Ticker: IQSI CUSIP: 45409B453 Class: NYLI CANDRIAM IN
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 12,218 | $430 |
| Kestra Advisory Services, LLC | 3,570 | $126 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Paul R. Ried Financial Group, LLC | 24,495 | 26,475 | +1,980 (+8.1%) |
| FLOW TRADERS U.S. LLC | 8,999 | 56,909 | +47,910 (+532.4%) |
| Golden State Wealth Management, LLC | 5,328 | 11,152 | +5,824 (+109.3%) |
| KWB Wealth | 9,243 | 11,437 | +2,194 (+23.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SEEDS INVESTOR LLC | 136,789 | 94,497 | -42,292 (-30.9%) |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 5,046,991 | 4,850,081 | -196,910 (-3.9%) |
| BANK OF AMERICA CORP /DE/ | 97,024 | 159 | -96,865 (-99.8%) |
| Focus Partners Wealth | 58,309 | 36,772 | -21,537 (-36.9%) |
| Rossby Financial, LCC | 8,917 | 8,457 | -460 (-5.2%) |
| NewEdge Advisors, LLC | 12,403 | 2,570 | -9,833 (-79.3%) |
| MORGAN STANLEY | 17,554 | 14,120 | -3,434 (-19.6%) |
| Brinker Capital Investments, LLC | 36,862 | 34,885 | -1,977 (-5.4%) |
| HARBOUR INVESTMENTS, INC. | 5,017 | 4,203 | -814 (-16.2%) |
| LPL Financial LLC | 9,135 | 8,908 | -227 (-2.5%) |
| OSAIC HOLDINGS, INC. | 3,350 | 3,232 | -118 (-3.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Golden State Equity Partners | 48,563 | $1,653 |
| ENVESTNET ASSET MANAGEMENT INC | 147,447 | $5,018 |
| UBS Group AG | 440 | $15 |
| Wealthspire Advisors, LLC | 227 | $8 |