NORTHCAPE 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
NORTHCAPE WEALTH MANAGEMENT, LLC ownership history of KRANESHARES TR
ValueSharesWeighting
Q4 2022$6,016,757
-32.0%
266,110
-33.3%
3.36%
+6.7%
Q3 2022$8,842,000
-10.1%
399,017
+2.8%
3.15%
-16.4%
Q2 2022$9,840,000
-2.4%
388,308
-1.3%
3.76%
+28.0%
Q1 2022$10,079,000
-1.0%
393,405
+3.8%
2.94%
-14.3%
Q4 2021$10,179,000379,1013.43%
Other shareholders
KRANESHARES TR shareholders Q1 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