Kestra Advisory Services, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 219 filers reported holding KRANESHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q3 2023$226,324
-41.1%
11,008
-41.0%
0.00%
-50.0%
Q2 2023$384,064
-10.7%
18,662
-1.4%
0.00%
-20.0%
Q1 2023$430,119
+3.5%
18,931
+3.0%
0.01%
+25.0%
Q4 2022$415,594
-99.9%
18,381
-50.0%
0.00%0.0%
Q3 2022$408,408,000
+138343.4%
36,784
+215.8%
0.00%
+33.3%
Q2 2022$295,000
-1.0%
11,649
+0.1%
0.00%0.0%
Q1 2022$298,000
-89.7%
11,641
-89.2%
0.00%
-89.7%
Q4 2021$2,904,000
-41.8%
108,138
-39.5%
0.03%
-42.0%
Q3 2021$4,986,000
-24.6%
178,887
-25.3%
0.05%
-33.3%
Q2 2021$6,611,000
+365.9%
239,372
+382.2%
0.08%
+316.7%
Q1 2021$1,419,00049,6430.02%
Other shareholders
KRANESHARES TR shareholders Q1 2021
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