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 114 institutions that hold shares in the stock, with a total of 79.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
86,818
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.95%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
86,813
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
80,241
shares
|
$1.95 Million
0.07% of portfolio
|
Q4 2024
Added 69.12%
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
57,964
shares
|
$1.41 Million
1.37% of portfolio
|
Q3 2022
Reduced 62.18%
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
57,744
shares
|
$1.41 Million
0.38% of portfolio
|
Q4 2024
Added 13.9%
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
55,476
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.56%
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Feb 14, 2025 Q4 2024 |
52,214
shares
|
$1.27 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
41,101
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Added 25.81%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
38,852
shares
|
$945,657
0.0% of portfolio
|
Q4 2024
Reduced 20.25%
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
37,615
shares
|
$915,549
0.0% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
33,991
shares
|
$827,340
0.36% of portfolio
|
Q4 2024
Added 11.39%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,644
shares
|
$818,894
0.0% of portfolio
|
Q4 2024
Reduced 36.68%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
33,419
shares
|
$813,418
0.03% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
F
|
Feb 13, 2025 Q4 2024 |
31,528
shares
|
$767,391
0.03% of portfolio
|
Q4 2024
New holding
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
31,130
shares
|
$757,704
0.08% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
29,726
shares
|
$723,530
0.63% of portfolio
|
Q4 2024
New holding
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
29,076
shares
|
$707,709
0.47% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
29,000
shares
|
$705,860
0.95% of portfolio
|
Q4 2021
Reduced 1.69%
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
27,567
shares
|
$670,980
0.35% of portfolio
|
Q4 2024
Reduced 19.2%
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
27,340
shares
|
$665,455
0.02% of portfolio
|
Q4 2024
Added 5.66%
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
27,056
shares
|
$658,543
0.0% of portfolio
|
Q4 2024
Reduced 62.36%
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
24,044
shares
|
$585,230
0.02% of portfolio
|
Q4 2024
Reduced 71.95%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
20,562
shares
|
$500,479
0.0% of portfolio
|
Q4 2024
Added 61.87%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
19,000
shares
|
$462,460
0.13% of portfolio
|
Q2 2023
New holding
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
18,146
shares
|
$441,673
0.0% of portfolio
|
Q4 2024
Reduced 15.03%
|