Institutional Ownership Flexshares Tr Iboxx 3 Yr Targe (TDTT)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 3 Yr Targe (TDTT). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 80.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
9,683
shares
|
$236,362
0.1% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
9,091
shares
|
$221,911
0.01% of portfolio
|
Q4 2024
Reduced 28.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,573
shares
|
$209,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,926
shares
|
$169,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
6,275
shares
|
$153,172
0.01% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,737
shares
|
$115,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,358
shares
|
$106,378
0.0% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
3,575
shares
|
$87,265
0.0% of portfolio
|
Q1 2025
Reduced 73.66%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,546
shares
|
$86,557
0.0% of portfolio
|
Q4 2024
Added 26.46%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,388
shares
|
$82,701
0.06% of portfolio
|
Q4 2021
Reduced 2.87%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,430
shares
|
$59,316
0.0% of portfolio
|
Q1 2025
Added 52.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,005
shares
|
$48,942
0.0% of portfolio
|
Q1 2025
Reduced 45.72%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,543
shares
|
$37,664
0.0% of portfolio
|
Q1 2025
Added 421.28%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,180
shares
|
$28,803
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,180
shares
|
$28,803
0.02% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$24,410
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
851
shares
|
$20,772
0.0% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
642
shares
|
$15,671
0.0% of portfolio
|
Q3 2024
Reduced 63.83%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
584
shares
|
$14,255
0.0% of portfolio
|
Q4 2023
Reduced 60.65%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
518
shares
|
$12,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
481
shares
|
$11,741
0.0% of portfolio
|
Q4 2023
Reduced 53.3%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
475
shares
|
$11,594
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
435
shares
|
$10,618
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
393
shares
|
$9,593
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
349
shares
|
$8,519
0.0% of portfolio
|
Q1 2025
Reduced 65.88%
|