Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$216,346
+4.9%
10,523
+5.0%
0.00%0.0%
Q2 2023$206,216
-9.4%
10,0200.0%0.00%
-25.0%
Q1 2023$227,650
+0.5%
10,020
+0.0%
0.00%0.0%
Q4 2022$226,538
-10.1%
10,019
-12.0%
0.00%
-20.0%
Q3 2022$252,000
-23.4%
11,381
-12.4%
0.01%
-16.7%
Q2 2022$329,000
-2.4%
12,999
-1.1%
0.01%
+20.0%
Q1 2022$337,000
-4.5%
13,1480.0%0.01%0.0%
Q4 2021$353,000
-1.9%
13,148
+1.7%
0.01%
-16.7%
Q3 2021$360,000
+0.8%
12,929
+0.0%
0.01%0.0%
Q2 2021$357,000
-99.9%
12,925
-36.2%
0.01%
+20.0%
Q1 2021$579,088,000
+402044.4%
20,262
+292.9%
0.01%
+66.7%
Q4 2020$144,0005,1570.00%
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