WealthPLAN Partners, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 108 filers reported holding KRANESHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$365,680
+6.3%
17,786
+6.5%
0.04%
-14.3%
Q2 2023$343,853
-89.4%
16,708
-88.3%
0.05%
-86.8%
Q1 2023$3,251,598
-26.5%
143,116
-31.8%
0.37%
+19.7%
Q4 2022$4,426,062
-85.4%
209,766
-82.2%
0.31%
-85.3%
Q1 2022$30,315,000
-13.6%
1,178,428
-11.4%
2.10%
-9.0%
Q4 2021$35,086,000
+1.1%
1,329,500
+3.4%
2.31%
+0.1%
Q3 2021$34,717,000
-2.9%
1,285,832
+0.7%
2.31%
-8.3%
Q2 2021$35,769,000
+1.1%
1,277,478
+3.3%
2.52%
-8.3%
Q1 2021$35,366,000
+29.2%
1,236,141
+29.3%
2.74%
+18.0%
Q4 2020$27,369,000955,9562.33%
Other shareholders
KRANESHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Ameliora Wealth Management Ltd. 1,508,049$35,555,00023.38%
Guardian Financial Partners, LLC 618,042$15,798,00016.26%
TMD Wealth Management, LLC 991,023$25,390,0009.77%
SevenOneSeven Capital Management 126,913$3,252,0006.74%
Faithward Advisors, LLC 1,136,592$29,120,0005.64%
Schiavi & Co LLC 294,437$7,543,0005.54%
All Season Financial Advisors, Inc. 247,276$6,335,0004.50%
Delos Wealth Advisors, LLC 174,165$4,462,0004.40%
TERRIL BROTHERS, INC. 797,980$20,367,0004.16%
SimpliFi, Inc. 343,377$8,797,0004.00%
View complete list of KRANESHARES TR shareholders