INDEXIQ ETF TR's ticker is CSML and the CUSIP is 45409B396. A total of 23 filers reported holding INDEXIQ ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,525 | -4.1% | 660 | 0.0% | 0.00% | – |
| Q2 2023 | $21,407 | +2.3% | 660 | 0.0% | 0.00% | – |
| Q1 2023 | $20,928 | -0.8% | 660 | 0.0% | 0.00% | – |
| Q4 2022 | $21,087 | +91.7% | 660 | +72.8% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 382 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -15.4% | 382 | 0.0% | 0.00% | – |
| Q1 2022 | $13,000 | -40.9% | 382 | -35.8% | 0.00% | – |
| Q4 2021 | $22,000 | -84.1% | 595 | -84.7% | 0.00% | – |
| Q3 2021 | $138,000 | -73.6% | 3,898 | -73.4% | 0.00% | -100.0% |
| Q2 2021 | $523,000 | +2515.0% | 14,668 | +2394.6% | 0.00% | – |
| Q1 2021 | $20,000 | +17.6% | 588 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | -41.4% | 588 | -54.3% | 0.00% | – |
| Q3 2020 | $29,000 | -3.3% | 1,288 | -7.3% | 0.00% | – |
| Q2 2020 | $30,000 | -16.7% | 1,389 | -33.2% | 0.00% | – |
| Q1 2020 | $36,000 | – | 2,079 | – | 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% |