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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
9,899
shares
|
$241,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
9,539
shares
|
$232,560
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,328
shares
|
$227,416
0.0% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
8,544
shares
|
$208,302
0.01% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,815
shares
|
$190,529
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,428
shares
|
$156,714
0.0% of portfolio
|
Q2 2025
Added 114.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,726
shares
|
$139,599
0.0% of portfolio
|
Q1 2025
Added 1105.47%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
5,333
shares
|
$130,018
0.01% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
4,926
shares
|
$120,095
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,737
shares
|
$115,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,949
shares
|
$96,276
0.0% of portfolio
|
Q2 2025
Reduced 33.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,710
shares
|
$90,449
0.0% of portfolio
|
Q2 2025
Reduced 96.19%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,388
shares
|
$82,599
0.06% of portfolio
|
Q4 2021
Reduced 2.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,358
shares
|
$81,868
0.0% of portfolio
|
Q1 2025
Reduced 22.95%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,737
shares
|
$66,728
0.0% of portfolio
|
Q2 2025
Added 714.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,241
shares
|
$54,635
0.0% of portfolio
|
Q2 2025
Added 33.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,005
shares
|
$48,881
0.0% of portfolio
|
Q1 2025
Reduced 45.72%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,589
shares
|
$38,739
0.0% of portfolio
|
Q2 2025
Reduced 34.61%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,578
shares
|
$38,471
0.0% of portfolio
|
Q2 2025
Reduced 40.61%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
1,502
shares
|
$36,618
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,447
shares
|
$35,277
0.03% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,395
shares
|
$34,010
0.0% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,180
shares
|
$28,768
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,032
shares
|
$25,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$24,380
0.0% of portfolio
|
Q4 2023
New holding
|