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 115 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
22,600
shares
|
$550,988
0.0% of portfolio
|
Q2 2025
Added 112.87%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
19,974
shares
|
$486,966
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
19,000
shares
|
$463,220
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
18,765
shares
|
$457,490
0.0% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
17,452
shares
|
$425,479
0.1% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
16,822
shares
|
$410,120
0.01% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
16,371
shares
|
$399,124
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
16,333
shares
|
$398,198
0.0% of portfolio
|
Q2 2025
Reduced 33.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,176
shares
|
$394,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
15,815
shares
|
$385,569
0.31% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
15,765
shares
|
$384,350
0.23% of portfolio
|
Q1 2025
Added 54.38%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,463
shares
|
$376,987
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
15,397
shares
|
$375,378
0.28% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
15,000
shares
|
$365,700
0.01% of portfolio
|
Q4 2024
Reduced 14.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
14,655
shares
|
$357,288
0.01% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
14,622
shares
|
$356,484
0.01% of portfolio
|
Q2 2025
Reduced 33.95%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
14,348
shares
|
$349,804
0.08% of portfolio
|
Q1 2024
Added 21.39%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
13,042
shares
|
$317,963
0.04% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
12,634
shares
|
$308,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,600
shares
|
$307,188
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
11,234
shares
|
$273,884
0.01% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
11,000
shares
|
$268,180
0.03% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
10,754
shares
|
$262,182
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,445
shares
|
$254,649
0.01% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
10,000
shares
|
$243,800
0.1% of portfolio
|
Q2 2025
Reduced 28.57%
|