WCG Wealth Advisors LLC - KRANESHARES TR ownership

KRANESHARES TR's ticker is IVOL and the CUSIP is 500767736. A total of 137 filers reported holding KRANESHARES TR in Q3 2023. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q2 2023$277
-100.0%
12,084
-98.3%
0.03%
-98.5%
Q3 2022$16,159,000
-53.9%
729,194
-46.8%
2.14%
-10.9%
Q2 2022$35,031,0001,371,1762.40%
Other shareholders
KRANESHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Guardian Financial Partners, LLC 408,093$9,271,8769.32%
Schiavi & Co LLC 722,760$16,421,1037.11%
TERRIL BROTHERS, INC. 664,245$15,091,6467.09%
SimpliFi, Inc. 342,614$7,784,1963.83%
SevenOneSeven Capital Management 65,771$1,547,5923.49%
Faithward Advisors, LLC 628,331$14,784,6293.35%
Straight Path Wealth Management 158,319$3,596,9972.86%
Delos Wealth Advisors, LLC 98,322$2,233,8762.83%
BBJS FINANCIAL ADVISORS, LLC 193,835$4,403,9331.80%
Empire Financial Management Company, LLC 142,553$3,238,8121.32%
View complete list of KRANESHARES TR shareholders