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 72 institutions that hold shares in the stock, with a total of 29.7 Million shares, which have been reported (via 13F filing form) to have a value of $719 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
15,246,961
shares
|
$369 Million
0.06% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,436,571
shares
|
$107 Million
1.29% of portfolio
|
Q2 2025
Reduced 36.2%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
2,704,813
shares
|
$65.4 Million
7.19% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,485,292
shares
|
$60.1 Million
2.25% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
874,449
shares
|
$21.1 Million
2.59% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
537,111
shares
|
$13 Million
7.7% of portfolio
|
Q2 2022
Reduced 2.46%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
499,576
shares
|
$12.1 Million
0.18% of portfolio
|
Q1 2025
Added 266.87%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
272,701
shares
|
$6.59 Million
1.87% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
244,327
shares
|
$5.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
215,866
shares
|
$5.22 Million
0.32% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
202,970
shares
|
$4.91 Million
0.26% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
183,772
shares
|
$4.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
163,172
shares
|
$3.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
162,413
shares
|
$3.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
160,762
shares
|
$3.89 Million
1.07% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
160,189
shares
|
$3.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
151,757
shares
|
$3.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
92,670
shares
|
$2.24 Million
1.16% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
86,895
shares
|
$2.1 Million
0.09% of portfolio
|
Q1 2025
Added 176.14%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
66,275
shares
|
$1.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
62,817
shares
|
$1.52 Million
0.51% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
53,280
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Added 252.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,083
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.74%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
44,531
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
42,325
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.62%
|