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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96,335 | 0.0% | 4,681 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $96,335 | -9.4% | 4,681 | 0.0% | 0.03% | -16.1% |
| Q1 2023 | $106,352 | +0.5% | 4,681 | 0.0% | 0.03% | -13.9% |
| Q4 2022 | $105,838 | -30.8% | 4,681 | -22.5% | 0.04% | -29.4% |
| Q3 2022 | $153,000 | -7.8% | 6,042 | -7.0% | 0.05% | +24.4% |
| Q2 2022 | $166,000 | 0.0% | 6,496 | 0.0% | 0.04% | +5.1% |
| Q1 2022 | $166,000 | – | 6,496 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JSF Financial, LLC | 934,962 | $25,824,000 | 15.22% |
| Lake Point Wealth Management | 1,072,510 | $29,623,000 | 13.81% |
| Delos Wealth Advisors, LLC | 327,831 | $9,055,000 | 11.32% |
| TMD Wealth Management, LLC | 785,624 | $21,699,000 | 9.47% |
| ACT Advisors, LLC. | 448,930 | $12,440,000 | 9.44% |
| SimpliFi, Inc. | 646,300 | $17,851,000 | 8.08% |
| MOULTON WEALTH MANAGEMENT, INC | 386,422 | $10,673,000 | 7.79% |
| PEAK FINANCIAL ADVISORS LLC | 327,516 | $9,046,000 | 7.78% |
| Astor Investment Management LLC | 1,302,974 | $35,988,000 | 7.71% |
| Faithward Advisors, LLC | 1,178,034 | $32,537,000 | 6.45% |