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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $941,513 | -0.5% | 45,793 | -0.4% | 0.23% | -0.9% |
| Q2 2023 | $946,243 | -8.9% | 45,979 | +0.0% | 0.23% | -16.8% |
| Q1 2023 | $1,038,328 | -2.6% | 45,964 | -2.5% | 0.27% | -2.5% |
| Q4 2022 | $1,065,665 | -0.0% | 47,132 | -2.1% | 0.28% | -11.1% |
| Q3 2022 | $1,066,000 | -16.0% | 48,121 | -3.0% | 0.32% | -2.2% |
| Q2 2022 | $1,269,000 | +7.5% | 49,616 | +7.7% | 0.32% | +14.5% |
| Q1 2022 | $1,180,000 | -5.8% | 46,060 | -1.2% | 0.28% | -21.2% |
| Q4 2021 | $1,252,000 | -6.2% | 46,628 | -2.6% | 0.36% | -18.1% |
| Q3 2021 | $1,335,000 | +6.0% | 47,887 | +5.0% | 0.44% | +4.0% |
| Q2 2021 | $1,260,000 | – | 45,615 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JSF Financial, LLC | 934,962 | $25,824,000 | 15.22% |
| Lake Point Wealth Management | 1,072,510 | $29,623,000 | 13.81% |
| Delos Wealth Advisors, LLC | 327,831 | $9,055,000 | 11.32% |
| TMD Wealth Management, LLC | 785,624 | $21,699,000 | 9.47% |
| ACT Advisors, LLC. | 448,930 | $12,440,000 | 9.44% |
| SimpliFi, Inc. | 646,300 | $17,851,000 | 8.08% |
| MOULTON WEALTH MANAGEMENT, INC | 386,422 | $10,673,000 | 7.79% |
| PEAK FINANCIAL ADVISORS LLC | 327,516 | $9,046,000 | 7.78% |
| Astor Investment Management LLC | 1,302,974 | $35,988,000 | 7.71% |
| Faithward Advisors, LLC | 1,178,034 | $32,537,000 | 6.45% |