FlexShares iBoxx 3-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 | 88.18 M | $2.14 B | -0.36% | 83.62% |
| BELL INVESTMENT ADVISORS, INC | 04/17/2026 | 2.00 M | $48.46 M | 2.35% | 1.90% |
| WEST PACES ADVISORS INC. | 05/05/2026 | 1.33 M | $32.30 M | 7.29% | 1.26% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 1.32 M | $32.11 M | -3.11% | 1.26% |
| BOLTWOOD CAPITAL MANAGEMENT | 04/08/2026 | 905.29 K | $21.94 M | 14.78% | 0.86% |
| MORGAN STANLEY | 05/15/2026 | 901.08 K | $21.84 M | 2.43% | 0.85% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 628.73 K | $15.24 M | 26.06% | 0.60% |
| 5TH STREET ADVISORS, LLC | 05/05/2026 | 538.68 K | $13.06 M | 5.89% | 0.51% |
| VALMARK ADVISERS, INC. | 05/01/2026 | 479.35 K | $11.62 M | -0.28% | 0.45% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 463.42 K | $11.23 M | -10.58% | 0.44% |
| VERABANK, N.A. | 05/12/2026 | 445.69 K | $10.80 M | 1.53% | 0.42% |
| HORIZON BANCORP INC /IN/ | 04/22/2026 | 366.59 K | $8.89 M | 7.09% | 0.35% |
| KLINGMAN & ASSOCIATES, LLC | 05/14/2026 | 266.02 K | $6.45 M | 1.18% | 0.25% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 254.07 K | $6.16 M | 46.09% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 239.24 K | $5.80 M | 14.44% | 0.23% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 238.36 K | $5.78 M | 0.00% | 0.23% |
| LAKE STREET FINANCIAL LLC | 04/13/2026 | 208.62 K | $5.06 M | 10.53% | 0.20% |
| DELOS WEALTH ADVISORS, LLC | 05/14/2026 | 200.08 K | $4.85 M | 15.96% | 0.19% |
| LPL FINANCIAL LLC | 05/06/2026 | 163.97 K | $3.97 M | 2.65% | 0.16% |
| CREATIVE PLANNING | 05/12/2026 | 123.53 K | $2.99 M | -2.02% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 117.89 K | $2.86 M | -13.25% | 0.11% |
| CITADEL ADVISORS LLC | 05/15/2026 | 104.93 K | $2.54 M | 11.43% | 0.10% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 98.46 K | $2.39 M | 496.31% | 0.09% |
| LYNX INVESTMENT ADVISORY | 04/24/2026 | 87.20 K | $2.11 M | 153.62% | 0.08% |
| ROYAL BANK OF CANADA | 05/15/2026 | 84.59 K | $2.05 M | 410.68% | 0.08% |
| 04/14/2026 | 74.63 K | $1.80 M | -14.25% | 0.07% | |
| 05/11/2026 | 74.56 K | $1.81 M | 100.00% | 0.07% | |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 70.05 K | $1.70 M | 100.00% | 0.07% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 69.04 K | $1.67 M | 63.18% | 0.07% |
| HANLON INVESTMENT MANAGEMENT, INC. | 05/12/2026 | 67.83 K | $1.64 M | 7.36% | 0.06% |
| PARK NATIONAL CORP /OH/ | 04/16/2026 | 62.58 K | $1.52 M | -48.75% | 0.06% |
| ROSSBY FINANCIAL, LCC | 05/11/2026 | 60.03 K | $1.45 M | -0.17% | 0.06% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 49.63 K | $1.20 M | 100.00% | 0.05% |
| TIEMANN INVESTMENT ADVISORS, LLC | 05/13/2026 | 47.84 K | $1.16 M | 2.14% | 0.05% |
| DORSEY & WHITNEY TRUST CO LLC | 05/14/2026 | 41.65 K | $1.01 M | 13.64% | 0.04% |
| COLONY GROUP, LLC | 05/15/2026 | 41.49 K | $1.01 M | -9.41% | 0.04% |
| 05/14/2026 | 39.13 K | $948.62 K | 100.00% | 0.04% | |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 38.30 K | $928.37 K | 2.97% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 35.28 K | $855.26 K | 81,953.49% | 0.03% |
| MONECO ADVISORS, LLC | 05/08/2026 | 33.65 K | $815.60 K | 24.37% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 31.95 K | $774.00 K | 2.06% | 0.03% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 30.88 K | $748.53 K | 70.49% | 0.03% |
| FIRST HEARTLAND CONSULTANTS, INC. | 04/08/2026 | 29.93 K | $725.60 K | 74.17% | 0.03% |
| SIMON QUICK ADVISORS, LLC | 05/06/2026 | 29.68 K | $719.52 K | -0.27% | 0.03% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 29.60 K | $717.53 K | 17.01% | 0.03% |
| GRANITE HARBOR ADVISORS, INC. | 04/23/2026 | 29.58 K | $717.12 K | 0.00% | 0.03% |
| FFT WEALTH MANAGEMENT LLC | 05/14/2026 | 29.36 K | $711.71 K | 25.84% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 27.62 K | $669.41 K | 100.00% | 0.03% |
| TRACE WEALTH ADVISORS, LLC | 05/14/2026 | 24.61 K | $596.47 K | 15.86% | 0.02% |
| HRT FINANCIAL LP | 05/14/2026 | 23.78 K | $576.00 K | 158.24% | 0.02% |
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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund institutional Ownership - FAQ's
During the previous two years, 157 institutional investors and hedge funds held shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund. The most heavily invested institutionals were:
NORTHERN TRUST CORP: 88.18 M
Bell Investment Advisors, Inc: 2 M
WEST PACES ADVISORS INC.: 1.33 M
ENVESTNET ASSET MANAGEMENT INC: 1.32 M
Boltwood Capital Management: 905,288
MORGAN STANLEY: 901,078
96.09% of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 103.10 M shares in the last 24 months. This purchase volume represents approximately $2.51 B in transactions.