KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 137 filers reported holding KRANESHARES TR in Q3 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,776 | +0.0% | 5,145 | +0.2% | 0.02% | 0.0% |
| Q2 2023 | $105,729 | -9.1% | 5,137 | +0.3% | 0.02% | -20.8% |
| Q1 2023 | $116,347 | +0.8% | 5,121 | +0.3% | 0.02% | +4.3% |
| Q4 2022 | $115,472 | -12.5% | 5,107 | -14.1% | 0.02% | -17.9% |
| Q3 2022 | $132,000 | -12.0% | 5,943 | +0.2% | 0.03% | +3.7% |
| Q2 2022 | $150,000 | -14.8% | 5,929 | -13.5% | 0.03% | -3.6% |
| Q1 2022 | $176,000 | -3.8% | 6,854 | +0.6% | 0.03% | 0.0% |
| Q4 2021 | $183,000 | -16.1% | 6,811 | -12.8% | 0.03% | -22.2% |
| Q3 2021 | $218,000 | -6.0% | 7,814 | -6.8% | 0.04% | -5.3% |
| Q2 2021 | $232,000 | -19.4% | 8,385 | -16.8% | 0.04% | -25.5% |
| Q1 2021 | $288,000 | +130.4% | 10,078 | +125.8% | 0.05% | +112.5% |
| Q4 2020 | $125,000 | +54.3% | 4,464 | +51.2% | 0.02% | +33.3% |
| Q3 2020 | $81,000 | -31.9% | 2,953 | -32.9% | 0.02% | -35.7% |
| Q2 2020 | $119,000 | – | 4,400 | – | 0.03% | – |
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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% |