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Get Institutions for : 
FlexShares iBoxx 3 Year Target (TDTT)  
$23.52 0.04 (0.17%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 99    5
Total shares held : 
 72,735,778  
% of shares held : 
 13.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -33  
Amount of shares held : 
 -5,433,997  
% of shares held change : 
   -0.98%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.61  
Last Quarter's Ending Price : 
 $23.75  
Last Quarter's Average Price : 
 $23.63  
Change from last quarter's     
avg. price to the last closing  : 
0.11 (0.47%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 468,631
 0.64%
 
Increased Positions :
19
 399,569
 0.55%
 
Unchanged Positions :
20
 111,479
 0.15%
 
Decreased Positions :
47
-6,079,289
-8.36%
 
Closed Positions :
18
-222,908
-0.31%
 
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
   Bell Investment Advisors Inc 3 - 2024-03-31 1,696,212 $40,285,000 70,894
   ENVESTNET ASSET MANAGEMENT INC 1142 - 2024-03-31 807,788 $19,185,000 67,979
   MORGAN STANLEY 2843 - 2024-03-31 718,989 $17,076,000 25,451
   VALMARK ADVISERS INC 53 - 2024-03-31 517,955 $12,301,000 10,907
   AJ WEALTH STRATEGIES LLC 37 - 2023-06-30 476,748 $11,218,000 249,114
   BOLTWOOD CAPITAL MANAGEMENT 6 - 2024-03-31 398,745 $9,470,000 111,264
   VeraBank N.A. 12 - 2024-03-31 335,523 $7,969,000 14,878
   MML INVESTORS SERVICES LLC 519 - 2024-03-31 289,798 $6,883,000 65,513
   JANE STREET GROUP LLC 1421 - 2024-03-31 179,566 $4,265,000 80,400
   Delos Wealth Advisors LLC 3 - 2024-03-31 151,933 $3,608,000 13,976
   LAKE STREET FINANCIAL LLC 70 - 2024-03-31 120,090 $2,852,000 12,226
   ETF Store Inc. 14 - 2024-03-31 117,305 $2,786,000 7,816
   COMMONWEALTH EQUITY SERVICES LLC. 1608 - 2024-03-31 106,608 $2,532,000 808
   COLONY GROUP, LLC 446 - 2024-03-31 103,843 $2,466,000 3,309
   HPM Partners LLC 1119 - 2024-03-31 60,250 $1,431,000 4,253
   HANLON INVESTMENT MANAGEMENT, INC. 51 - 2024-03-31 48,520 $1,152,000 3,681
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1747 - 2024-03-31 40,470 $961,000 1,867
   Empirical Asset Management LLC 58 - 2024-03-31 40,061 $951,000 392
   DiMeo Schneider & Associates L.L.C. 57 - 2024-03-31 37,653 $894,000 3,332
   INTERACTIVE FINANCIAL ADVISORS 37 - 2024-03-31 35,789 $850,000 31,969
   AWM CAPITAL LLC 50 - 2024-03-31 26,617 $632,000 209
   Archer Investment Corp 175 - 2024-03-31 14,348 $341,000 2,528
   Cetera Investment Advisers 3156 - 2024-03-31 10,602 $252,000 1,455
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 170 - 2024-03-31 7,156 $170,000 6,634
  24 Records found
  1    
  Page 1 of 1
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