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 62 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $663 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
13,611,922
shares
|
$321 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
6,433,412
shares
|
$152 Million
1.94% of portfolio
|
Q4 2024
Added 46.18%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
2,412,798
shares
|
$56.8 Million
6.86% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,159,214
shares
|
$50.9 Million
2.12% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
537,111
shares
|
$12.7 Million
7.7% of portfolio
|
Q2 2022
Reduced 2.46%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
356,335
shares
|
$8.4 Million
0.44% of portfolio
|
Q3 2024
Added 681.61%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
354,167
shares
|
$8.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
279,431
shares
|
$6.58 Million
1.97% of portfolio
|
Q4 2020
Reduced 2.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
246,778
shares
|
$5.81 Million
0.0% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
195,932
shares
|
$4.62 Million
0.32% of portfolio
|
Q4 2024
Added 36.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
181,875
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
169,580
shares
|
$4 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
164,318
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
133,458
shares
|
$3.14 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
93,746
shares
|
$2.21 Million
1.2% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
65,493
shares
|
$1.54 Million
0.18% of portfolio
|
Q4 2024
Reduced 15.84%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
60,917
shares
|
$1.44 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
59,063
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
55,149
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 25.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
55,004
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 354.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,083
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.74%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
45,790
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
39,491
shares
|
$930,407
0.0% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,912
shares
|
$846,086
0.0% of portfolio
|
Q3 2024
Added 113.37%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
32,191
shares
|
$758,419
0.01% of portfolio
|
Q2 2022
Added 0.16%
|