Kestra Advisory Services, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 155 filers reported holding KRANESHARES TR in Q4 2022. The put-call ratio across all filers is 2.22 and the average weighting 0.5%.

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 Q4 2022
NameSharesValueWeighting ↓
Ameliora Wealth Management Ltd. 1,508,049$35,555,00023.38%
Guardian Financial Partners, LLC 618,042$15,798,00016.26%
TMD Wealth Management, LLC 991,023$25,390,0009.77%
SevenOneSeven Capital Management 126,913$3,252,0006.74%
Faithward Advisors, LLC 1,136,592$29,120,0005.64%
Schiavi & Co LLC 294,437$7,543,0005.54%
All Season Financial Advisors, Inc. 247,276$6,335,0004.50%
Delos Wealth Advisors, LLC 174,165$4,462,0004.40%
TERRIL BROTHERS, INC. 797,980$20,367,0004.16%
SimpliFi, Inc. 343,377$8,797,0004.00%
View complete list of KRANESHARES TR shareholders