IQDFFLEXSHARES TR
CUSIP 33939L837 · Yahoo Finance ↗ · Google Finance ↗
Flexshares Tr (IQDF) has 91 institutional holders in Filings Flow’s 13F database, together reporting 13.70M shares worth $433M as of Q1 2026. The largest reported holders are Keybank National Association/Oh, Northern Trust Corp, and Royal Bank Of Canada.
Institutional Holders
91
Q1 2026
Reported Value
$433M
Ticker
IQDF
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Holcombe Financial, Inc.$170M AUM | 3.43% | $6M | 184.3K | Q1 2026 |
| VestGen Investment Management$181M AUM | 1.90% | $3M | 108.8K | Q1 2026 |
| FIRST FINANCIAL CORP /IN/$289M AUM | 1.30% | $3M | 104.5K | Q1 2026 |
| Gilbert Capital Group, Inc.$129M AUM | 0.65% | $841,728 | 26.6K | Q1 2026 |
| Red Tortoise LLC$240M AUM | 0.64% | $2M | 48.9K | Q1 2026 |
| Fortress Wealth Management, Inc.$225M AUM | 0.48% | $1M | 37.5K | Q3 2025OLDER |
| Valued Retirements, Inc.$102M AUM | 0.46% | $474,923 | 15.0K | Q1 2026 |
| APS Management Group, Inc.$130M AUM | 0.40% | $464,177 | 14.7K | Q1 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.36% | $98M | 3.09M | Q1 2026 |
| WealthPoint Financial, LLC$119M AUM | 0.36% | $408,272 | 13.4K | Q1 2026 |
| MSH Capital Advisors LLC$472M AUM | 0.24% | $833,921 | 30.8K | Q2 2025OLDER |
| Anson Capital, Inc.$146M AUM | 0.23% | $338,014 | 10.7K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.19% | $483,411 | 15.3K | Q1 2026 |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.15% | $396,715 | 14.6K | Q2 2025OLDER |
| Comprehensive Money Management Services LLC$152M AUM | 0.15% | $225,649 | 7.1K | Q1 2026 |
| Charter Capital Management, LLC\DE$200M AUM | 0.14% | $280,121 | 8.8K | Q1 2026 |
| Essex Bank$452M AUM | 0.11% | $506,749 | 16.0K | Q1 2026 |
| Atlantic Private Wealth, LLC$153M AUM | 0.11% | $165,602 | 5.2K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.11% | $8M | 244.4K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.10% | $301,658 | 9.5K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.10% | $4M | 108.2K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.09% | $12M | 367.1K | Q1 2026 |
| Empire Financial Management Company, LLC$442M AUM | 0.08% | $371,109 | 11.7K | Q1 2026 |
| First Heartland Consultants, Inc.$1.5B AUM | 0.08% | $1M | 33.0K | Q1 2026 |
| COFG Advisors, LLC$404M AUM | 0.05% | $202,771 | 6.4K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.05% | $808,577 | 28.4K | Q3 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.05% | $503,838 | 15.9K | Q1 2026 |
| UMB Bank, n.a.$7.2B AUM | 0.04% | $3M | 95.1K | Q1 2026 |
| Live Oak Private Wealth LLC$717M AUM | 0.04% | $280,501 | 8.9K | Q1 2026 |
| RVW Wealth, LLC$1.5B AUM | 0.04% | $485,121 | 15.3K | Q1 2026 |
| GGM Financial LLC$217M AUM | 0.03% | $75,565 | 2.4K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $566,267 | 18.6K | Q4 2025OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.03% | $339,122 | 10.7K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $543,996 | 17.2K | Q1 2026 |
| CABOT WEALTH MANAGEMENT INC$869M AUM | 0.03% | $226,219 | 7.1K | Q1 2026 |
| Bryn Mawr Trust Advisors, LLC$2.1B AUM | 0.03% | $526,292 | 16.6K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.03% | $389,066 | 12.3K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.03% | $555,320 | 19.5K | Q3 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.02% | $275,751 | 8.7K | Q1 2026 |
| Fortis Capital Management LLC$977M AUM | 0.02% | $225,903 | 7.1K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $874,725 | 27.6K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.02% | $2M | 56.7K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.02% | $4M | 137.4K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.02% | $18,174 | 574 | Q1 2026 |
| Aspect Partners, LLC$245M AUM | 0.01% | $31,588 | 1.1K | Q3 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $187,761 | 5.9K | Q1 2026 |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.01% | $205,200 | 6.8K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $1M | 35.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 34.4K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.01% | $202,690 | 6.7K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 207.5K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.01% | $4M | 137.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $3M | 106.0K | Q1 2026 |
| Americana Partners, LLC$3.9B AUM | 0.01% | $357,364 | 11.3K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.01% | $60M | 1.89M | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $44M | 1.39M | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.01% | $59,635 | 1.9K | Q1 2026 |
| Rossmore Private Capital$1.1B AUM | 0.01% | $71,258 | 2.3K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $45,500 | 1.7K | Q2 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $27M | 859.1K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $18M | 579.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 32.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $6M | 178.6K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $279,916 | 10.3K | Q2 2025OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $8,583 | 271 | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 94.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $20M | 625.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 61.8K | Q1 2026 |
| MONTAG A & ASSOCIATES INC$2.2B AUM | 0.00% | $55,423 | 1.8K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $2M | 48.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $610,278 | 20.1K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 344.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 36.7K | Q3 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $505,291 | 16.6K | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $81,550 | 2.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 188.8K | Q1 2026 |
| Winch Advisory Services, LLC$438M AUM | 0.00% | $6,366 | 201 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $217,017 | 8.0K | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $24M | 784.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 138.9K | Q1 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $3,252 | 103 | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $505,684 | 16.0K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $593,295 | 18.7K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 56.6K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $9,917 | 310 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 168.7K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $6M | 192.3K | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $5,226 | 165 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $16,744 | 529 | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $499,124 | 18.4K | Q2 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $81,719 | 2.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $213,772 | 6.8K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $343,563 | 10.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 58.1K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $572,625 | 18.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 112.0K | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $37,086 | 1.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $216,606 | 6.8K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $9,781 | 361 | Q2 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $666,985 | 24.6K | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $165,602 | 5.2K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $3,710 | 130 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $253,012 | 8.0K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $42,913 | 1.4K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $538,809 | 17.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $5,000 | 163 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $184,444 | 5.8K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $395 | 13 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $31,190 | 1.0K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.