PACIFIC CAPITAL WEALTH ADVISORS, INC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 108 filers reported holding KRANESHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of KRANESHARES TR
ValueSharesWeighting
Q2 2022$579,000
-1.0%
22,8360.0%0.16%
-4.2%
Q1 2022$585,000
-4.6%
22,8360.0%0.17%
-5.1%
Q4 2021$613,000
-3.6%
22,8360.0%0.18%
-12.9%
Q3 2021$636,000
+0.8%
22,8360.0%0.20%
-36.5%
Q2 2021$631,000
-10.2%
22,836
-7.2%
0.32%
-18.7%
Q1 2021$703,000
+19.4%
24,600
+16.7%
0.39%
+16.7%
Q4 2020$589,00021,0750.34%
Other shareholders
KRANESHARES TR shareholders Q4 2020
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