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 27 institutions that hold shares in the stock, with a total of 6.9 Million shares, which have been reported (via 13F filing form) to have a value of $348 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 |
4,731,764
shares
|
$238 Million
2.32% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Bank Of Italy
|
Jul 15, 2025 Q2 2025 |
1,805,576
shares
|
$91 Million
4.32% of portfolio
|
Q4 2023
Added 64.48%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
51,230
shares
|
$2.58 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
50,655
shares
|
$2.55 Million
0.01% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
45,006
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 99.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
36,440
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
25,670
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
17,718
shares
|
$892,810
0.07% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,118
shares
|
$812,186
0.0% of portfolio
|
Q2 2025
Added 51.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
15,784
shares
|
$795,355
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
14,956
shares
|
$753,632
0.0% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
14,417
shares
|
$726,472
0.43% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
13,345
shares
|
$672,454
0.02% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
10,182
shares
|
$513,070
0.0% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,381
shares
|
$472,708
0.0% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,805
shares
|
$342,903
0.0% of portfolio
|
Q2 2025
Added 100.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,729
shares
|
$288,684
0.01% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
5,408
shares
|
$272,509
0.0% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,200
shares
|
$262,028
0.0% of portfolio
|
Q2 2025
Reduced 49.51%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
5,135
shares
|
$258,752
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
4,242
shares
|
$213,754
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,234
shares
|
$213,351
0.04% of portfolio
|
Q1 2025
Reduced 51.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,611
shares
|
$131,568
0.0% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,004
shares
|
$100,981
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,611
shares
|
$81,178
0.0% of portfolio
|
Q2 2025
Added 6.41%
|