Institutional Ownership Indexiq ETF Tr Iq Candriam Esg (IQSI)
This table provides information about the institutional ownership of Indexiq ETF Tr Iq Candriam Esg (IQSI). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 6.02 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,361,583
shares
|
$177 Million
1.75% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Nyl Investors LLC
New York, NY |
May 07, 2025 Q1 2025 |
173,108
shares
|
$5.72 Million
0.34% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
72,872
shares
|
$2.41 Million
0.62% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
51,773
shares
|
$1.71 Million
0.32% of portfolio
|
Q1 2025
Added 14.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
50,447
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
49,764
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 175.09%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
43,641
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
42,054
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2022
Added 2.65%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
36,218
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,157
shares
|
$896,724
0.01% of portfolio
|
Q3 2023
Added 13.4%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
24,645
shares
|
$813,777
0.52% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
17,829
shares
|
$588,713
0.0% of portfolio
|
Q1 2025
Added 15.5%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
16,717
shares
|
$551,995
0.01% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,481
shares
|
$544,202
0.0% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
15,827
shares
|
$522,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,047
shares
|
$364,771
0.0% of portfolio
|
Q3 2024
Added 17.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,829
shares
|
$192,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
3,176
shares
|
$104,871
0.01% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
30
shares
|
$990
0.0% of portfolio
|
Q4 2024
Added 9316.67%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
11
shares
|
$363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|