BAR HARBOR WEALTH MANAGEMENT - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 155 filers reported holding KRANESHARES TR in Q4 2022. The put-call ratio across all filers is 2.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
BAR HARBOR WEALTH MANAGEMENT ownership history of KRANESHARES TR
ValueSharesWeighting
Q4 2022$2,361,230
-9.3%
104,433
-11.1%
0.19%
-15.6%
Q3 2022$2,604,000
+45.6%
117,494
+66.5%
0.22%
+56.6%
Q2 2022$1,788,00070,5600.14%
Other shareholders
KRANESHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
JSF Financial, LLC 934,962$25,824,00015.22%
Lake Point Wealth Management 1,072,510$29,623,00013.81%
Delos Wealth Advisors, LLC 327,831$9,055,00011.32%
TMD Wealth Management, LLC 785,624$21,699,0009.47%
ACT Advisors, LLC. 448,930$12,440,0009.44%
SimpliFi, Inc. 646,300$17,851,0008.08%
MOULTON WEALTH MANAGEMENT, INC 386,422$10,673,0007.79%
PEAK FINANCIAL ADVISORS LLC 327,516$9,046,0007.78%
Astor Investment Management LLC 1,302,974$35,988,0007.71%
Faithward Advisors, LLC 1,178,034$32,537,0006.45%
View complete list of KRANESHARES TR shareholders