BAR HARBOR WEALTH MANAGEMENT - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 134 filers reported holding KRANESHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.

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 Q1 2023
NameSharesValueWeighting ↓
Guardian Financial Partners, LLC 408,093$9,271,8769.32%
Schiavi & Co LLC 722,760$16,421,1037.11%
TERRIL BROTHERS, INC. 664,245$15,091,6467.09%
SimpliFi, Inc. 342,614$7,784,1963.83%
SevenOneSeven Capital Management 65,771$1,547,5923.49%
Faithward Advisors, LLC 628,331$14,784,6293.35%
Straight Path Wealth Management 158,319$3,596,9972.86%
Delos Wealth Advisors, LLC 98,322$2,233,8762.83%
BBJS FINANCIAL ADVISORS, LLC 193,835$4,403,9331.80%
Empire Financial Management Company, LLC 142,553$3,238,8121.32%
View complete list of KRANESHARES TR shareholders