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Get Institutions for : 
Iq Candriam Esg Us Equity Etf (IQSU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    2
Total shares held : 
 8,813,863  
% of shares held : 
 7.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 410,883  
% of shares held change : 
   0.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 42,957
 0.49%
 
Increased Positions :
11
 762,425
 8.65%
 
Unchanged Positions :
4
 9,812
 0.11%
 
Decreased Positions :
5
-394,498
-4.48%
 
Closed Positions :
1
-1
-0%
 
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 3 - 2023-12-31 6,491,633 $272,584,000 -379,850
   BANK OF ITALY 7 - 2024-03-31 1,805,576 $80,095,000 0
   LPL FINANCIAL CORP 2012 - 2023-12-31 76,186 $3,199,000 22,829
   BOSTON FINANCIAL MANGEMENT INC /MA 131 - 2023-12-31 56,541 $2,374,000 -10,932
   MULTIFINANCIAL SECURITIES CORP 466 - 2023-12-31 52,943 $2,223,000 -422
   BANK OF AMERICA CORP /DE/ 3693 - 2023-12-31 37,096 $1,558,000 -2,047
   We Are One Seven LLC 242 - 2023-12-31 36,782 $1,544,000 -1,247
   IFP Advisors Inc 313 - 2023-12-31 32,965 $1,384,000 1,137
   Waterloo Capital L.P. 111 *New 2023-12-31 31,031 $1,303,000 31,031
   CITADEL ADVISORS LLC 3045 - 2023-12-31 21,101 $886,000 21,101
   WCG Wealth Advisors LLC 242 - 2023-12-31 13,046 $548,000 43
   Private Advisor Group LLC - 2024-03-31 9,996 $443,000 -2,760
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4000 *New 2023-12-31 9,976 $419,000 9,976
   GREAT VALLEY ADVISOR GROUP INC. 509 - 2023-12-31 9,627 $404,000 231
   COMMONWEALTH EQUITY SERVICES LLC. 3166 - 2024-03-31 7,250 $322,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2777 - 2024-03-31 7,187 $319,000 1,075
   Goss Wealth Management LLC 2004 - 2023-12-31 1,983 $83,000 0
   MORGAN STANLEY 5821 - 2023-12-31 1,885 $79,000 8
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1892 - 2023-12-31 1,717 $72,000 0
   Advisor Group Holdings Inc. 5426 - 2023-12-31 454 $19,000 50
   Ronald Blue Trust Inc. *Closed 2024-03-31 0 $0 -1,950
   UBS Group AG 7753 *Closed 2023-12-31 0 $0 -1
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   KWB Wealth 141 *Closed 2024-03-31 0 $0 -105,253
  24 Records found
  1    
  Page 1 of 1
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