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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $7,053,000 | +0.7% | 253,069 | -0.2% | 2.77% | +2.8% |
| Q2 2021 | $7,007,000 | -7.9% | 253,676 | -4.7% | 2.69% | -13.2% |
| Q1 2021 | $7,608,000 | +69.1% | 266,211 | +65.5% | 3.10% | +51.8% |
| Q4 2020 | $4,498,000 | +47.6% | 160,828 | +44.7% | 2.04% | +32.0% |
| Q3 2020 | $3,048,000 | – | 111,143 | – | 1.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JSF Financial, LLC | 934,962 | $25,824,000 | 15.22% |
| Lake Point Wealth Management | 1,072,510 | $29,623,000 | 13.81% |
| Delos Wealth Advisors, LLC | 327,831 | $9,055,000 | 11.32% |
| TMD Wealth Management, LLC | 785,624 | $21,699,000 | 9.47% |
| ACT Advisors, LLC. | 448,930 | $12,440,000 | 9.44% |
| SimpliFi, Inc. | 646,300 | $17,851,000 | 8.08% |
| MOULTON WEALTH MANAGEMENT, INC | 386,422 | $10,673,000 | 7.79% |
| PEAK FINANCIAL ADVISORS LLC | 327,516 | $9,046,000 | 7.78% |
| Astor Investment Management LLC | 1,302,974 | $35,988,000 | 7.71% |
| Faithward Advisors, LLC | 1,178,034 | $32,537,000 | 6.45% |