CAPTRUST FINANCIAL ADVISORS - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 224 filers reported holding KRANESHARES TR in Q4 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.

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 Q4 2021
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