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 | 02/17/2026 | 88.50 M | $2.13 B | 0.50% | 84.93% |
| BELL INVESTMENT ADVISORS, INC | 02/24/2026 | 1.95 M | $46.99 M | 3.52% | 1.87% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 1.37 M | $32.90 M | 3.22% | 1.31% |
| WEST PACES ADVISORS INC. | 01/21/2026 | 1.24 M | $29.88 M | 3.41% | 1.19% |
| MORGAN STANLEY | 02/13/2026 | 879.74 K | $21.17 M | 2.91% | 0.85% |
| BOLTWOOD CAPITAL MANAGEMENT | 01/02/2026 | 788.68 K | $18.98 M | 6.70% | 0.75% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 518.22 K | $12.47 M | 6.13% | 0.50% |
| 5TH STREET ADVISORS, LLC | 01/30/2026 | 508.74 K | $12.24 M | 4.00% | 0.49% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 498.77 K | $12.00 M | -56.75% | 0.48% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 480.69 K | $11.57 M | -6.45% | 0.46% |
| VERABANK, N.A. | 02/11/2026 | 438.96 K | $10.56 M | -0.74% | 0.42% |
| HORIZON BANCORP INC /IN/ | 02/11/2026 | 342.31 K | $8.24 M | -1.16% | 0.33% |
| KLINGMAN & ASSOCIATES, LLC | 01/29/2026 | 262.91 K | $6.33 M | -3.71% | 0.25% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 01/29/2026 | 238.36 K | $5.73 M | 100.00% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 209.06 K | $5.03 M | 15.79% | 0.20% |
| LAKE STREET FINANCIAL LLC | 01/07/2026 | 188.74 K | $4.54 M | 9.66% | 0.18% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 173.91 K | $4.18 M | -1.24% | 0.17% |
| DELOS WEALTH ADVISORS, LLC | 02/17/2026 | 172.54 K | $4.15 M | 2.13% | 0.17% |
| LPL FINANCIAL LLC | 02/11/2026 | 159.73 K | $3.84 M | -13.16% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 135.91 K | $3.27 M | 17.65% | 0.13% |
| CREATIVE PLANNING | 02/17/2026 | 126.08 K | $3.03 M | 1,372.40% | 0.12% |
| PARK NATIONAL CORP /OH/ | 01/05/2026 | 122.11 K | $2.94 M | 1.96% | 0.12% |
| CITADEL ADVISORS LLC | 02/17/2026 | 94.16 K | $2.27 M | -2.84% | 0.09% |
| IFG ADVISORY, LLC | 02/10/2026 | 88.43 K | $2.13 M | 0.59% | 0.08% |
| 01/29/2026 | 87.04 K | $2.09 M | -3.89% | 0.08% | |
| F/M INVESTMENTS LLC | 02/03/2026 | 74.56 K | $1.79 M | 13.68% | 0.07% |
| HANLON INVESTMENT MANAGEMENT, INC. | 02/18/2026 | 63.18 K | $1.52 M | -4.14% | 0.06% |
| ROSSBY FINANCIAL, LCC | 02/12/2026 | 60.13 K | $1.45 M | 100.00% | 0.06% |
| TIEMANN INVESTMENT ADVISORS, LLC | 02/13/2026 | 46.84 K | $1.13 M | 0.97% | 0.04% |
| COLONY GROUP, LLC | 02/13/2026 | 45.79 K | $1.10 M | -46.60% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 42.31 K | $1.02 M | 27.34% | 0.04% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 37.20 K | $894.92 K | -0.12% | 0.04% |
| DORSEY & WHITNEY TRUST CO LLC | 02/11/2026 | 36.65 K | $881.87 K | 37.52% | 0.04% |
| LYNX INVESTMENT ADVISORY | 02/05/2026 | 34.38 K | $827.22 K | -7.88% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 31.30 K | $753.00 K | 5.00% | 0.03% |
| SIMON QUICK ADVISORS, LLC | 01/29/2026 | 29.76 K | $716.07 K | 0.27% | 0.03% |
| GRANITE HARBOR ADVISORS, INC. | 01/22/2026 | 29.58 K | $711.79 K | 0.00% | 0.03% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 28.90 K | $695.27 K | -18.00% | 0.03% |
| MONECO ADVISORS, LLC | 02/04/2026 | 27.05 K | $650.90 K | -6.37% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 26.76 K | $643.82 K | 37.04% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 26.56 K | $639.20 K | 7.85% | 0.03% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 25.30 K | $608.67 K | 24.27% | 0.02% |
| CERITY PARTNERS LLC | 02/11/2026 | 24.26 K | $583.69 K | -34.37% | 0.02% |
| FFT WEALTH MANAGEMENT LLC | 02/09/2026 | 23.33 K | $561.37 K | -8.14% | 0.02% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 02/09/2026 | 22.14 K | $532.79 K | 100.00% | 0.02% |
| TRACE WEALTH ADVISORS, LLC | 02/12/2026 | 21.24 K | $511.01 K | -7.81% | 0.02% |
| M.E. ALLISON & CO., INC. | 01/12/2026 | 19.23 K | $462.73 K | 24.65% | 0.02% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 18.11 K | $435.80 K | 53.79% | 0.02% |
| FIRST HEARTLAND CONSULTANTS, INC. | 01/09/2026 | 17.19 K | $413.52 K | 58.38% | 0.02% |
| CHERRY TREE WEALTH MANAGEMENT, LLC | 02/10/2026 | 17.18 K | $413.42 K | -1.54% | 0.02% |
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FlexShares iBoxx 3-Year Target Duration TIPS Index Fund institutional Ownership - FAQ's
During the previous two years, 162 institutional investors and hedge funds held shares of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund. The most heavily invested institutionals were:
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
5th Street Advisors, LLC: 538,682
Valmark Advisers, Inc.: 479,352
96.21% of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 104.96 M shares in the last 24 months. This purchase volume represents approximately $2.55 B in transactions.