KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 155 filers reported holding KRANESHARES TR in Q4 2022. The put-call ratio across all filers is 2.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,230 | -9.0% | 9,924 | +0.4% | 0.17% | -23.7% |
| Q1 2023 | $224,475 | -30.3% | 9,880 | -30.6% | 0.22% | -27.7% |
| Q4 2022 | $322,053 | -49.0% | 14,244 | -50.0% | 0.31% | -50.7% |
| Q3 2022 | $631,000 | -12.5% | 28,482 | +0.1% | 0.63% | -14.3% |
| Q2 2022 | $721,000 | -1.0% | 28,441 | +0.1% | 0.73% | +4.4% |
| Q1 2022 | $728,000 | -9.3% | 28,399 | -5.0% | 0.70% | -8.0% |
| Q4 2021 | $803,000 | – | 29,895 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 354,182 | $9,906,000 | 8.54% |
| TMD Wealth Management, LLC | 441,557 | $12,350,000 | 6.92% |
| VCU Investment Management Co | 395,541 | $11,063,000 | 5.72% |
| SimpliFi, Inc. | 271,597 | $7,597,000 | 3.54% |
| Ballew Advisors, Inc | 139,517 | $3,930,000 | 3.03% |
| SlateStone Wealth, LLC | 378,030 | $10,573,000 | 2.64% |
| WealthPLAN Partners, LLC | 955,956 | $27,369,000 | 2.33% |
| Silverleafe Capital Partners, LLC | 160,828 | $4,498,000 | 2.04% |
| MBL Wealth, LLC | 156,940 | $4,390,000 | 1.74% |
| BAR HARBOR TRUST SERVICES | 152,485 | $4,265,000 | 1.59% |