INDEXIQ ETF TR's ticker is CSML and the CUSIP is 45409B396.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,727,480 | -1.8% | 87,704 | +2.4% | 2.48% | +0.2% |
| Q2 2023 | $2,778,682 | -1.0% | 85,670 | -3.2% | 2.48% | -6.8% |
| Q1 2023 | $2,806,665 | -0.5% | 88,510 | +0.0% | 2.66% | +11.3% |
| Q4 2022 | $2,821,097 | +17.0% | 88,483 | +6.0% | 2.39% | +10.1% |
| Q3 2022 | $2,412,000 | +1.1% | 83,479 | +5.2% | 2.17% | -10.3% |
| Q2 2022 | $2,385,000 | -13.0% | 79,350 | +1.7% | 2.42% | -6.8% |
| Q1 2022 | $2,742,000 | -4.0% | 78,014 | +0.4% | 2.59% | -2.5% |
| Q4 2021 | $2,856,000 | – | 77,688 | – | 2.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Smallwood Wealth Investment Management, LLC | 83,479 | $2,412,000 | 2.17% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6,172,348 | $178,320,000 | 2.16% |
| Wagner Wealth Management, LLC | 739 | $21,000 | 0.02% |
| OneDigital Investment Advisors LLC | 12,191 | $352,000 | 0.01% |
| FinTrust Capital Advisors, LLC | 770 | $24,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 25,096 | $725,000 | 0.00% |
| STIFEL FINANCIAL CORP | 44,684 | $1,291,000 | 0.00% |
| LPL Financial LLC | 30,157 | $871,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 212,796 | $6,148,000 | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 36,897 | $1,066,000 | 0.00% |