Summit Trail Advisors, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 224 filers reported holding KRANESHARES TR in Q4 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.

Quarter-by-quarter ownership
Summit Trail Advisors, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$4,019,013
-3.1%
195,477
-3.0%
0.15%
-5.7%
Q2 2023$4,149,276
-38.4%
201,617
-32.0%
0.16%
-42.1%
Q1 2023$6,739,971
-20.2%
296,654
-20.6%
0.27%
-27.7%
Q4 2022$8,442,276
-45.9%
373,387
-47.0%
0.38%
-55.6%
Q3 2022$15,607,000
-13.3%
704,294
-0.8%
0.84%
-24.2%
Q2 2022$17,999,000
-19.6%
710,309
-18.7%
1.11%
-38.5%
Q1 2022$22,375,000
+14.2%
873,349
+19.7%
1.81%
+43.2%
Q4 2021$19,595,000
-14.2%
729,782
-10.9%
1.26%
-26.3%
Q3 2021$22,836,000
+314.0%
819,393
+310.3%
1.71%
+254.9%
Q2 2021$5,516,000199,7280.48%
Other shareholders
KRANESHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
JSF Financial, LLC 934,962$25,824,00015.22%
Lake Point Wealth Management 1,072,510$29,623,00013.81%
Delos Wealth Advisors, LLC 327,831$9,055,00011.32%
TMD Wealth Management, LLC 785,624$21,699,0009.47%
ACT Advisors, LLC. 448,930$12,440,0009.44%
SimpliFi, Inc. 646,300$17,851,0008.08%
MOULTON WEALTH MANAGEMENT, INC 386,422$10,673,0007.79%
PEAK FINANCIAL ADVISORS LLC 327,516$9,046,0007.78%
Astor Investment Management LLC 1,302,974$35,988,0007.71%
Faithward Advisors, LLC 1,178,034$32,537,0006.45%
View complete list of KRANESHARES TR shareholders