IQ Candriam ESG U.S. Large Cap Equity ETF (IQSU) Institutional Ownership

$42.76
-0.22 (-0.51%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for IQ Candriam ESG U.S. Large Cap Equity ETF (NYSEARCA:IQSU)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$1.30M
Number of
Institutional Sellers
(last 12 months)
0
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IQSU Institutional Buying and Selling by Quarter

IQ Candriam ESG U.S. Large Cap Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2024Waterloo Capital L.P.31,031$1.30M0.2%N/A0.310%
8/12/2022Financial Advocates Investment Management32,380$1.05M0.1%-39.0%0.279%
8/10/2022Palisades Hudson Asset Management L.P.29,657$958K0.5%+123,470.8%0.256%
8/8/2022Boston Financial Mangement LLC37,636$1.22M0.1%N/A0.324%
5/11/2022Financial Advocates Investment Management53,117$2.08M0.1%+37.8%0.439%
5/9/2022Northwestern Mutual Wealth Management Co.1,477$58K0.0%+223.2%0.012%
5/4/2022Commonwealth Equity Services LLC14,382$562K0.0%+3.5%0.119%
4/26/2022New York Life Investment Management LLC10,744,728$419.90M22.2%-1.7%88.799%
2/8/2022 Raymond James Financial Services Advisors Inc.8,465$352K0.0%+11.2%0.069%
2/8/2022Bank of Italy1,097,762$45.70M1.5%N/A8.925%
2/7/2022New York Life Investment Management LLC10,930,390$455.05M23.7%-12.0%88.865%
1/31/2022 Teamwork Financial Advisors LLC5,144$214K0.0%N/A0.042%
1/31/2022Commonwealth Equity Services LLC13,890$578K0.0%+74.7%0.113%
1/20/2022AE Wealth Management LLC5,144$214K0.0%N/A0.041%
1/6/2022Carroll Financial Associates Inc.3,404$142K0.0%-25.4%0.028%
11/5/2021New York Life Investment Management LLC12,417,497$461.44M25.4%+5.5%103.479%
11/4/2021Financial Advocates Investment Management20,272$753K0.1%+5.8%0.169%
11/2/2021 Raymond James Financial Services Advisors Inc.7,613$283K0.0%-3.8%0.063%
8/17/2021Citadel Advisors LLC35,409$1.30M0.0%-1.2%0.291%
8/13/2021LPL Financial LLC99,661$3.67M0.0%+1.0%0.820%
8/11/2021Susquehanna International Group LLP21,830$803K0.0%N/A0.180%
8/3/2021Financial Advocates Investment Management19,155$705K0.0%+3.8%0.158%
7/31/2021New York Life Investment Management LLC11,770,940$433.14M25.0%+6.0%96.880%
5/18/2021Citadel Advisors LLC35,835$1.21M0.0%N/A0.309%
5/17/2021 Wagner Wealth Management LLC51,563$1.74M1.4%-2.4%0.445%
5/14/2021New York Life Investment Management LLC11,103,441$375.43M22.6%+11.2%95.719%
5/10/2021Financial Advocates Investment Management18,448$624K0.0%N/A0.159%
5/4/2021Commonwealth Equity Services LLC7,598$256K0.0%N/A0.066%
2/23/2021New York Life Investment Management LLC9,982,805$322.26M21.6%+95.7%91.585%
2/17/2021Jane Street Group LLC7,576$245K0.0%-86.4%0.082%
2/12/2021LPL Financial LLC85,473$2.76M0.0%N/A0.929%
2/9/2021 Wagner Wealth Management LLC52,818$1.71M1.6%N/A0.574%
1/8/2021Carroll Financial Associates Inc.4,565$147K0.0%N/A0.050%
11/17/2020Jane Street Group LLC55,520$1.61M0.0%+65.3%0.603%
8/17/2020Jane Street Group LLC33,578$881K0.0%-4.1%0.658%
5/15/2020Jane Street Group LLC35,018$746K0.0%-18.7%2.594%
(Data available from 1/1/2016 forward)

IQSU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IQSU shares?

During the previous two years, the following institutional investors and hedge funds held shares of IQ Candriam ESG U.S. Large Cap Equity ETF shares: New York Life Investment Management LLC ($419.90M), Waterloo Capital L.P. ($1.30M), Boston Financial Mangement LLC ($1.22M), Financial Advocates Investment Management ($1.05M), Palisades Hudson Asset Management L.P. ($958K), and Commonwealth Equity Services LLC ($562K), and Northwestern Mutual Wealth Management Co. ($58K).Learn more on IQSU's institutional investors.

Which institutional investors have been buying IQ Candriam ESG U.S. Large Cap Equity ETF stock?

The following institutional investors have purchased IQ Candriam ESG U.S. Large Cap Equity ETF stock in the last 24 months: Boston Financial Mangement LLC ($37.64K), Waterloo Capital L.P. ($31.03K), Palisades Hudson Asset Management L.P. ($29.63K), Financial Advocates Investment Management ($14.58K), Northwestern Mutual Wealth Management Co. ($1.02K), and Commonwealth Equity Services LLC ($492.00).

How much institutional buying is happening at IQ Candriam ESG U.S. Large Cap Equity ETF?

Institutional investors have bought a total of 114,387 shares in the last 24 months. This purchase volume represents approximately $4.10M in transactions.

Which IQ Candriam ESG U.S. Large Cap Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold IQ Candriam ESG U.S. Large Cap Equity ETF stock in the last 24 months: New York Life Investment Management LLC ($185.66K), and Financial Advocates Investment Management ($20.74K).

How much institutional selling is happening at IQ Candriam ESG U.S. Large Cap Equity ETF?

Institutional investors have sold a total of 206,399 shares in the last 24 months. This volume of shares sold represents approximately $7.93M in transactions.


This page (NYSEARCA:IQSU) was last updated on 4/25/2024 by MarketBeat.com Staff

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