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 | 05/14/2026 | 17.38 M | $419.15 M | 0.28% | 41.67% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 3.67 M | $88.46 M | -1.42% | 8.84% |
| WEALTH ARCHITECTS, LLC | 05/15/2026 | 3.12 M | $75.11 M | 4.16% | 7.47% |
| CAPITAL ANALYSTS, LLC | 05/14/2026 | 2.97 M | $71.61 M | 8.65% | 7.12% |
| ARCHVEST WEALTH ADVISORS, INC. | 05/13/2026 | 1.62 M | $38.94 M | -1.48% | 3.87% |
| CHEVIOT VALUE MANAGEMENT, LLC | 05/12/2026 | 1.36 M | $32.85 M | 5.61% | 3.27% |
| CHANDLER ASSET MANAGEMENT, INC. | 05/14/2026 | 1.09 M | $26.32 M | 100.00% | 2.62% |
| FARMERS NATIONAL BANK | 06/08/2026 | 951.86 K | $22.95 M | 12.33% | 2.28% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 794.06 K | $19.14 M | 2.40% | 1.90% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 463.93 K | $11.19 M | 43.06% | 1.11% |
| UBS GROUP AG | 05/05/2026 | 402.48 K | $9.70 M | 13.30% | 0.96% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 272.30 K | $6.57 M | 10.87% | 0.65% |
| COURIER CAPITAL LLC | 04/23/2026 | 253.31 K | $6.11 M | 6.08% | 0.61% |
| VIDENT ADVISORY, LLC | 05/15/2026 | 215.08 K | $5.19 M | 96.59% | 0.52% |
| MORGAN STANLEY | 05/15/2026 | 213.76 K | $5.15 M | 12.88% | 0.51% |
| KENDALL CAPITAL MANAGEMENT | 04/24/2026 | 193.73 K | $4.67 M | 5.06% | 0.46% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 170.75 K | $4.12 M | 32.81% | 0.41% |
| SIMON QUICK ADVISORS, LLC | 05/06/2026 | 148.14 K | $3.57 M | 0.00% | 0.36% |
| LPL FINANCIAL LLC | 05/06/2026 | 131.16 K | $3.16 M | -14.18% | 0.31% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 116.08 K | $2.80 M | 100.00% | 0.28% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 111.98 K | $2.70 M | 1.02% | 0.27% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 93.76 K | $2.26 M | -1.13% | 0.22% |
| BFSG, LLC | 04/29/2026 | 84.20 K | $2.03 M | 5.17% | 0.20% |
| YODER WEALTH MANAGEMENT, INC. | 04/22/2026 | 84.00 K | $2.03 M | -1.41% | 0.20% |
| URBAN WEALTH MANAGEMENT, LLC | 04/21/2026 | 79.22 K | $1.91 M | -4.57% | 0.19% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 76.61 K | $1.85 M | -11.23% | 0.18% |
| CHESAPEAKE WEALTH MANAGEMENT | 05/18/2026 | 67.29 K | $1.62 M | 8.98% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 51.32 K | $1.24 M | 26.93% | 0.12% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 48.83 K | $1.18 M | 4.24% | 0.12% |
| FUNDAMENTUM, LLC | 04/28/2026 | 46.38 K | $1.12 M | 4.30% | 0.11% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 45.13 K | $1.09 M | 32.19% | 0.11% |
| TIEMANN INVESTMENT ADVISORS, LLC | 05/13/2026 | 41.46 K | $999.51 K | 4.15% | 0.10% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 41.36 K | $997.20 K | -8.99% | 0.10% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 38.04 K | $917.14 K | 3.78% | 0.09% |
| BELL INVESTMENT ADVISORS, INC | 04/17/2026 | 36.16 K | $871.82 K | -1.07% | 0.09% |
| LYNX INVESTMENT ADVISORY | 04/24/2026 | 32.99 K | $795.27 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 05/15/2026 | 32.95 K | $794.45 K | 122.40% | 0.08% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 05/11/2026 | 31.15 K | $751.14 K | 3.39% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 26.96 K | $650.01 K | 30.94% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 26.58 K | $640.75 K | -7.04% | 0.06% |
| JANE STREET GROUP, LLC | 05/12/2026 | 26.33 K | $634.74 K | 35.71% | 0.06% |
| JPMORGAN CHASE & CO | 05/13/2026 | 24.80 K | $597.34 K | 29,419.05% | 0.06% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 21.27 K | $509.81 K | 1.44% | 0.05% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 19.65 K | $473.75 K | 45.33% | 0.05% |
| REGAL INVESTMENT ADVISORS LLC | 05/14/2026 | 19.59 K | $472.20 K | -3.70% | 0.05% |
| CLG LLC | 05/14/2026 | 18.56 K | $447.51 K | 0.86% | 0.04% |
| RFG ADVISORY, LLC | 04/20/2026 | 17.94 K | $432.49 K | 100.00% | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 17.68 K | $426.19 K | -17.16% | 0.04% |
| VERABANK, N.A. | 05/12/2026 | 16.92 K | $407.87 K | -0.31% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 15.81 K | $381.12 K | -4.84% | 0.04% |
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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund institutional Ownership - FAQ's
During the previous two years, 109 institutional investors and hedge funds held shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 17.38 M
Ronald Blue Trust, Inc.: 3.67 M
Wealth Architects, LLC: 3.12 M
Capital Analysts, LLC: 2.97 M
Archvest Wealth Advisors, Inc.: 1.62 M
Cheviot Value Management, LLC: 1.36 M
89.06% of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 44.18 M shares in the last 24 months. This purchase volume represents approximately $1.07 B in transactions.