Security Name: FLEXSHARES CREDIT-SCORED US
Ticker: SKOR
Security Type: OTHER
Exchange: US
CUSIP: 33939L761

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.32B - 39 -
2024-09-30 $0.39B +23.0% 46 +17.9%
2024-12-31 $0.38B -3.8% 43 -6.5%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ANDERSON FINANCIAL STRATEGIES, LLC $8.9M 187K 5.4%
HARBOUR TRUST & INVESTMENT MANAGEMENT CO $14.1M 294K 1.6%
TRILOGY CAPITAL INC. $18.9M 396K 1.0%
INVST, LLC $5.1M 106K 0.6%
CAP PARTNERS, LLC $0.6M 12K 0.4%
TRIAD WEALTH PARTNERS, LLC $1.1M 23K 0.4%
CHERRY TREE WEALTH MANAGEMENT, LLC $1.1M 24K 0.3%
AE WEALTH MANAGEMENT LLC $30.3M 635K 0.3%
HEROLD ADVISORS, INC. $1.2M 24K 0.3%
CERITY PARTNERS LLC $92.7M 1,943K 0.2%
HANLON INVESTMENT MANAGEMENT, INC. $0.6M 12K 0.2%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $1.1M 24K 0.1%
BURT WEALTH ADVISORS $0.3M 5K 0.1%
FLOW TRADERS U.S. LLC $1.3M 27K 0.1%
SOVRAN ADVISORS, LLC $0.3M 6K 0.0%
CORECAP ADVISORS, LLC $0.8M 17K 0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC $2.4M 50K 0.0%
NORTHERN TRUST CORP $160.8M 3,371K 0.0%
INDEPENDENT ADVISOR ALLIANCE $0.9M 19K 0.0%
UBS GROUP AG $0.0M 0K 0.0%
ALLWORTH FINANCIAL LP $0.1M 1K 0.0%
BANK OF AMERICA CORP /DE/ $2.0M 41K 0.0%
HARBOUR INVESTMENTS, INC. $0.0M 0K 0.0%
ROYAL BANK OF CANADA $0.1M 2K 0.0%
BANK OF MONTREAL /CAN/ $0.1M 1K 0.0%

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