INDEXIQ ETF TR's ticker is CSML and the CUSIP is 45409B396. A total of 26 filers reported holding INDEXIQ ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,224,744 | -4.2% | 39,382 | -0.1% | 0.00% | 0.0% |
| Q2 2023 | $1,278,872 | +7.3% | 39,429 | +4.9% | 0.00% | 0.0% |
| Q1 2023 | $1,192,092 | +3.5% | 37,594 | +4.1% | 0.00% | 0.0% |
| Q4 2022 | $1,151,612 | +8.0% | 36,120 | -2.1% | 0.00% | 0.0% |
| Q3 2022 | $1,066,000 | -57.6% | 36,897 | -55.9% | 0.00% | -50.0% |
| Q2 2022 | $2,515,000 | -16.0% | 83,678 | -1.8% | 0.00% | -33.3% |
| Q1 2022 | $2,994,000 | -3.1% | 85,169 | +1.3% | 0.00% | +50.0% |
| Q4 2021 | $3,091,000 | +4.5% | 84,082 | +0.3% | 0.00% | -33.3% |
| Q3 2021 | $2,959,000 | -1.6% | 83,810 | -0.6% | 0.00% | 0.0% |
| Q2 2021 | $3,008,000 | +1.3% | 84,311 | -2.0% | 0.00% | 0.0% |
| Q1 2021 | $2,970,000 | +12.8% | 86,039 | -4.6% | 0.00% | 0.0% |
| Q4 2020 | $2,633,000 | +14.2% | 90,229 | -13.3% | 0.00% | 0.0% |
| Q3 2020 | $2,305,000 | -1.2% | 104,047 | -3.6% | 0.00% | 0.0% |
| Q2 2020 | $2,334,000 | +4.3% | 107,883 | -16.8% | 0.00% | -25.0% |
| Q1 2020 | $2,237,000 | -37.1% | 129,703 | -0.3% | 0.00% | -20.0% |
| Q4 2019 | $3,556,000 | +7.1% | 130,046 | -1.6% | 0.01% | 0.0% |
| Q3 2019 | $3,321,000 | -9.6% | 132,160 | -10.5% | 0.01% | 0.0% |
| Q2 2019 | $3,673,000 | -16.9% | 147,696 | -17.0% | 0.01% | -28.6% |
| Q1 2019 | $4,419,000 | -7.8% | 178,034 | -17.1% | 0.01% | -12.5% |
| Q4 2018 | $4,795,000 | -45.3% | 214,843 | -30.7% | 0.01% | -42.9% |
| Q3 2018 | $8,761,000 | +14.3% | 310,000 | +15.7% | 0.01% | +7.7% |
| Q2 2018 | $7,665,000 | +41.0% | 267,897 | +34.4% | 0.01% | +30.0% |
| Q1 2018 | $5,436,000 | +190.4% | 199,282 | +198.5% | 0.01% | +233.3% |
| Q4 2017 | $1,872,000 | +109.6% | 66,750 | +100.5% | 0.00% | +50.0% |
| Q3 2017 | $893,000 | +234.5% | 33,284 | +217.7% | 0.00% | +100.0% |
| Q2 2017 | $267,000 | – | 10,475 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smallwood Wealth Investment Management, LLC | 79,350 | $2,385,000 | 2.42% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 5,598,421 | $168,240,000 | 1.95% |
| Wagner Wealth Management, LLC | 739 | $22,000 | 0.02% |
| OneDigital Investment Advisors LLC | 12,191 | $366,000 | 0.02% |
| FinTrust Capital Advisors, LLC | 770 | $24,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 22,647 | $680,000 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 83,678 | $2,515,000 | 0.00% |
| STIFEL FINANCIAL CORP | 46,233 | $1,389,000 | 0.00% |
| LPL Financial LLC | 37,261 | $1,120,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 210,681 | $6,331,000 | 0.00% |