WMS Partners, LLC - 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
WMS Partners, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2022$237,000
-12.5%
10,7080.0%0.03%
-23.8%
Q2 2022$271,000
-1.1%
10,7080.0%0.04%
+10.5%
Q1 2022$274,000
-50.7%
10,708
-48.3%
0.04%
-68.1%
Q4 2021$556,000
-3.6%
20,7080.0%0.12%
+40.0%
Q3 2021$577,000
+94.9%
20,708
+93.4%
0.08%
+93.2%
Q2 2021$296,000
-3.3%
10,7080.0%0.04%
-37.1%
Q1 2021$306,000
+2.0%
10,7080.0%0.07%
+34.6%
Q4 2020$300,000
+2.0%
10,7080.0%0.05%
-8.8%
Q3 2020$294,00010,7080.06%
Other shareholders
KRANESHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Ameliora Wealth Management Ltd. 1,508,049$35,555,00023.38%
Guardian Financial Partners, LLC 618,042$15,798,00016.26%
TMD Wealth Management, LLC 991,023$25,390,0009.77%
SevenOneSeven Capital Management 126,913$3,252,0006.74%
Faithward Advisors, LLC 1,136,592$29,120,0005.64%
Schiavi & Co LLC 294,437$7,543,0005.54%
All Season Financial Advisors, Inc. 247,276$6,335,0004.50%
Delos Wealth Advisors, LLC 174,165$4,462,0004.40%
TERRIL BROTHERS, INC. 797,980$20,367,0004.16%
SimpliFi, Inc. 343,377$8,797,0004.00%
View complete list of KRANESHARES TR shareholders