Global Retirement Partners, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 134 filers reported holding KRANESHARES TR in Q1 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$628
+11.2%
30
+20.0%
0.00%
Q4 2022$565
-43.5%
250.0%0.00%
Q3 2022$1,0000.0%250.0%0.00%
Q2 2022$1,0000.0%250.0%0.00%
Q1 2022$1,0000.0%250.0%0.00%
Q3 2021$1,0000.0%250.0%0.00%
Q2 2021$1,0000.0%250.0%0.00%
Q1 2021$1,0000.0%250.0%0.00%
Q4 2020$1,000250.00%
Other shareholders
KRANESHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
PEAK FINANCIAL ADVISORS LLC 354,182$9,906,0008.54%
TMD Wealth Management, LLC 441,557$12,350,0006.92%
VCU Investment Management Co 395,541$11,063,0005.72%
SimpliFi, Inc. 271,597$7,597,0003.54%
Ballew Advisors, Inc 139,517$3,930,0003.03%
SlateStone Wealth, LLC 378,030$10,573,0002.64%
WealthPLAN Partners, LLC 955,956$27,369,0002.33%
Silverleafe Capital Partners, LLC 160,828$4,498,0002.04%
MBL Wealth, LLC 156,940$4,390,0001.74%
BAR HARBOR TRUST SERVICES 152,485$4,265,0001.59%
View complete list of KRANESHARES TR shareholders