CAPTRUST FINANCIAL ADVISORS - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 219 filers reported holding KRANESHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$3,584,308
-11.8%
174,334
-11.7%
0.01%
-12.5%
Q2 2023$4,064,998
-12.8%
197,522
-3.7%
0.02%
-20.0%
Q1 2023$4,662,320
-10.2%
205,208
-10.6%
0.02%
-23.1%
Q4 2022$5,190,515
-11.9%
229,567
-13.7%
0.03%
-23.5%
Q3 2022$5,893,000
+49008.3%
265,921
+56964.6%
0.03%
Q2 2022$12,000
-20.0%
466
-18.4%
0.00%
Q1 2022$15,000
-34.8%
571
-32.3%
0.00%
Q4 2021$23,000
+15.0%
843
+18.6%
0.00%
Q3 2021$20,000
-80.8%
711
-81.1%
0.00%
-100.0%
Q2 2021$104,000
+300.0%
3,757
+317.4%
0.00%
Q1 2021$26,0009000.00%
Other shareholders
KRANESHARES TR shareholders Q1 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