Institutional Ownership Flexshares Tr Iboxx 3 Yr Targe (TDTT)
This table provides information about the institutional ownership of Flexshares Tr Iboxx 3 Yr Targe (TDTT). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
75,626
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
72,575
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
71,885
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
57,964
shares
|
$1.37 Million
1.37% of portfolio
|
Q3 2022
Reduced 62.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
53,133
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
50,699
shares
|
$1.19 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
48,717
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 129.11%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
47,446
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
42,721
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
40,472
shares
|
$953,925
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
39,057
shares
|
$920,573
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
36,727
shares
|
$865,655
0.64% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
35,880
shares
|
$845,691
0.02% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
34,116
shares
|
$804,114
0.44% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,668
shares
|
$769,984
0.0% of portfolio
|
Q3 2024
Reduced 83.05%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
32,340
shares
|
$762,253
0.1% of portfolio
|
Q3 2024
Reduced 24.4%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
30,514
shares
|
$719,214
0.32% of portfolio
|
Q3 2024
Reduced 28.59%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
29,000
shares
|
$683,530
0.95% of portfolio
|
Q4 2021
Reduced 1.69%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
25,875
shares
|
$609,873
0.08% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
21,357
shares
|
$503,384
0.0% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
19,560
shares
|
$461,029
0.02% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
19,000
shares
|
$447,830
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
18,741
shares
|
$441,725
0.07% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
17,533
shares
|
$413,252
0.01% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
17,487
shares
|
$412,168
0.01% of portfolio
|
Q2 2024
New holding
|