INDEXIQ ETF TR's ticker is CSML and the CUSIP is 45409B396. A total of 24 filers reported holding INDEXIQ ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $235,000 | +3.5% | 6,290 | 0.0% | 0.00% | – |
| Q4 2023 | $227,000 | +14.1% | 6,290 | -1.6% | 0.00% | – |
| Q3 2023 | $199,000 | -35.4% | 6,390 | -32.6% | 0.00% | – |
| Q2 2023 | $308,000 | +0.7% | 9,481 | -1.9% | 0.00% | – |
| Q1 2023 | $306,000 | -1.6% | 9,661 | -1.0% | 0.00% | – |
| Q4 2022 | $311,000 | +6.1% | 9,757 | -3.7% | 0.00% | – |
| Q3 2022 | $293,000 | -5.2% | 10,128 | -1.5% | 0.00% | – |
| Q2 2022 | $309,000 | -16.0% | 10,285 | -1.8% | 0.00% | – |
| Q1 2022 | $368,000 | +4.8% | 10,470 | +9.5% | 0.00% | – |
| Q4 2021 | $351,000 | +100.6% | 9,559 | +92.4% | 0.00% | – |
| Q3 2021 | $175,000 | -1.1% | 4,969 | 0.0% | 0.00% | – |
| Q2 2021 | $177,000 | -10.6% | 4,969 | -13.1% | 0.00% | – |
| Q1 2021 | $198,000 | +23.0% | 5,721 | +3.8% | 0.00% | – |
| Q4 2020 | $161,000 | +29.8% | 5,510 | -1.5% | 0.00% | – |
| Q3 2020 | $124,000 | -79.7% | 5,596 | -80.2% | 0.00% | – |
| Q2 2020 | $611,000 | -63.7% | 28,257 | -71.1% | 0.00% | -100.0% |
| Q1 2020 | $1,685,000 | -36.3% | 97,707 | +0.9% | 0.00% | 0.0% |
| Q4 2019 | $2,647,000 | -4.2% | 96,825 | -12.0% | 0.00% | 0.0% |
| Q3 2019 | $2,764,000 | -2.4% | 110,003 | -3.5% | 0.00% | 0.0% |
| Q2 2019 | $2,833,000 | -8.9% | 113,939 | -9.1% | 0.00% | 0.0% |
| Q1 2019 | $3,111,000 | +11.9% | 125,320 | +0.6% | 0.00% | 0.0% |
| Q4 2018 | $2,779,000 | -60.0% | 124,519 | -49.4% | 0.00% | -66.7% |
| Q3 2018 | $6,952,000 | +9.0% | 245,985 | +10.4% | 0.00% | 0.0% |
| Q2 2018 | $6,377,000 | -9.1% | 222,889 | -13.3% | 0.00% | 0.0% |
| Q1 2018 | $7,015,000 | +118.6% | 257,157 | +124.8% | 0.00% | +200.0% |
| Q4 2017 | $3,209,000 | +86.5% | 114,389 | +78.4% | 0.00% | 0.0% |
| Q3 2017 | $1,721,000 | +105.4% | 64,116 | +95.1% | 0.00% | – |
| Q2 2017 | $838,000 | – | 32,865 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smallwood Wealth Investment Management, LLC | 91,730 | $3,306,860 | 2.74% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4,049,444 | $145,982,456 | 1.50% |
| Empirical Asset Management, LLC | 25,312 | $912,491 | 0.74% |
| Gladstone Institutional Advisory LLC | 41,166 | $1,484,034 | 0.08% |
| LPL Financial LLC | 549,289 | $19,801,877 | 0.01% |
| FinTrust Capital Advisors, LLC | 770 | $27,759 | 0.01% |
| Glass Jacobson Investment Advisors llc | 200 | $7,210 | 0.00% |
| Advisory Services Network, LLC | 2,780 | $100,219 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 32,576 | $1,174 | 0.00% |
| GTS SECURITIES LLC | 17,138 | $617,825 | 0.00% |