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 61 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $604 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
28,248
shares
|
$658,460
0.0% of portfolio
|
Q3 2024
Reduced 77.06%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
26,856
shares
|
$626,013
0.28% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
26,118
shares
|
$608,810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
20,997
shares
|
$489,440
0.13% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
17,140
shares
|
$399,533
0.0% of portfolio
|
Q3 2024
Reduced 30.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
16,858
shares
|
$392,959
0.0% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,310
shares
|
$356,876
0.0% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
14,692
shares
|
$342,470
0.0% of portfolio
|
Q3 2024
Reduced 34.14%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
10,223
shares
|
$238,298
0.0% of portfolio
|
Q1 2024
Reduced 37.86%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
9,711
shares
|
$226,363
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,965
shares
|
$208,974
0.01% of portfolio
|
Q2 2020
Added 5140.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,828
shares
|
$205,780
0.0% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,549
shares
|
$199,277
0.0% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
7,541
shares
|
$175,780
0.0% of portfolio
|
Q3 2024
Reduced 14.1%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
6,559
shares
|
$152,890
0.04% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,012
shares
|
$93,519
0.0% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
3,400
shares
|
$79,254
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,090
shares
|
$48,717
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,631
shares
|
$38,018
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,627
shares
|
$37,925
0.0% of portfolio
|
Q3 2024
Reduced 68.44%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,481
shares
|
$34,522
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,081
shares
|
$25,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,072
shares
|
$24,988
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
967
shares
|
$22,540
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
939
shares
|
$21,888
0.0% of portfolio
|
Q1 2024
New holding
|