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 79 institutions that hold shares in the stock, with a total of 32.9 Million shares, which have been reported (via 13F filing form) to have a value of $795 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
17,404,187
shares
|
$420 Million
0.06% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,732,791
shares
|
$90.1 Million
1.04% of portfolio
|
Q3 2025
Reduced 15.86%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
2,786,158
shares
|
$67.3 Million
7.02% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,717,011
shares
|
$65.6 Million
1.92% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,217,901
shares
|
$29.4 Million
3.19% of portfolio
|
Q3 2025
Added 30.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
742,554
shares
|
$17.9 Million
0.0% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
537,111
shares
|
$13 Million
7.7% of portfolio
|
Q2 2022
Reduced 2.46%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
480,737
shares
|
$11.6 Million
3.05% of portfolio
|
Q2 2025
Added 76.29%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
293,322
shares
|
$7.08 Million
0.0% of portfolio
|
Q3 2025
Added 18.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
235,327
shares
|
$5.68 Million
0.01% of portfolio
|
Q3 2025
Added 1535.24%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
223,556
shares
|
$5.4 Million
0.32% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
213,901
shares
|
$5.16 Million
0.25% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
184,424
shares
|
$4.45 Million
0.04% of portfolio
|
Q3 2025
Reduced 20.93%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
183,772
shares
|
$4.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
168,877
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
160,830
shares
|
$3.88 Million
0.97% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
148,136
shares
|
$3.58 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
137,464
shares
|
$3.32 Million
0.0% of portfolio
|
Q3 2025
Added 193.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
134,477
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
101,471
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.52%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
86,299
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
85,520
shares
|
$2.06 Million
0.98% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
70,947
shares
|
$1.71 Million
0.17% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
65,167
shares
|
$1.57 Million
0.49% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
58,297
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2025
Reduced 57.63%
|
|