Simplicity Solutions, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 244 filers reported holding KRANESHARES TR in Q2 2021. The put-call ratio across all filers is 0.92 and the average weighting 0.8%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$11,039,010
-2.8%
536,917
-2.7%
0.36%
+14.5%
Q2 2023$11,354,348
-7.7%
551,718
+1.9%
0.31%
-3.7%
Q1 2023$12,296,876
+4323.3%
541,236
+5318.3%
0.32%
+648.8%
Q3 2021$278,000
+13.9%
9,989
+13.3%
0.04%
-10.4%
Q2 2021$244,000
-86.6%
8,818
-86.4%
0.05%
+77.8%
Q4 2020$1,818,00064,9880.03%
Other shareholders
KRANESHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 354,182$9,906,0008.54%
TMD Wealth Management, LLC 441,557$12,350,0006.92%
VCU Investment Management Co 395,541$11,063,0005.72%
SimpliFi, Inc. 271,597$7,597,0003.54%
Ballew Advisors, Inc 139,517$3,930,0003.03%
SlateStone Wealth, LLC 378,030$10,573,0002.64%
WealthPLAN Partners, LLC 955,956$27,369,0002.33%
Silverleafe Capital Partners, LLC 160,828$4,498,0002.04%
MBL Wealth, LLC 156,940$4,390,0001.74%
BAR HARBOR TRUST SERVICES 152,485$4,265,0001.59%
View complete list of KRANESHARES TR shareholders