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 24 institutions that hold shares in the stock, with a total of 5.86 Million shares, which have been reported (via 13F filing form) to have a value of $195 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
4,975,749
shares
|
$166 Million
1.64% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
175,393
shares
|
$5.84 Million
0.01% of portfolio
|
Q2 2025
Added 301.9%
|
|
|
Nyl Investors LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
173,108
shares
|
$5.76 Million
1.67% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
89,170
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
Added 79.19%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
72,872
shares
|
$2.43 Million
0.62% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
59,939
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
54,228
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
45,855
shares
|
$1.53 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
43,641
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,157
shares
|
$904,328
0.01% of portfolio
|
Q3 2023
Added 13.4%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
24,495
shares
|
$815,683
0.49% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
18,124
shares
|
$603,529
0.0% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
17,333
shares
|
$577,188
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
16,717
shares
|
$556,676
0.01% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
16,027
shares
|
$533,699
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,047
shares
|
$367,865
0.0% of portfolio
|
Q3 2024
Added 17.75%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
9,677
shares
|
$322,244
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,340
shares
|
$244,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,601
shares
|
$219,813
0.0% of portfolio
|
Q2 2025
Added 59909.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,829
shares
|
$194,105
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
5,335
shares
|
$177,655
0.02% of portfolio
|
Q2 2025
Added 67.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,856
shares
|
$95,104
0.0% of portfolio
|
Q2 2025
Added 9420.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
54
shares
|
$1,798
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|