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 108 institutions that hold shares in the stock, with a total of 69 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
58,886,254
shares
|
$1.4 Billion
0.24% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,757,917
shares
|
$41.8 Million
7.8% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,118,484
shares
|
$26.6 Million
6.59% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
827,283
shares
|
$19.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
713,440
shares
|
$17 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
565,629
shares
|
$13.5 Million
4.08% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
504,385
shares
|
$12 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
476,748
shares
|
$11.3 Million
0.54% of portfolio
|
Q2 2023
Added 109.44%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
359,278
shares
|
$8.54 Million
4.0% of portfolio
|
Q4 2024
Reduced 20.94%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
345,106
shares
|
$8.21 Million
2.52% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
313,519
shares
|
$7.46 Million
0.47% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
300,155
shares
|
$7.14 Million
0.03% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
203,719
shares
|
$4.84 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
178,162
shares
|
$4.24 Million
3.87% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
146,615
shares
|
$3.49 Million
0.57% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
145,331
shares
|
$3.46 Million
0.0% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
143,237
shares
|
$3.41 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
126,632
shares
|
$3.01 Million
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
111,237
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
107,124
shares
|
$2.55 Million
0.04% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
93,159
shares
|
$2.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
92,287
shares
|
$2.19 Million
1.77% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,813
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
80,241
shares
|
$1.91 Million
0.07% of portfolio
|
Q4 2024
Added 69.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
75,626
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|