Institutional Ownership Indexiq ETF Trust Iq Cbre Next (ROOF)
This table provides information about the institutional ownership of Indexiq ETF Trust Iq Cbre Next (ROOF). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 6.01 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
5,792,113
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
29,379
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
28,416
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
27,203
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.37%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
25,501
shares
|
$0
0.13% of portfolio
|
Q3 2022
Reduced 7.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,252
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 30.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
13,876
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
13,626
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
12,800
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,561
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
10,779
shares
|
$0
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
10,779
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,550
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,976
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 53.8%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,437
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
697
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 17.61%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
623
shares
|
$0
0.01% of portfolio
|
Q3 2020
Added 0.16%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
600
shares
|
$0
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
454
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 58.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
439
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 31.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
342
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 12.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
200
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
25
shares
|
$0
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 62.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 99.99%
|