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 105 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
16,388
shares
|
$386,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
16,371
shares
|
$385,864
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,176
shares
|
$381,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
16,128
shares
|
$380,136
0.09% of portfolio
|
Q2 2024
Reduced 7.31%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,463
shares
|
$364,462
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
15,000
shares
|
$353,550
0.04% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
14,479
shares
|
$341,270
0.03% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
14,348
shares
|
$338,182
0.09% of portfolio
|
Q1 2024
Added 21.39%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
14,000
shares
|
$329,980
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
13,725
shares
|
$323,498
0.13% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
12,777
shares
|
$301,153
0.01% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
12,703
shares
|
$299,409
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
11,662
shares
|
$274,873
0.01% of portfolio
|
Q3 2024
Reduced 22.26%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
11,411
shares
|
$268,957
0.09% of portfolio
|
Q2 2023
Added 1278.99%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
11,035
shares
|
$260,094
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
10,719
shares
|
$252,646
0.02% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,607
shares
|
$250,006
0.01% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,445
shares
|
$246,188
0.01% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
10,254
shares
|
$241,686
0.0% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
10,190
shares
|
$240,178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
8,734
shares
|
$205,860
0.13% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,394
shares
|
$197,846
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
8,385
shares
|
$197,634
0.15% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,544
shares
|
$177,812
0.01% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,520
shares
|
$130,106
0.01% of portfolio
|
Q3 2024
Added 2.03%
|