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 117 institutions that hold shares in the stock, with a total of 95.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
10,754
shares
|
$260,354
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
10,617
shares
|
$257,037
0.0% of portfolio
|
Q1 2025
Reduced 35.09%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,445
shares
|
$252,873
0.01% of portfolio
|
Q3 2022
Added 0.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,100
shares
|
$244,521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
10,000
shares
|
$242,100
0.1% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
9,899
shares
|
$239,654
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
9,683
shares
|
$234,425
0.1% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,328
shares
|
$225,830
0.0% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
9,095
shares
|
$220,189
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
6,030
shares
|
$145,986
0.01% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
5,981
shares
|
$144,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,726
shares
|
$138,626
0.0% of portfolio
|
Q1 2025
Added 1105.47%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,737
shares
|
$114,682
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
3,575
shares
|
$86,550
0.0% of portfolio
|
Q1 2025
Reduced 73.66%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,388
shares
|
$82,023
0.06% of portfolio
|
Q4 2021
Reduced 2.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,358
shares
|
$81,297
0.0% of portfolio
|
Q1 2025
Reduced 22.95%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,000
shares
|
$72,630
0.0% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,657
shares
|
$64,325
0.0% of portfolio
|
Q1 2025
Added 399.44%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,430
shares
|
$58,830
0.0% of portfolio
|
Q1 2025
Added 52.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,005
shares
|
$48,541
0.0% of portfolio
|
Q1 2025
Reduced 45.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,682
shares
|
$40,721
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,543
shares
|
$37,356
0.0% of portfolio
|
Q1 2025
Added 421.28%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
1,525
shares
|
$36,920
0.04% of portfolio
|
Q1 2025
Added 29.24%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,180
shares
|
$28,567
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,032
shares
|
$24,984
0.0% of portfolio
|
Q2 2025
New holding
|