WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - INDEXIQ ETF TR ownership

INDEXIQ ETF TR's ticker is QAI and the CUSIP is 45409B107. A total of 105 filers reported holding INDEXIQ ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC ownership history of INDEXIQ ETF TR
ValueSharesWeighting
Q2 2023$6,905,078
+416.7%
231,481
+406.0%
0.23%
+395.7%
Q1 2023$1,336,358
+97.6%
45,750
+92.5%
0.05%
+76.9%
Q4 2022$676,352
-0.2%
23,765
-2.8%
0.03%
-10.3%
Q3 2022$678,000
-3.3%
24,4400.0%0.03%0.0%
Q2 2022$701,000
-2.1%
24,440
+1.6%
0.03%0.0%
Q1 2022$716,000
-24.7%
24,064
-19.6%
0.03%
-12.1%
Q4 2021$951,000
-9.3%
29,912
-9.4%
0.03%
-19.5%
Q3 2021$1,049,000
-3.0%
33,029
-1.6%
0.04%
-2.4%
Q2 2021$1,082,000
-52.0%
33,552
-52.6%
0.04%
-56.7%
Q1 2021$2,253,000
-6.4%
70,848
-6.0%
0.10%
-14.2%
Q4 2020$2,406,000
-18.2%
75,363
-20.6%
0.11%
-29.4%
Q3 2020$2,943,000
+6.1%
94,954
+3.8%
0.16%
-4.8%
Q2 2020$2,774,000
+16.1%
91,480
+9.0%
0.17%
-5.1%
Q1 2020$2,390,000
-23.8%
83,962
-17.6%
0.18%
-4.3%
Q4 2019$3,137,000
-4.8%
101,856
-6.0%
0.18%
-11.1%
Q3 2019$3,296,000
-1.0%
108,336
-1.0%
0.21%
-2.8%
Q2 2019$3,328,000
-1.1%
109,399
-2.2%
0.21%
-1.4%
Q1 2019$3,364,000
+9.6%
111,883
+5.3%
0.22%
+2.8%
Q4 2018$3,068,000
-17.7%
106,220
-12.5%
0.21%
-6.6%
Q3 2018$3,728,000
+2.9%
121,353
+1.8%
0.23%
-22.1%
Q2 2018$3,622,000
-4.6%
119,196
-4.3%
0.29%
-4.9%
Q1 2018$3,796,000
-0.5%
124,537
-0.7%
0.30%
+1.0%
Q4 2017$3,816,000
+0.8%
125,357
-1.1%
0.30%
-5.3%
Q3 2017$3,787,000
-1.8%
126,729
-3.4%
0.32%
-5.6%
Q2 2017$3,857,000
-42.1%
131,147
-42.8%
0.34%
-40.4%
Q1 2017$6,665,000
+1.5%
229,126
+0.0%
0.57%
-3.9%
Q4 2016$6,568,000
-10.4%
229,088
-8.5%
0.59%
-13.7%
Q3 2016$7,333,000
+16.3%
250,287
+15.7%
0.68%
+4.4%
Q2 2016$6,306,000
+8.9%
216,257
+7.7%
0.66%
-6.6%
Q1 2016$5,789,000
-7.4%
200,881
-8.5%
0.70%
+13.6%
Q4 2015$6,249,000
+32.2%
219,585
+33.8%
0.62%
-7.9%
Q3 2015$4,728,000
+530.4%
164,160
+547.4%
0.67%
+805.4%
Q2 2015$750,000
-1.2%
25,358
-0.0%
0.07%
-1.3%
Q1 2015$759,000
+122.6%
25,363
+118.6%
0.08%
+114.3%
Q4 2014$341,000
-13.2%
11,603
-12.4%
0.04%
-18.6%
Q3 2014$393,000
+1.0%
13,240
+2.0%
0.04%
+2.4%
Q2 2014$389,000
+1.0%
12,975
-1.5%
0.04%
-4.5%
Q1 2014$385,000
+7.8%
13,175
+6.9%
0.04%
+4.8%
Q4 2013$357,000
+67.6%
12,320
+65.6%
0.04%
+50.0%
Q3 2013$213,0007,4400.03%
Other shareholders
INDEXIQ ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
CONSULTIVA WEALTH MANAGEMENT, CORP. 55,777$1,781,00041.56%
Paracle Advisors, LLC 1,030,474$32,903,0006.28%
LFA - Lugano Financial Advisors SA 230,905$7,373,0005.72%
Baystate Wealth Management LLC 1,160,933$37,069,0004.22%
Alaska Wealth Advisors 531,555$16,973,0003.46%
Beacon Harbor Wealth Advisors, Inc. 171,577$5,478,0002.24%
Quantitative Advantage, LLC 323,474$10,329,0002.18%
Baron Financial Group, LLC 65,090$2,078,324,0001.66%
DUBUQUE BANK & TRUST CO 331,459$10,584,0001.30%
BANK OF THE WEST 254,775$8,135,0000.95%
View complete list of INDEXIQ ETF TR shareholders