Institutional Ownership Indexiq ETF Tr Iq Candriam Esg (IQSU)
This table provides information about the institutional ownership of Indexiq ETF Tr Iq Candriam Esg (IQSU). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 7.5 Million shares, which have been reported (via 13F filing form) to have a value of $372 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 |
5,321,082
shares
|
$264 Million
2.61% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Bank Of Italy
|
Jul 15, 2025 Q2 2025 |
1,805,576
shares
|
$89.6 Million
4.32% of portfolio
|
Q4 2023
Added 64.48%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
51,230
shares
|
$2.54 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
50,355
shares
|
$2.5 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
36,794
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
31,619
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 47.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
28,497
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.1%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
22,583
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 177.74%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
17,885
shares
|
$887,811
0.08% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
15,737
shares
|
$781,184
0.02% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
15,672
shares
|
$777,958
0.0% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
14,393
shares
|
$714,468
0.45% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
13,121
shares
|
$651,326
0.02% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,643
shares
|
$528,318
0.0% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
10,300
shares
|
$511,292
0.0% of portfolio
|
Q1 2025
Reduced 30.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,381
shares
|
$465,672
0.0% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
9,134
shares
|
$453,411
0.0% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
8,156
shares
|
$404,863
0.01% of portfolio
|
Q1 2025
Reduced 31.81%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
5,408
shares
|
$268,453
0.0% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
5,121
shares
|
$254,206
0.11% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,234
shares
|
$210,175
0.04% of portfolio
|
Q1 2025
Reduced 51.62%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
4,232
shares
|
$210,076
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,400
shares
|
$168,776
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,482
shares
|
$123,206
0.0% of portfolio
|
Q1 2025
Added 25.16%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,171
shares
|
$107,768
0.0% of portfolio
|
Q4 2024
Reduced 8.05%
|