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 | 08/13/2026 | 88.85 M | $2.12 B | 0.75% | 82.40% |
| BELL INVESTMENT ADVISORS, INC | 08/07/2026 | 2.06 M | $49.16 M | 2.85% | 1.91% |
| WEST PACES ADVISORS INC. | 07/20/2026 | 1.41 M | $33.64 M | 5.59% | 1.31% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 1.35 M | $32.26 M | 1.86% | 1.25% |
| BOLTWOOD CAPITAL MANAGEMENT | 07/06/2026 | 995.57 K | $23.80 M | 9.97% | 0.92% |
| MORGAN STANLEY | 08/13/2026 | 993.77 K | $23.76 M | 10.29% | 0.92% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 818.60 K | $19.57 M | 30.20% | 0.76% |
| 5TH STREET ADVISORS, LLC | 08/05/2026 | 751.61 K | $17.97 M | 39.53% | 0.70% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 563.31 K | $13.47 M | 21.56% | 0.52% |
| VALMARK ADVISERS, INC. | 08/06/2026 | 484.85 K | $11.59 M | 1.15% | 0.45% |
| VERABANK, N.A. | 08/06/2026 | 466.49 K | $11.15 M | 4.67% | 0.43% |
| HORIZON BANCORP INC /IN/ | 08/04/2026 | 361.93 K | $8.65 M | -1.27% | 0.34% |
| KLINGMAN & ASSOCIATES, LLC | 07/29/2026 | 264.39 K | $6.32 M | -0.61% | 0.25% |
| DELOS WEALTH ADVISORS, LLC | 08/14/2026 | 245.97 K | $5.88 M | 22.93% | 0.23% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 07/20/2026 | 238.36 K | $5.70 M | 0.00% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 204.71 K | $4.89 M | -14.44% | 0.19% |
| LAKE STREET FINANCIAL LLC | 08/10/2026 | 200.57 K | $4.80 M | -3.86% | 0.19% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 195.05 K | $4.66 M | -23.23% | 0.18% |
| LPL FINANCIAL LLC | 08/07/2026 | 173.90 K | $4.16 M | 6.05% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 123.64 K | $2.96 M | 4.87% | 0.11% |
| CREATIVE PLANNING | 08/13/2026 | 119.64 K | $2.86 M | -3.15% | 0.11% |
| MONECO ADVISORS, LLC | 08/11/2026 | 115.35 K | $2.76 M | 242.82% | 0.11% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 92.47 K | $2.21 M | -6.08% | 0.09% |
| IFG ADVISORY, LLC | 08/14/2026 | 86.55 K | $2.07 M | 100.00% | 0.08% |
| EMERALD INVESTMENT ADVISERS, LLC | 08/12/2026 | 76.28 K | $1.82 M | 2.31% | 0.07% |
| LYNX INVESTMENT ADVISORY | 07/27/2026 | 69.59 K | $1.66 M | -20.20% | 0.06% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 67.22 K | $1.61 M | -2.63% | 0.06% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 67.09 K | $1.60 M | -4.22% | 0.06% |
| HANLON INVESTMENT MANAGEMENT, INC. | 07/31/2026 | 63.64 K | $1.52 M | -6.18% | 0.06% |
| PARK NATIONAL CORP /OH/ | 07/15/2026 | 62.58 K | $1.50 M | 0.00% | 0.06% |
| TIEMANN INVESTMENT ADVISORS, LLC | 08/07/2026 | 47.84 K | $1.14 M | 0.00% | 0.04% |
| ROSSBY FINANCIAL, LCC | 08/04/2026 | 46.40 K | $1.11 M | -22.71% | 0.04% |
| DORSEY & WHITNEY TRUST CO LLC | 08/14/2026 | 45.65 K | $1.09 M | 9.60% | 0.04% |
| TRB WEALTH MANAGEMENT, LLC | 08/12/2026 | 45.53 K | $1.09 M | 16.33% | 0.04% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 39.81 K | $951.95 K | 3.96% | 0.04% |
| VIRTUE CAPITAL MANAGEMENT, LLC | 08/05/2026 | 39.42 K | $942.56 K | 100.00% | 0.04% |
| MARQUETTE ASSOCIATES, INC. | 08/14/2026 | 39.14 K | $935.86 K | 100.00% | 0.04% |
| GTS SECURITIES LLC | 08/14/2026 | 37.27 K | $891.20 K | 100.00% | 0.03% |
| CORNERSTONE NATIONAL BANK & TRUST CO | 07/21/2026 | 36.94 K | $874.14 K | -50.51% | 0.03% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 36.66 K | $876.64 K | 18.73% | 0.03% |
| FIRST HEARTLAND CONSULTANTS, INC. | 07/08/2026 | 35.72 K | $854.02 K | 19.32% | 0.03% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 33.82 K | $808.64 K | 14.25% | 0.03% |
| COLONY GROUP, LLC | 08/12/2026 | 33.01 K | $789.29 K | -20.43% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 30.59 K | $731.00 K | -4.24% | 0.03% |
| SIMON QUICK ADVISORS, LLC | 07/28/2026 | 29.73 K | $710.94 K | 0.17% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 27.94 K | $668.06 K | 26.89% | 0.03% |
| GRANITE HARBOR ADVISORS, INC. | 07/31/2026 | 26.93 K | $643.99 K | -8.96% | 0.03% |
| BOK FINANCIAL PRIVATE WEALTH, INC. | 08/10/2026 | 24.19 K | $578.38 K | 100.00% | 0.02% |
| TRACE WEALTH ADVISORS, LLC | 07/28/2026 | 22.46 K | $536.92 K | -8.74% | 0.02% |
| IFP ADVISORS, INC | 07/20/2026 | 22.45 K | $536.78 K | 35.36% | 0.02% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund institutional Ownership - FAQ's
During the previous two years, 169 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: 88.85 M
Bell Investment Advisors, Inc: 2.06 M
WEST PACES ADVISORS INC.: 1.41 M
ENVESTNET ASSET MANAGEMENT INC: 1.35 M
Boltwood Capital Management: 995,568
MORGAN STANLEY: 993,765
95.36% of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 104.78 M shares in the last 24 months. This purchase volume represents approximately $2.55 B in transactions.