Institutional Ownership Flexshares Tr Ready Access Var (RAVI)
This table provides information about the institutional ownership of Flexshares Tr Ready Access Var (RAVI). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
8,258
shares
|
$623,726
0.29% of portfolio
|
Q1 2024
Reduced 5.51%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
7,696
shares
|
$581,278
0.16% of portfolio
|
Q2 2024
Reduced 45.51%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7,241
shares
|
$546,912
0.0% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
6,880
shares
|
$519,646
0.01% of portfolio
|
Q4 2023
Reduced 28.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
6,681
shares
|
$504,615
0.0% of portfolio
|
Q2 2024
Reduced 42.93%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
6,130
shares
|
$462,998
0.22% of portfolio
|
Q2 2024
Reduced 39.91%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
5,778
shares
|
$436,412
0.01% of portfolio
|
Q2 2024
Reduced 18.44%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 12, 2024 Q2 2024 |
5,595
shares
|
$422,590
0.18% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
4,591
shares
|
$346,758
0.0% of portfolio
|
Q3 2024
Reduced 31.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,382
shares
|
$330,972
0.0% of portfolio
|
Q2 2024
Added 3.18%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
4,040
shares
|
$305,141
0.04% of portfolio
|
Q4 2019
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,496
shares
|
$264,052
0.0% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
3,285
shares
|
$248,116
0.05% of portfolio
|
Q1 2021
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
2,808
shares
|
$212,088
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
2,714
shares
|
$204,988
0.16% of portfolio
|
Q3 2024
Reduced 24.9%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
720
shares
|
$54,381
0.0% of portfolio
|
Q2 2024
Added 16.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
705
shares
|
$53,248
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
320
shares
|
$24,169
0.0% of portfolio
|
Q1 2024
Added 23.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
300
shares
|
$22,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
250
shares
|
$18,882
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
250
shares
|
$18,882
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
207
shares
|
$15,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
105
shares
|
$7,930
0.0% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
84
shares
|
$6,344
0.0% of portfolio
|
Q2 2024
Added 27.27%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
50
shares
|
$3,776
0.0% of portfolio
|
Q1 2023
New holding
|