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Get Institutions for : 
FlexShares iBoxx 3 Year Target (TDTT)  
$23.55 0.03 (0.13%) as of 4:30 Thu 5/30


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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 : 
 $23.06  
Last Quarter's Ending Price : 
 $23.62  
Last Quarter's Average Price : 
 $23.29  
Change from last quarter's     
avg. price to the last closing  : 
0.26 (1.12%)  




 
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: 3-31-2022 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 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
   Capital Financial Services LLC 36 - 2022-12-31 29,000 $682,000 0
   Passive Capital Management LLC. 36 - 2023-03-31 21,574 $521,000 0
   Cherry Tree Wealth Management LLC 99 - 2024-03-31 17,400 $413,000 0
   Forza Wealth Management LLC 137 - 2024-03-31 14,000 $333,000 0
   FFT WEALTH MANAGEMENT LLC 119 - 2024-03-31 12,834 $305,000 0
   3EDGE Asset Management LP 58 - 2024-03-31 11,035 $262,000 0
   Parallel Advisors LLC 769 - 2024-03-31 10,608 $252,000 0
   Steward Partners Investment Advisory LLC 1744 - 2024-03-31 4,358 $104,000 0
   BANK OF MONTREAL /CAN/ 2899 - 2024-03-31 3,540 $84,000 0
   HOLLENCREST SECURITIES LLC 394 - 2024-03-31 3,536 $84,000 0
   BROWN BROTHERS HARRIMAN & CO 837 - 2024-03-31 1,277 $30,000 0
   PRINCIPAL SECURITIES INC. 1904 - 2024-03-31 1,000 $24,000 0
   Versant Capital Management Inc 620 - 2024-03-31 584 $14,000 0
   CNB Bank 362 - 2024-03-31 550 $13,000 0
   Key Financial Inc 729 - 2024-03-31 481 $11,000 0
   IFP Advisors Inc 2181 - 2023-12-31 381 $9,000 0
   OPTIMUM INVESTMENT ADVISORS 532 - 2024-03-31 393 $9,000 0
   PROEQUITIES INC. 2475 - 2024-03-31 0 $0 0
   HARBOUR INVESTMENTS INC. 3193 - 2023-12-31 12 $0 0
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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