CreativeOne Wealth, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 137 filers reported holding KRANESHARES TR in Q3 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.

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 Q3 2023
NameSharesValueWeighting ↓
Guardian Financial Partners, LLC 408,093$9,271,8769.32%
Schiavi & Co LLC 722,760$16,421,1037.11%
TERRIL BROTHERS, INC. 664,245$15,091,6467.09%
SimpliFi, Inc. 342,614$7,784,1963.83%
SevenOneSeven Capital Management 65,771$1,547,5923.49%
Faithward Advisors, LLC 628,331$14,784,6293.35%
Straight Path Wealth Management 158,319$3,596,9972.86%
Delos Wealth Advisors, LLC 98,322$2,233,8762.83%
BBJS FINANCIAL ADVISORS, LLC 193,835$4,403,9331.80%
Empire Financial Management Company, LLC 142,553$3,238,8121.32%
View complete list of KRANESHARES TR shareholders