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Get Institutions for : 
FlexShares iBoxx 5 Year Target (TDTF)  
$23.22 0.16 (0.68%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    4
Total shares held : 
 28,233,671  
% of shares held : 
 12.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -802,194  
% of shares held change : 
   -0.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.61  
Last Quarter's Ending Price : 
 $23.65  
Last Quarter's Average Price : 
 $23.53  
Change from last quarter's     
avg. price to the last closing  : 
0.31 (1.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 145,985
 0.52%
 
Increased Positions :
14
 2,302,332
 8.15%
 
Unchanged Positions :
9
 36,668
 0.13%
 
Decreased Positions :
33
-2,919,305
-10.34%
 
Closed Positions :
7
-331,206
-1.17%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Wealth Architects LLC 2 - 2024-03-31 2,188,628 $51,761,000 171,244
   Capital Analysts Inc. 6 - 2024-03-31 2,021,139 $47,800,000 48,836
   UBS Group AG 1576 - 2024-03-31 440,600 $10,420,000 33,202
   MORGAN STANLEY 3692 - 2024-03-31 254,220 $6,012,000 16,570
   Integrated Wealth Concepts LLC 423 - 2024-03-31 110,589 $2,615,000 9,323
   LPL FINANCIAL CORP 2273 - 2024-03-31 109,680 $2,594,000 3,515
   RAYMOND JAMES & ASSOCIATES 2233 - 2024-03-31 74,510 $1,762,000 4,544
   IFG Advisory LLC 229 - 2024-03-31 53,706 $1,270,000 1,751
   CITADEL ADVISORS LLC 2830 - 2024-03-31 53,390 $1,263,000 20,376
   THRIVENT FINANCIAL FOR LUTHERANS 1833 - 2024-03-31 41,577 $983,000 1,317
   L.M. KOHN & COMPANY 145 - 2024-03-31 20,271 $479,000 7,730
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3072 - 2024-03-31 18,564 $439,000 1,155
   COMMONWEALTH EQUITY SERVICES LLC. 2984 - 2024-03-31 16,806 $397,000 5,411
   COMERICA BANK 2102 - 2024-03-31 12,973 $307,000 252
   TWO SIGMA SECURITIES LLC 650 - 2024-03-31 12,322 $291,000 1,452
   Investors Research Corp 322 - 2024-03-31 8,771 $207,000 505
   Advisor Group Holdings Inc. 3966 - 2024-03-31 5,808 $137,000 3,649
   J P MORGAN CHASE & CO 4620 - 2024-03-31 2,666 $63,000 576
   Colonial Trust Co / SC 620 - 2024-03-31 1,063 $25,000 13
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2989 - 2024-03-31 64 $2,000 14
  20 Records found
  1    
  Page 1 of 1
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