FLEXSHARES TR (IQDY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
35
Reporting holders
$61.1M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | $10.6M | 247,655 | 0.00% | 31q | -12.9%-$1.6M |
| BANK OF AMERICA CORP /DE/ | $10.1M | 235,846 | 0.00% | 31q | +1.0%+$100.9K |
| Cetera Investment Advisers | $6.0M | 140,491 | 0.01% | 4q | +9.9%+$541.4K |
| LPL Financial LLC | $5.7M | 132,518 | 0.00% | 25q | HELD |
| Herold Advisors, Inc. | $5.5M | 128,882 | 1.09% | 12q | +13.6%+$659.4K |
| UBS Group AG | $5.2M | 120,829 | 0.00% | 18q | +6.3%+$308.1K |
| Synergy Asset Management, LLC | $3.0M | 70,048 | 0.28% | new | NEW |
| RFG Advisory, LLC | $2.9M | 67,168 | 0.04% | 6q | +0.7%+$21.2K |
| Asset Allocation Strategies LLC | $2.2M | 50,638 | 0.33% | 15q | -6.0%-$138.0K |
| Fifth Third Securities, Inc. | $1.8M | 41,796 | 0.10% | 7q | -5.2%-$98.7K |
| STIFEL FINANCIAL CORP | $1.6M | 36,882 | 0.00% | 9q | -1.2%-$18.8K |
| JANE STREET GROUP, LLC | $1.1M | 26,528 | 0.00% | 2q | +19.6%+$186.0K |
| Navis Wealth Advisors, LLC | $832.2K | 19,476 | 0.32% | 3q | -38.8%-$527.7K |
| OSAIC HOLDINGS, INC. | $615.9K | 14,414 | 0.00% | 12q | +49.2%+$203.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $485.5K | 11,358 | 0.00% | 7q | +28.3%+$107.0K |
| RAYMOND JAMES FINANCIAL INC | $483.2K | 11,310 | 0.00% | 7q | -1.6%-$8.0K |
| Kestra Advisory Services, LLC | $411.0K | 9,620 | 0.00% | 10q | +4.5%+$17.8K |
| Southland Equity Partners LLC | $398.2K | 9,319 | 0.07% | 18q | -2.8%-$11.7K |
| Dynamic Advisor Solutions LLC | $280.7K | 6,569 | 0.01% | 5q | -0.6%-$1.7K |
| Reliant Wealth Planning | $263.4K | 6,165 | 0.07% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $244.9K | 5,731 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $230.0K | 5,382 | 0.00% | 11q | -61.2%-$362.6K |
| ENVESTNET ASSET MANAGEMENT INC | $213.9K | 5,007 | 0.00% | new | NEW |
| Brookwood Investment Group LLC | $207.3K | 4,851 | 0.02% | new | NEW |
| Bison Wealth, LLC | $204.2K | 4,762 | 0.02% | 4q | -12.3%-$28.6K |
| PRIVATE TRUST CO NA | $199.0K | 4,658 | 0.02% | 17q | HELD |
| MORGAN STANLEY | $195.3K | 4,572 | 0.00% | 31q | +0.6%+$1.2K |
| IMA Advisory Services, Inc. | $191.4K | 4,479 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $83.1K | 1,944 | 0.00% | 2q | +1.7%+$1.4K |
| Leo H. Evart, Inc. | $29.4K | 688 | 0.02% | 2q | +1.3% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $21.4K | 500 | 0.00% | 5q | HELD |
