Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / IBOXX 5YR TRGT
-
Total 13F shares
-
12,245,076
-
Share change
-
+2,010,268
-
Total reported value
-
$293,582,382
-
Price per share
-
$23.96
-
Number of holders
-
58
-
Value change
-
+$48,172,909
-
Number of buys
-
32
-
Number of sells
-
17
Institutional Holders of FLEXSHARES TR - IBOXX 5YR TRGT (TDTF) as of Q4 2025
As of 31 Dec 2025,
FLEXSHARES TR - IBOXX 5YR TRGT (TDTF) was held by
58 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,245,076 shares.
The largest 10 holders included
Blue Trust, Inc., Capital Analysts, LLC, Archvest Wealth Advisors, Inc., Cheviot Value Management, LLC, UBS Group AG, Bank of New York Mellon Corp, COURIER CAPITAL LLC, IFG Advisory, LLC, MORGAN STANLEY, and Kendall Capital Management.
This page lists
58
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.