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 32 Million shares, which have been reported (via 13F filing form) to have a value of $766 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,965
shares
|
$214,711
0.01% of portfolio
|
Q2 2020
Added 5140.26%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
7,044
shares
|
$168,703
0.03% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,450
shares
|
$130,527
0.0% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,429
shares
|
$82,124
0.0% of portfolio
|
Q1 2025
Added 74.5%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,617
shares
|
$62,677
0.0% of portfolio
|
Q1 2025
Reduced 93.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,090
shares
|
$50,055
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,922
shares
|
$46,031
0.0% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,336
shares
|
$31,997
0.0% of portfolio
|
Q1 2025
Added 24.63%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
967
shares
|
$23,159
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
841
shares
|
$20,141
0.0% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
581
shares
|
$13,914
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
504
shares
|
$12,070
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
280
shares
|
$6,706
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
277
shares
|
$6,634
0.0% of portfolio
|
Q4 2024
Reduced 70.5%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
206
shares
|
$4,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
141
shares
|
$3,376
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
117
shares
|
$2,802
0.0% of portfolio
|
Q4 2024
Reduced 92.81%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
113
shares
|
$2,706
0.0% of portfolio
|
Q2 2024
Reduced 8.87%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
100
shares
|
$2,395
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
68
shares
|
$1,628
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
66
shares
|
$1,580
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|