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Get Institutions for : 
FlexShares iBoxx 3 Year Target (TDTT)  
$23.59 0.07 (0.32%) as of 4:30 Wed 5/15


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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  : 
0.30 (1.27%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORTHERN TRUST CORP 64 - 2023-12-31 63,052,219 $1,489,293,000 -3,403,692
   WEST PACES ADVISORS INC. 4 - 2024-03-31 1,105,911 $26,265,000 -43,844
   ENVESTNET ASSET MANAGEMENT INC 1110 - 2023-12-31 739,809 $17,474,000 -95,324
   MORGAN STANLEY 2867 - 2023-12-31 693,538 $16,381,000 -16,815
   Klingman & Associates LLC 29 - 2024-03-31 462,870 $10,993,000 -155,812
   BANK OF AMERICA CORP /DE/ 2553 - 2023-12-31 338,524 $7,996,000 -54,926
   MML INVESTORS SERVICES LLC 568 - 2023-12-31 224,285 $5,298,000 -58,331
   IFG Advisory LLC 71 - 2024-03-31 217,129 $5,157,000 -386
   Dynamic Advisors Solutions LLC 188 - 2024-03-31 177,100 $4,206,000 -69,490
   Burt Wealth Advisors 22 - 2024-03-31 147,478 $3,503,000 -525
   LPL FINANCIAL CORP 2121 - 2024-03-31 132,662 $3,151,000 -5,152
   STIFEL FINANCIAL CORP 1493 - 2023-12-31 108,788 $2,570,000 -4,539
   COLONY GROUP LLC 302 - 2023-09-30 107,124 $2,484,000 -1,025
   ROYAL BANK OF CANADA 2411 - 2023-12-31 103,030 $2,434,000 -121,050
   JANE STREET GROUP LLC 2248 - 2023-12-31 99,166 $2,342,000 -585,651
   RAYMOND JAMES & ASSOCIATES 2063 - 2024-03-31 96,331 $2,288,000 -7,611
   PARK NATIONAL CORP /OH/ 131 - 2024-03-31 82,846 $1,968,000 -11,586
   WELLS FARGO & CO/MN 2623 - 2024-03-31 77,524 $1,841,000 -3,180
   HPM Partners LLC - 2023-12-31 55,997 $1,323,000 -544,575
   TIEMANN INVESTMENT ADVISORS LLC 38 - 2023-12-31 55,383 $1,308,000 -8,621
   FLOW TRADERS U.S. LLC 311 - 2023-12-31 47,755 $1,128,000 -87,154
   MONECO Advisors LLC 140 - 2024-03-31 45,199 $1,073,000 -11,099
   Herold Advisors Inc. 121 - 2024-03-31 43,693 $1,038,000 -9,778
   Advisor Group Holdings Inc. 2692 - 2024-03-31 27,670 $657,000 -4,892
   GREENLEAF TRUST 420 - 2024-03-31 25,565 $607,000 -14,391
   Gerber Kawasaki Wealth & Investment Management 174 - 2023-12-31 18,184 $430,000 -3,591
   Virtue Capital Management LLC 214 - 2023-12-31 17,455 $411,000 -9,679
   Wealthcare Advisory Partners LLC 573 - 2024-03-31 17,131 $407,000 -21,019
   OneAscent Wealth Management LLC 113 - 2024-03-31 13,912 $330,000 -548
   Geneos Wealth Management Inc. 598 - 2024-03-31 12,803 $304,000 -6,524
   Endowment Wealth Management Inc. 116 - 2024-03-31 9,229 $219,000 -2,266
   US BANCORP 2310 - 2024-03-31 4,595 $109,000 -425
   FIXED INCOME SECURITIES INC 1207 - 2023-12-31 3,945 $93,000 -34
   CWM LLC 2224 - 2024-03-31 2,277 $54,000 -2,353
   FIFTH THIRD BANCORP 1323 - 2024-03-31 2,183 $52,000 -3,032
   UNION SAVINGS BANK 258 - 2024-03-31 782 $19,000 -45,597
   HANSON MCCLAIN, INC. 2230 - 2024-03-31 296 $7,000 -3,928
   J P MORGAN CHASE & CO 5236 - 2024-03-31 87 $2,000 -22
  38 Records found
  1    
  Page 1 of 1
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