Institutional Ownership Indexiq ETF Tr Iq Candriam Esg (IQSI)
This table provides information about the institutional ownership of Indexiq ETF Tr Iq Candriam Esg (IQSI). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 5.93 Million shares, which have been reported (via 13F filing form) to have a value of $205 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 |
5,046,991
shares
|
$174 Million
1.6% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Nyl Investors LLC
New York, NY |
Nov 04, 2025 Q3 2025 |
173,108
shares
|
$5.97 Million
2.04% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
147,447
shares
|
$5.09 Million
0.0% of portfolio
|
Q3 2025
Added 65.35%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
136,789
shares
|
$4.72 Million
0.98% of portfolio
|
Q3 2025
Added 87.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
97,024
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Added 61.87%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
48,563
shares
|
$1.68 Million
0.29% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
43,641
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
36,862
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,157
shares
|
$937,188
0.01% of portfolio
|
Q3 2023
Added 13.4%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
24,495
shares
|
$845,322
0.42% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
20,570
shares
|
$709,870
0.0% of portfolio
|
Q3 2025
Added 13.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
17,554
shares
|
$605,788
0.0% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
16,717
shares
|
$576,903
0.01% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
16,002
shares
|
$552,229
0.0% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
12,403
shares
|
$428,027
0.0% of portfolio
|
Q3 2025
Added 112.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,047
shares
|
$381,231
0.0% of portfolio
|
Q3 2024
Added 17.75%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
9,243
shares
|
$318,975
0.04% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
9,135
shares
|
$315,248
0.0% of portfolio
|
Q3 2025
Reduced 83.15%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,999
shares
|
$310,555
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
8,917
shares
|
$307,725
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
5,328
shares
|
$183,869
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,017
shares
|
$173,136
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,350
shares
|
$115,608
0.0% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
440
shares
|
$15,184
0.0% of portfolio
|
Q3 2025
Reduced 93.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
227
shares
|
$7,833
0.0% of portfolio
|
Q3 2025
New holding
|
|