INDEXIQ ETF TR's ticker is CSML and the CUSIP is 45409B396.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,676 | +15.2% | 697 | +20.2% | 0.00% | 0.0% |
| Q2 2023 | $18,812 | +81691.3% | 580 | -20.3% | 0.00% | 0.0% |
| Q1 2023 | $23 | -8.0% | 728 | -8.4% | 0.00% | 0.0% |
| Q4 2022 | $25 | -98.8% | 795 | +1270.7% | 0.00% | – |
| Q3 2022 | $2,000 | -75.0% | 58 | -77.6% | 0.00% | – |
| Q2 2022 | $8,000 | +700.0% | 259 | +859.3% | 0.00% | – |
| Q1 2022 | $1,000 | -93.8% | 27 | -93.7% | 0.00% | – |
| Q4 2021 | $16,000 | +700.0% | 426 | +326.0% | 0.00% | – |
| Q2 2019 | $2,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4,724,745 | $173,249,000 | 9.04% |
| Smallwood Wealth Investment Management, LLC | 77,688 | $2,856,000 | 2.66% |
| FLOW TRADERS U.S. LLC | 39,720 | $1,460,000 | 0.04% |
| Wagner Wealth Management, LLC | 755 | $28,000 | 0.02% |
| OneDigital Investment Advisors LLC | 12,191 | $448,000 | 0.02% |
| Cetera Advisors LLC | 20,596 | $757,000 | 0.02% |
| FinTrust Capital Advisors, LLC | 770 | $28,000 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 51,402 | $1,890,000 | 0.00% |
| Kestra Advisory Services, LLC | 5,749 | $211,000 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,014 | $846,000 | 0.00% |