfolio
|
Q3 2023
Added 2.47%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,140
shares
|
$250,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
6,140
shares
|
$250,941
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,000
shares
|
$245,219
0.04% of portfolio
|
Q4 2023
Reduced 14.29%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
5,975
shares
|
$244,198
0.11% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,291
shares
|
$216,243
0.02% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$204,350
0.01% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,977
shares
|
$203,409
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,360
shares
|
$178,193
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,291
shares
|
$134,503
0.0% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,142
shares
|
$128,413
0.0% of portfolio
|
Q4 2024
New holding
|