Integrated Wealth Concepts LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 219 filers reported holding KRANESHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$1,677,009
-24.9%
81,567
-24.8%
0.03%
-21.1%
Q2 2023$2,232,254
+861774.1%
108,467
+849.7%
0.04%
+660.0%
Q1 2023$259
+9.7%
11,421
+9.6%
0.01%
-16.7%
Q4 2022$236
-99.9%
10,423
+0.2%
0.01%
-14.3%
Q3 2022$231,000
-26.9%
10,405
-16.5%
0.01%
-30.0%
Q2 2022$316,000
-92.0%
12,459
-91.9%
0.01%
-91.7%
Q1 2022$3,932,000
-26.0%
153,456
-22.5%
0.12%
-24.1%
Q4 2021$5,316,000
-8.1%
197,998
-4.6%
0.16%
-16.0%
Q3 2021$5,782,000
-51.6%
207,461
-52.0%
0.19%
-55.6%
Q2 2021$11,945,000
-5.6%
432,484
-2.3%
0.42%
-18.7%
Q1 2021$12,654,000
+6.0%
442,757
+3.7%
0.52%
-8.0%
Q4 2020$11,938,000
+360.7%
426,797
+351.7%
0.56%
+253.1%
Q3 2020$2,591,00094,4910.16%
Other shareholders
KRANESHARES TR shareholders Q1 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