Institutional Ownership Indexiq ETF Tr Iq Candriam Esg (IQSU)
This table provides information about the institutional ownership of Indexiq ETF Tr Iq Candriam Esg (IQSU). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 4.89 Million shares, which have been reported (via 13F filing form) to have a value of $262 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,529,840
shares
|
$242 Million
2.24% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
74,986
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2025
Added 66.61%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
51,230
shares
|
$2.74 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
50,633
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
36,804
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
25,338
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
17,718
shares
|
$948,444
0.07% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
15,254
shares
|
$816,546
0.02% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
14,540
shares
|
$778,326
0.39% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,452
shares
|
$773,615
0.0% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,224
shares
|
$707,880
0.02% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
10,328
shares
|
$552,857
0.0% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,381
shares
|
$502,164
0.0% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,483
shares
|
$293,504
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
5,151
shares
|
$275,733
0.1% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
4,503
shares
|
$241,045
0.05% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
4,242
shares
|
$227,074
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,611
shares
|
$139,766
0.0% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,004
shares
|
$107,274
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,819
shares
|
$97,371
0.0% of portfolio
|
Q3 2025
Reduced 73.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,611
shares
|
$86,236
0.0% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
630
shares
|
$33,723
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
214
shares
|
$11,455
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
41
shares
|
$2,194
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
34
shares
|
$1,820
0.01% of portfolio
|
Q3 2025
New holding
|
|