HERITAGE WEALTH MANAGEMENT, 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
HERITAGE WEALTH MANAGEMENT, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q4 2022$20,123
+54.8%
890
+52.7%
0.00%
-25.0%
Q3 2022$13,000
-99.9%
5830.0%0.00%
-20.0%
Q2 2022$14,773,000
+49143.3%
583
-50.3%
0.01%
-37.5%
Q1 2022$30,000
-14.3%
1,174
-7.3%
0.01%
-33.3%
Q3 2021$35,000
+16.7%
1,267
+17.3%
0.01%
+9.1%
Q2 2021$30,000
+900.0%
1,080
+918.9%
0.01%
+450.0%
Q1 2021$3,0001060.00%
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