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 | $484,364 | -47.9% | 15,575 | -46.9% | 0.00% | – |
| Q1 2023 | $930,213 | +8.2% | 29,335 | +8.8% | 0.00% | – |
| Q4 2022 | $859,911 | +123.9% | 26,971 | +111.3% | 0.00% | – |
| Q2 2022 | $384,000 | -28.8% | 12,764 | -13.2% | 0.00% | – |
| Q4 2021 | $539,000 | +0.7% | 14,707 | -5.0% | 0.00% | – |
| Q1 2021 | $535,000 | -28.0% | 15,489 | -39.2% | 0.00% | – |
| Q4 2020 | $743,000 | -19.6% | 25,473 | -40.3% | 0.00% | – |
| Q2 2020 | $924,000 | +66.2% | 42,699 | +32.5% | 0.00% | – |
| Q1 2020 | $556,000 | +7.5% | 32,214 | +70.4% | 0.00% | – |
| Q4 2019 | $517,000 | -29.1% | 18,907 | -34.6% | 0.00% | – |
| Q3 2019 | $729,000 | -51.3% | 28,892 | -52.0% | 0.00% | -100.0% |
| Q2 2019 | $1,497,000 | +123.8% | 60,223 | +101.0% | 0.00% | – |
| Q4 2018 | $669,000 | -51.4% | 29,955 | -38.5% | 0.00% | -100.0% |
| Q3 2018 | $1,377,000 | – | 48,726 | – | 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% |