HERITAGE WEALTH MANAGEMENT, LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 202 filers reported holding KRANESHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

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 2022
NameSharesValueWeighting ↓
JSF Financial, LLC 1,068,719$29,785,00014.75%
Lake Point Wealth Management 1,118,056$31,160,00014.36%
Delos Wealth Advisors, LLC 397,551$11,080,00012.18%
TMD Wealth Management, LLC 824,316$22,974,0009.62%
ACT Advisors, LLC. 445,342$12,412,0009.58%
SimpliFi, Inc. 666,514$18,576,0008.34%
Astor Investment Management LLC 1,288,913$35,922,0007.98%
Faithward Advisors, LLC 1,238,401$34,515,0006.70%
VCU Investment Management Co 395,541$11,024,0006.55%
SevenOneSeven Capital Management 83,121$2,317,0005.85%
View complete list of KRANESHARES TR shareholders