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 33.2 Million shares, which have been reported (via 13F filing form) to have a value of $801 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
9,711
shares
|
$234,423
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,404
shares
|
$227,012
0.0% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,965
shares
|
$216,415
0.01% of portfolio
|
Q2 2020
Added 5140.26%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,934
shares
|
$215,666
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,815
shares
|
$212,794
0.0% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
7,341
shares
|
$177,211
0.03% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,279
shares
|
$175,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,016
shares
|
$169,366
0.0% of portfolio
|
Q2 2025
Added 46.85%
|
|
|
Rock Creek Group, LP
|
Nov 12, 2025 Q3 2025 |
5,755
shares
|
$138,925
0.01% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,644
shares
|
$87,966
0.0% of portfolio
|
Q3 2025
Added 25.7%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,898
shares
|
$45,817
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,880
shares
|
$45,383
0.0% of portfolio
|
Q3 2025
Reduced 45.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,675
shares
|
$40,434
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,427
shares
|
$34,447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,336
shares
|
$32,251
0.0% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,265
shares
|
$30,537
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
981
shares
|
$23,681
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
678
shares
|
$16,366
0.0% of portfolio
|
Q3 2025
Reduced 67.56%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
504
shares
|
$12,166
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
424
shares
|
$10,235
0.0% of portfolio
|
Q3 2025
Reduced 23.6%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
400
shares
|
$9,656
0.01% of portfolio
|
Q3 2025
Reduced 31.15%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
327
shares
|
$7,893
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
287
shares
|
$6,928
0.0% of portfolio
|
Q3 2025
Added 145.3%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
280
shares
|
$6,759
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
279
shares
|
$6,735
0.0% of portfolio
|
Q3 2025
New holding
|
|