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 71 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $774 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
7,341
shares
|
$178,679
0.03% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
6,987
shares
|
$170,063
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rock Creek Group, LP
|
Aug 12, 2025 Q2 2025 |
6,174
shares
|
$150,275
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,090
shares
|
$123,890
0.0% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,429
shares
|
$83,461
0.0% of portfolio
|
Q1 2025
Added 74.5%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,899
shares
|
$70,561
0.0% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,090
shares
|
$50,870
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,910
shares
|
$46,489
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,645
shares
|
$40,039
0.0% of portfolio
|
Q2 2025
Added 2392.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,427
shares
|
$34,733
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,336
shares
|
$32,518
0.0% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
555
shares
|
$13,508
0.0% of portfolio
|
Q2 2025
Reduced 34.01%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
504
shares
|
$12,267
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
400
shares
|
$9,736
0.01% of portfolio
|
Q3 2025
Reduced 31.15%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
280
shares
|
$6,815
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
277
shares
|
$6,742
0.0% of portfolio
|
Q4 2024
Reduced 70.5%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
206
shares
|
$5,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
141
shares
|
$3,431
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
117
shares
|
$2,847
0.0% of portfolio
|
Q4 2024
Reduced 92.81%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
100
shares
|
$2,434
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|