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 | $27,939 | +35.5% | 749 | +30.9% | 0.00% | – |
| Q4 2023 | $20,621 | -4.9% | 572 | -17.9% | 0.00% | -100.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |