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Get Institutions for : 
IQ CHAIKIN US SMALL CAP (CSML)  
$34.95 0.00 (0.00%) as of 4:30 Mon 4/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    1
Total shares held : 
5,100,409  
% of shares held : 
56.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
-231,800  
% of shares held change : 
  -2.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$30.72  
Last Quarter's Ending Price : 
$36.05  
Last Quarter's Average Price
$32.03  
Change from last quarter's     
avg. price to the last closing  : 
2.92 (9.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 11,448
 0.22%
 
Increased Positions :
5
 18,830
 0.37%
 
Unchanged Positions :
6
 2,390
 0.05%
 
Decreased Positions :
11
-255,115
-5%
 
Closed Positions :
1
-6,963
-0.14%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 11 - 2024-03-31 3,655,530 $136,356,000 -393,914
   LPL FINANCIAL CORP 946 - 2024-03-31 534,268 $19,929,000 -15,021
   BANK OF AMERICA CORP /DE/ 2915 - 2024-03-31 142,582 $5,318,000 -15,477
   COMMONWEALTH EQUITY SERVICES LLC. 2093 - 2024-03-31 32,386 $1,208,000 -190
   Empirical Asset Management LLC 62 - 2024-03-31 23,691 $884,000 -1,621
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3307 - 2024-03-31 14,827 $553,000 -8,834
   CITADEL ADVISORS LLC 4098 - 2024-03-31 9,035 $337,000 -267
   GOLDMAN SACHS GROUP INC/ 4212 - 2024-03-31 5,867 $219,000 -2,801
   COMERICA BANK 3164 - 2024-03-31 254 $9,000 -3

  9 Records found
  1    
  Page 1 of 1
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