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 |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
10,427
shares
|
$253,793
0.1% of portfolio
|
Q4 2024
Reduced 24.03%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
10,212
shares
|
$248,560
0.14% of portfolio
|
Q4 2024
Added 16.92%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
9,091
shares
|
$221,274
0.01% of portfolio
|
Q4 2024
Reduced 28.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,573
shares
|
$208,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,926
shares
|
$168,578
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
6,275
shares
|
$152,733
0.01% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,737
shares
|
$115,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,358
shares
|
$106,073
0.0% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,816
shares
|
$92,881
0.0% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,694
shares
|
$89,911
0.0% of portfolio
|
Q4 2024
Added 80.02%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,546
shares
|
$86,309
0.0% of portfolio
|
Q4 2024
Added 26.46%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,388
shares
|
$82,463
0.06% of portfolio
|
Q4 2021
Reduced 2.87%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,977
shares
|
$72,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,626
shares
|
$63,916
0.0% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,589
shares
|
$38,676
0.0% of portfolio
|
Q4 2024
Reduced 27.24%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,424
shares
|
$34,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,180
shares
|
$28,721
0.02% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,180
shares
|
$28,721
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,053
shares
|
$25,630
0.0% of portfolio
|
Q2 2024
Reduced 53.75%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,023
shares
|
$24,899
0.0% of portfolio
|
Q4 2024
Added 36.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$24,340
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
642
shares
|
$15,626
0.0% of portfolio
|
Q3 2024
Reduced 63.83%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
584
shares
|
$14,214
0.0% of portfolio
|
Q4 2023
Reduced 60.65%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
518
shares
|
$12,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
481
shares
|
$11,707
0.0% of portfolio
|
Q4 2023
Reduced 53.3%
|