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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,358
shares
|
$102,718
0.0% of portfolio
|
Q2 2023
Reduced 0.21%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,816
shares
|
$89,943
0.0% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,388
shares
|
$79,855
0.06% of portfolio
|
Q4 2021
Reduced 2.87%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
2,977
shares
|
$70,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,804
shares
|
$66,090
0.0% of portfolio
|
Q3 2024
Added 37.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,798
shares
|
$65,948
0.0% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,184
shares
|
$51,476
0.0% of portfolio
|
Q3 2024
Reduced 68.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,052
shares
|
$48,365
0.0% of portfolio
|
Q3 2024
Added 1873.08%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,180
shares
|
$27,812
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,053
shares
|
$24,819
0.0% of portfolio
|
Q2 2024
Reduced 53.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$23,570
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
985
shares
|
$23,216
0.02% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
752
shares
|
$17,724
0.0% of portfolio
|
Q3 2024
Added 6166.67%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
642
shares
|
$15,131
0.0% of portfolio
|
Q3 2024
Reduced 63.83%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
627
shares
|
$14,778
0.0% of portfolio
|
Q3 2024
Added 111.82%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
584
shares
|
$13,764
0.0% of portfolio
|
Q4 2023
Reduced 60.65%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
481
shares
|
$11,337
0.0% of portfolio
|
Q4 2023
Reduced 53.3%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
475
shares
|
$11,195
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
393
shares
|
$9,263
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
348
shares
|
$8,202
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
314
shares
|
$7,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
314
shares
|
$7,400
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
237
shares
|
$5,586
0.0% of portfolio
|
Q3 2024
Added 95.87%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
210
shares
|
$4,949
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
175
shares
|
$4,124
0.0% of portfolio
|
Q4 2017
Added 9.14%
|