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 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $693 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
32,191
shares
|
$777,734
0.01% of portfolio
|
Q2 2022
Added 0.16%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
32,153
shares
|
$776,816
0.22% of portfolio
|
Q4 2024
Reduced 70.35%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,468
shares
|
$760,266
0.03% of portfolio
|
Q4 2024
Reduced 91.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
30,239
shares
|
$730,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
28,833
shares
|
$696,605
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
26,456
shares
|
$639,176
0.28% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
24,070
shares
|
$581,531
0.0% of portfolio
|
Q4 2024
Added 40.43%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
23,018
shares
|
$556,114
0.14% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
16,800
shares
|
$405,888
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
15,620
shares
|
$377,379
0.0% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,142
shares
|
$365,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
14,449
shares
|
$349,087
0.0% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Feb 27, 2025 Q4 2024 |
13,214
shares
|
$319,250
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
12,033
shares
|
$290,717
0.0% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
11,805
shares
|
$285,208
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
10,223
shares
|
$246,987
0.0% of portfolio
|
Q1 2024
Reduced 37.86%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,202
shares
|
$246,480
0.0% of portfolio
|
Q4 2024
Added 154.29%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
10,012
shares
|
$241,889
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,883
shares
|
$238,773
0.03% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
9,711
shares
|
$234,617
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,111
shares
|
$220,121
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,965
shares
|
$216,594
0.01% of portfolio
|
Q2 2020
Added 5140.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,324
shares
|
$176,947
0.0% of portfolio
|
Q4 2024
Added 938.87%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
6,684
shares
|
$161,485
0.04% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,857
shares
|
$141,505
0.0% of portfolio
|
Q4 2024
Reduced 22.33%
|