FLEXSHARES TRUST - IQDF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | No change | 17,054,225 | 589,394 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,163,900 | 109,344 | 0.36% | 0.36% | 2 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,470,384 | 50,817 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 975,743 | 33,721 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 881,997 | 30,481 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 612,547 | 21,169 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 606,604 | 20,964 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wealthspire Advisors, LLC | History | No change | 369,460 | 12,768 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 359,000 | 12,407 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 266,486 | 9,209 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 231,030 | 7,984 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holcombe Financial, Inc. | History | No change | 192,353 | 6,647 | 3.75% | 3.75% | 12 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 180,819 | 6,249 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 177,907 | 6,148 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 165,846 | 5,731 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 147,600 | 5,101 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthfront Advisers LLC | History | No change | 143,051 | 4,943 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 135,671 | 4,688 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 108,341 | 3,744 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | No change | 105,226 | 3,636 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 104,470 | 3,610 | 1.25% | 1.25% | 21 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VestGen Investment Management | History | No change | 101,135 | 3,495 | 1.85% | 1.85% | 22 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | No change | 89,769 | 3,102 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UMB Bank, n.a. | History | No change | 85,520 | 2,955 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 62,295 | 2,152 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 59,242 | 2,047 | 0.85% | 0.85% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 57,798 | 1,972 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 56,944 | 1,967 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 55,496 | 1,917 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BIP Wealth, LLC | History | No change | 49,613 | 1,714 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 48,964 | 1,692 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 43,390 | 1,492 | 0.01% | 0.01% | 32 | +187 | 0.43% | Q3 2026 | Oct 08, 2026 |
| JANE STREET GROUP, LLC | History | No change | 42,186 | 1,457 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 35,854 | 1,239 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 33,268 | 1,144 | 0.08% | 0.07% | 35 | +225 | 0.68% | Q3 2026 | Oct 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 32,116 | 1,110 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 31,902 | 1,102 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUB Investment Partners, LLC | History | No change | 31,545 | 1,090 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 28,585 | 987 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 28,084 | 970 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,632 | 607 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 17,159 | 593 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 17,149 | 592 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 16,891 | 583 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| RVW Wealth, LLC | History | Added to | 16,624 | 571 | 0.04% | 0.04% | 45 | +749 | 4.72% | Q3 2026 | Oct 06, 2026 |
| Quartz Partners, LLC | History | No change | 16,454 | 568 | 0.19% | 0.19% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 16,134 | 557 | 0.39% | 0.39% | 47 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Essex Bank | History | No change | 16,006 | 553 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 15,967 | 551 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rothschild Wealth LLC | History | No change | 15,909 | 549 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valued Retirements, Inc. | History | No change | 14,996 | 518 | 0.47% | 0.47% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 14,340 | 495 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 13,483 | 465 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 13,402 | 463 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPoint Financial, LLC | History | No change | 13,279 | 458 | 0.33% | 0.33% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NBT BANK, N.A. | History | No change | 12,285 | 424 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Empire Financial Management Company, LLC | History | No change | 11,403 | 394 | 0.16% | 0.16% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 11,284 | 389 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 11,003 | 380 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Asset Management, LLC | History | No change | 10,708 | 370 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Anson Capital, Inc. | History | No change | 10,053 | 347 | 0.23% | 0.23% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 9,733 | 336 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 9,612 | 332 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 9,171 | 316 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Live Oak Private Wealth LLC | History | No change | 8,857 | 306 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 8,845 | 305 | 0.14% | 0.14% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fortis Capital Management LLC | History | No change | 7,133 | 246 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 7,125 | 246 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,880 | 237 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,750 | 233 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 6,651 | 229 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,469 | 223 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 6,412 | 221 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BESSEMER GROUP INC | History | No change | 5,826 | 201 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 5,835 | 201 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COFG Advisors, LLC | History | No change | 5,824 | 201 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Painted Porch Advisors LLC | History | No change | 5,790 | 200 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kroeger Financial Partners | History | No change | 5,808 | 200 | 0.19% | 0.19% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,229 | 180 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 5,229 | 180 | 0.11% | 0.11% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 5,137 | 177 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,575 | 88 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GGM Financial LLC | History | No change | 2,386 | 82 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rossmore Private Capital | History | No change | 2,250 | 77 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,883 | 65 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,750 | 60 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,385 | 47 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 1,355 | 46 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Highland Investment Advisors LLC | History | No change | 1,151 | 39 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1,051 | 35 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IMA Advisory Services, Inc. | History | No change | 650 | 22 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 583 | 20 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 537 | 18 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 416 | 14 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 350 | 11 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 271 | 9 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 200 | 6 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winch Advisory Services, LLC | History | No change | 201 | 6 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 198 | 6 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 165 | 5 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 104 | 3 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 64 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |