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 19 institutions that hold shares in the stock, with a total of 6.72 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
6,108,378
shares
|
$188 Million
1.8% of portfolio
|
Q4 2024
Added 30.65%
|
|
|
Nyl Investors LLC
New York, NY |
Jan 30, 2025 Q4 2024 |
173,108
shares
|
$5.32 Million
0.45% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
80,153
shares
|
$2.46 Million
0.65% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
53,799
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
45,916
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
45,224
shares
|
$1.39 Million
0.25% of portfolio
|
Q4 2024
Reduced 12.18%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
42,054
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2022
Added 2.65%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,157
shares
|
$834,534
0.01% of portfolio
|
Q3 2023
Added 13.4%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Jan 24, 2025 Q4 2024 |
22,365
shares
|
$687,276
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
18,090
shares
|
$555,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,319
shares
|
$532,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
16,717
shares
|
$513,713
0.01% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
15,437
shares
|
$474,379
0.0% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
14,538
shares
|
$446,752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,047
shares
|
$339,474
0.0% of portfolio
|
Q3 2024
Added 17.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,825
shares
|
$86,812
0.0% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,436
shares
|
$74,858
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|