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 | 08/13/2026 | 17.34 M | $412.25 M | -0.24% | 39.17% |
| BLUE TRUST, INC. | 07/21/2026 | 3.60 M | $85.65 M | -1.79% | 8.14% |
| WEALTH ARCHITECTS, LLC | 07/23/2026 | 3.25 M | $77.22 M | 4.28% | 7.34% |
| CAPITAL ANALYSTS, LLC | 08/05/2026 | 3.05 M | $72.45 M | 2.61% | 6.88% |
| ARCHVEST WEALTH ADVISORS, INC. | 07/27/2026 | 1.68 M | $40.02 M | 4.23% | 3.80% |
| CHEVIOT VALUE MANAGEMENT, LLC | 08/06/2026 | 1.37 M | $32.63 M | 0.75% | 3.10% |
| CHANDLER ASSET MANAGEMENT, INC. | 08/07/2026 | 1.23 M | $29.18 M | 12.46% | 2.77% |
| FARMERS NATIONAL BANK | 08/11/2026 | 1.17 M | $27.84 M | 23.04% | 2.65% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 816.00 K | $19.40 M | 2.76% | 1.84% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 585.51 K | $13.92 M | 26.21% | 1.32% |
| UBS GROUP AG | 08/13/2026 | 437.90 K | $10.41 M | 8.80% | 0.99% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 300.75 K | $7.15 M | 10.45% | 0.68% |
| COURIER CAPITAL LLC | 07/16/2026 | 279.17 K | $6.64 M | 10.21% | 0.63% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 241.78 K | $5.75 M | 12.41% | 0.55% |
| KENDALL CAPITAL MANAGEMENT | 08/12/2026 | 232.25 K | $5.52 M | 19.88% | 0.52% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 211.78 K | $5.03 M | 24.02% | 0.48% |
| MORGAN STANLEY | 08/13/2026 | 193.27 K | $4.59 M | -9.59% | 0.44% |
| STALEY CAPITAL ADVISERS INC | 08/11/2026 | 149.01 K | $3.54 M | 100.00% | 0.34% |
| IFG ADVISORY, LLC | 08/14/2026 | 148.85 K | $3.54 M | 100.00% | 0.34% |
| SIMON QUICK ADVISORS, LLC | 07/28/2026 | 148.14 K | $3.52 M | 0.00% | 0.33% |
| LPL FINANCIAL LLC | 08/07/2026 | 141.25 K | $3.36 M | 7.69% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 114.89 K | $2.73 M | 2.60% | 0.26% |
| URBAN WEALTH MANAGEMENT, LLC | 07/23/2026 | 95.11 K | $2.26 M | 20.05% | 0.21% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 94.03 K | $2.24 M | 0.29% | 0.21% |
| VERIDAN WEALTH LLC | 08/10/2026 | 90.05 K | $2.14 M | 100.00% | 0.20% |
| BFSG, LLC | 07/20/2026 | 88.54 K | $2.10 M | 5.15% | 0.20% |
| CHESAPEAKE WEALTH MANAGEMENT | 08/13/2026 | 83.30 K | $1.98 M | 23.79% | 0.19% |
| YODER WEALTH MANAGEMENT, INC. | 07/22/2026 | 81.62 K | $1.94 M | -2.83% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 76.60 K | $1.82 M | 49.26% | 0.17% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 70.02 K | $1.66 M | -8.60% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 65.19 K | $1.55 M | 141.80% | 0.15% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 57.26 K | $1.36 M | 191.37% | 0.13% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 48.90 K | $1.16 M | 0.13% | 0.11% |
| STRATOS INVESTMENT MANAGEMENT, LLC | 08/11/2026 | 46.45 K | $1.10 M | 0.16% | 0.10% |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 08/07/2026 | 44.81 K | $1.07 M | 8.35% | 0.10% |
| TIEMANN INVESTMENT ADVISORS, LLC | 08/07/2026 | 41.46 K | $985.41 K | 0.00% | 0.09% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 38.04 K | $904.21 K | 0.00% | 0.09% |
| EMPIRICAL ASSET MANAGEMENT, LLC | 08/10/2026 | 35.37 K | $840.71 K | 13.53% | 0.08% |
| LYNX INVESTMENT ADVISORY | 07/27/2026 | 33.06 K | $785.80 K | 0.22% | 0.07% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 32.42 K | $770.51 K | 21.96% | 0.07% |
| CITADEL ADVISORS LLC | 09/02/2026 | 30.86 K | $733.52 K | -6.35% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 25.80 K | $613.36 K | 100.00% | 0.06% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 20.08 K | $477.30 K | 100.00% | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 18.80 K | $446.80 K | 6.34% | 0.04% |
| CLG LLC | 07/16/2026 | 18.55 K | $440.89 K | -0.07% | 0.04% |
| REGAL INVESTMENT ADVISORS LLC | 08/14/2026 | 16.70 K | $396.91 K | -14.74% | 0.04% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 14.40 K | $342.16 K | -32.33% | 0.03% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 07/23/2026 | 13.81 K | $328.26 K | 100.00% | 0.03% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 13.81 K | $328.26 K | 100.00% | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 13.55 K | $322.42 K | 5.16% | 0.03% |
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FlexShares iBoxx 5-Year Target Duration TIPS Index Fund institutional Ownership - FAQ's
During the previous two years, 116 institutional investors and hedge funds held shares of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund. The most heavily invested institutionals were:
Wealth Architects, LLC: 3.55 M
Archvest Wealth Advisors, Inc.: 1.68 M
SIMON QUICK ADVISORS, LLC: 155,498
BFSG, LLC: 101,407
Cambridge Investment Research Advisors, Inc.: 87,416
Lynx Investment Advisory: 25,826
86.20% of FlexShares iBoxx 5-Year Target Duration TIPS Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 44.62 M shares in the last 24 months. This purchase volume represents approximately $1.09 B in transactions.