CreativeOne Wealth, 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
CreativeOne Wealth, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q2 2023$5,155
-99.8%
203,449
+50.4%
0.13%
-28.3%
Q3 2022$2,997,000
-43.7%
135,233
-35.7%
0.18%
-37.5%
Q2 2022$5,326,000
-3.0%
210,166
-2.0%
0.29%
+1.1%
Q1 2022$5,493,000
-14.0%
214,404
-9.8%
0.28%
-9.5%
Q4 2021$6,385,000
-9.6%
237,792
-6.1%
0.32%
-24.1%
Q3 2021$7,060,000
+12.8%
253,317
+11.8%
0.42%
+7.2%
Q2 2021$6,260,000
+28.7%
226,645
+33.2%
0.39%
+5.2%
Q1 2021$4,863,000170,1830.37%
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