| Farther Finance Advisors, LLC | $5.6K | 131 | 0.00% | 4q | +1.6% |
| Buck Wealth Strategies, LLC | $5.5K | 130 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $3.4K | 78 | 0.00% | 7q | +1.3% |
| FLOW TRADERS U.S. LLC | $2.9K | 67,935 | 0.12% | 5q | +35.1% |
| CENTAURUS FINANCIAL, INC. | $2.8K | 66,132 | 0.11% | 22q | +64.9%+$1.1K |
| Cambridge Investment Research Advisors, Inc. | $478 | 11,190 | 0.00% | 4q | +99.4% |
| Capital Advisors, Ltd. LLC | $376 | 8,798 | 0.04% | 16q | HELD |
| WELLS FARGO & COMPANY/MN | $17 | 0 | 0.00% | 11q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 35 | $61.1M | 1,430,425 | 6 | 14 | 11 | 0.0% |
| Q1 2026 | 32 | $51.9M | 1,367,078 | 5 | 10 | 10 | 0.0% |
| Q4 2025 | 31 | $51.0M | 1,392,947 | 4 | 8 | 12 | 0.0% |
| Q3 2025 | 28 | $45.4M | 1,335,569 | 6 | 7 | 7 | 0.0% |
| Q2 2025 | 23 | $40.7M | 1,258,989 | 2 | 6 | 9 | 0.0% |
| Q1 2025 | 24 | $40.2M | 1,383,784 | 2 | 9 | 7 | 0.0% |
| Q4 2024 | 25 | $33.2M | 1,193,716 | 5 | 6 | 6 | 0.0% |
| Q3 2024 | 23 | $36.7M | 1,177,900 | 1 | 13 | 4 | 0.0% |
| Q2 2024 | 29 | $36.6M | 1,251,018 | 5 | 5 | 12 | 0.0% |
| Q1 2024 | 27 | $48.3M | 1,678,556 | 3 | 8 | 9 | 0.0% |
| Q4 2023 | 28 | $48.5M | 1,738,734 | 5 | 9 | 8 | 0.0% |
| Q3 2023 | 25 | $45.1M | 1,793,307 | 7 | 8 | 4 | 0.0% |
| Q2 2023 | 20 | $45.7M | 1,725,755 | 0 | 8 | 9 | 0.0% |
| Q1 2023 | 25 | $81.9M | 2,350,287 | 2 | 4 | 13 | 0.0% |
| Q4 2022 | 26 | $50.3M | 2,083,005 | 7 | 8 | 6 | 0.0% |
| Q3 2022 | 26 | $38.0M | 1,876,284 | 4 | 9 | 9 | 0.0% |
| Q2 2022 | 29 | $36.3M | 1,543,424 | 5 | 11 | 9 | 0.0% |
| Q1 2022 | 32 | $41.7M | 1,456,128 | 7 | 9 | 10 | 0.0% |
| Q4 2021 | 28 | $44.1M | 1,450,280 | 3 | 10 | 3 | 0.0% |
| Q3 2021 | 23 | $36.5M | 1,225,546 | 3 | 8 | 4 | 0.0% |
| Q2 2021 | 21 | $36.3M | 1,167,253 | 6 | 9 | 2 | 0.0% |
| Q1 2021 | 16 | $27.9M | 921,639 | 9 | 4 | 1 | 0.0% |
| Q4 2020 | 9 | $22.8M | 809,754 | 2 | 3 | 2 | 0.0% |
| Q3 2020 | 8 | $18.3M | 793,882 | 1 | 3 | 1 | 0.0% |
| Q2 2020 | 10 | $15.5M | 692,926 | 1 | 1 | 4 | 0.0% |
| Q1 2020 | 10 | $15.0M | 780,229 | 1 | 1 | 2 | 0.0% |
| Q4 2019 | 12 | $44.8M | 1,689,188 | 3 | 0 | 4 | 0.0% |
| Q3 2019 | 9 | $41.4M | 1,730,400 | 0 | 2 | 2 | 0.0% |
| Q2 2019 | 11 | $39.9M | 1,627,568 | 1 | 4 | 3 | 0.0% |
| Q1 2019 | 10 | $40.1M | 1,627,507 | 0 | 2 | 4 | 0.0% |
| Q4 2018 | 11 | $27.1M | 1,249,675 | 2 | 0 | 0 | 0.0% |