Institutional Ownership Flexshares Tr Iboxx 5 Yr Targe (TDTF)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 5 Yr Targe (TDTF). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 29.3 Million shares, which have been reported (via 13F filing form) to have a value of $709 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,950,146
shares
|
$338 Million
0.05% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
6,953,859
shares
|
$168 Million
2.2% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
2,515,655
shares
|
$60.9 Million
7.07% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,195,217
shares
|
$53.1 Million
2.05% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
537,111
shares
|
$13 Million
7.7% of portfolio
|
Q2 2022
Reduced 2.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
342,576
shares
|
$8.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
279,431
shares
|
$6.76 Million
1.97% of portfolio
|
Q4 2020
Reduced 2.17%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
204,207
shares
|
$4.94 Million
0.33% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
197,218
shares
|
$4.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.08%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
186,650
shares
|
$4.52 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
174,290
shares
|
$4.22 Million
0.23% of portfolio
|
Q4 2024
Added 195.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
170,529
shares
|
$4.13 Million
0.0% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
164,314
shares
|
$3.98 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
158,429
shares
|
$3.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
149,700
shares
|
$3.62 Million
1.1% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
136,171
shares
|
$3.3 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
107,489
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
Added 95.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
100,772
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Added 180.61%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
93,096
shares
|
$2.25 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
66,463
shares
|
$1.61 Million
0.2% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
60,917
shares
|
$1.47 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,083
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.74%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
44,828
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
39,400
shares
|
$953,480
0.0% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
37,759
shares
|
$913,767
0.0% of portfolio
|
Q4 2024
Reduced 31.53%
|