Regal Investment Advisors LLC - 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
Regal Investment Advisors LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$4,389,999
-17.1%
213,521
-17.0%
0.37%
-16.7%
Q2 2023$5,296,318
+88.1%
257,353
+107.6%
0.44%
+78.3%
Q1 2023$2,815,950
+13.2%
123,941
+12.6%
0.25%
+3.3%
Q4 2022$2,487,827
+8.5%
110,032
+6.3%
0.24%
-0.4%
Q3 2022$2,293,000
-10.3%
103,480
+2.6%
0.24%
-9.0%
Q2 2022$2,556,000
-0.4%
100,883
+0.7%
0.27%
+13.2%
Q1 2022$2,566,000
+76.4%
100,166
+84.9%
0.24%
+82.2%
Q4 2021$1,455,000
-16.7%
54,178
-13.5%
0.13%
-23.7%
Q3 2021$1,746,000
+45.7%
62,650
+44.4%
0.17%
+40.8%
Q2 2021$1,198,000
+123.1%
43,389
+125.9%
0.12%
+96.7%
Q4 2020$537,00019,2060.06%
Other shareholders
KRANESHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Guardian Financial Partners, LLC 408,093$9,271,8769.32%
Schiavi & Co LLC 722,760$16,421,1037.11%
TERRIL BROTHERS, INC. 664,245$15,091,6467.09%
SimpliFi, Inc. 342,614$7,784,1963.83%
SevenOneSeven Capital Management 65,771$1,547,5923.49%
Faithward Advisors, LLC 628,331$14,784,6293.35%
Straight Path Wealth Management 158,319$3,596,9972.86%
Delos Wealth Advisors, LLC 98,322$2,233,8762.83%
BBJS FINANCIAL ADVISORS, LLC 193,835$4,403,9331.80%
Empire Financial Management Company, LLC 142,553$3,238,8121.32%
View complete list of KRANESHARES TR shareholders