FlexShares iBoxx 5-Year Target Duration TIPS Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 02/17/2026 | 17.34 M | $415.48 M | -0.39% | 43.19% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 3.72 M | $89.19 M | -0.30% | 9.47% |
| WEALTH ARCHITECTS, LLC | 02/17/2026 | 2.99 M | $71.68 M | 7.36% | 7.46% |
| CAPITAL ANALYSTS, LLC | 02/11/2026 | 2.73 M | $65.52 M | 0.62% | 6.80% |
| ARCHVEST WEALTH ADVISORS, INC. | 02/13/2026 | 1.64 M | $39.29 M | 100.00% | 4.08% |
| CHEVIOT VALUE MANAGEMENT, LLC | 02/03/2026 | 1.29 M | $31.05 M | 5.93% | 3.28% |
| FARMERS NATIONAL BANK | 03/12/2026 | 847.40 K | $20.31 M | 17.92% | 2.11% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 775.44 K | $18.58 M | 4.43% | 1.93% |
| UBS GROUP AG | 01/29/2026 | 355.23 K | $8.51 M | 21.11% | 0.89% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 324.29 K | $7.77 M | 22.98% | 0.81% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 245.59 K | $5.89 M | 4.36% | 0.61% |
| COURIER CAPITAL LLC | 01/29/2026 | 238.78 K | $5.72 M | 6.81% | 0.61% |
| IFG ADVISORY, LLC | 02/10/2026 | 226.39 K | $5.43 M | 5.84% | 0.56% |
| MORGAN STANLEY | 02/13/2026 | 189.37 K | $4.54 M | 12.13% | 0.47% |
| KENDALL CAPITAL MANAGEMENT | 01/16/2026 | 184.40 K | $4.42 M | 14.65% | 0.47% |
| LPL FINANCIAL LLC | 02/11/2026 | 152.83 K | $3.66 M | 11.18% | 0.38% |
| SIMON QUICK ADVISORS, LLC | 01/29/2026 | 148.14 K | $3.55 M | 0.00% | 0.38% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 128.57 K | $3.08 M | 262.33% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 110.85 K | $2.66 M | -17.57% | 0.28% |
| VIDENT ADVISORY, LLC | 02/18/2026 | 109.41 K | $2.62 M | -40.68% | 0.27% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 94.83 K | $2.27 M | -6.54% | 0.24% |
| YODER WEALTH MANAGEMENT, INC. | 01/22/2026 | 85.20 K | $2.04 M | -0.37% | 0.22% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 86.30 K | $2.07 M | 0.00% | 0.22% |
| URBAN WEALTH MANAGEMENT, LLC | 01/30/2026 | 83.02 K | $1.99 M | 100.00% | 0.21% |
| BFSG, LLC | 01/22/2026 | 80.06 K | $1.92 M | 12.85% | 0.20% |
| CHESAPEAKE WEALTH MANAGEMENT | 02/03/2026 | 61.74 K | $1.48 M | -5.26% | 0.16% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 46.85 K | $1.12 M | 1.28% | 0.12% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 45.45 K | $1.09 M | 1.27% | 0.11% |
| FUNDAMENTUM, LLC | 01/20/2026 | 44.47 K | $1.07 M | 0.45% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 40.43 K | $969.00 K | 42.36% | 0.10% |
| TIEMANN INVESTMENT ADVISORS, LLC | 02/13/2026 | 39.81 K | $953.95 K | 1.14% | 0.10% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 36.66 K | $878.44 K | 0.00% | 0.09% |
| BELL INVESTMENT ADVISORS, INC | 02/24/2026 | 36.55 K | $875.97 K | 1.45% | 0.09% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 34.14 K | $818.00 K | -41.43% | 0.09% |
| ROYAL BANK OF CANADA | 02/17/2026 | 33.43 K | $801.00 K | 376.47% | 0.08% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 02/06/2026 | 30.13 K | $722.13 K | 35.15% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 28.60 K | $685.25 K | 1.06% | 0.07% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 21.34 K | $511.38 K | -7.00% | 0.05% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 20.97 K | $502.55 K | 58.92% | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 20.59 K | $493.42 K | 9.46% | 0.05% |
| REGAL INVESTMENT ADVISORS LLC | 02/17/2026 | 20.34 K | $487.40 K | 100.00% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 19.40 K | $464.92 K | 65.83% | 0.05% |
| CLG LLC | 01/15/2026 | 18.40 K | $441.03 K | -14.15% | 0.05% |
| VERABANK, N.A. | 02/11/2026 | 16.97 K | $406.69 K | -4.66% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 16.61 K | $398.08 K | 0.04% | 0.04% |
| CITADEL ADVISORS LLC | 02/17/2026 | 14.82 K | $355.07 K | -65.39% | 0.04% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 13.81 K | $330.96 K | 0.00% | 0.03% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 13.52 K | $324.02 K | 37.91% | 0.03% |
| KMT WEALTH MANAGEMENT, LLC | 02/05/2026 | 13.21 K | $316.67 K | 0.00% | 0.03% |
| BETTERMENT LLC | 02/12/2026 | 10.30 K | $247.00 K | 9.57% | 0.03% |
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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund institutional Ownership - FAQ's
During the previous two years, 108 institutional investors and hedge funds held shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund. The most heavily invested institutionals were:
Ronald Blue Trust, Inc.: 3.67 M
Bank of New York Mellon Corp: 463,927
UBS Group AG: 402,478
COURIER CAPITAL LLC: 253,310
Kendall Capital Management: 193,728
BFSG, LLC: 84,200
87.15% of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 42.74 M shares in the last 24 months. This purchase volume represents approximately $1.04 B in transactions.