INDEXIQ ETF TR's ticker is ROOF and the CUSIP is 45409B628.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $198,884 | -12.6% | 11,182 | -5.2% | 0.18% | -14.4% |
| Q2 2023 | $227,639 | -2.1% | 11,801 | -2.6% | 0.21% | -10.7% |
| Q1 2023 | $232,524 | -38.9% | 12,112 | -39.7% | 0.23% | -44.2% |
| Q4 2022 | $380,727 | +0.5% | 20,081 | -2.4% | 0.42% | -8.9% |
| Q3 2022 | $379,000 | -9.5% | 20,578 | +3.7% | 0.46% | -8.9% |
| Q2 2022 | $419,000 | -10.7% | 19,837 | +11.3% | 0.50% | +2.4% |
| Q1 2022 | $469,000 | +4.0% | 17,816 | +5.1% | 0.49% | +8.1% |
| Q4 2021 | $451,000 | – | 16,947 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Camelot Portfolios, LLC | 147,076 | $3,825,000 | 1.72% |
| Texas Yale Capital Corp. | 91,230 | $2,373,000 | 0.19% |
| NTV ASSET MANAGEMENT LLC | 25,100 | $653,000 | 0.18% |
| Claraphi Advisory Network, LLC | 10,080 | $262,000 | 0.15% |
| Efficient Advisors, LLC | 15,658 | $407,000 | 0.07% |
| Cordasco Financial Network | 1,831 | $48,000 | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 111,794 | $2,908,000 | 0.03% |
| SYNOVUS FINANCIAL CORP | 64,537 | $1,678,000 | 0.03% |
| Quad-Cities Investment Group, LLC | 900 | $23,000 | 0.02% |
| Anchor Investment Management, LLC | 1,740 | $45,254 | 0.01% |